John Root is a Series 65-licensed advisor at Strategic Wealth Partners, Ltd. with one year of industry experience. Prior to joining Strategic Wealth Partners, he held positions at Cleveland Clinic and Sherwin Williams. He also has a background in education, having worked at John Carroll University, Hudson High School, and Hudson Middle School. Strategic Wealth Partners, Ltd. manages approximately $1.3 billion and serves individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services using a mix of fundamental, technical, and charting analysis to construct diversified portfolios.

William Henry is a Series 65-licensed advisor with First Fiduciary Investment Counsel Inc in Cleveland, OH, where he has worked since 2008. He has 9 years of industry experience and has held roles at Dan Marchetta Realty and North Ridge Development LTD. 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 emphasizes dividend-oriented, large-cap equity investing based on fundamental analysis and third-party research, managing diversified portfolios typically containing 30–40 stocks with sector and security limits.

Joseph Query is a CFP® with 19 years of industry experience, currently serving as an advisor at Independence Wealth Advisors, LLC since 2018. Prior to joining Independence Wealth Advisors, he worked at Strategic Wealth Partners from 2016 to 2018. He holds a Series 66 license and is based in Independence, Ohio. Independence Wealth Advisors, LLC serves individual and high-net-worth clients as well as pension and employee benefit plans, providing 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, with a focus on managing accounts primarily on a discretionary basis.

Edmund Malone is a financial advisor at Cornerstone Wealth Management with a Series 65 designation and four years of industry experience. He has been with Cornerstone Wealth Management since 2022 and previously worked for Bryant & Stratton College for ten years. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing diversified portfolios that include equities, mutual funds, ETFs, options, and fixed income. The firm employs a range of investment strategies and manages accounts with quarterly reviews and a 12–24 month typical investment horizon.

Solomon Childs is a Series 66-licensed financial advisor with 25 years of industry experience. He is affiliated with Vantage Financial Group, Inc. and has worked with the firm since 2008. Childs has also been associated with Cetera and Cetera Wealth Services, LLC since 2013. In addition to his advisory role, he operates as an independent insurance agent focusing on fixed annuities and life, accident, health, and long-term care insurance. Vantage Financial Group, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, managing approximately $867 million in client assets. The firm offers portfolio management and comprehensive financial planning, employing fundamental analysis and both long- and short-term strategies tailored to client objectives.

Margaret Ulrich is a Certified Financial Planner (CFP®) with 35 years of industry experience, currently serving at Independence Capital Co., Inc. since 2003. She holds a Series 63 license and works in Parma, Ohio. In addition to her advisory role, she is also involved in life, health, and Medicare supplemental insurance sales. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and other entities. The firm manages approximately $118.7 million across 300 client relationships, employing a fundamental analysis approach and long-term trading orientation tailored to client objectives and risk tolerances.

Christopher Kichurchak is a financial advisor at Independence Wealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AlphaStar Capital Management, LLC and Strategic Wealth Partners, Ltd. Outside of his advisory role, he is the owner of United Brokerage Group, Ltd., a fixed insurance product marketing business. Independence Wealth Advisors, LLC serves individual and high-net-worth clients, as well as pension and employee benefit plans, providing discretionary portfolio management, pension consulting, and financial planning. The firm customizes portfolios based on client goals and risk tolerance and employs various analytical strategies, including fundamental, quantitative, and technical approaches.

Thomas Dlugopolsky is a financial advisor at Independence Capital Co., Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Independence Capital since 2018. His prior experience includes roles at MassMutual and MML Investors Services. Outside of his advisory work, he serves as a compensated board member for the Delta Sigma Phi Delta Omega Alumni control board and volunteers with the North Coast Men's Chorus. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across 300 client relationships. The firm combines advisory and broker-dealer activities, employing a long-term, fundamental investment approach tailored to client objectives and risk tolerances.

Andrew Ulrich is a CFP® and Series 66-licensed advisor with Fourth Dimension Wealth, LLC, based in Middleburg Heights, Ohio. He has three years of industry experience, including roles at LPL Financial and Hyland Software. Outside of advising, he provides administrative support to Fourth Dimension Wealth, focusing full-time on this activity. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm employs a range of analytical methods to tailor asset allocations and provides detailed quarterly performance reports alongside educational outreach initiatives.

David Coletto is a financial advisor with W.A. Smith Financial Group, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Great Lakes Retirement, LPL Financial, and Cetera Advisor Networks. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs a combination of top-down macroeconomic analysis and manager due diligence to create tailored investment portfolios using both active and passive strategies.

David Abate is a CFP® and Series 65-licensed advisor with 19 years of industry experience. He has been with Strategic Wealth Partners, Ltd. since 2012. Strategic Wealth Partners, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, managing approximately $1.3 billion across a broad range of public and private investment types.

Rita Mansour is a financial advisor with McDonald Partners LLC in Toledo, OH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with McDonald Partners since 2006. Mansour is active in the community, serving as a board member of the Toledo Museum of Art and the Ohio Arts Council, and volunteering with the Greater Toledo Community Foundation and the Arts Commission of Greater Toledo. McDonald Partners LLC serves individual investors and institutional clients, offering a range of investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management through multiple program structures and a network of financial advisors.

Roger Godin is a financial advisor at Prasad Wealth Partners with 11 years of industry experience and a Series 66 designation. He has held roles at multiple firms, including Purshe Kaplan Sterling Investments and Robert W. Baird & Co. He is also licensed as a fixed insurance agent, providing insurance advice during trading hours. Prasad Wealth Partners offers personalized financial planning and investment management services to individuals, families, trusts, family offices, qualified retirement plans, and institutional clients. The firm primarily uses fundamental analysis with a long-term focus while maintaining flexibility for shorter-term trades, employing a range of investment vehicles including mutual funds, ETFs, equities, and structured products.

Michael Cleary is a CFP® professional with 37 years of experience in financial advising. He has been with Vantage Financial Group, Inc. since 2015 and also has a long tenure at Cetera Wealth Services, LLC beginning in 2013. Cleary is an independent insurance agent and serves as a director of the Northeast Ohio Association of Financial Professionals. He is also a former attorney, though not currently practicing law. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and uses a range of investment strategies tailored to client objectives, risk tolerance, and liquidity needs.

Aaron Stanley is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Cetera and Cetera Wealth Services and has been an instructor teaching adult continuing education classes on retirement planning concepts at Indiana University of Pennsylvania since 2013. Vantage Financial Group, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, managing approximately $867 million in client assets. The firm offers portfolio management and financial planning tailored to client objectives, utilizing a range of investment vehicles and fundamental analysis.

Kurt Camden is an investment advisory representative at Vantage Financial Group, Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked at Vantage Financial Group since 2002. Outside of his advisory role, Camden coaches youth basketball for Westlake Ohio City Schools. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets and offers tailored portfolio management, financial planning, and retirement plan consulting through a team of six advisors.

Brian Parris is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Vantage Financial Group since 2014 and is also involved with Vantage Tax Services, where he refers clients for tax preparation. Additionally, he works as an insurance agent selling life, health, disability insurance, and annuities. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets and offers tailored portfolio management, financial planning, and consulting services.

Nicholas Anastasakis is a financial advisor with Cornerstone Asset Management Services, Inc., holding a Series 66 designation and over 23 years of industry experience. He has worked at Cornerstone since 2005 and has prior experience with J.W. Cole Advisors, Inc. and J.W. Cole Financial. Outside of advisory work, he is the managing member of Netboy Outdoors of Ohio, LLC, a travel blog and guide service. Cornerstone Asset Management Services primarily serves individual clients through discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a proprietary investment process that integrates fundamental and technical analysis, offering a model-driven Alpha/Beta platform and publishing regular performance reports for clients.

Joshua Harrell is a CFP® professional with 15 years of industry experience. He has been with Balanced Wealth Group LLC since 2023, following 12 years at Ameriprise. He serves on the finance committee at City Church, where he assists with budget and cash flow analysis. Balanced Wealth Group is an SEC-registered, fee-based adviser that serves individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds, taking a long-term investment approach and tailoring discretionary management to client objectives.

Steven Spieldenner is a financial advisor at Vantage Financial Group, Inc. with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera, VOYA Financial Advisors, and Hrs Wealth Solutions. Outside of his advisory role, he is also an insurance agent selling fixed insurance products. Vantage Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, managing approximately $867 million in client assets. The firm offers portfolio management, comprehensive financial planning, and consulting services, using fundamental analysis and various investment strategies tailored to client objectives.