James Schleicher is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with W&S Advisory Services, LLC. He has worked with Western Southern Life and W&S Brokerage Services since 2008. Outside of his advisory role, Schleicher is involved in leadership and motivational speaking through Team IBB, LLC, has published an online book titled "It Starts with a Plan," teaches leadership essentials at Lake Erie College, and volunteers with the Tommy Deroia Foundation, a nonprofit focused on addiction awareness. W&S Advisory Services, LLC provides non-discretionary investment management for UGMA accounts through the Fabric by Gerber Life digital platform and offers standalone financial planning services. The firm operates as a subsidiary of Western & Southern Financial Group and is noted for its wrap fee program focused on minor accounts, utilizing model portfolios managed by an affiliated sub-adviser.

Todd Kalish is a financial advisor at Park Edge Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Park Edge Advisors in 2022, he worked at McDonald Partners and Morgan Stanley in various roles from 2008 to 2022. Kalish serves as a board member of the Catholic Diocese. Park Edge Advisors serves a diverse client base including individuals, pension plans, business owners, trustees, and institutional clients. The firm uses a combination of financial planning and multiple analytical approaches to tailor portfolios, offering discretionary management and subadvisory services with a range of investment strategies including ETFs and options.

Mitchell Stein is a financial advisor at Arena Private Wealth with 20 years of industry experience and holds the Series 66 credential. He has previously worked at Mutual Securities, Inc. and Fifth Third Securities, Inc., among other firms. Stein serves on the Board of Trustees at University School and is involved in fundraising and leadership roles at Cleveland Clinic Children's Hospital and Saint Martin De Porres High School. Arena Private Wealth provides financial planning and portfolio management services to individuals and high-net-worth clients, offering customized strategies including covered-call approaches for concentrated equity positions. The firm employs a mix of fundamental, technical, and modern portfolio techniques and sponsors pooled investment vehicles and private funds.

Neil Waxman is a financial advisor with Capital Advisors, Ltd., LLC, holding CFP® and Series 63 designations and bringing 42 years of industry experience. He has been associated with Capital Advisors since 2010 and also maintains roles with Lincoln Investment and in life settlements. Waxman serves on multiple nonprofit boards, including the Jewish Federation of Cleveland and University School, and participates in philanthropic and community organizations. Capital Advisors manages over $1.2 billion in discretionary assets, serving individuals, businesses, trusts, and nonprofit entities with investment management, financial planning, and ERISA trustee-directed plan services. The firm employs a disciplined approach using mutual funds, ETFs, equities, fixed income, and REITs, with an emphasis on cash management and does not exercise discretionary authority over cryptocurrency investments.

Thomas Genco is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH. He holds the CFP® designation and has 28 years of industry experience. Genco has worked at Beacon since 2015 and has also been associated with Lincoln Investment since 2012. He is involved in the sales and service of life insurance products and works as an independent CPA contractor in tax compliance and preparation. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages over $900 million in discretionary assets and utilizes a range of portfolio management strategies, including both discretionary and non-discretionary approaches, supported by model portfolios and various analytical methods.

Gregory Randall is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding a Series 63 designation and 35 years of industry experience. He has worked with several firms, including Lincoln Investment Planning Inc. and Capital Analysts Incorporated. Randall is the owner of Beacon Financial Partners and serves as board president of the nonprofit Power of Joy. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages over $900 million in discretionary assets and offers a range of portfolio management strategies using various analytical methods and third-party platforms across multiple office locations.

Anthony Gargano is a financial advisor at Journey Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has previously worked at FSM Wealth Advisors, CBIZ Investment Advisory Services LLC, and Sequoia Financial Advisors, LLC. 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, emphasizing strategic asset allocation and coordinated tax and operational services under a fiduciary standard.

Vaughn Kellerman is a CFP® professional with 10 years of industry experience, currently with Gannett Wealth Advisors in Cleveland, OH. He has held previous roles at Sound Advisory, HCM Wealth Advisors, Kestra Financial, and Fidelity Brokerage Services, among others. Gannett Wealth Advisors offers wealth management, financial planning, retirement plan consulting, and tax preparation services to individual and high-net-worth clients, as well as charitable and corporate plan sponsors. The firm employs a blend of passive and active investment strategies focused on asset allocation and Modern Portfolio Theory, supported by a multi-office structure and integrated trust services.

Mark Ciulla is a financial advisor with Capital Advisors, Ltd., LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Lincoln Investment since 2012 and has been involved in life settlements since 2011. Ciulla has served as owner and managing director of Capital Advisors, Ltd., LLC since 2010. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves a diverse client base including individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management along with financial planning and ERISA trustee-directed plan advisory services, employing a portfolio approach that integrates mutual funds, ETFs, equities, fixed income, and REITs with ongoing monitoring and rebalancing.

Mark Kangas is a CFP® and holds a Series 66 license, with 24 years of experience in the financial services industry. He has been associated with Raymond James Financial Services since 2013. Kangas is based in Beachwood, Ohio, and is part of the six-advisor team at North Star Advisory Group, LLC. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, pension consulting, sub-advisory, and specialty consulting services. The firm employs tailored strategies focused on fixed-income securities, mutual funds, and ETFs, and offers niche services such as real estate and antiques and collectibles consulting.

Peter Franz is a financial advisor with Journey Wealth Management in Cleveland, OH, holding CFP® and CFA® designations and 18 years of industry experience. He has worked at several firms including FSM Wealth Advisors and Beacon Financial Advisory. Outside of his advisory roles, Franz serves on multiple nonprofit investment and finance committees and is involved in youth wrestling as a head coach and board member. 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 with a focus on strategic asset allocation and integrated tax and operational services.

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.

Ashley Arsena is a financial advisor with Cleveland Wealth, LLC and holds the CFP® designation and Series 65 license. She has seven years of industry experience, including eleven years at Shaker Investments LLC prior to joining Cleveland Wealth in 2026. Cleveland Wealth, LLC provides portfolio management, comprehensive financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm manages over $500 million in assets, employs a non-discretionary investment approach guided by written policy statements and modern portfolio theory, and serves approximately 396 households.

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 designation and 19 years of industry experience. He has worked at Cetera Advisor Networks LLC and NMS Wealth Management prior to his current roles. Distler also serves as a director and chief compliance officer at Lakeridge Wealth Management. Lakeridge Wealth Management LLC is an SEC-registered, multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on fundamentally driven portfolios that primarily use ETFs and mutual funds while maintaining flexibility to include other investment vehicles.

Erik Keister is a financial advisor with North Star Advisory Group, LLC, holding a Series 66 designation and 22 years of industry experience. He is also the owner and attorney of Erik Keister Legal Services, LLC, a law firm, and serves as head coach of the Cleveland Fusion football team. Keister has been with North Star Advisory Group and affiliated firms since 2015. North Star Advisory Group serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and specialized consulting, combining traditional wealth management with niche services in real estate and collectibles.

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.