Andrew Ulrich is a CFP® and Series 66-licensed advisor with Fourth Dimension Wealth, LLC, based in Middleburg Heights, Ohio. He has three years of industry experience, including roles at LPL Financial and Hyland Software. Outside of advising, he provides administrative support to Fourth Dimension Wealth, focusing full-time on this activity. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm employs a range of analytical methods to tailor asset allocations and provides detailed quarterly performance reports alongside educational outreach initiatives.

William Mawby is a financial advisor with Financial Management Strategies, Inc. He holds the Series 63 designation and has 29 years of industry experience. Mawby has worked at several firms including Cetera and Integrated Plan Partners. He is a founding partner of Pillar Financial Group LLC and is involved with multiple financial services businesses. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a variety of analytical methods and investment strategies aligned with written investment policy statements.

David Abate is a CFP® and Series 65-licensed advisor with 19 years of industry experience. He has been with Strategic Wealth Partners, Ltd. since 2012. Strategic Wealth Partners, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, managing approximately $1.3 billion across a broad range of public and private investment types.

Roger Godin is a financial advisor at Prasad Wealth Partners with 11 years of industry experience and a Series 66 designation. He has held roles at multiple firms, including Purshe Kaplan Sterling Investments and Robert W. Baird & Co. He is also licensed as a fixed insurance agent, providing insurance advice during trading hours. Prasad Wealth Partners offers personalized financial planning and investment management services to individuals, families, trusts, family offices, qualified retirement plans, and institutional clients. The firm primarily uses fundamental analysis with a long-term focus while maintaining flexibility for shorter-term trades, employing a range of investment vehicles including mutual funds, ETFs, equities, and structured products.

Michael Cleary is a CFP® professional with 37 years of experience in financial advising. He has been with Vantage Financial Group, Inc. since 2015 and also has a long tenure at Cetera Wealth Services, LLC beginning in 2013. Cleary is an independent insurance agent and serves as a director of the Northeast Ohio Association of Financial Professionals. He is also a former attorney, though not currently practicing law. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and uses a range of investment strategies tailored to client objectives, risk tolerance, and liquidity needs.

Nicholas Cargill is a financial advisor with Revisor Wealth Management LLC in Akron, OH, holding a Series 65 designation and four years of industry experience. Prior to joining Revisor Wealth Management in 2022, he worked at the University of Richmond and Veritas Classical Christian School. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm constructs customized portfolios using a variety of securities with a primarily long-term orientation and employs alternative strategies such as cryptocurrency allocations and options for eligible clients.

Kurt Camden is an investment advisory representative at Vantage Financial Group, Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked at Vantage Financial Group since 2002. Outside of his advisory role, Camden coaches youth basketball for Westlake Ohio City Schools. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets and offers tailored portfolio management, financial planning, and retirement plan consulting through a team of six advisors.

Noah Meyers is a financial advisor at Revisor Wealth Management LLC in Akron, OH, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Revisor Wealth Management, he worked at EdgeTech Analytics, LLC, and served four years in the United States Army. Revisor Wealth Management offers investment advisory and financial planning services to individuals, families, businesses, and financial professionals. The firm employs customized portfolio construction with a long-term orientation and alternative strategies, including cryptocurrency and options, while also providing estate-planning facilitation and practice-support services for other advisors.

Brian Parris is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Vantage Financial Group since 2014 and is also involved with Vantage Tax Services, where he refers clients for tax preparation. Additionally, he works as an insurance agent selling life, health, disability insurance, and annuities. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets and offers tailored portfolio management, financial planning, and consulting services.

Nicholas Anastasakis is a financial advisor with Cornerstone Asset Management Services, Inc., holding a Series 66 designation and over 23 years of industry experience. He has worked at Cornerstone since 2005 and has prior experience with J.W. Cole Advisors, Inc. and J.W. Cole Financial. Outside of advisory work, he is the managing member of Netboy Outdoors of Ohio, LLC, a travel blog and guide service. Cornerstone Asset Management Services primarily serves individual clients through discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a proprietary investment process that integrates fundamental and technical analysis, offering a model-driven Alpha/Beta platform and publishing regular performance reports for clients.

Steven Spieldenner is a financial advisor at Vantage Financial Group, Inc. with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera, VOYA Financial Advisors, and Hrs Wealth Solutions. Outside of his advisory role, he is also an insurance agent selling fixed insurance products. Vantage Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, managing approximately $867 million in client assets. The firm offers portfolio management, comprehensive financial planning, and consulting services, using fundamental analysis and various investment strategies tailored to client objectives.

Thomas Foushee is a financial advisor with Scofield & Company, LLC, holding a Series 65 designation and 19 years of industry experience. He has been with Scofield & Company since 2007 and is also associated with Silver Oak Securities, Inc. and EDGE TECH ANALYTICS LLC. Outside of his financial work, Foushee operates a woodworking arts and crafts business called Artisan Woods LLC. Scofield & Company serves individual and high-net-worth clients with discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to manage portfolios tailored to each client’s financial profile, combining model-driven strategies with adviser judgment.

Ethan Dunbar is a financial advisor at Revisor Wealth Management LLC in Akron, OH, holding a Series 65 designation with 10 years of industry experience. He has been with Revisor Wealth Management since 2016. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and financial professionals. The firm constructs customized portfolios using a range of securities informed by fundamental analysis and employs alternative strategies such as cryptocurrency allocations and options trading for eligible clients.

Raymond Louden is a financial advisor at WestPoint Wealth Management, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including MassMutual and MML Investors Services before joining WestPoint in 2020. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to tailor strategies to client goals, offering both discretionary and non-discretionary asset management alongside third-party manager referrals and educational seminars.

Anthony Zabiegala is a financial advisor at Strategic Wealth Partners, Ltd. in Independence, OH, holding a Series 65 designation with 16 years of industry experience. He has been with Strategic Wealth Partners since 2010 and also worked at SWP Investment Management LLC beginning in 2024. Strategic Wealth Partners, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, foundations, and corporate accounts, providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion with 19 advisors and employs a mix of fundamental, technical, and charting analysis to construct diversified portfolios across various public and private investment types.

Margaret Maxel is a financial advisor at Vantage Financial Group, Inc. in Cleveland, OH, with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Financial Management Strategies. Outside of financial services, she is a viola player who performs as a soloist or with ensembles upon request and serves as executive director of BNI Northeast Ohio, where she helps start and maintain professional networking chapters. Vantage Financial Group, Inc. is an SEC-registered advisory firm that serves a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers portfolio management, financial planning, and consulting, using tailored investment programs that incorporate fundamental analysis and a variety of asset types, supporting approximately $867 million in client assets through a team of six advisors.

James Thomas is a financial advisor at Independence Capital Co., Inc. in Parma, Ohio, with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at The Huntington Investment Company, LPL Financial, and Mutual Service Corporation. Outside of advisory work, he is a high school volleyball official and an insurance agent specializing in fixed life and annuity sales. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term trading orientation, tailoring portfolios to client objectives and risk tolerances while offering a broad range of securities and customized investment solutions.

Kevin Kroskey is a CFP® and Series 65-licensed financial advisor with 18 years of industry experience. He has been with True Wealth Design, LLC since 2007 and is also involved with Fine Girl Charter, LLC, a catamaran-chartering business in Akron, Ohio. True Wealth Design provides financial planning, investment advisory, wealth management, and retirement-plan consulting services to a broad range of clients, including individuals, families, business entities, and charitable organizations. The firm employs a structured, tax-aware investment approach and offers integrated tax, accounting, and insurance services through affiliated entities.

Carter Mc Abier is a financial advisor at Fairway Wealth Management LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Cerity Partners, Parker Hannifin, and The Ohio State University Golf Club. Fairway Wealth Management primarily advises high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. The firm emphasizes coordinated financial and investment planning with a focus on tax-aware asset allocation and manages a substantial portion of assets on a non-discretionary basis.

Timothy Baker is a financial advisor with Cornerstone Asset Management Services, Inc., holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior roles include positions at Royal Fund Management, LLC, and Chelsea Insurance Group. In addition to advising, he is an independent licensed insurance agent offering annuities and life insurance when suitable for clients. Cornerstone Asset Management Services serves individual clients ranging from non‑high‑net‑worth to high‑net‑worth, providing discretionary portfolio management through its Alpha/Beta Solutions platform, separately managed accounts, and sub‑advisory services. The firm uses a proprietary blend of fundamental and technical analysis in a model-driven investment process and offers comprehensive performance reporting tools uncommon among peers.