Danijel Romic is a financial advisor at Journey Wealth Management in Cleveland, OH, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Journey Wealth Management provides financial planning, investment consulting, and portfolio management to individuals, including high-net-worth clients. The firm combines investment advisory services with family-office style support, offering customized discretionary investment programs alongside bill-pay and tax coordination services.

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.

James Kelly is a CFA® charterholder affiliated with North Point Portfolio Managers Corporation, where he has worked since 2021. He has six years of prior experience with Victory Capital Management. Kelly holds a Series 63 license and is based in Orange Village, Ohio. North Point Portfolio Managers Corporation provides separately managed, long-only equity and fixed-income portfolios for a range of clients including individuals, pension plans, nonprofits, and corporations. The firm uses a combination of quantitative screening with UBS HOLT Lens® CFROI metrics and fundamental analysis, applying a low-turnover strategy and tailoring asset allocation and tax considerations to individual client needs.

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.

Douglas Ambrose is a CFP® professional with 24 years of industry experience, currently serving at Journey Wealth Management. His prior roles include positions at Lincoln Financial Advisors and TDAmeritrade. He also works as an insurance agent offering fixed insurance products such as fixed annuities, long-term care, and traditional life insurance. Journey Wealth Management provides financial planning, investment consulting, and portfolio management to individuals, including high-net-worth clients. The firm emphasizes customized discretionary investment programs and combines investment advisory services with family-office style offerings such as bill-pay and tax coordination.

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.

David Demming is a CFP® professional with 26 years of industry experience. He has worked at Coordinated Capital Securities, Inc. for 26 years and has been associated with Demming Financial Services Corp. for over four decades. In addition to his advisory work, he is also an independent insurance agent and loan originator. 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. The firm emphasizes fundamental analysis and client-specific Investment Policy Statements, with ongoing monitoring and quarterly reviews.

Dennis Spontarelli is a financial advisor with EmVision Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Commonwealth Financial Network, LPL Financial, LLC, and Cantella & Co., Inc. He is also co-owner of D&K DDCT, a condominium rental business in Hilton Head Island, South Carolina. EmVision Capital Advisors serves high-net-worth individuals, families, family offices, and related entities by providing discretionary investment management, customized investment policy statements, portfolio construction, and strategic wealth-planning services. The firm emphasizes customized asset-allocation models reviewed by an investment committee and offers scalable family-office operational services beyond typical asset management.

Karen Bauman is a CFP® and CFA® with 10 years of industry experience. She currently works with GGM Financial LLC and previously spent seven years at J.P. Morgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. GGM Financial, LLC provides wealth management, asset management, financial planning, and retirement plan consulting services to individuals and families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary, goal-based investment programs tailored to client objectives and risk tolerance, using a variety of analytical methods and monitoring accounts with quarterly reviews and daily tolerance checks.

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.

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.

William Hope is a financial advisor with Redwood Financial Network in Solon, Ohio, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Redwood Financial Network since 2017 and previously held roles at LPL Financial, Century Securities Associates, and PNC Bank. Redwood Financial Network is a team-based SEC-registered advisory firm managing approximately $226 million in assets for individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, utilizing a customized, long-term investment approach with multiple platform options and a licensed insurance agency component.

James Artale is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial, Northwestern Mutual, and Stratos Wealth Partners. Outside of his advisory career, he has been involved with the Kenston Baseball Association for nine years. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Thomas Genco is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH. He holds the CFP® designation and has 28 years of industry experience. Genco has worked at Beacon since 2015 and has also been associated with Lincoln Investment since 2012. He is involved in the sales and service of life insurance products and works as an independent CPA contractor in tax compliance and preparation. 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 over $900 million in discretionary assets and utilizes a range of portfolio management strategies, including both discretionary and non-discretionary approaches, supported by model portfolios and various analytical methods.

Gregory Randall is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding a Series 63 designation and 35 years of industry experience. He has worked with several firms, including Lincoln Investment Planning Inc. and Capital Analysts Incorporated. Randall is the owner of Beacon Financial Partners and serves as board president of the nonprofit Power of Joy. 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 over $900 million in discretionary assets and offers a range of portfolio management strategies using various analytical methods and third-party platforms across multiple office locations.