Amy D'amico is a financial advisor with Fidato Wealth LLC, holding a Series 65 credential and with 13 years of industry experience. She has been with Fidato Wealth since 2009. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates, providing asset management, comprehensive financial planning, retirement plan consulting, and selection and oversight of third-party money managers and trust administration options. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios constructed from individual securities, ETFs, and mutual funds, conducting regular reviews and rebalancing as needed.

Thomas Cirincione is a CFA® charterholder with one year of experience in financial advising, currently with Fourth Dimension Wealth, LLC. He previously worked at Huntington Bank for 13 years. Outside of his advisory role, he serves as a board member for the nonprofit LifeAct and is president of the Cleveland Italian Ancestry Organization. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs. The firm tailors asset allocations to client objectives using a mix of analytical methods and offers detailed reporting and educational outreach.

Michelle Taylor is a financial advisor at Balanced Wealth Group LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at firms including Ameriprise, MassMutual Life Insurance Company, and Charles Schwab. Outside of her advisory role, she serves as a trustee of finance on a nonprofit board and is a co-owner of a business focused on enterprise collaboration systems. Balanced Wealth Group is an SEC-registered, fee-based advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm provides financial planning, discretionary investment management, and retirement plan advisory services through a five-advisor team managing approximately $494 million in discretionary assets. Their investment approach emphasizes long-term diversified portfolios constructed mainly with ETFs and mutual funds, utilizing fundamental and technical analysis.

Andreas Koustis is a financial advisor with WestPoint Wealth Management, LLC, holding a Series 66 license and bringing 10 years of industry experience. His prior roles include positions at Beach Benefits Group, Axios Financial Services LLC, Oppenheimer, and Morgan Stanley. Outside of his advisory work, Koustis provides tax preparation and consulting services on a 1099 basis with ETHOS CPA LLC. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to tailor strategies aligned with client goals and risk tolerances, managing accounts directly or through third-party managers while coordinating reporting and paperwork.

Raymond Bolin is an investment advisor at Southland Equity Partners, LLC with 23 years of industry experience. He has worked with FSC Securities Corporation since 2002 and joined Southland Equity Partners in 2021. Outside of his advisory role, he owns and operates American Premier Financial Services, which provides life and health insurance and mortgage services. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios and evaluates third-party portfolio managers for specific asset classes.

Frederick Kerestury is a financial advisor at WestPoint Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at WestPoint since 2020, following prior roles at AMFG Wealth Management LLC and Axa Advisors, LLC. He serves on the fundraising committee for the YMCA of Lorain County. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to tailor strategies to client goals and risk tolerances, managing assets both directly and through third-party managers.

Christina Fanourakis is a CFP® with 10 years of industry experience, currently serving at Cornerstone Wealth Management in Westlake, OH. She has been with DAGCO, Inc. since 2015. Cornerstone Wealth Management provides investment management and financial planning to individuals, trusts, estates, corporations, and qualified retirement plans. The firm combines fundamental and technical analysis to construct diversified portfolios and employs active strategies such as option writing and margin use, managing approximately $511 million on a discretionary basis.

Michael Fedj is a financial advisor with Fourth Dimension Wealth, LLC, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Raymond James and Associates and Wells Fargo Advisors. Fourth Dimension Wealth serves individuals, trusts, estates, corporations, and retirement plans with discretionary and non-discretionary investment management and personal financial planning. The firm develops individualized asset allocations based on clients’ goals and risk tolerance, employs active portfolio monitoring with a range of analytical techniques, and emphasizes ongoing client communication and education through detailed reporting and workshops.

Nathan Gist is a CFP® professional with 20 years of experience in financial advising. He has been with Lesjak Planning Corporation since 2002. Nathan works at Lesjak Planning, LLC, a family-owned registered investment adviser based in Westlake, OH. Lesjak Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering written financial planning and portfolio management through two advisory programs. The firm employs a long-term, buy-and-hold investment approach tailored to client risk profiles and provides routine portfolio reviews, client newsletters, and seminars.

Anastasiya Sembay is a financial advisor at Cornerstone Wealth Management in Westlake, OH. She holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Wealth Management, she held roles at Case Western Reserve University and the University of Cincinnati. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing a diversified portfolio of equities, mutual funds, ETFs, options, fixed income, and alternative investments. The firm employs a team approach and uses a third-party platform for discretionary rebalancing while employing complex strategies such as option writing and short selling.

Aidan Shoop is an advisor at Royal Oak Financial Advisors, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Shoop Wealth Management, Lake Erie College, and the University of Findlay. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm uses model portfolios based on client questionnaires and risk tolerance, employing a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and option strategies.

Susan Vasu is a financial advisor at Landing Point Financial Group with 16 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining Landing Point in 2021. Outside of her advisory role, she is involved in fiduciary activities such as serving as an attorney-in-fact, trustee, or personal representative. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process focused on fundamental analysis and a generally long-term investment orientation, utilizing third-party research and external managers as part of its approach.

David Lesjak is a financial advisor at Lesjak Planning, LLC in Westlake, Ohio, with 27 years of industry experience. He holds a Series 63 designation and has a longstanding career, including over three decades as a Limited Partner at United Planners' Financial Services of America and 45 years with Lesjak Planning Corp. Lesjak Planning provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios tailored to client risk profiles and objectives, offering both discretionary and non-discretionary management with regular reviews.

Marnie Randel is a CFP® professional with 11 years of industry experience, currently serving at Paradigm Wealth Management, LLC since 2014. She is based in Westlake, OH and is part of a six-advisor team. Paradigm Wealth Management advises individuals, including high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, and participant account management services. The firm employs a range of investment approaches tailored to client objectives and uses third-party model portfolios and money managers, while also offering no-fee educational seminars for plan participants.

Andrew Smith is a Series 65-credentialed financial advisor with Rockport Wealth Advisors and has been with the firm since 2026. He is also the owner, CEO, and President of American Asset Management Corporation, a certified public accounting firm he founded in 2009. Smith has 17 years of experience in accounting and financial services. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm combines in-house portfolio management with third-party sub-advisory and digital platform services, emphasizing individualized portfolios and active risk management strategies.

Michael Lesjak is a financial advisor with Lesjak Planning, LLC, holding a Series 63 designation and 27 years of industry experience. He has been involved with United Planners' Financial Services of America A Limited Partner since 1989 and with Lesjak Planning Corp since 1987. Lesjak Planning provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios tailored to client risk profiles and objectives, offering both discretionary and non-discretionary management with regular portfolio reviews.

Andrew Outcalt is a CFP® and holds a Series 66 license, with five years of industry experience. He currently works at Fidato Wealth LLC, where he has been since 2026, following prior roles at Cary Stamp & Company, Commonwealth Financial Network, JPMorgan Chase Bank, J.P. Morgan Securities, and UBS. Fidato Wealth LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates by offering asset management, comprehensive financial planning, retirement plan consulting, and third-party money manager selection and oversight. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios that include stocks, bonds, ETFs, and mutual funds, conducting regular reviews and rebalancing as needed.

Christopher Newcomb is a financial advisor at Fourth Dimension Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Fourth Dimension Wealth in 2025, he worked at Huntington Bank for nine years. Fourth Dimension Wealth serves individuals, trusts, estates, corporations, and retirement plans with discretionary and non-discretionary investment management and personal financial planning. The firm’s investment approach is individualized, incorporating multiple analysis techniques and ongoing client communication, including detailed quarterly reports and educational workshops.

Kimberly Wirtz is a CFP® with nine years of industry experience, currently serving at John E. Sestina and Company. She has been affiliated with the firm and its related entity MTBW, LLC since 2005. Outside of her advisory role, she coaches junior varsity girls' golf for the Strongsville City School District. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and utilizes a long-term, diversified investment process grounded in modern portfolio theory.

Douglas Magers is a financial advisor with Fourth Dimension Wealth, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Fourth Dimension Wealth since 2020 and has prior experience with LPL Financial LLC and Stratos Wealth Partners, LTD. In addition to his advisory role, Magers is involved in non-investment businesses including retail furniture and electronics, as well as a yacht charter company. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party and model advisory programs. The firm tailors asset allocations to client objectives using a mix of analytical methods and actively manages diverse portfolios, offering detailed quarterly performance reports and educational outreach.