Edward Hemmelgarn is a financial advisor at Shaker Investments with 24 years of industry experience. He holds a Series 65 designation and has been with Shaker Investments LLC since 2002. Shaker Investments provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate accounts. The firm emphasizes fundamental, research-driven equity investing and offers sub-advisor services, model portfolios, and manages both pooled vehicles and separately managed accounts.

William Russo is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Peak Wealth Solutions and has previously worked at American Portfolios, Concord Equity Group Advisors, and The Concord Equity Group. Outside of his advisory work, Russo serves as treasurer of the Cuyahoga County Library Foundation, is president of the Greater Cleveland Adult Baseball organization, and is a board member of the Solon Italian Club Scholarship Foundation. 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 manages about $982 million in client assets and employs a multi-model, global asset allocation approach with customized strategies including tax-efficient and tactical models.

Virginia O'Donnell is a financial advisor at Allegheny Investments with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Allegheny Investments since 2003. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm tailors client strategies to goals, time horizons, risk tolerance, and tax considerations, using primarily mutual funds and both in-house and third-party managers for portfolio construction.

Sunwook Jin is a CFP® professional with 26 years of industry experience, currently serving at Redwood Financial Network since 2011. He also has a lengthy affiliation with LPL Financial beginning in 2010. Jin is the author of a financial self-help book titled "There are no do-overs at retirement" and is involved in operating a tax preparation and accounting service as president of Proactive Accounting & Tax Services. Redwood Financial Network is a team-based advisory firm with eight advisors managing approximately $226 million in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with flexible planning arrangements. Their investment approach centers on customized, long-term portfolio construction aligned with client goals and risk tolerance, utilizing a combination of in-house management and LPL-sponsored platforms.

Helen Hartman is a financial advisor at Redwood Financial Network with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Redwood and LPL Financial since 2014. Her role includes offering long-term care and disability insurance products. Redwood Financial Network is a team-based advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction and provides a range of financial planning and retirement-plan consulting services through both in-house management and LPL-sponsored platforms.

Denise Farkas is a CFA® charterholder with 24 years of industry experience. She has been with Sigma Investment Counselors since 2007. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm’s investment process combines client-specific financial models with diversified portfolios and employs both quantitative and qualitative research tools.

Rachel Smylie is a Series 65 licensed advisor with North Star Advisory Group, LLC, where she has worked since 2024. She has two years of industry experience, including prior roles at Skylight Financial Group and various community-based positions. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides portfolio management, financial planning, and specialty consulting, utilizing tailored investment strategies across fixed-income securities, mutual funds, and ETFs.

Anthony Panuto II is a financial advisor at Shaker Investments with 20 years of industry experience. He holds the Series 66 designation and has been with Shaker Investments since 2006. Shaker Investments serves individual investors, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporate clients, providing discretionary portfolio management, financial planning, sub-advisory services, and model portfolio recommendations to TAMP sponsors. The firm focuses primarily on equity management with a research-driven process that combines thematic and fundamental analysis with valuation screening and technical inputs.

William Hegarty Jr. is a financial advisor at McDonald Partners LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McDonald Partners since 2010. Outside of his advisory role, he serves on the board and finance committee of Fieldstone Farm, a non-investment related organization, without compensation. McDonald Partners LLC serves individual and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer functions and manages affiliated private funds alongside its various portfolio management and financial planning programs.

Phoebe Kaylor is a financial advisor at Winslow Asset Management Inc with 21 years of industry experience. She has been with Winslow Asset Management since 2008. Kaylor holds the Series 63 designation. 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 fixed-income sectors, managing approximately $581.7 million in discretionary assets.

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.

Susan Wanamaker is a CFP® credentialed financial advisor with 16 years of industry experience. She is currently with Beacon Financial Advisory LLC and has held roles at several firms including Merrill and Morgan Stanley. Wanamaker serves as a board member for Hearts and Hands of CASA, a nonprofit supporting Court Appointed Special Advocates for foster children, and is also on the board of the Beachwood Chamber of Commerce. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and strategies, and operates across multiple offices with over $900 million in discretionary assets under management.

Kevin Kocsis is a financial advisor with Peak Wealth Solutions in Pepper Pike, OH, holding Series 63 and Series 65 registrations and 18 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and CBIZ Financial Solutions, Inc. He has also been involved in rental property ownership. Peak Wealth Solutions provides financial planning, portfolio management, retirement plan consulting, insurance services, and public financial education primarily to individuals near or in retirement, trusts, charitable organizations, and retirement plans. The firm manages approximately $982 million in client assets and employs a multi-model, global asset allocation approach with both discretionary individual account management and plan-level consulting.

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.

Lino Sergo is a financial advisor at Van Cleef Asset Management Inc with 15 years of industry experience. He holds the Series 65 designation and has been with Van Cleef Asset Management since 2000. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious and charitable organizations and select institutional accounts. The firm employs a total-return, all-cap investment approach that combines active equity selection with low-cost passive exposures, supported by a team-based research process and an Investment Committee that reviews and votes on recommendations.

William Gibbons is a financial advisor with Van Cleef Asset Management Inc and holds a Series 65 designation. He has 18 years of industry experience and has practiced law as an attorney since 1994. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, trusts, and select religious, charitable, and institutional clients. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, supported by a team-based research process and an Investment Committee.