Frank Fantozzi is a financial advisor with Return on Life Wealth Partners in Brecksville, Ohio, holding a Series 63 designation and over 32 years of industry experience. He has worked at Planned Financial Services, LLC and LPL Financial since 2004. Outside of advising, Frank serves as a non-profit board member coaching a girls travel soccer team and has acted as an expert witness in legal cases. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning approach that integrates investment, risk management, and legacy strategies aligned with client goals, offering both traditional and flexible fee arrangements.

Mark Sloss is a financial advisor at Wilde Capital Management, LLC in Cleveland, OH, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Wilde Capital Management since 2016 and is also involved in several other business activities, including founding Regenerative Investment Strategies, LLC, a management consulting firm focused on ESG business and marketing strategy, and serving as president of Northbranch Records, LLC, which sells professional musical instruments. Additionally, Sloss works as a registered analyst with Cirrus Research, LLC, and serves as chief strategist and acting CFO for HEALRWORLD, LLC, a company developing ESG data and utilization strategies. Wilde Capital Management provides discretionary portfolio management primarily for individual clients while also serving institutional and charitable clients. The firm employs a combination of fundamental, technical, quantitative, and modern portfolio theory to implement globally diversified, tactically managed strategies, and offers performance-based fee structures for qualified clients.

James Davis is a financial advisor with Cunningham Wealth Management in Broadview Heights, OH, holding 17 years of industry experience. He has been with Cunningham Wealth Management since 2008 and is also involved with Cunningham and Associates, a local public accounting firm. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and 401(k) employer plans, offering portfolio management and financial planning services. The firm emphasizes a comprehensive investment approach that includes asset allocation and multiple analytical methods, with regular account reviews and coordination through custodial platforms and independent managers.

Venera Izant is a financial advisor at 2 Knights Wealth Management, LLC with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wunderlich Securities, Inc., Cetera Investment Advisers LLC, and B. Riley Wealth Management. 2 Knights Wealth Management provides personalized investment management and financial advice primarily to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term investment strategy using fundamental, technical, and cyclical analysis with actively managed mutual fund portfolios based on Modern Portfolio Theory.

Kathleen Chapman is a CFA® charterholder with 22 years of industry experience. She has worked at Chapman Capital Management Group, Inc. since 1989. Ridge Creek Global, Inc. provides global wealth advisory services to individuals, families, trusts, endowments, and foundations, focusing on both discretionary and non-discretionary portfolio management. The firm serves a relatively small, high-net-worth client base and employs a stewardship-driven, analytical investment approach that incorporates diversified global exposures and ongoing portfolio monitoring.

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.

Zachariah Spicer is a financial advisor with AMFG Wealth Management LLC in Ashland, OH, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Oneamerica Securities and American United Life. He is also a licensed life insurance agent involved in the sale of life, disability, annuities, and long-term care insurance products. AMFG Wealth Management LLC is a small team advisory firm managing approximately $44 million for individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm provides portfolio management, financial planning, and third-party money manager referrals, employing both long- and short-term trading strategies including covered-call options.

Dennis Tidmore is a financial advisor at Tidmore Retirement Planning Specialists with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Premier Investment Advisors Inc since 2000. Tidmore also owns Tidmore Consulting Services, which provides non-securities financial consulting in collaboration with other professionals. Tidmore Retirement Planning Specialists advises ERISA-qualified retirement plan sponsors and individual investors, offering fiduciary governance, plan-level consulting, participant education, investment management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis along with tactical asset allocation to manage portfolios and provides discretionary ERISA 3(38) fiduciary services and co-advisory agreements with other registered advisors.

John Pinter is a ChFC®-designated financial advisor with 23 years of experience, currently serving at JPS Financial, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Westlake, Ohio. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, and fixed annuities, as well as servicing short- and long-term care disability policies. JPS Financial, LLC provides investment advisory services to individuals, including high-net-worth clients, business owners, professionals, corporate executives, and retirees, as well as pension and profit-sharing plans. The firm employs a tailored investment approach combining fundamental analysis and both long- and short-term strategies, offering discretionary and non-discretionary portfolio management alongside financial and pension consulting services.

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.

Leah Hadley is a financial advisor with Intentional Wealth Partners in Cleveland, OH, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Great Lakes Investment Management, LLC since 2017 and founded Great Lakes Divorce Financial Solutions, LLC in 2016, where she serves as President providing financial consulting and mediation services related to divorce. Intentional Wealth Partners serves individual and high-net-worth clients, offering discretionary portfolio management and a range of planning services including project-based, hourly, and subscription models. The firm is noted for its focus on divorce-related financial consulting and forensic valuation, alongside traditional wealth management, and conducts educational seminars for organizations and the public.

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.

Stephen Pinter is a financial advisor with JPS Financial, LLC, holding a Series 63 designation and 19 years of industry experience. He has been with JPS Financial since 2005. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, fixed annuities, and long-term care products through multiple insurance firms. JPS Financial, LLC provides investment advisory services to individuals, business owners, professionals, corporate executives, retirees, and pension plans. The firm offers customized portfolio management, financial planning, and pension consulting, employing fundamental analysis and a combination of long- and short-term investment approaches.

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, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He worked at Merrill from 2006 to 2016 before joining Objective Capital Management in 2016. Outside of advisory work, he is involved in managing family-held business interests, including a philanthropic fund affiliated with the Jewish Community Federation. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and institutions. The firm employs a variety of investment methods and manages portfolios ranging from discretionary to non-discretionary, serving approximately 110 client relationships with a team of four advisors.

Mark Pinzone is a financial advisor with M3 Wealth Management in North Royalton, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at L.M. Kohn & Company and The Leaders Group, LLC. Outside of advising, he teaches business courses and coaches football at Brunswick High School. M3 Wealth Management offers discretionary and non-discretionary investment management and financial advice to individuals, families, trusts, businesses, charitable foundations, and retirement plans. The firm employs a client-tailored, generally long-term investment approach that includes portfolio customization and coordination with clients’ tax and legal advisors.

Michael Brady is a CFP® with 41 years of experience in financial advising. He has led Michael Brady & Co., LLC since 2004, serving clients primarily in Westlake, OH. The firm provides fee-only financial planning and discretionary investment management for individual pre-retirees and retirees, managing approximately $248.6 million in assets for about 218 clients. The firm emphasizes a strategic, globally diversified asset allocation using low-fee mutual funds and ETFs within a buy-and-hold framework, supplemented by third-party research and sub-advisors for tactical mandates when appropriate.

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.