Todd Pence is a CFA® charterholder with five years of industry experience. He has worked at Virtera Partners LLC since 2021 and previously spent eight years at Parkwood LLC. Virtera Partners provides customized investment advisory services primarily to ultra-high-net-worth families, family offices, charitable organizations, and certain pooled vehicles. The firm emphasizes asset allocation and diversification across public and alternative asset classes, relying on manager selection and due diligence to implement concentrated, high-conviction strategies.

Michelle Brooks is a financial advisor at Ohio CU Financial with Series 63 and Series 65 credentials. She has been in the industry since 2023, previously working at Broadview and USAA. Ohio CU Financial Services, LLC provides portfolio management and pension consulting to individuals, high-net-worth clients, charitable organizations, and business entities, focusing on mutual funds, fixed-income securities, ETFs, and insurance products. The firm adopts a fundamental analysis and long-term trading approach, conducting at least quarterly account reviews.

Wellborn Jack is a financial advisor at Acme Jack Wealth Management in Hudson, Ohio, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Stratos Wealth Advisors and Wells Fargo Clearing. He is the owner of Acme Jack Investments, LLC, a business entity for tax purposes. Acme Jack Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a combination of technical and fundamental analysis with top-down and bottom-up approaches, offering tailored long- and short-term strategies across a broad range of investment instruments, including alternative investments.

Chad Squires is a financial advisor at Cademuir Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at AML Right Source and MAI Capital Management. Cademuir Wealth Management provides asset management and advisory services primarily to retirement plans, pension and profit-sharing plans, trusts, and small businesses. The firm employs a fiduciary approach that incorporates fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary services, with a focus that includes pension consulting and participant education alongside insurance brokerage activities.

Janice Rush is a financial advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding a Series 65 designation with 10 years of industry experience. She has been with Coyne Capital Management since 2015. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 of investable assets. The firm emphasizes asset-class diversification and employs both fundamental and technical analysis in constructing and monitoring portfolios.

Caleb Garbuio is a financial advisor at Ohio CU Financial with a Series 65 designation and one year of industry experience. Prior to joining Ohio CU Financial, he worked at OC Federal Credit Union and held roles at the Office of the Comptroller of the Currency and the Center for Economic Research & Policy Analysis. Ohio CU Financial Services, LLC provides portfolio management and pension consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a fundamental analysis and long-term trading approach, documents client goals in an Investment Policy Statement, and conducts quarterly account reviews.

Christine Kalt is a CFP® and CFA® with 10 years of industry experience. She currently works at GatePass Capital, LLC and previously spent 10 years at CBIZ Financial Solutions Inc. GatePass Capital provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, retirement plans, and private pooled vehicles, including a closed-end venture fund and special purpose vehicles. The firm emphasizes diversification, risk management, and a long-term horizon, managing portfolios that include public equities, fixed income, ETFs/ETNs, mutual funds, external managers, and venture equity investments.

Eric Nye is the principal of Nye Wealth Management LLC in Hudson, Ohio, with 15 years of experience as a financial advisor. He holds the CFP® and ChFC® designations and has a background that includes founding Nye Financial Group, Inc., and serving as president and CEO of Ean Agency, LLC, a fixed insurance business. Nye devotes significant time to his insurance agency, which operates separately from his advisory services. Nye Wealth Management LLC provides wealth management and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management alongside planning consultations. The firm’s investment approach emphasizes long-term fundamental analysis with ongoing monitoring and the use of third-party managed models through a sub-adviser arrangement.

Ryan Stine is a financial advisor at Chlebina Capital with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Private Client Services, OSAIC, Securities America, and Securities Service Network. Stine has been with Chlebina Capital since 2005. Chlebina Capital Management is a money management firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs multiple proprietary investment strategies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting.

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.

James Crew is the sole advisor at Nirvana Analytics, LLC, an independent firm based in Pepper Pike, OH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to his current role, he worked at Paradigm Institutional Investments from 2021 to 2022. Nirvana Analytics provides discretionary investment management to a range of clients, including individuals, estates, trusts, pensions, corporations, and public-sector entities. The firm focuses on large-cap equities, fixed income, mutual funds, and option-based trading strategies such as credit spreads and covered-call writing, managing accounts on a discretionary basis with in-house research and regular reviews.

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.

Steven Francomacaro is a CFA® charterholder at Virtera Partners LLC with one year of industry experience. Prior to joining Virtera Partners in 2025, he worked at the University of Oklahoma Foundation, Windancer Holdings, and Gerber Taylor. Virtera Partners provides investment advisory and family-office services to ultra-high net worth families and charitable organizations, focusing on customized portfolio management that includes public equities, fixed income, ETFs, and alternative investments. The firm emphasizes asset allocation and diversification and serves primarily clients with substantial investable assets, typically $100 million or more.

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.

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.