Gerald Goldberg is a financial advisor with Winslow Asset Management Inc in Beachwood, OH, holding 31 years of industry experience. He has been with Winslow since 1992. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and bond types, managing approximately $581.7 million in discretionary assets with a compact advisory team.

Nicholas Stern is a Series 65-licensed advisor at North Star Advisory Group, LLC with less than one year of industry experience. His background includes several roles in education and golf-related positions prior to joining the firm. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers customized portfolio management and financial planning, employing a combination of fundamental, technical, and cyclical analysis with an emphasis on fixed-income securities and mutual funds/ETFs, along with specialized consulting on real estate and antiques and collectables.

Kevin Kocsis is a financial advisor with Peak Wealth Solutions in Pepper Pike, OH, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and CBIZ Financial Solutions, Inc. He has a history of investment-related activities and also owned rental property from 2013 to 2021. Peak Wealth Solutions provides financial planning, portfolio management, retirement plan consulting, insurance services, and public financial education primarily to clients near or in retirement. The firm employs a multi-model global asset allocation approach and manages approximately $982 million in client assets using both individual and plan-level strategies.

Daniel Dreiling is a financial advisor with North Point Portfolio Managers Corporation, holding a Series 66 designation and 19 years of industry experience. He has been with North Point Portfolio Managers Corporation since 2005. North Point Portfolio Managers Corporation provides separately managed portfolio management to individuals, pension and profit-sharing plans, endowments, and corporations. The firm combines quantitative CFROI analysis with traditional fundamental research, emphasizing low turnover and portfolios aligned with clients’ objectives and risk tolerances.

Brian Duffield is a Series 65-licensed advisor with North Star Advisory Group, LLC, based in Beachwood, OH. He has four years of industry experience and has worked at several firms, including Highland Consulting and Union Home Mortgage. Duffield has been with North Star Advisory Group since 2021. North Star Advisory Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations, providing portfolio management, financial planning, pension consulting, sub-advisory services, and specialty consulting. The firm customizes strategies based on client goals and risk tolerance and offers niche services such as real estate and antiques and collectables consulting.

David Kocsis is a financial advisor at Peak Wealth Solutions with 25 years of industry experience. He holds a Series 63 designation and has worked at American Portfolios Financial Services, Inc., J.R. Hill & Associates, and OSAIC prior to joining Peak Wealth Solutions. He serves as a principal at Peak Wealth Solutions. Peak Wealth Solutions provides financial planning, portfolio management, retirement plan consulting, insurance services, and public financial education primarily to clients who are near or in retirement. The firm employs a multi-model, global asset allocation approach and manages approximately $982 million in client assets as of December 31, 2025.

Jeffrey Hertel is a CFA® charterholder with experience at North Point Portfolio Managers Corporation since 2025. He previously worked at RMS Investment Group for six years and Clearstead Advisors for three years. Hertel is based in Orange Village, OH. North Point Portfolio Managers Corporation manages separately managed, long-only equity and fixed-income portfolios for individuals, pension plans, nonprofits, and corporations. The firm uses a combination of quantitative screening via the UBS HOLT Lens® CFROI metrics and fundamental analysis, employing a low-turnover, tailored investment approach.

Jeremy Thompson is a Certified Financial Planner™ and holds a Series 66 license with 23 years of industry experience. He has been with Adaptive Financial Consulting, LLC since 2017 and previously worked at Stratos Wealth Partners, LTD. from 2012 to 2017. Thompson is also a licensed insurance agent. Adaptive Financial Consulting, LLC is a team of six advisors serving individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers customized portfolio management and financial planning services, employing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Noah Anthony is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He has worked at EmVision Capital Advisors and Commonwealth Financial Network since 2022. Outside of advising, he is the owner and president of NPA Wealth Solutions, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, and compliance services while offering a range of investment program structures and discretionary model portfolios.

David Sleeter is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently serves at Ruggaard & Associates and has prior experience with LPL Financial and Cetera Advisor Networks. Outside of his advisory role, he is involved in agricultural operations as secretary and director of family farm corporations in Nebraska and Illinois. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach combining fundamental, technical, quantitative, and qualitative analysis, offering a range of strategies tailored to client objectives and risk tolerances, with ongoing account monitoring and quarterly reviews.

Susan Akers is a financial advisor at Winslow Asset Management Inc with 23 years of industry experience. She holds a Series 65 designation and has been with Winslow Asset Management since 2000. The firm provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. Winslow Asset Management employs a combination of qualitative, quantitative, and technical analysis across various asset classes and manages approximately $581.7 million in discretionary assets.

David Mrosko is a CFA® charterholder with three years of industry experience. He has worked at North Point Portfolio Managers Corporation since 2022 and previously spent 17 years with PNC Private Bank. North Point Portfolio Managers Corporation provides separately managed portfolio management services to individuals, pension plans, endowments, and corporations, combining quantitative CFROI analysis with fundamental research and emphasizing low turnover and long-term holdings. The firm is noted for publicly providing performance results and managing assets with a compact four-advisor team.

Alexander Kimes is a financial advisor with EmVision Capital Advisors, LLC holding a Series 66 designation and three years of industry experience. His work history includes roles at EmVision Capital Advisors and Commonwealth Financial Network, as well as earlier positions outside finance. He is involved in fixed insurance sales during business hours. EmVision Capital Advisors serves high-net-worth individuals, families, trusts, and related entities, providing discretionary investment management and comprehensive financial advisory services tailored through customized Investment Policy Statements and a diverse asset-allocation framework.

Randal Mears is a financial advisor with EmVision Capital Advisors, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1993 and previously led Mears Financial Services as president and sole owner. Mears serves as Secretary of the Board of Directors for Cardinal Credit Union in Mentor, Ohio. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, providing discretionary investment management, customized investment policy statements, and strategic wealth-planning services. The firm’s investment approach uses customized asset-allocation models across liquid and illiquid asset classes, supported by an investment committee and ongoing client communication.

Timothy Clepper is a financial advisor at Ellsworth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Robert Baird & Co. He is President of Kaulig Companies Ltd., a family office, and serves on the boards of the Rock & Roll Hall of Fame and Akron Children's Hospital. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm uses a variety of analytic approaches and manages portfolios with discretionary and non-discretionary strategies, often incorporating private funds and alternative investments.

Tobias Yearms is a financial advisor at Adaptive Financial Consulting, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Stratos Wealth Partners. Tobias is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Adaptive Financial Consulting provides portfolio management, financial planning, pension consulting, and standalone consulting services to individuals, high-net-worth clients, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses.

Diane Stack is a CFA® charterholder with 25 years of industry experience. She has been with North Point Portfolio Managers Corporation since 1999, where she is part of a four-advisor team based in Orange Village, OH. North Point Portfolio Managers Corporation provides separately managed portfolio management services to individuals, pension and profit-sharing plans, endowments, and corporations. The firm combines quantitative CFROI analysis with traditional fundamental research, focusing on low turnover and portfolios typically holding around 40 core equity positions aligned with clients’ objectives and risk tolerances.

Robert Nickoson is a financial advisor at St. Bernard Financial Services, Inc. with 20 years of industry experience. He has worked at Coppell Advisory Solutions, LLC since 2013 and operates the Robert Nickoson Financial Group. Additionally, he is an independent insurance agent specializing in fixed annuities, life, accident, health, property and casualty, and commercial insurance. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth strategy using tactical asset allocation and offers both fee-based and commission-based solutions.

Margaret Halloran is a financial advisor at Carnegie Investment Counsel with 11 years of industry experience. She holds a Series 65 designation and has worked with Carnegie Investment Counsel since 2017, previously spending 17 years at Midwest Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse clientele, including individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, corporations, trust companies, government entities, and other investment advisers. The firm employs a variety of analytical approaches and portfolio management strategies to align investments with client goals.

Larry Sills is a financial advisor at Stratos Wealth Advisors LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, B. Riley Wealth Advisors, and Wells Fargo Advisors. Stratos Wealth Advisors, LLC is a multi-team SEC-registered advisory firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutions by offering financial planning, portfolio management, and OCIO solutions, and operates through a network of investment advisory representatives using both discretionary and non-discretionary strategies.