Mark Kangas is a CFP® and holds a Series 66 license, with 24 years of industry experience. He is currently with North Star Advisory Group, LLC in Beachwood, OH, and previously worked at Raymond James Financial Services Advisors Inc., Stifel, Wells Fargo Clearing, and A.G. Edwards & Sons. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and specialty consulting such as real estate and antiques and collectables consulting. The firm manages approximately $289 million across 439 client relationships, focusing on client-tailored strategies and regular monitoring and rebalancing of portfolios.

Peter Franz is a CFP® and CFA® with 18 years of industry experience. He is a partner at Journey Wealth Management in Cleveland, Ohio, and has held positions at firms including FSM Wealth Advisors and Beacon Financial Advisory. Outside of his advisory role, Franz serves on several nonprofit finance and investment committees and is involved in youth wrestling as a coach and board member. Journey Wealth Management is a fee-only, SEC-registered firm serving individuals, trusts, and estates with financial planning and investment management. The firm offers discretionary investment programs focused on strategic asset allocation and integrates tax and cash management services, operating under a fiduciary standard.

Forrest Kuchling is a financial advisor at North Star Advisory Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining North Star Advisory Group, he held positions at Geauga Financial Advisors and has experience in various roles outside finance, including work at DoorDash and Inverness Country Club. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm customizes portfolios based on clients’ objectives and risk tolerances, employing a mix of fundamental, technical, and cyclical analysis, with an emphasis on fixed-income securities and mutual funds/ETFs.

Maryanne Battistone is a financial advisor at McDonald Partners LLC with 32 years of industry experience. She has worked at Thomas McDonald Partners LLC since 2009, UBS Financial Services Inc. since 2007, and McDonald Investments Inc. since 1997. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients such as pension plans, foundations, and trusts. The firm provides investment management, financial planning, pension consulting, and brokerage services, combining advisory and broker-dealer activities alongside affiliated private fund management.

Denny Johnson is a financial advisor at Woodland Wealth Partners in Pepper Pike, OH, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Carnegie Investment Counsel, Kestra Financial, Inc., and Cleveland State University. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations with portfolio management and financial planning. The firm uses a combination of fundamental, technical, quantitative, and management-focused research to manage discretionary accounts through model portfolios or customized strategies.

Brian Distler is a financial advisor with Lakeridge Wealth Management LLC, holding a Series 66 credential and over 20 years of industry experience. His prior roles include positions at Cetera Advisor Networks, NMS Wealth Management, Chase Investment Services, and Ameriprise. Distler is involved in managing his advisory practice as well as placing fixed insurance products for clients. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a long-term, fundamentals-based investment approach, primarily using ETFs and mutual funds, and maintains institutional custody relationships alongside ongoing due diligence.

Erik Keister is a financial advisor with North Star Advisory Group, LLC and holds a Series 66 designation. He has 22 years of industry experience and also operates Erik Keister Legal Services, LLC, a law firm, and serves as head coach of the Cleveland Fusion football team. North Star Advisory Group is a team of six advisors serving individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, and specialty consulting with a focus on tailored investment strategies in fixed income, mutual funds, and ETFs.

Philip O’Toole is a financial advisor at Beacon Financial Advisory LLC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Amundi US and Lincoln Investment. Outside of advisory work, he is also involved in insurance and annuity sales. Beacon Financial Advisory LLC provides portfolio management, financial planning, retirement plan advisory, and tax preparation services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a tailored investment approach using a variety of analytical methods and may utilize leverage, derivatives, and third-party managers to meet client objectives.

Patricia Kuhar is a financial advisor at Journey Advisory Group, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at TW Advisors for 10 years before joining Journey Advisory Group in 2023. Journey Advisory Group serves individual clients, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $1.47 billion in assets, employing a long-term investment strategy that includes strategic asset allocation and various analytical approaches, with portfolios typically managed on a discretionary basis.

Anthony Spena Sr. is an advisor at Independence Capital Co., Inc. with 52 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Allstate Insurance Company and Key Investment Services, LLC. He also works as an insurance agent specializing in fixed life insurance, annuities, disability, health, and long-term care insurance. 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 uses fundamental analysis and a long-term trading orientation, tailoring portfolios to clients’ objectives and risk tolerances, and offers both discretionary and non-discretionary portfolio management.

William Matejka is a financial advisor at Beacon Financial Advisory LLC in Cleveland, OH, with 31 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Lincoln Investment Planning LLC and FNA Wealth Management, where he also works in life insurance and fixed/indexed annuities sales. 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, employing various analytical methods and strategies across multiple offices.

Arnold Mcdonald is a financial advisor at McDonald Partners LLC with 19 years of industry experience. He holds a Series 66 designation and has been with McDonald Partners since 2010. Outside of his advisory role, he serves as manager and president of several proprietary fund entities affiliated with the firm and is a board member of Signature Investments Montenegro d.o.o., a portfolio company of the firm. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and operates multiple portfolio management programs and third-party strategies.

Razmig Pounardjian is a financial advisor at Woodland Wealth Partners with 11 years of industry experience. He holds the Series 65 designation and previously worked at Carnegie Investment Counsel for 14 years. Outside of his advisory role, Pounardjian is a partner in Woodland Green, LLC, an entity used to invest primarily in private investments. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations. The firm generally manages discretionary accounts using model portfolios informed by various research approaches and provides customized strategies when needed.

David Cassese is a financial advisor with Independence Capital Co., Inc. who holds CPA credentials and has 25 years of industry experience. He has worked at Legacy Financial Services, Inc. since 2004 and operates Cassese + Company, which he founded in 1992. Outside of advisory work, he owns IC Products LLC, a business specializing in ice cream technology and equipment, and provides accounting, tax preparation, and business consulting services. Independence Capital Company, Inc. serves individual and institutional clients with investment advisory and financial planning services, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances while offering a broad range of investment products and third-party manager solutions.

Michael Krueger is a financial advisor with Adaptive Financial Consulting, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Stratos Wealth Advisors and Nationwide Financial. Outside of advising, he is a consultant and partial owner of Power People Fitness, a fitness equipment and gear sales business serving primarily businesses. Adaptive Financial Consulting, LLC is a six-advisor team managing approximately $547 million for individuals, high-net-worth clients, and business entities. The firm offers investment management, financial planning, pension plan consulting, and educational seminars, employing a range of analytic approaches and customized portfolio solutions.

Brandon Hemmelgarn is a financial advisor at Shaker Investments with 9 years of industry experience. He holds a Series 65 designation and has been with Shaker Investments since 2012. 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 focuses on fundamental, research-driven equity investing combined with asset allocation strategies that include index ETFs and active funds, and it offers sub-advisor services and model portfolio recommendations to third-party managers.

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.

Nathan Creviston is a CFP® and ChFC® affiliated with Capital Advisors, Ltd., LLC, with 10 years of industry experience. He has worked at Lincoln Investment Planning and Northwestern Mutual firms among others. He currently serves as a wealth management advisor and manager at Capital Advisors. Capital Advisors serves individuals, business entities, trusts, estates, and retirement plans, managing approximately $1.37 billion in assets for over 1,000 clients. The firm provides discretionary and non-discretionary investment management and financial planning, using portfolios built around client objectives with ongoing monitoring and rebalancing.

Bryan Costin is a CFP® professional with 23 years of experience in financial advising, currently serving at Journey Wealth Management since 2022. He has held roles at Beacon Financial Advisory LLC, Lincoln Investment, and Beacon Financial Planners, and also has a background in accounting through his work with Costin & Company, CPA. Journey Wealth Management offers financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm combines investment advisory with family-office style services such as tax management and bill-pay, delivering customized, discretionary investment programs and comprehensive account oversight.

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.