Patricia Hornak Box is a financial advisor at Oda And Company, Inc. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oda And Company since 2000. In addition to her advisory role, she is involved in non-variable insurance activities. Oda And Company serves individuals, trusts, charities, and business entities by providing financial planning, portfolio management, and estate-settlement assistance. The firm employs Modern Portfolio Theory to construct diversified portfolios and manages accounts primarily on a discretionary basis, utilizing fundamental and technical analysis alongside tactical asset allocation.

Keith Lichtcsien is a CFP® and Series 63 credentialed advisor with 43 years of industry experience. He has been with Resource Strategies, Inc. since 1985 and has also worked with Valmark Securities, Inc. since 2007. Resource Strategies, Inc. provides investment advisory services and comprehensive financial planning, including estate, business, education, and retirement planning. The firm offers non-discretionary portfolio management using third-party money managers and combines advisory fees with commission-based activities through broker-dealer and insurance products.

Stephen Pinter is a financial advisor with JPS Financial, LLC, holding a Series 63 designation and 19 years of industry experience. He has been with JPS Financial since 2005. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, fixed annuities, and long-term care products through multiple insurance firms. JPS Financial, LLC provides investment advisory services to individuals, business owners, professionals, corporate executives, retirees, and pension plans. The firm offers customized portfolio management, financial planning, and pension consulting, employing fundamental analysis and a combination of long- and short-term investment approaches.

Zachary Paul is a financial advisor at Kirtland Hills Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Hyland Software since 2021 as a Software Platform Data Engineer. His prior roles include positions at Lovelytics and Paladin Attachments. Kirtland Hills Capital Management provides discretionary investment advisory and portfolio management services primarily to individuals, high-net-worth clients, families, and small businesses. The firm employs a long-term, owner-oriented equity investment approach that combines fundamental and technical analysis, supported by quantitative research, and manages approximately $310 million in client assets.

Adam Vertes is a financial advisor with Objective Capital Management, LLC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He worked at Merrill from 2006 to 2016 before joining Objective Capital Management in 2016. Outside of advisory work, he is involved in managing family-held business interests, including a philanthropic fund affiliated with the Jewish Community Federation. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and institutions. The firm employs a variety of investment methods and manages portfolios ranging from discretionary to non-discretionary, serving approximately 110 client relationships with a team of four advisors.

Mark Pinzone is a financial advisor at M3 Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group, LLC and L.M. Kohn & Company. In addition to his advisory work, he is a high school business teacher and football coach at Brunswick City School District. M3 Wealth Management provides investment management and financial advice to individuals, families, trusts, businesses, and charitable organizations. The firm offers customized, long-term portfolio management and collaborates with clients’ tax and legal advisors as needed.

Douglas Mansager is a CFP® professional with 13 years of industry experience. He has been with Lindahl & Mansager Inc since 1992 and is based in Fairlawn, OH. Lindahl & Mansager provides tax planning, accounting, investment management, and financial planning services to individuals, trusts, estates, corporations, and businesses. The firm manages approximately $214 million in assets for around 281 client relationships, employing a diversified investment approach focused on mutual funds, ETFs, and short-term cash instruments, alongside integrated tax and accounting services.

Michael Brady is a CFP® with 41 years of experience in financial advising. He has led Michael Brady & Co., LLC since 2004, serving clients primarily in Westlake, OH. The firm provides fee-only financial planning and discretionary investment management for individual pre-retirees and retirees, managing approximately $248.6 million in assets for about 218 clients. The firm emphasizes a strategic, globally diversified asset allocation using low-fee mutual funds and ETFs within a buy-and-hold framework, supplemented by third-party research and sub-advisors for tactical mandates when appropriate.

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.

Timothy Plonski is a CFP® with 14 years of experience in the financial industry. He has worked at River Wealth Management LLC since 2020, following roles at Arbor Point Advisors and Securities America, Inc. Additionally, he is involved in insurance sales through JK Investment Group, where he solicits and sells disability, life, and long-term care insurance products. River Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, corporations, and retirement plans, offering portfolio management and financial planning services tailored to client risk profiles and time horizons. The firm uses a combination of fundamental, technical, and cyclical analysis and manages approximately $83 million in assets across a two-advisor team.

Michelle Brooks is a financial advisor at Ohio CU Financial with Series 63 and Series 65 licenses. She has experience at Ohio CU Financial Services since 2026 and previously worked at OC Federal and Broadview. Brooks spent ten years at USAA prior to her current roles. Ohio CU Financial Services, LLC provides portfolio management and pension consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm emphasizes mutual funds, fixed income securities, ETFs, and insurance products, using fundamental analysis and a long-term investment approach while operating as a fiduciary for retirement accounts.

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 license and one year of industry experience. Prior to joining Ohio CU Financial, he worked at the Office of the Comptroller of the Currency from 2021 to 2025 and held roles in economic research and higher education. Ohio CU Financial Services, LLC provides portfolio management and pension consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm emphasizes fundamental analysis, long-term trading, and fiduciary standards while focusing on mutual funds, fixed income, ETFs, and insurance products.

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.

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.