Molly Balunek is a CFP® professional with 25 years of experience in the financial advisory industry. She has worked at Endeavor Wealth Advisors, LLC since 2019 and previously held roles at Laurel Tree Advisors, LLC, Ancora Private Wealth Advisors, LLC, and Spero-Smith Investment Advisers, Inc. Balunek serves as a board member of the Validation Training Institute, Inc., a nonprofit focused on improving communication with older adults with memory loss. Endeavor Wealth Advisors serves individuals, couples, families, and trusts, including high net worth clients, offering discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs individualized Investment Policy Statements and combines long-term diversified strategies with occasional tactical trading.

Chaya Slain is a CFA® charterholder with five years of industry experience. She is currently with Virtera Partners LLC, where she has worked since 2020, following prior roles at Adcap Partners LLC, Adcap Management Inc., and Parkwood Corporation. In addition to her advisory role, she controls general partner entities connected to private investment funds managed by Virtera. Virtera Partners provides customized investment advisory services primarily to ultra-high-net-worth families, family offices, charitable organizations, and certain pooled vehicles. The firm focuses on asset allocation and diversification across public and alternative asset classes, employing a family-office model with a small, concentrated client base and serving as adviser and general partner to affiliated private funds.

Desiree Fiktus is a financial advisor at Tidmore Retirement Planning Specialists in Beachwood, OH, with 5 years of industry experience. She holds a Series 65 designation and has been with Tidmore Retirement Planning Specialists since 2008. Tidmore Retirement Planning Specialists advises ERISA-qualified retirement plan sponsors and individual investors, offering fiduciary governance, plan-level consulting, participant education, and individualized investment management. The firm uses a combination of analytical approaches and provides discretionary ERISA 3(38) fiduciary services, serving approximately 214 clients with $112.9 million in discretionary assets under management.

Aaron Simpson is a CFP® and ChFC® with eight years of industry experience. He has worked at Alpha Planning and Financial Services, Inc. since 2017 and previously spent time at Simpson Financial Services, LLC and Clarity 2 Prosperity Advisory Group. Alpha Planning and Financial Services, Inc. serves individual and high-net-worth clients, managing approximately $113 million through discretionary portfolio management, retirement and income-generation advice, and standalone financial planning. The firm employs a top-down, macro-environmental investment approach and manages accounts via its own wrap-fee program, utilizing third-party model managers and AE Wealth Management’s platform.

Brian Chait is the principal of Lynx Capital Group Ltd in Beachwood, Ohio, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Lynx Capital Group since 1996. In addition to his advisory role, he provides administrative services and advice to the Fund of Elite Managers LP and serves as a sub-advisor to BC Global Opportunity Fund, LP. Lynx Capital Group, Ltd. is a fee-only, SEC-registered investment adviser that offers discretionary asset management and investment advice to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm emphasizes personalized portfolio management and integrates fundamental and technical analysis across various strategies including dividend-growth equity, ETF-based global macro, and customized bond portfolios.

Amanda Lisachenko is a CFP® professional with 27 years of experience in the financial services industry. She has served at Reed Financial Services, Inc. since 1998 and at APW Capital, Inc. since 2011. In addition to her advisory roles, she serves on the finance committee of St. Mary's of the Assumption in Mentor, Ohio. Reed Financial Services, Inc. is an SEC-registered advisory firm managing approximately $389 million in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, employing a team approach with discretionary, model-based portfolio management that incorporates Modern Portfolio Theory.

Rakesh Mehra is a CFA® charterholder with 26 years of industry experience. He is a principal at 2 Knights Wealth Management, LLC, having previously worked at RM Investment Management, Inc. for 28 years. 2 Knights Wealth Management provides personalized, discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on long-term equity selection and uses a blend of individually managed portfolios and actively managed mutual funds guided by Modern Portfolio Theory, supplemented by artificial intelligence and machine learning tools.

David Yormick is a financial advisor at Bison Wealth Management, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley DW Inc. and Summit Capital, Inc. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm employs a primarily long-term investment approach using ETFs, individual equities, bonds, and low-cost mutual funds, supported by fundamental, technical, and quantitative analysis.

George Chapman III is a financial advisor with Chapman & Chapman Advisors LLC in Chagrin Falls, OH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Chapman & Chapman Advisors since 2002. Chapman & Chapman Advisors LLC serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and small businesses by providing portfolio advisory services and written financial planning. The firm focuses on broadly diversified, passive investments and manages approximately $130.9 million in client assets on a non-discretionary basis.

Murray Kosmin is the sole advisor at Kosmin Wealth Management in Beachwood, OH, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at several firms, including SII Investments Inc and LPL Financial, and maintains involvement in a small family business, Al/Ko Creative Retirement Planners, which is not investment related. Kosmin Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, using a risk-oriented, asset-allocation approach that emphasizes diversified mutual funds and ETFs. The firm integrates tax services through an affiliated corporation and offers both discretionary and non-discretionary accounts without a minimum balance requirement.

Kara Downing is a CFP® and holds a Series 65 license with 19 years of industry experience. She has worked at Endeavor Wealth Advisors, LLC since 2019 and previously held roles at Younity Wealth Partners, LLC and Spero-Smith Investment Advisers, Inc. Endeavor Wealth Advisors serves individuals, couples, families, and trusts, including high net worth clients, offering discretionary and non-discretionary investment management as well as comprehensive financial planning. The firm also provides retirement plan consulting with participant education and workshops, managing approximately $252.8 million in assets for about 171 client relationships.

Sean Mc Hugh is a financial advisor with The McHugh Group, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes positions at Parker Hannifin and a role at Westwood Country Club. The McHugh Group, LLC provides portfolio management services to individual and high-net-worth clients, focusing on long-term investment strategies aligned with clients’ goals and risk tolerance. The firm applies modern portfolio theory using mutual funds, equities, fixed income, and ETFs, emphasizing capital appreciation and tax minimization through discretionary management and regular account reviews.

Michelle Raddell is a financial advisor at Intentional Wealth Partners in Cleveland, OH, with two years of industry experience. She holds the Series 65 designation and previously worked at John Carroll University and New York University. Intentional Wealth Partners serves individual and high-net-worth clients with discretionary portfolio management and a variety of financial planning services, including project-based, hourly, and subscription-based options. The firm is noted for its focus on divorce-related financial consulting and forensic valuation work, integrating planning and investment management using ETFs and mutual funds.

Linda Cahill is a financial advisor at Enza Financial, LLC with over 32 years of industry experience. She holds the ChFC® and Series 63 designations. Her career includes roles at M Holdings Securities, Inc. and The Benefits Group. Outside of advisory work, she is the business owner of Workchat, a communications service for 401(k) plan participants, and the founder of the Enza Foundation, which makes donations to charities of choice. Enza Financial serves individual and high-net-worth clients as well as businesses, providing discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm customizes investment strategies to client objectives and offers participant education and group seminars, with access to resources through affiliations with M Financial Group.

Andrew Powers is a CERTIFIED FINANCIAL PLANNER™ professional with over 21 years of experience in the financial services industry. He has worked with firms including Purshe Kaplan Sterling Investments and LPL Financial, and has operated Powers Investment Advisory Corporation since 2005. Powers Investment Advisory Corporation provides discretionary asset management services to individual and high-net-worth clients, focusing on portfolio construction, security selection, and ongoing monitoring tailored to each client’s goals and risk tolerance. The firm employs fundamental analysis and third-party research to manage diversified portfolios oriented toward income objectives.

Janet Edwards is a CFP® with 17 years of industry experience, currently serving at Reed Financial Services, Inc. She has worked at APW Capital, Inc. since 2015 and has been associated with James Reed Financial Services, Inc. since 2012. Reed Financial Services, Inc. is an SEC-registered advisory firm managing approximately $389 million in client assets as of December 31, 2025. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary investment management, fee-based financial planning, and institutional consulting through a team-based approach.

Denise French is a financial advisor with Intentional Wealth Partners in Cleveland, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Engrave Wealth Partners, Belpointe Asset Management, and Voya Financial Advisors. In addition to her advisory work, she is involved with Divorce Strategies Group, providing divorce mediation, financial education, and forensic accounting services. Intentional Wealth Partners serves individual and high-net-worth clients, offering discretionary portfolio management alongside a range of financial planning services. The firm combines investment management with specialized divorce-related financial consulting and forensic valuation work, utilizing fundamental analysis and modern portfolio theory in portfolio construction.

Ashley Rozsa is a financial advisor at Chapman & Chapman Advisors LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Chapman & Chapman Advisors since 2014. Chapman & Chapman Advisors LLC serves individual clients, pension and profit-sharing plans, and small businesses by providing portfolio advisory services and written financial planning. The firm focuses on broadly diversified, passive investment instruments and manages approximately $130.9 million in client assets entirely on a non-discretionary basis.

Zachary Miller is a financial advisor with Night Sky Capital Management, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Ohio State University since 2021 and previously spent nine years at Hawken School. Night Sky Capital Management provides discretionary investment management and financial planning primarily for individual clients, as well as business asset management and institutional asset-management options. The firm uses a technology-driven, quantitative investment approach based on a proprietary momentum framework and manages accounts on a discretionary basis tailored to clients’ risk profiles.

Stephanie Sandle is a CFP® professional based in Cleveland, OH, with nine years of industry experience. She has worked at Bluestone Private Wealth, LLC since 2023 and previously spent ten years at MAI Capital Management, LLC. Bluestone Private Wealth provides wealth advisory and portfolio management services primarily to high-net-worth and individual clients, focusing on a small client base. The firm employs a range of investment approaches, including fundamental, quantitative, technical, cyclical, and modern portfolio theory analysis, offering customized strategies such as long-term investing and options trading.