Nathan Creviston is a CFP® and ChFC® affiliated with Lincoln Investment, with nine years of industry experience. He has worked at Lincoln Investment Planning and Capital Advisors, Ltd. since 2018, and previously held roles at Northwestern Mutual and other firms. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets, serving individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers. The firm offers a range of services including financial planning, advisor-managed portfolios, third-party manager access, and retirement plan advice, with a combination of advisory and brokerage operations.

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 industry experience, currently serving at Peak Wealth Solutions. He has previous experience at American Portfolios and Concord Equity Group Advisors. Outside of his advisory work, Russo is involved in community organizations, including serving as treasurer for the Cuyahoga County Library Foundation and president of the Greater Cleveland Adult Baseball league. 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 approximately $982 million in assets and employs a multi-model, global asset allocation approach with both discretionary individual account management and plan-level consulting.

Virginia O'Donnell is a financial advisor with Allegheny Investments, Ltd., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Allegheny Investments since 2003. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and focuses on personalized strategies that emphasize diversification and ongoing portfolio monitoring.

Matteo Curley is a financial advisor at Xcelsior Advisor Partners LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Joe Hardee Investment Management LLC and Excelsior Advisor Network. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, and business entities. The firm combines fundamental analysis and modern portfolio theory to construct portfolios, using both bespoke and model allocations, and offers access to alternative and private investments.

Melissa Costello is a CFP® professional with 21 years of industry experience. She is affiliated with Capital Advisors, Ltd., LLC and has held roles at Lincoln Investment since 2012 and Capital Analysts Inc since 2004. At Capital Advisors, she serves as a Financial Analyst and Director of Compliance, performing financial planning and compliance duties. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves a diverse client base including individuals, business entities, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment management alongside financial planning, utilizing a range of securities and maintaining defensive cash positions as part of its investment approach.

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.

Mary Kozar is a CFP® professional with 28 years of industry experience. She has worked at Capital Advisors, Ltd., LLC since 2010 and has been associated with Lincoln Investment since 2012. Her role includes financial planning analysis and support. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment management and financial planning services, implementing portfolios with mutual funds, ETFs, equities, fixed income, and REITs, while maintaining distinctive cash management practices.

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.

Nicholas Paterniti is a financial advisor at Journey Wealth Management with seven years of industry experience. Prior to joining Journey Wealth Management in 2022, he worked at several firms including Beacon Financial Advisory LLC, Lincoln Investment, and Park Avenue Securities. Outside of finance, he has a maintenance role at Avanti Salon. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm offers customized, discretionary investment programs and combines investment advisory work with family-office style services such as bill-pay and tax coordination.

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.

Michael Baker is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. He is currently with FSM Wealth Advisors, LLC d/b/a Journey Wealth Management and has previously worked at Mariner Wealth Advisors, Sequoia Financial Advisors, LLC, and Aurum Wealth Management Group LLC. Journey Wealth Management is a fee-only, SEC-registered firm serving individuals, high-net-worth clients, trusts, and estates. The firm offers financial planning, investment management, and consulting services, with an emphasis on strategic asset allocation and a fiduciary standard, integrating tax coordination and cash management functions for clients.

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.

Mitchell Knotek is a financial advisor at Journey Wealth Management with Series 65 and Series 66 credentials. He has been with FSM Wealth Advisors / Journey Wealth Management since 2024. Prior to joining the firm, he held roles at John Carroll University, Valparaiso University, Trinity High School, and Assumption Academy. Journey Wealth Management is a fee-only, SEC-registered adviser serving individuals, including high-net-worth clients, as well as trusts and estates. The firm provides financial planning, investment management, and consulting services, emphasizing tailored, discretionary investment programs and integrating tax coordination and direct cash management.

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 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 financial advisor with North Star Advisory Group, LLC in Beachwood, OH, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Highland Consulting, Union Home Mortgage, and New Century Capital. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, pension consulting, sub-advisory services, and specialty consulting. The firm employs tailored strategies focused on fixed-income securities, mutual funds, and ETFs, and provides niche services such as real estate and antiques consulting.