Kevin Lesjak is a CFP® professional with seven years of industry experience. He has been with Lesjak Planning, LLC since 2012 and is based in Westlake, Ohio. Lesjak Planning, LLC is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers written financial planning and portfolio management through two advisory programs, using a long-term, buy-and-hold investment approach tailored to client risk profiles and a diversified allocation model.

Michael Kelley II is a CFP® professional with 12 years of experience in financial advising. He is currently with Cornerstone Wealth Management, where he has worked since 2020. His prior experience includes roles at Summit Capital, Kelley Financial Planning, AXA Advisors, Carver Financial Services, and Raymond James Financial Services. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing over $640 million in client assets. The firm constructs diversified portfolios using a range of securities and employs complex strategies such as option writing and short selling, with regular portfolio reviews and a typical investment horizon of 12–24 months.

Nathaniel Fockler is a financial advisor with W.A. Smith Financial Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has previously worked at Great Lakes Retirement, UBS Financial Services, Citizens Securities, and Citizens Bank. Nathaniel serves as a Young Professionals Board member and volunteer for Junior Achievement Cleveland. 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 top-down investment approach guided by an internal committee, blending active and passive strategies tailored to client objectives.

Augustine Matheson is a financial advisor at Cornerstone Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Cornerstone, he worked at Hillsdale College and was involved with the Vermilion Boat Club and Elyria Country Club over several years. Cornerstone Wealth Management provides investment management and financial planning services to individuals, corporations, trusts, estates, and qualified retirement plans. The firm manages diversified portfolios using a range of securities and employs both traditional and complex investment strategies.

Adam Stalnaker is a financial advisor with Rockport Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Private Client Services and Cetera Advisors LLC and is involved with Ars Capital, Inc., which partly owns Rockport Wealth, LLC. Outside of advisory roles, he is a 50% owner of Rockport Real Estate Holdings, LLC. Rockport Wealth Advisors serves individual and high-net-worth clients by providing financial planning, investment management, and retirement-plan advisory services. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to tailor and monitor individualized portfolios.

Thomas David is a CFP® and PFS™ with 12 years of experience in the financial services industry. He is currently with Rockport Wealth Advisors and has previously worked at firms including CM Wealth Advisors and St. Clair Advisors. David serves as an adjunct faculty member at Lorain County Community College. Rockport Wealth Advisors offers financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients, utilizing a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to implement tailored strategies.

Nick Dionisos is a financial advisor with Cornerstone Wealth Management in Westlake, OH. He holds a Series 65 designation and has 18 years of industry experience. He has been associated with DAGCO, Inc. since 1995. Cornerstone Wealth Management provides investment management and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm employs a combination of fundamental and technical analysis to manage portfolios across various asset classes and incorporates financial planning covering tax, retirement, insurance, and estate considerations.

Douglas Kuhlman is a financial advisor at Paradigm Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Paradigm since 2008. Outside of his advisory role, he coaches his daughter's soccer team. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, and participant account management. The firm employs a range of investment strategies and relies on third-party model portfolios and money managers, offering tailored advice based on clients' objectives and risk tolerance.

Nicholas Kaplan is a CFP® professional with five years of industry experience, currently serving at Cornerstone Wealth Management. He previously worked for six years at MAI Capital Management, LLC. Outside of his advisory role, he provides tax preparation services on a limited basis for friends. 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 operates with a five-advisor team and employs a range of strategies, including option writing and short selling, while using third-party platforms for discretionary rebalancing of certain accounts.

Joseph Kovach is a CFP® professional with 30 years of experience in financial advising. He is a founding member and president of JJK Financial, Inc., and has been with Rockport Wealth Advisors since 2018. Kovach is also a licensed insurance agent involved in the sale of life, disability, and long-term care insurance. Rockport Wealth Advisors serves individual and high-net-worth clients with financial planning, investment management, and retirement-plan advisory services. The firm employs a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to create individualized portfolios and utilizes a range of investment strategies including tactical trading and risk management.

Roger Potter is a financial advisor at Balanced Wealth Group LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for eight years. Outside of his advisory work, he is the author of two books titled "Proverbs: Wisdom for Prosperity" and "Proverbs: Wisdom for the Graduate." Balanced Wealth Group is a fee-based, SEC-registered adviser serving individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds and offers financial planning, discretionary investment management, and retirement plan advisory services through a five-advisor team.

Matthew Heck is a financial advisor with WestPoint Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and AMFG Wealth Management LLC. Outside of advising, he supports his wife's business, a local bar called the Sangria Stand LLC, though he holds no ownership or compensation from it. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to tailor strategies according to client goals and risk tolerances, managing accounts both directly and through third-party managers.

Matthew Daugherty is a CFP® and holds a Series 66 license with 25 years of industry experience. He has worked at Balanced Wealth Group LLC since 2023 and previously spent 18 years at Ameriprise. Outside of his advisory role, he serves on the boards of the Lakewood/Rocky River Rotary Foundation and the Ohio University College of Business Finance Advisory Council. Balanced Wealth Group is a fee-based, SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds, providing discretionary investment management and financial planning services through a five-advisor team.

Daniel Yergan is a CFP® with six years of industry experience, currently serving as an advisor at Fidato Wealth LLC. Prior to joining Fidato Wealth in 2023, he worked at Valmark Financial Group for five years. His background also includes roles outside the financial sector, including experience in marketing and manufacturing. Fidato Wealth LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates, providing asset management, comprehensive financial planning, retirement plan consulting, and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with diversified portfolios, regular reviews, and integration of technology such as AI tools into its planning processes.

Timothy Noe is a financial advisor with WestPoint Wealth Management, LLC in Berea, Ohio, holding the ChFC® designation and Series 63 license, with 27 years of industry experience. He has worked at Ameritas Advisory Services and related Ameritas companies for 15 years and has operated Tim Noe Financial Services, Inc. since 2004. In addition to his advisory role, he is licensed as an independent insurance agent. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans, including ERISA 3(21) services. The firm applies fundamental analysis and modern portfolio theory to tailor strategies and manages assets both directly and through third-party managers, with a substantial portion of assets managed on a non-discretionary basis.

Scott Hanna is a financial advisor at WestPoint Wealth Management, LLC with 40 years of industry experience. He holds the Series 63 designation and has worked at WestPoint Wealth Management since 2014, including in its current form since 2021. Hanna also owns The Willoughby Agency, a property and casualty insurance business. WestPoint Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, providing investment advisory and financial planning services. The firm employs a mix of discretionary and non-discretionary asset management strategies, combining fundamental analysis and modern portfolio theory, and offers both direct management and third-party manager referrals.

Broc Stradley is a financial advisor at WestPoint Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Grey Street Company and Parkland Securities. Outside of advising, he is a licensed insurance agent appointed with various insurance companies. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to tailor strategies and offers a combination of discretionary and non-discretionary asset management along with third-party manager referrals and educational seminars.

Meaghan Grant is a financial advisor at Rockport Wealth Advisors with three years of industry experience. She holds a Series 65 designation and previously worked at Thrivent and Lake Forest Country Club. Before entering the financial advisory field, she spent ten years in education at the college and secondary school levels. Rockport Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients with fee-based financial planning, investment management, and retirement-plan advisory services. The firm manages approximately $676 million across a team of eight advisers and offers both traditional portfolio management and consultant-style services, including alternative investments and a wrap fee program.

Quin Strouse is a financial advisor with Fourth Dimension Wealth, LLC in Millersburg, Ohio. He holds a Series 66 designation and has two years of industry experience, including prior roles at LPL Financial and Design Outreach. Strouse serves as a board member for Design Outreach, Inc., a nonprofit organization focused on vision, administration, and fundraising. 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 advisory programs. The firm customizes asset allocations based on client objectives and employs a mix of analytical methods while actively managing diversified portfolios.

Marc Thomas is a CFP® professional with 23 years of industry experience. He has worked at Lesjak Financial Corp since 1999 and is currently part of the team at Lesjak Planning, LLC in Westlake, OH. Lesjak Planning is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides written financial planning and portfolio management through two advisory programs, using a long-term, buy-and-hold approach tailored to client risk profiles and employing diversified allocation models across various asset categories.