Kayla Stowe is a CFP® professional with 14 years of experience in financial advising. She currently works at Lakeridge Wealth Management LLC and has previous experience with Cetera Advisor Networks LLC and Private Client Services. Stowe serves on the board of the Northeast Ohio Financial Planning Association chapter, contributing to continuing education program planning. Lakeridge Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and charitable organizations. The firm employs a fundamentals-based, long-term investment approach using primarily ETFs and mutual funds, with portfolios customized to clients’ goals and risk tolerance.

Grace Arnold is a CFA® charterholder with 10 years of industry experience. She currently works at Greenup Wealth, where she has been since 2024, and previously spent seven years at American Century Investment Services, Inc. Outside of finance, she co-constructed a syndicated crossword puzzle published through Andrews McMeel Universal. Greenup Wealth provides portfolio management and financial planning to individuals, charitable organizations, and business entities, employing a variety of analysis methods and investment strategies tailored to both discretionary and non-discretionary accounts.

Jeffrey Mucciarone is a financial advisor at Peak Wealth Solutions with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Cambridge Investment Research, LPL Financial, and American Portfolios Financial Services. Peak Wealth Solutions serves individuals, trusts, charitable organizations, and retirement plans, primarily focusing on clients near or in retirement. The firm employs a multi-model, global asset allocation approach and offers both individual account management and plan-level consulting, managing approximately $982 million in client assets.

Rachelle Kovacs is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Adaptive Financial Consulting, LLC, where she has worked since 2018. Kovacs previously held roles at Stratos Wealth Partners and LPL Financial. Adaptive Financial Consulting provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension plans, and businesses. The firm customizes portfolios based on client objectives and employs multiple analytical approaches, coordinating with clients’ tax and estate professionals when appropriate.

Daniel Vujanov is a financial advisor at Peak Wealth Solutions with six years of industry experience. He holds a Series 65 designation and has worked at CBIZ Investment Advisory Services LLC and Sequoia Financial Group prior to joining Peak Wealth Solutions. Peak Wealth Solutions serves individual and high-net-worth clients, particularly those near or in retirement, as well as trustees, small businesses, and retirement plans. The firm employs a seven-person team managing several hundred million dollars in client assets, offering discretionary investment management, financial planning, and retirement plan consulting with an emphasis on tailored portfolio strategies and fiduciary standards.

Raymond Tropp is a financial advisor at Beacon Financial Advisory LLC with 31 years of industry experience. He holds a Series 63 designation and has been with Beacon Financial Partners since 2006, transitioning to Beacon Financial Advisory in 2015. In addition to his advisory work, he is a partner involved in life insurance and fixed annuities. Beacon Financial Advisory LLC serves individuals, high-net-worth clients, and pension/profit-sharing plans, offering investment advisory, financial planning, retirement-plan consulting, and annual tax preparation. The firm manages over $900 million in discretionary assets and utilizes a variety of investment strategies and third-party platforms across multiple offices.

Laura Mineo is a financial advisor with McDonald Partners LLC, holding 29 years of industry experience. She previously worked at Janney Montgomery Scott LLC and Thomas McDonald Partners LLC. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities.

Alan Yanowitz is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding a Series 63 designation and over 35 years of industry experience. He has worked at Beacon Financial Partners and Lincoln Investment since 2015. Yanowitz serves as a trustee for his family’s philanthropic foundation and volunteers with the Jewish Federation of Cleveland, participating in several committees focused on endowment, development, retirement fund, cemetery preservation, and Holocaust survivor support. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $900 million in discretionary assets across five offices and offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and strategies.

Jonathan Mistofsky is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding a Series 63 designation and 12 years of industry experience. He has worked at Beacon Financial Advisory since 2021 and previously at Lincoln Investment Planning LLC and FNA Wealth Management. In addition to his advisory role, he provides life and fixed insurance products through FNA Wealth Management. Beacon Financial Advisory LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages over $900 million in discretionary assets across five offices and employs a variety of investment strategies and analytical methods tailored to client needs.

Joseph Stanzi is a financial advisor with McDonald Partners LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Thomas McDonald Partners, LLC since 2009. McDonald Partners serves individual and institutional clients, providing investment management, financial planning, and pension consulting through customized portfolios that utilize fundamental, technical, and cyclical analysis across multiple platforms.

Craig Steinbrink is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Clair Advisors since 2013. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives with integrated wealth management services. The firm employs an open-architecture investment approach combining active and passive strategies and integrates tax and family-office capabilities into its advisory offering.

Steven Rivkin is a financial advisor at McDonald Partners LLC with 12 years of industry experience. He holds a Series 66 designation and has been with McDonald Partners since 2016. In addition to his advisory role, he provides accounting services through his CPA practice and serves as controller for the Rabbinical College of Telshe Inc. He is also involved with the Cleveland Kashruth Organization as a board member and serves as treasurer for the Jewish Voters Association. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management.

Gregory Gromek is a financial advisor at Peak Wealth Solutions with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Inc. and JR Hill and Associates. Gromek is also a registered representative and an insurance producer, providing fixed insurance and annuity products. Peak Wealth Solutions serves individuals, trusts, charitable organizations, and retirement plans, focusing primarily on clients near or in retirement. The firm employs a multi-model, global asset allocation approach utilizing discretionary individual account management and plan-level consulting, with offerings that include tax-efficient and tactical investment strategies.

David Sommer is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with St. Clair Advisors since 2010. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives. The firm offers integrated wealth management services with an open-architecture investment approach that combines active and passive strategies and includes tax and family-office functions.

Julie Distler is a financial advisor at Lakeridge Wealth Management LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Cetera Advisor Networks LLC and AmTrust Financial. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses primarily ETFs and mutual funds to build customized portfolios based on clients’ goals, risk tolerance, and time horizon.

Martin Burke is a financial advisor at Van Cleef Asset Management Inc with 26 years of industry experience. He holds the Series 63 designation and is based in Beachwood, Ohio. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious and charitable organizations. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, managing roughly $1.09 billion across about 215 client relationships.

Martin Burke Jr. is a financial advisor with Van Cleef Asset Management Inc. He holds the Series 66 designation and has 19 years of industry experience. His career includes roles at Van Cleef Asset Management since 2008, Natcity Investments from 2005 to 2008, and National City Corporation from 2001 onward. Van Cleef Asset Management provides discretionary and non-discretionary portfolio management primarily to individual, family, trust, and select religious and charitable clients. The firm employs a total-return, all-cap investment approach that combines active and passive strategies, with a team-based research process and a focus on concentrated equity portfolios and laddered fixed income holdings.

Robert Holub is a financial advisor with Capital Advisors, Ltd., LLC in Brecksville, OH, holding the CFP®, CFA®, and Series 66 designations. He has 22 years of industry experience and has been affiliated with Capital Advisors Ltd. since 2002, Capital Analysts Incorporated since 2008, and Lincoln Investment since 2012. Holub also serves as Chief Investment Strategist at Capital Advisors, supporting the firm’s financial planning activities. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary investment management along with financial planning and ERISA trustee-directed plan advisory services, utilizing a diversified approach that includes mutual funds, ETFs, individual equities, fixed income, and publicly traded REITs.

James Schleicher is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with W&S Advisory Services, LLC. He has worked with Western Southern Life and W&S Brokerage Services since 2008. Outside of his advisory role, Schleicher is involved in leadership and motivational speaking through Team IBB, LLC, has published an online book titled "It Starts with a Plan," teaches leadership essentials at Lake Erie College, and volunteers with the Tommy Deroia Foundation, a nonprofit focused on addiction awareness. W&S Advisory Services, LLC provides non-discretionary investment management for UGMA accounts through the Fabric by Gerber Life digital platform and offers standalone financial planning services. The firm operates as a subsidiary of Western & Southern Financial Group and is noted for its wrap fee program focused on minor accounts, utilizing model portfolios managed by an affiliated sub-adviser.

Mitchell Stein is a financial advisor with Arena Private Wealth holding a Series 66 license and 21 years of industry experience. He has worked at firms including Mutual Securities, Inc., Objective Capital Management, LLC, and Fifth Third Securities, Inc. Stein serves on the board of trustees for University School and is involved in leadership and fundraising activities with Cleveland Clinic Children's Hospital and Saint Martin De Porres High School. Arena Private Wealth provides financial planning and portfolio management services to individuals and high-net-worth clients, offering customized strategies and managing accounts on both discretionary and non-discretionary bases. The firm employs a combination of fundamental, technical, and modern portfolio approaches, sponsors pooled investment vehicles, and implements performance-based fees for certain funds.