Rachelle Kovacs is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Adaptive Financial Consulting, LLC, where she has worked since 2018. Kovacs previously held roles at Stratos Wealth Partners and LPL Financial. Adaptive Financial Consulting provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension plans, and businesses. The firm customizes portfolios based on client objectives and employs multiple analytical approaches, coordinating with clients’ tax and estate professionals when appropriate.

Daniel Vujanov is a financial advisor at Peak Wealth Solutions with six years of industry experience. He holds a Series 65 designation and has worked at CBIZ Investment Advisory Services LLC and Sequoia Financial Group prior to joining Peak Wealth Solutions. Peak Wealth Solutions serves individual and high-net-worth clients, particularly those near or in retirement, as well as trustees, small businesses, and retirement plans. The firm employs a seven-person team managing several hundred million dollars in client assets, offering discretionary investment management, financial planning, and retirement plan consulting with an emphasis on tailored portfolio strategies and fiduciary standards.

Raymond Tropp is a financial advisor at Beacon Financial Advisory LLC with 31 years of industry experience. He holds a Series 63 designation and has been with Beacon Financial Partners since 2006, transitioning to Beacon Financial Advisory in 2015. In addition to his advisory work, he is a partner involved in life insurance and fixed annuities. Beacon Financial Advisory LLC serves individuals, high-net-worth clients, and pension/profit-sharing plans, offering investment advisory, financial planning, retirement-plan consulting, and annual tax preparation. The firm manages over $900 million in discretionary assets and utilizes a variety of investment strategies and third-party platforms across multiple offices.

Laura Mineo is a financial advisor with McDonald Partners LLC, holding 29 years of industry experience. She previously worked at Janney Montgomery Scott LLC and Thomas McDonald Partners LLC. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities.

Alan Yanowitz is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding a Series 63 designation and over 35 years of industry experience. He has worked at Beacon Financial Partners and Lincoln Investment since 2015. Yanowitz serves as a trustee for his family’s philanthropic foundation and volunteers with the Jewish Federation of Cleveland, participating in several committees focused on endowment, development, retirement fund, cemetery preservation, and Holocaust survivor support. 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 approximately $900 million in discretionary assets across five offices and offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and strategies.

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.

Douglas Sockman is a financial advisor at Cleveland Wealth, LLC with 29 years of industry experience. He holds the CFP® and ChFC® designations, along with a Series 63 license. Mr. Sockman is also the owner of CW Insurance, LLC, where he is involved in life, LTC, DI, and fixed annuities sales. Cleveland Wealth, LLC provides portfolio management, comprehensive financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm uses written investment policy statements and modern portfolio theory, managing most client relationships on a non-discretionary basis and requires designated custodians such as Schwab and Fidelity.

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.

Kimberly Murphy is a CFP® professional with three years of industry experience, currently serving at Park Edge Advisors, LLC. She previously worked at Lowrie Wealth Management of Stratos Wealth Advisors LLC and McDonald Partners, LLC. In addition to her advisory role, she is an adjunct professor at the University of Akron and John Carroll University and serves on the board of the Financial Planning Association of Northeast Ohio. Park Edge Advisors serves a diverse client base including individuals, business owners, trustees, and institutional clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a tailored investment approach utilizing various analytical methods and trading strategies, and provides services such as subadvisory support and performance-based fee arrangements.

Matthew Gordillo is a financial advisor with Park Edge Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Stratos Wealth Advisors, Inverness Securities, and First Allied Advisory Services. He is also a licensed insurance agent who sells life and health insurance. Park Edge Advisors serves a diverse client base including individuals, pension plans, business owners, trustees, and institutional clients, offering financial planning, discretionary portfolio management, and consulting services. The firm employs a varied investment approach that includes fundamental and quantitative analysis, options, and ETF allocation, with active portfolio monitoring and quarterly reviews.

Julie Distler is a financial advisor at Lakeridge Wealth Management LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at AmTrust Financial and Cetera Advisor Networks LLC. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, utilizing a fundamentally driven investment approach with a range of portfolio options.

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 is a financial advisor at Van Cleef Asset Management Inc with 18 years of industry experience. He holds the Series 66 designation and has worked at Van Cleef Asset Management since 2008, alongside prior roles at Natcity Investments, Inc. and National City Corporation dating back to 2001. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious, charitable, and select institutional clients. 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.