John Goodson is a financial advisor with Alpha Planning and Financial Services, Inc. in Solon, OH. He holds a Series 65 designation and has five years of industry experience. His prior work history includes roles at Mass Mutual Life Insurance Company, MML Investors Services, and AXA Advisors. Alpha Planning and Financial Services, Inc. serves individual and high-net-worth clients by providing discretionary portfolio management, retirement and income-generation advice, and standalone financial planning. The firm employs a top-down, macro-environmental investment approach with sector rotation and manages accounts on a discretionary basis through its wrap-fee program.

Dennis Tidmore is a financial advisor with Tidmore Retirement Planning Specialists in Beachwood, OH, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He is the owner of Tidmore Consulting Services, which provides non-securities financial consulting in collaboration with other professionals. Tidmore has previously worked at Premier Investment Advisors Inc since 2000. Tidmore Retirement Planning Specialists advises ERISA-qualified retirement plan sponsors and individual investors, offering fiduciary governance, plan-level consulting, participant education, and investment management. The firm utilizes a combination of analytical methods and discretionary fiduciary services to actively manage portfolios and support both plan sponsors and individual clients.

Anjum Hussain is a CFA® charterholder with 22 years of industry experience. He is currently a principal at Night Sky Capital Management, LLC, where he has worked since 2021. Prior to that, he spent 16 years at Qterra Capital Management, LLC. Hussain has also served on the faculty at Oberlin College since 2005. Night Sky Capital Management provides discretionary investment management and financial planning primarily for individual clients, using a technology-driven, quantitative approach based on a proprietary momentum framework. The firm manages accounts on a discretionary basis, tailoring allocations to client risk profiles and discloses firm-level performance results, which is uncommon for firms of its size.

Carly Purtill is a financial advisor at Purtill Financial LLC with 11 years of industry experience. She holds the PFS™ designation and the Series 65 license and has been with Purtill Financial since 2014. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm focuses on non-discretionary portfolio advice and retirement-plan advisement, developing individualized investment policies through client discussions while maintaining a client-directed implementation approach.

Liam Studt is a CFP® professional with six years of industry experience, currently affiliated with Reed Financial Services, Inc. He has worked at APW Capital, Inc. since 2019 and has been associated with James Reed Financial Services, Inc. since 2017. Reed Financial Services, Inc. is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $389 million in client assets and employs a team approach using core model portfolios, primarily mutual funds and ETFs, with discretionary management and fee-based financial planning.

Keith Lichtcsien is a CFP® and Series 63 credentialed advisor with 43 years of industry experience. He has been with Resource Strategies, Inc. since 1985 and has also worked with Valmark Securities, Inc. since 2007. Resource Strategies, Inc. provides investment advisory services and comprehensive financial planning, including estate, business, education, and retirement planning. The firm offers non-discretionary portfolio management using third-party money managers and combines advisory fees with commission-based activities through broker-dealer and insurance products.

Zachary Paul is a financial advisor at Kirtland Hills Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Hyland Software since 2021 as a Software Platform Data Engineer. His prior roles include positions at Lovelytics and Paladin Attachments. Kirtland Hills Capital Management provides discretionary investment advisory and portfolio management services primarily to individuals, high-net-worth clients, families, and small businesses. The firm employs a long-term, owner-oriented equity investment approach that combines fundamental and technical analysis, supported by quantitative research, and manages approximately $310 million in client assets.

Adam Vertes is a financial advisor with Objective Capital Management, LLC in Pepper Pike, Ohio, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has previously worked at Merrill, Advest, Inc., and Raymond James & Associates. Outside of his advisory role, he is involved in managing family-held LLCs and serves as an executor of a family philanthropic fund established at the Jewish Community Federation. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and other institutions. The firm employs a variety of investment approaches, including fundamental and technical analysis as well as Modern Portfolio Theory, with tailored portfolio management and planning services.

Jerry Herman is a financial advisor at Wisdom Investment Strategies, LLC with nine years of industry experience. He is the president and owner of Wisdom Capital, LLC, a firm offering general business consulting services. Herman serves as a trustee for the Parma Hospital Health Care Foundation. Wisdom Investment Strategies provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, business entities, charitable organizations, and other registered advisers. The firm employs a proprietary equity selection process that combines fundamental and technical analysis, including the use of options for risk mitigation.

Todd Pence is a CFA® charterholder with five years of industry experience. He has worked at Virtera Partners LLC since 2021 and previously spent eight years at Parkwood LLC. Virtera Partners provides customized investment advisory services primarily to ultra-high-net-worth families, family offices, charitable organizations, and certain pooled vehicles. The firm emphasizes asset allocation and diversification across public and alternative asset classes, relying on manager selection and due diligence to implement concentrated, high-conviction strategies.

Christine Kalt is a CFP® and CFA® at GatePass Capital, LLC with 11 years of industry experience. She previously worked for CBIZ Financial Solutions Inc for 10 years before joining GatePass Capital in 2025. GatePass Capital provides investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, retirement plans, and private funds. The firm’s approach includes diversification, risk management, and a long-term horizon, managing portfolios across public and alternative asset classes while also serving as an investment manager to a private venture fund and related pooled vehicles.

Anthony Debaltzo is a financial advisor at GatePass Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for nine and eight years, respectively. GatePass Capital provides discretionary and non-discretionary investment management, financial planning, and consulting services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, retirement plans, and private funds. The firm emphasizes diversification, risk management, and a long-term investment horizon, managing portfolios across public equities, fixed income, alternative assets, and venture equity investments through pooled vehicles.

Catherine Veres is a CFP® and PFS™ with 22 years of experience in financial advising. She has been with Cornerstone Family Office, LLC since 2001. Cornerstone Family Office serves high-net-worth individuals and related entities, providing comprehensive family office services such as financial and estate planning, tax preparation and planning, charitable planning, investment reporting, and administrative support. The firm focuses on tailored financial plans and coordinating with third-party investment managers while clients retain final decision authority.

James Crew is the sole advisor at Nirvana Analytics, LLC, an independent firm based in Pepper Pike, OH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to his current role, he worked at Paradigm Institutional Investments from 2021 to 2022. Nirvana Analytics provides discretionary investment management to a range of clients, including individuals, estates, trusts, pensions, corporations, and public-sector entities. The firm focuses on large-cap equities, fixed income, mutual funds, and option-based trading strategies such as credit spreads and covered-call writing, managing accounts on a discretionary basis with in-house research and regular reviews.

Drew Gill is a Chartered Financial Consultant (ChFC®) with seven years of industry experience. He is currently an advisor at Enza Financial, LLC and has previously worked with firms including Golden Reserve Retirement, Investment Distributors, Inc., and Concourse Financial Group Securities Inc. Drew’s background also includes varied roles outside the financial sector, such as positions in retail and dining. Enza Financial serves individual clients, businesses, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm utilizes multiple analytical methods and offers both discretionary and non-discretionary advice, along with participant-level retirement plan services and access to a wide range of investment vehicles.

Steven Francomacaro is a CFA® charterholder at Virtera Partners LLC with one year of industry experience. Prior to joining Virtera Partners in 2025, he worked at the University of Oklahoma Foundation, Windancer Holdings, and Gerber Taylor. Virtera Partners provides investment advisory and family-office services to ultra-high net worth families and charitable organizations, focusing on customized portfolio management that includes public equities, fixed income, ETFs, and alternative investments. The firm emphasizes asset allocation and diversification and serves primarily clients with substantial investable assets, typically $100 million or more.

Christopher Barr is a Series 65-registered financial advisor with 10 years of industry experience. He has worked at Bluestone Private Wealth, LLC since 2023 and previously spent eight years at MAI Capital Management LLC. Bluestone Private Wealth provides wealth advisory, portfolio management, and financial planning services primarily to individual and high-net-worth clients. The firm offers tailored investment strategies through a small team, employing a mix of analytic methods and diverse investment approaches including options trading and allocations to private equity and other alternatives.

Donn Goodman is a financial advisor at Market Gauge Asset Management with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Atalanta Sosnoff Capital LLC and Atalanta Sosnoff Management LLC for over two decades. He also serves as a consultant to a financial publishing entity, MarketGuarge.com. Market Gauge Asset Management provides discretionary portfolio management to individual and institutional clients using a blend of proprietary, rules-based models alongside fundamental, technical, quantitative, and qualitative analysis. The firm offers model-based trading signals, pre-designed portfolio blends, and employs tactical and longer-term strategies with potential use of hedging and leverage.

Peter Mooney is a financial advisor with Ultra Advisors LLC in Lyndhurst, OH, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has held roles at firms including Inverness Securities LLC and Safeguard Securities, Inc. Outside of his advisory work, he is involved in manufacturing through Century Plating Inc. and serves as president of Flexible Benefits Systems, Inc., a recordkeeping and third-party administration firm. Ultra Advisors LLC provides investment management to individual clients and pension and profit-sharing plans, including advisory services for open-architecture 401(k) plans. The firm focuses on building portfolios from mutual funds, ETFs, and other funds using fundamental analysis and a long-term purchase approach tailored to clients’ risk tolerances and objectives.

Molly Balunek is a CFP® professional with 25 years of experience in the financial advisory industry. She has worked at Endeavor Wealth Advisors, LLC since 2019 and previously held roles at Laurel Tree Advisors, LLC, Ancora Private Wealth Advisors, LLC, and Spero-Smith Investment Advisers, Inc. Balunek serves as a board member of the Validation Training Institute, Inc., a nonprofit focused on improving communication with older adults with memory loss. Endeavor Wealth Advisors serves individuals, couples, families, and trusts, including high net worth clients, offering discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs individualized Investment Policy Statements and combines long-term diversified strategies with occasional tactical trading.