Ryan Bailey is a financial advisor with Redwood Financial Network in Solon, Ohio, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities, as well as service in the U.S. Army (OHARNG) for 14 years. Redwood Financial Network is a team-based advisory firm with eight advisors and approximately $226 million in assets under management. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering customized financial planning and discretionary portfolio management through a combination of in-house management and multiple LPL-sponsored platforms.

Denny Johnson is a financial advisor at Woodland Wealth Partners in Pepper Pike, OH, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Carnegie Investment Counsel, Kestra Financial, Inc., and Cleveland State University. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations with portfolio management and financial planning. The firm uses a combination of fundamental, technical, quantitative, and management-focused research to manage discretionary accounts through model portfolios or customized strategies.

Erik Keister is a financial advisor with North Star Advisory Group, LLC, holding a Series 66 designation and 22 years of industry experience. He is also the owner and attorney of Erik Keister Legal Services, LLC, a law firm, and serves as head coach of the Cleveland Fusion football team. Keister has been with North Star Advisory Group and affiliated firms since 2015. North Star Advisory Group serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and specialized consulting, combining traditional wealth management with niche services in real estate and collectibles.

Douglas Mackay is a CFA® charterholder with 29 years of industry experience. He has been with Broadleaf Partners, LLC since 2005. Mackay serves on the investment committees for Peg's Foundation and the Miami University Foundation, advising these endowments on their investment strategies. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, model portfolio services, third-party manager selection, and financial planning. The firm uses a model-based investing approach combined with security selection and employs a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.

David Jakubowski is a financial advisor at Ellsworth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. He has been with Ellsworth Advisors since 2021. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a mix of analytic approaches and offers both discretionary and non-discretionary portfolio management, pension consulting, and family office support.

Kelly Kuennen is a CFP® with 32 years of industry experience, currently serving as an advisor at Ellsworth Advisors, LLC since 2018. Prior to this, Kuennen worked at Stratos Wealth Partners and LPL Financial from 2015 to 2018. In addition to financial advising, Kuennen is a licensed independent insurance agent, occasionally offering clients advice related to insurance. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm customizes portfolios through Investment Policy Statements and employs a mix of analytic approaches, offering discretionary management, pension consulting, and family office support.

Michael Schindler is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Ellsworth Advisors, LLC since 2018 and previously held roles at Cortland Private Wealth Management, Ellsworth Private Wealth Management, Stratos Wealth Partners, Ltd, and LPL Financial. In addition to his advisory work, Schindler is a licensed insurance agent and occasionally provides insurance advice to clients. Ellsworth Advisors, LLC serves individual clients, corporations, trusts, and retirement plans with customized portfolio management and comprehensive financial planning. The firm employs a range of analytic approaches and manages assets through discretionary authority, third-party managers, and private placements, while also providing pension consulting and family office support.

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.

Razmig Pounardjian is a financial advisor at Woodland Wealth Partners with 11 years of industry experience. He holds the Series 65 designation and previously worked at Carnegie Investment Counsel for 14 years. Outside of his advisory role, Pounardjian is a partner in Woodland Green, LLC, an entity used to invest primarily in private investments. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations. The firm generally manages discretionary accounts using model portfolios informed by various research approaches and provides customized strategies when needed.

Michael Krueger is a financial advisor with Adaptive Financial Consulting, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Stratos Wealth Advisors and Nationwide Financial. Outside of advising, he is a consultant and partial owner of Power People Fitness, a fitness equipment and gear sales business serving primarily businesses. Adaptive Financial Consulting, LLC is a six-advisor team managing approximately $547 million for individuals, high-net-worth clients, and business entities. The firm offers investment management, financial planning, pension plan consulting, and educational seminars, employing a range of analytic approaches and customized portfolio solutions.

Edward Hemmelgarn is a financial advisor at Shaker Investments with 24 years of industry experience. He holds a Series 65 designation and has been with Shaker Investments LLC since 2002. Shaker Investments provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate accounts. The firm emphasizes fundamental, research-driven equity investing and offers sub-advisor services, model portfolios, and manages both pooled vehicles and separately managed accounts.

William Russo is a CFP® professional with 33 years of industry experience, currently serving at Peak Wealth Solutions. He has previous experience at American Portfolios and Concord Equity Group Advisors. Outside of his advisory work, Russo is involved in community organizations, including serving as treasurer for the Cuyahoga County Library Foundation and president of the Greater Cleveland Adult Baseball league. Peak Wealth Solutions provides financial planning, portfolio management, retirement plan consulting, insurance services, and public financial education primarily to clients near or in retirement. The firm manages approximately $982 million in assets and employs a multi-model, global asset allocation approach with both discretionary individual account management and plan-level consulting.

Ryan Coulter is a financial advisor at Demming Financial Services Corp. with five years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Corporation and Custom Planning Solutions, LLC. Demming Financial Services Corporation serves individual and high-net-worth clients as well as pension, trust, and corporate accounts, providing financial planning, consulting, and portfolio management services. The firm emphasizes fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and risk management, managing approximately $766 million in assets.

Sunwook Jin is a CFP® professional with 26 years of industry experience, currently serving at Redwood Financial Network since 2011. He also has a lengthy affiliation with LPL Financial beginning in 2010. Jin is the author of a financial self-help book titled "There are no do-overs at retirement" and is involved in operating a tax preparation and accounting service as president of Proactive Accounting & Tax Services. Redwood Financial Network is a team-based advisory firm with eight advisors managing approximately $226 million in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with flexible planning arrangements. Their investment approach centers on customized, long-term portfolio construction aligned with client goals and risk tolerance, utilizing a combination of in-house management and LPL-sponsored platforms.

Helen Hartman is a financial advisor at Redwood Financial Network with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Redwood and LPL Financial since 2014. Her role includes offering long-term care and disability insurance products. Redwood Financial Network is a team-based advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction and provides a range of financial planning and retirement-plan consulting services through both in-house management and LPL-sponsored platforms.

Denise Farkas is a CFA® charterholder with 24 years of industry experience. She has been with Sigma Investment Counselors since 2007. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm’s investment process combines client-specific financial models with diversified portfolios and employs both quantitative and qualitative research tools.

Ian Grove is a financial advisor at Bull Harbor Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Integrity First Wealth and Hazard & Siegel Inc. Outside of advising, he is involved with JDV Consulting LLC, providing estate and fixed planning consulting services, and serves as a member of Lifetime Advisors LLC. Bull Harbor Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $354.8 million through a team of 28 advisors, offering discretionary portfolio management, financial planning, and retirement-plan advisory services with a customized, primarily long-term investment approach.

Rachel Smylie is a Series 65 licensed advisor with North Star Advisory Group, LLC, where she has worked since 2024. She has two years of industry experience, including prior roles at Skylight Financial Group and various community-based positions. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides portfolio management, financial planning, and specialty consulting, utilizing tailored investment strategies across fixed-income securities, mutual funds, and ETFs.

William Hegarty Jr. is a financial advisor at McDonald Partners LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McDonald Partners since 2010. Outside of his advisory role, he serves on the board and finance committee of Fieldstone Farm, a non-investment related organization, without compensation. McDonald Partners LLC serves individual and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer functions and manages affiliated private funds alongside its various portfolio management and financial planning programs.

Phoebe Kaylor is a financial advisor at Winslow Asset Management Inc with 21 years of industry experience. She has been with Winslow Asset Management since 2008. Kaylor holds the Series 63 designation. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and fixed-income sectors, managing approximately $581.7 million in discretionary assets.