William Bullington Jr. is a financial advisor with Bullington Capital Management, LLC in Akron, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd. Aside from his advisory role, he is also an insurance agent. Bullington Capital Management provides discretionary investment advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes fundamental and technical analysis for portfolio construction and management, offering tailored investment strategies across equities, mutual funds, ETFs, and other instruments.

Anthony Debaltzo is a financial advisor at GatePass Capital, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for nine and eight years, respectively. GatePass Capital provides discretionary and non-discretionary investment management, financial planning, and consulting services to a range of clients, including individuals, trusts, estates, charitable organizations, corporations, retirement plans, and private funds. The firm’s approach emphasizes diversification, risk management, and a long-term horizon, managing portfolios across multiple asset classes and pursuing venture equity investments through private funds and special purpose vehicles.

Drew Gill is a Chartered Financial Consultant (ChFC®) with seven years of industry experience. He is currently an advisor at Enza Financial, LLC and has previously worked with firms including Golden Reserve Retirement, Investment Distributors, Inc., and Concourse Financial Group Securities Inc. Drew’s background also includes varied roles outside the financial sector, such as positions in retail and dining. Enza Financial serves individual clients, businesses, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm utilizes multiple analytical methods and offers both discretionary and non-discretionary advice, along with participant-level retirement plan services and access to a wide range of investment vehicles.

Michael Rabe is a CFA® charterholder with 48 years of industry experience. He is a principal at Rabe Investment Consulting Group, where he has worked since 2021. Prior to that, he held positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Rabe Investment Consulting Group provides investment management and financial planning services to individuals, families, trusts, charitable institutions, foundations, and corporations. The firm employs a fiduciary approach combining active and passive strategies, with an emphasis on tax-efficient, risk-adjusted asset allocation and uses quantitative screening to identify undervalued securities.

Stanley Oda is a CFP® professional with 37 years of experience in the financial industry. He has been the principal of Oda and Company, Inc. since 1999 and has also been associated with LPL Financial LLC since 1998. Oda and Company serves individuals, trusts, charities, and business entities by providing financial planning, portfolio management, and estate-settlement assistance. The firm uses Modern Portfolio Theory to construct portfolios across five risk profiles and manages accounts primarily on a discretionary basis, incorporating fundamental and technical analysis as well as tactical asset allocation.

Theodore Beckman is a financial advisor at Game Plan Financial Advisors, LLC with 30 years of industry experience. He has been with the firm since 2009 and holds a Series 63 designation. Game Plan Financial Advisors provides discretionary asset management to individuals, high net worth clients, and trusts, managing approximately $224.7 million in assets across 176 client relationships. The firm employs both fundamental and technical analysis to build individualized portfolios, utilizing a broad range of investment strategies including equities, fixed income, derivatives, and leveraged instruments.

Keith Sechler is a CFP® professional with 26 years of industry experience. He has been with Keystone Financial Planning, Inc. since 1987, serving as one of its two advisors. Keystone Financial Planning serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, focusing on building dividend income through a combination of technical analysis and long-term investment strategies.

Molly Balunek is a CFP® professional with 25 years of industry experience. She has been with Endeavor Wealth Advisors, LLC since 2019 and also maintains a role at Laurel Tree Advisors, LLC. Outside of her advisory work, she serves as a board member of the Validation Training Institute, Inc., a 501(c)(3) charity focused on improving communication with older adults experiencing memory loss. Endeavor Wealth Advisors serves individuals, families, trusts, and employer plan sponsors, offering investment management, financial planning, and consulting services. The firm employs a predominantly long-term, diversified investment approach and provides specialized retirement plan education as part of its consulting offerings.

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.

Brandon Rotsky is a CFP® with eight years of industry experience, currently serving as an advisor at Kinetic Wealth Investment Advisors, LLC. He has previously worked at firms including Sage Private Wealth Group, LPL Financial LLC, and TIAA. Kinetic Wealth Investment Advisors, LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a blend of modern portfolio theory, fundamental and quantitative analysis, and technical techniques, managing approximately $214.5 million in assets across about 173 client relationships.

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.

Megan Eberhart is a CFA® charterholder with four years of industry experience. She is currently an advisor at Summit Wealth Management LLC, where she has worked since 2021. Prior to that, she was employed at Johnson Investment Counsel and GBQ Consulting. Summit Wealth Management LLC provides discretionary portfolio management and pension/401(k) consulting to individual investors and employer-sponsored plans. The firm serves both high-net-worth and non-high-net-worth clients, employing fundamental analysis and long-term investment strategies alongside Schwab’s Institutional Intelligent Portfolios for index-based asset allocation with automated monitoring and rebalancing.

Michael Norehad is a financial advisor at Game Plan Financial Advisors, LLC with 23 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is co-owner and advisor of the School of Rock music schools in Westlake, Strongsville, and Highland Heights, Ohio. Game Plan Financial Advisors provides discretionary asset management to individuals, high net worth clients, and trusts. The firm uses a combination of fundamental and technical analysis to build individualized portfolios and employs a broad range of active investment strategies including inverse ETFs, derivatives, and margin.

Murray Kosmin is a financial 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 Al/Ko Creative Retirement Planners, a small family business outside of investment advisory. Kosmin Wealth Management serves individual and high-net-worth clients, providing investment advisory and financial planning services. The firm employs a risk-oriented investment approach focused on asset allocation using diversified mutual fund and ETF portfolios, and also offers tax preparation and insurance services through its representatives.

Joseph Romito is a financial advisor with Gross Investments LLC and holds 10 years of industry experience. His career includes roles at Westpoint Wealth Management, Cetera Advisor Networks, and Ameritas Investment Corp. Outside of advisory work, he is involved with Jolinax, LLC, a private business. Gross Investments LLC provides financial planning, consultation, and investment management primarily to individual and high-net-worth clients. The firm emphasizes individualized planning and a variety of analytic approaches to support predominantly long-term investment strategies.

Richard Packer is a CFP® and ChFC® with 29 years of industry experience. He is a principal at Kinetic Wealth Investment Advisors, LLC, where he has worked since 2020, and has been affiliated with LPL Financial since 2004. In addition to his advisory role, he manages a CPA firm, North Valley Financial Services LLC, where he serves as member and manager. Kinetic Wealth Investment Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other advisers. The firm employs a tailored, long-term investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, managing approximately $184.6 million in discretionary assets.

Kara Downing is a CFP® and holds a Series 65 license, with 18 years of experience in the financial industry. She has worked at Endeavor Wealth Advisors, LLC since 2019 and concurrently at Younity Wealth Partners, LLC since 2016. Endeavor Wealth Advisors serves individuals, couples, families, trusts, and employer plan sponsors, focusing on discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs a predominantly long-term, diversified investment approach and offers retirement plan consulting that includes participant education on cash flow, retirement planning, investment research, and tax considerations.

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.

Sharon Stadul is a Series 65-licensed financial advisor at CBS Funding, Inc. with 12 years of industry experience. She also serves as board treasurer for the National Speakers Association of Ohio and is involved in wellness and health coaching ventures through Stretch Comedy Wellness LLC and Herbs & Humor LLC. CBS Funding, Inc. provides personalized investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs client-specific investment policy statements and fundamental analysis, offering both discretionary and non-discretionary portfolio management alongside ERISA plan services.