Bradley Wise is a financial advisor with Revisor Wealth Management LLC in Akron, OH. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Ast Investment Services, Inc. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals, offering customized portfolios that include stocks, bonds, mutual funds, ETFs, and alternative strategies such as cryptocurrency and options for eligible clients. The firm supports advisors with practice services and manages a high client-to-advisor ratio.

Cameron Miele is a financial advisor at Ellsworth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Kaulig Capital, LLC and Weinberg Capital Group. Outside of advising, Miele serves as Chief Executive Officer of multiple scalloping companies involved in commercial fishing, managing their operations and finances. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a variety of analytic approaches for portfolio management and offers access to private funds and alternative investments alongside pension consulting and family office support.

Matthew Dunn is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC in Hudson, OH. His prior roles include positions at firms such as LPL Financial and Stratos Wealth Securities. ARQ Wealth Advisors provides fee-only asset management and financial planning to high-net-worth individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs a multifaceted investment approach that incorporates asset allocation, fundamental and technical analysis, and derivatives strategies within separately managed accounts.

Diane Spencer is a financial advisor at EGI Financial, Inc. with 49 years of industry experience. She holds a Series 63 designation and has worked at American Heritage Securities Inc. since 2018, following a nine-year tenure at Stifel, Nicolaus & Company, Incorporated. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary money management and retirement plan advisory services, employing a Money Management Philosophy that integrates fundamental, technical, and intangible analysis with a proprietary asset allocation model focused on quality, growth, value, diversification, and long-term investment horizons.

Michael Embrescia is a financial advisor with EmVision Capital Advisors, LLC in Aurora, Ohio, holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Commonwealth Financial Network since 2022 and has been with EmVision Capital Advisors since 2014. Outside of his advisory role, Embrescia is involved in fixed insurance sales. EmVision Capital Advisors serves high-net-worth individuals, families, family offices, and related entities by providing discretionary investment management, customized investment policy statements, portfolio construction, and strategic wealth-planning services. The firm integrates family office operational services and employs a customized, committee-reviewed investment process across liquid and illiquid asset classes.

Preston Ptak is a CFP® professional at Cookson Peirce Wealth Management with eight years of industry experience. His career includes roles at Bank of America, Merrill, Lineweaver Wealth Advisors, and Charles Schwab, among others. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients such as individuals, high-net-worth households, trusts, endowments, pensions, foundations, institutional clients, and other professional advisors. The firm uses a quantitative, rules-based investment approach for equities and a laddered strategy for fixed income, and it acts as sub-advisor to the Catalyst Dynamic Alpha Fund while managing multiple wrap fee programs.

Douglas Mackay is a CFA® charterholder with 29 years of industry experience. He has been with Broadleaf Partners, LLC since 2005. Mackay serves on the investment committees for Peg's Foundation and the Miami University Foundation, advising these endowments on their investment strategies. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, model portfolio services, third-party manager selection, and financial planning. The firm uses a model-based investing approach combined with security selection and employs a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.

Jacob Dunbar is a financial advisor at Revisor Wealth Management LLC in Akron, OH, holding a Series 65 designation with five years of industry experience. He previously worked at LRJ Wealth Management LLC, Willow Oaks Country Club, and ATP. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm creates customized portfolios using a variety of securities with a primarily long-term orientation and offers alternative strategies such as cryptocurrency allocations and options trading for eligible clients.

Michael Prescott is a financial advisor at EGI Financial, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at American Heritage Securities since 2002. Outside of finance, he has been involved in his family barbershop business, Prescott Bros. Haircutting, for over three decades and continues to work there on Saturdays, planning to phase this out within the next year. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a money management philosophy focused on quality, growth, value, diversification, and a long-term outlook, combining fundamental, technical, and intangible analysis with a proprietary asset allocation model.

David Jakubowski is a financial advisor at Ellsworth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. He has been with Ellsworth Advisors since 2021. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a mix of analytic approaches and offers both discretionary and non-discretionary portfolio management, pension consulting, and family office support.

Kelly Kuennen is a CFP® with 32 years of industry experience, currently serving as an advisor at Ellsworth Advisors, LLC since 2018. Prior to this, Kuennen worked at Stratos Wealth Partners and LPL Financial from 2015 to 2018. In addition to financial advising, Kuennen is a licensed independent insurance agent, occasionally offering clients advice related to insurance. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm customizes portfolios through Investment Policy Statements and employs a mix of analytic approaches, offering discretionary management, pension consulting, and family office support.

Austin Linden III is a financial advisor at Financial Management Strategies, Inc. with 38 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including Cetera and Plancorp, Inc. He serves as a board trustee for the Rotary Club of Cleveland. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, using a range of analytical methods and portfolio management strategies tailored to client objectives.

Michael Schindler is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Ellsworth Advisors, LLC since 2018 and previously held roles at Cortland Private Wealth Management, Ellsworth Private Wealth Management, Stratos Wealth Partners, Ltd, and LPL Financial. In addition to his advisory work, Schindler is a licensed insurance agent and occasionally provides insurance advice to clients. Ellsworth Advisors, LLC serves individual clients, corporations, trusts, and retirement plans with customized portfolio management and comprehensive financial planning. The firm employs a range of analytic approaches and manages assets through discretionary authority, third-party managers, and private placements, while also providing pension consulting and family office support.

Dean Kohmann is a financial advisor at Kohmann Bosshard Financial Services, LLC with 25 years of industry experience. He holds a Series 63 designation and has been with Kohmann Bosshard since 2015. Prior to that, he worked at Valmark Securities, Inc. from 2011 to 2022. Kohmann Bosshard Financial Services, LLC provides fee-based investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $910.7 million in assets for about 472 clients, employing a long-term, individualized investment approach focused on strategic asset allocation and broadly diversified portfolios using ETFs and low-cost mutual funds.

Cory Sweitzer is an advisor at Cookson Peirce Wealth Management with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Cookson Peirce, he held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Ferriot Inc. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and other professional advisors. The firm employs a quantitative, rules-based approach to equity selection and a laddered bond strategy for fixed income, and is notable for its roles as sub-advisor to the Catalyst Dynamic Alpha Fund and as portfolio manager in multiple wrap fee programs.

Johnathan Roberts is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at True Wealth Design, LLC, having previously been with Auxin Group Wealth Management, Edward Jones, and Sikich LLP. True Wealth Design provides wealth management, financial planning, and retirement plan consulting to individuals, families, businesses, trusts, estates, and nonprofit organizations. The firm integrates investment advisory services with tax and accounting through a subsidiary and offers insurance products, using an asset-allocation approach guided by modern portfolio theory and tax-aware strategies.

Ryan Coulter is a financial advisor at Demming Financial Services Corp. with five years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Corporation and Custom Planning Solutions, LLC. Demming Financial Services Corporation serves individual and high-net-worth clients as well as pension, trust, and corporate accounts, providing financial planning, consulting, and portfolio management services. The firm emphasizes fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and risk management, managing approximately $766 million in assets.

David Massare Jr. is a CFP® with 22 years of experience in the financial services industry. He is currently a financial advisor at Signal Tree Financial Partners LLC, where he has worked since 2023. His prior experience includes 18 years at Sequoia Financial Group, LLC and two years at Ameriprise. Signal Tree Financial Partners provides discretionary investment management and financial planning to individual and high-net-worth clients, as well as trusts and estates. The firm employs a long-term, fundamental analysis approach to develop individualized asset allocation strategies and utilizes low-cost mutual funds, ETFs, individual securities, and independent managers.

Ian Grove is a financial advisor at Bull Harbor Capital LLC with seven years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Hazard & Siegel Inc. and Cambridge Investment Research Advisors. Outside of advising, Grove is involved with JDV Consulting LLC, providing estate and fixed planning services, and serves as a member of Lifetime Advisors LLC’s board. Bull Harbor Capital LLC manages approximately $354.8 million for a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios with a mix of mutual funds, ETFs, equities, and fixed-income securities, while leveraging third-party advisory relationships and co-advisory programs.

Carl Camillo is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is a senior partner and part owner at Financial Management Strategies, Inc., where he has worked since 2000. Camillo's prior experience includes roles at Cetera Wealth Services, Plancorp, Inc., and Vantage Financial Group. He serves as immediate past president of the Northeast Ohio Association of Financial Professionals and works as an expert witness in securities arbitration cases. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a range of analytical methods and strategies to manage portfolios aligned with clients' investment policy statements and also offers retirement plan advisory, consulting services, and participant education workshops.