Cameron Brady is a CFP® with 12 years of industry experience, currently serving at Michael Brady & Co., LLC since 2017. Prior to this, he worked at CliftonLarsonAllen Wealth Advisors LLC for three years. The firm provides fee-only financial planning and discretionary investment management primarily for individual pre-retirees and retirees, managing approximately $248.6 million in discretionary assets. Michael Brady & Co., LLC employs a globally diversified, buy-and-hold investment approach using low-fee mutual funds and ETFs, supplemented by third-party research and occasional tactical mandates through sub-advisors.

Everard Corcoran is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial and serving as an investment advisor through Kinetic Wealth Investment Advisors, LLC. His prior experience includes a long tenure at LPL Financial and a brief period at Ameriprise. Outside of his advisory roles, he is a co-owner of Ivyline, LLC, a business unrelated to investment activities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm supports its investment advice with an in-house research team that provides model portfolios and flexible implementation options tailored to client needs.

Christopher Anselmo is a financial advisor with Brookside Financial Advisors, LLC, holding a PFS™ designation and 20 years of industry experience. He has worked at Brookside Financial Advisors since 2011 and also manages his own private law firm, Anselmo & Company LLC. His other business activities include ownership of a tax and insurance firm and a private law practice specializing in estate and probate matters. Brookside Financial Advisors is a fee-based firm offering financial planning and portfolio management, with a focus on coordinated planning and tax strategies. The firm utilizes third-party money managers and integrates affiliated tax, insurance, and legal services to serve its individual clients.

William Manby Jr. is a financial advisor at Paradigm Investment Advisory LLC with over 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Manby has held leadership roles in several related entities, including Paradigm Equity Strategies LLC, where he serves as president and CEO. He is active in community organizations such as the Akron Rotary Club and the Akron Community Foundation. Paradigm Investment Advisory provides fee-based investment advisory and financial planning services to individuals and institutional clients, including pension plans, trusts, and charitable foundations. The firm emphasizes third-party money manager due diligence, asset allocation, and fundamental analysis, and manages multiple privately offered conduit investment funds.

Andrew Lessman is a financial advisor at Sharper & Granite LLC with a Series 65 designation and two years of industry experience. He previously worked at National Interstate Insurance from 2014 to 2022 before joining Sharper & Granite. Sharper & Granite provides portfolio management services to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million in discretionary assets. The firm uses a top-down asset allocation process that emphasizes low-cost, tax-efficient index ETFs and no-load index mutual funds, supported by statistical methods to estimate efficient frontier allocations.

Denise French is a financial advisor with Intentional Wealth Partners in Cleveland, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Engrave Wealth Partners, Belpointe Asset Management, and Voya Financial Advisors. In addition to her advisory work, she is involved with Divorce Strategies Group, providing divorce mediation, financial education, and forensic accounting services. Intentional Wealth Partners serves individual and high-net-worth clients, offering discretionary portfolio management alongside a range of financial planning services. The firm combines investment management with specialized divorce-related financial consulting and forensic valuation work, utilizing fundamental analysis and modern portfolio theory in portfolio construction.

Howard Gross is a financial advisor at Gross Investments LLC with six years of industry experience. He holds a Series 65 credential and has worked at several firms, including WestPoint Wealth Management and AMFG Wealth Management. Outside of finance, he operates Howard's Lawn Care, a business he has managed for over a decade. Gross Investments LLC provides financial planning, consultation, and investment management primarily to individual and high-net-worth clients. The firm emphasizes individualized planning and a variety of analytic approaches to support long-term investment strategies.

Glenn Cunningham is a financial advisor at Cunningham Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cunningham Wealth Management since 2008. In addition to his advisory role, he serves on the boards of multiple companies and charitable foundations and is a CPA involved in arranging life settlements for clients when appropriate. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and 401(k) employer plans, offering portfolio management and financial planning services. The firm employs a comprehensive investment approach based on client interviews and a combination of asset allocation, fundamental, technical, cyclical, and quantitative analysis.

Craig Small is a CFA® charterholder with 17 years of industry experience. He has been with Symphony Financial Services, Inc. since 2012 and is also affiliated with LPL Financial, LLC. Outside of his advisory role, he is involved in managing office employees at Kim and Associates and assists with website maintenance for PBOC National LLC. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach to asset allocation and investment strategies, utilizing a variety of instruments and continuously monitoring portfolios to align with clients’ objectives and risk tolerance.

Jon Heischman is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 designation and 22 years of industry experience. He has operated Heischman Insurance since 2003, working as an insurance agent specializing in fixed life, health, annuity, disability, and long-term care insurance. Outside of advisory work, he is involved in real estate house flipping on a commission basis. 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 employs fundamental analysis with a long-term trading approach, tailoring portfolios to clients’ objectives and risk tolerances while offering a range of investment options and coordinating with third-party money managers as needed.

Matthew Garrott is a financial advisor at Fairway Wealth Management LLC with six years of industry experience. He holds the Series 66 designation and has been with Fairway Wealth since 2017, including its predecessor firm since 2006. Fairway Wealth Management primarily serves high-net-worth individuals and families, offering integrated wealth management and family office services alongside limited advisory work for companies and retirement plans. The firm emphasizes client-specific asset allocations, tax-aware positioning, and behavioral discipline, managing nearly $3.0 billion in assets with a significant portion on a non-discretionary basis.

Brent Casto is a CFP® professional with nine years of industry experience. He has worked at AdviceOne Advisory Services, LLC since 2018 and previously held roles at Securities Service Network, Inc. and Independence Financial. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm constructs portfolios using equity and fixed-income sleeves based on proprietary asset-allocation models and conducts manager due diligence, including interviews with fund management teams.

Thomas Yako is a financial advisor with McDonald Partners LLC, holding a Series 66 designation and 26 years of industry experience. He has been with Thomas McDonald & Associates LLC since 2005. McDonald Partners LLC serves individual investors, including non-high-net-worth and high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm provides investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities.

Will Smith is a CFP® professional with two years of industry experience, currently serving at True Wealth Design, LLC in Akron, OH. Prior to joining True Wealth Design, he worked at Beacon Pointe Advisors, LLC, and The Jentner Corporation. True Wealth Design provides wealth management, investment advisory, financial planning, and retirement plan consulting to a diverse client base including individuals, families, business entities, and charitable organizations. The firm combines advisory services with tax and accounting support through its subsidiary and utilizes an asset-allocation framework informed by modern portfolio theory alongside tax-aware investment techniques.

Mark Millar is a financial advisor with Symphony Financial Services, Inc. and holds Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at firms including LPL Financial and Wells Fargo Clearing. Millar provides investment advisory services through Symphony Financial Services, an independent registered investment advisor. Symphony Financial Services serves individual clients, trusts, estates, pension and profit sharing plans, and corporate entities by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm’s investment strategies incorporate multiple analysis methods and may use derivatives and margin, with a distinctive approach that includes insurance analysis and referrals to outside attorneys.

Joseph Rudnicki Jr. is a financial advisor at Fourth Dimension Wealth, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Strategic Wealth Partners and The Prudential Insurance Company of America. Outside of finance, he coaches cheerleading at a dance and cheer facility called Once Upon a Dream. Fourth Dimension Wealth serves individuals, trusts, estates, corporations, and retirement plans with discretionary and non-discretionary investment management and personal financial planning. The firm uses an individualized investment approach that incorporates multiple asset classes and emphasizes ongoing client communication and education.

Thomas Moran is a financial advisor at Independence Capital Co., Inc. in Parma, OH, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at OneAmerica Securities and American United Life from 2014 to 2019. Outside of advisory work, Moran is involved in real estate sales and owns multiple insurance and benefits-related businesses, including Innovatus Group Benefit LLC and Tom Moran and Associates, Inc. Independence Capital Co., 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 employs fundamental analysis and a long-term investment approach, tailoring portfolios based on clients’ objectives and risk tolerances, and offers a range of services including discretionary portfolio management and introductions to third-party money managers.

Richard Lowrie is a financial advisor at Park Edge Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo Advisors, McDonald Partners LLC, and Stratos Wealth Advisors. Outside of his advisory role, he serves on the board of trustees for Applewood Centers, a nonprofit focused on mental health and educational services, and is involved with economic policy nonprofits such as Put Growth First and the Puerto Rico Institute for Economic Liberty. Park Edge Advisors serves a diverse client base including high-net-worth individuals, pension plans, and institutional clients. The firm utilizes a mix of investment strategies tailored to each client, including discretionary portfolio management, options, and ETF allocations, and offers performance-based fee arrangements along with traditional asset-based management.

Deborah George is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding 22 years of industry experience. She has served in leadership roles including Chief Compliance Officer and Chief Operating Officer at Beacon Financial Advisory and Chief Operations Officer at Beacon Financial Partners. Outside of her advisory work, she is the president and co-founder of Jeremy Cares Inc., a nonprofit organization supporting children and families facing life-threatening pediatric illnesses. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering both discretionary and non-discretionary portfolio management through a variety of strategies and third-party managers. The firm manages over $900 million in discretionary assets across multiple offices and participates in educational events via its custodian relationships.

Ryan Cass is a financial advisor at Beacon Financial Advisory LLC in Cleveland, OH, with four years of industry experience. He holds a Series 66 designation and has worked at Beacon Financial Advisory LLC, Lincoln Investment, and Beacon Financial Partners since 2022. Prior to his advisory roles, he was employed at Swagelok Company and other firms. Cass also serves as Operations Manager for Beacon Financial Partners and acts as a life insurance agent utilizing Ash Brokerage for term life insurance products. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering retirement-plan consulting and annual tax preparation. The firm manages over $900 million in discretionary assets across multiple offices, employing a range of investment strategies and third-party platforms to tailor portfolios.