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Richard H

CFA®, Series 66

Medina, OH

Aspire Growth Partners LLC

Richard Harris is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been with Aspire Growth Partners LLC since 2021 and previously worked at Raymond James Financial Services Advisors Inc. and Steven Zangmeister Financial LLC. Harris is also the owner of Richard Harris Financial Services, LLC. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, managing approximately $992 million in client assets across diversified portfolios tailored to client goals, risk tolerance, and tax considerations.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Christopher N

Series 65

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

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.

Equity compensation tax strategy Income planning General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Eric L

Series 63, Series 65

Medina, OH

MariPau Wealth Management LLC

Eric Langenfeld is a financial advisor at MariPau Wealth Management LLC in Medina, OH, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at C2P, Myers Capital Advisors, Farmers Insurance Group, and Prudential. MariPau Wealth Management provides tailored investment advisory and ongoing portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of Advisory Affiliates, third-party Independent Managers, and technology platforms to support client portfolio management.

Annuities
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Christine B

ChFC®, Series 63

Broadview Heights, OH

Cornerstone Asset Management Services, Inc.

Christine Bules is a ChFC® professional with 36 years of experience in the financial industry. She has been with Cornerstone Asset Management Services, Inc. since 2005 and has also worked with J.W. Cole Financial, Inc. and Professional Asset Management, Inc. She maintains an active role as a fixed insurance agent outside of her advisory work. Cornerstone Asset Management Services primarily serves individual clients across various net worth levels, offering discretionary portfolio management through its Alpha/Beta Solutions platform, separately managed accounts, sub-advisory services, and investment consulting. The firm employs a proprietary investment process combining fundamental and technical analysis, and it provides clients with detailed performance reporting, including quarterly updates and a web-based tool.

Active portfolio management Passive / index investing
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Tiffany B

Series 63, Series 66

Independence, OH

Prasad Wealth Partners

Tiffany Boval is a financial advisor at Prasad Wealth Partners with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Regal Investment Advisors, Regulus Advisors, Securities America, Arbor Point Advisors, and Key Investment Services. Outside of her advisory role, she serves as the secretary of the Sunshine Committee, a cheer squad for gymnastics. Prasad Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm employs a fundamental analysis approach with a long-term orientation, offering a variety of investment vehicles including mutual funds, ETFs, equities, corporate bonds, REITs, private funds, and structured products.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General retirement planning Wealth management Founder/Business Owner Retired
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Matthew S

Series 66

Independence, OH

Prasad Wealth Partners

Matthew Schiller is a financial advisor at Prasad Wealth Partners with 13 years of industry experience and a Series 66 designation. He has worked previously at Regal Investment Advisors, Arbor Point Advisors, and Securities America. Schiller is also an independent insurance agent, selling various life insurance and annuity products. Prasad Wealth Partners offers personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm emphasizes customized planning and primarily uses fundamental analysis with a long-term investment orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, and derivatives where appropriate.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General retirement planning Wealth management Founder/Business Owner Retired
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Kimberly W

CFP®

Strongsville, OH

John E. Sestina and Company

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.

Business ownership considerations Annuities Real estate investing
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Douglas M

Series 66

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

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.

Equity compensation tax strategy Income planning General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Jonathan C

CFP®

Parma, OH

Independence Capital Co., Inc.

Jonathan Cush is a Certified Financial Planner® at Independence Capital Co., Inc. with 22 years of industry experience. He previously worked at THE O.N. Equity Sales Company for 15 years and has been affiliated with Ohio National Financial Services and the John C Cush Company since 1999. Outside of his advisory work, Cush is involved in horse breeding as a business activity. Independence Capital Company, Inc. serves individuals, including high-net-worth clients, corporations, and other entities, managing approximately $118.7 million across around 300 client relationships. The firm employs a long-term, fundamental analysis approach and offers a range of services including portfolio management, financial planning, and introductions to third-party money managers.

Private / alternative investments Real estate investing
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Lindsey O

Series 63, Series 65

Independence, OH

Prasad Wealth Partners

Lindsey Orth is a financial advisor at Prasad Wealth Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes positions at Purshe Kaplan Sterling Investments, Regulus Financial Group, and Fidelity Investments. Orth also works as a fixed insurance agent. Prasad Wealth Partners provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily uses fundamental analysis with a long-term orientation and offers a range of investment vehicles including mutual funds, ETFs, equities, and structured products.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General retirement planning Wealth management Founder/Business Owner Retired
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Laura C

Series 65

Cleveland, OH

First Fiduciary Investment Counsel Inc

Laura Collins is a Series 65-licensed advisor with First Fiduciary Investment Counsel Inc in Cleveland, OH, where she has worked since 2009. She has 2 years of industry experience and is part of a three-advisor team at the firm. First Fiduciary Investment Counsel provides discretionary investment management and wealth planning services to individuals, non-profits, retirement plans, trusts, estates, ESOPs, and other institutional clients. The firm uses a dividend-oriented, large-capitalization equity investment approach supported by fundamental analysis and third-party research, managing diversified portfolios with sector and security limits.

Wealth management Passive / index investing Income planning
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Mary A

Cleveland, OH

First Fiduciary Investment Counsel Inc

Mary Anderson is a financial advisor at First Fiduciary Investment Counsel Inc in Cleveland, OH, with 26 years of industry experience. She has been with First Fiduciary Investment Counsel since 1993. First Fiduciary Investment Counsel provides discretionary investment management and wealth planning services to individuals, non-profits, retirement plans, trusts, estates, ESOPs, and other institutional clients. The firm employs a team-based approach focused on dividend-oriented, large-cap equity investing supported by fundamental analysis and third-party research.

Wealth management Passive / index investing Income planning
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Dennis T

Series 63

Parma, OH

Independence Capital Co., Inc.

Dennis Twarogowski is a financial advisor with Independence Capital Co., Inc. in Parma, Ohio, holding a Series 63 designation and having 44 years of industry experience. He has been with Independence Capital Co. since 2005. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm manages approximately $118.7 million across about 300 client relationships and employs a fundamental analysis approach with a long-term trading orientation, tailoring portfolios to client objectives and risk tolerances.

Private / alternative investments Real estate investing
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Stephen F

Series 63

Parma, OH

Independence Capital Co., Inc.

Stephen Franko is a financial advisor at Independence Capital Co., Inc. with 33 years of industry experience. He holds a Series 63 designation and has worked at Essex National Securities, Inc. and First Knox National Bank since 1997. Additionally, he is active as a licensed insurance agent offering fixed life, annuity, long-term care, disability, and health insurance. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm employs a long-term trading approach based on fundamental analysis, tailoring portfolios to clients’ objectives and risk tolerances, and offers a broad range of securities and access to third-party money managers.

Private / alternative investments Real estate investing
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William T

Series 65

Independence, OH

Independence Wealth Advisors, LLC

William Tomlinson is a financial advisor at Independence Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has been associated with Independence Wealth Advisors since 2020. In addition to his advisory role, Tomlinson is a principal at United Brokerage Group MPD, LLC, an insurance agency where he provides product knowledge and underwriting support to independent insurance agents. Independence Wealth Advisors serves individual and high-net-worth clients as well as pension and employee benefit plans, offering discretionary portfolio management, pension consulting, and financial planning. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of analytical approaches and strategies, and requires clients to use specified custodians for account management.

Options & derivatives strategies Private / alternative investments Annuities Real estate investing
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Alec A

ChFC®, Series 63

Independence, OH

Independence Wealth Advisors, LLC

Alec Acampora is a financial advisor at Independence Wealth Advisors, LLC with two years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Independence Wealth Advisors, he worked at NYLife Securities LLC and New York Life Insurance Company. Independence Wealth Advisors serves individual and high-net-worth clients, as well as pension and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, quantitative, and technical investment methods and offers client access to comprehensive reporting and monitoring tools.

Options & derivatives strategies Private / alternative investments Annuities Real estate investing
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Shu Hsin H

CFP®, Series 63, Series 65

Parma, OH

Independence Capital Co., Inc.

Shu Hsin Hsieh is a CFP® professional with 12 years of industry experience, currently serving at Independence Capital Co., Inc. She has held roles at firms including TransGlobal Advisory LLC and Transamerica Financial Advisors, Inc., and has a background that includes 24 years at Pfizer Inc. Hsieh is president of the Yaodong Liu Family Foundation, a family charitable foundation. Independence Capital Company, Inc. offers investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across 300 client relationships with an 18-person advisory team. The firm employs fundamental analysis and a long-term trading orientation, tailoring portfolios to client objectives and risk tolerances while utilizing a broad range of securities and external managers.

Private / alternative investments Real estate investing
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Glen C

Series 63, Series 65

Akron, OH

Symphony Financial Services, Inc.

Glen Crabtree is a financial advisor at Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Northwestern Mutual and NYLife. Symphony Financial Services serves a diverse client base, including individuals, trusts, estates, pension and profit sharing plans, and corporate entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing various analysis methods and incorporating insurance and variable annuities into its services.

Options & derivatives strategies Concentrated stock management Wealth management Retirement income strategy General tax planning
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David S

Series 63, Series 66

Parma, OH

Independence Capital Co., Inc.

David Sabo is a financial advisor at Independence Capital Co., Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Independence Capital since 2011. He also has extensive experience with First Discount Brokerage and Great Lakes Mortgage. In addition to his advisory role, Sabo is a licensed insurance agent specializing in fixed, life, health, disability, long-term care, and annuity products. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm manages approximately $118.7 million across about 300 client relationships, using fundamental analysis and a long-term trading approach tailored to clients’ objectives and risk tolerances.

Private / alternative investments Real estate investing
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Michael L

Series 65, Series 63

Akron, OH

Symphony Financial Services, Inc.

Michael Laufman Jr. is a financial advisor at Symphony Financial Services, Inc. with three years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Northwestern Mutual and LPL Financial LLC. Symphony Financial Services serves individual clients, trusts, estates, pension and profit-sharing plans, and corporate entities. The firm provides tailored asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, using a range of analysis methods and investment vehicles, and offers services on both discretionary and non-discretionary bases.

Options & derivatives strategies Concentrated stock management Wealth management Retirement income strategy General tax planning
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