Kyle Patterson is an advisor at Revisor Wealth Management LLC with seven years of experience in the financial industry. He holds Series 63 and Series 66 designations and has worked at Independence Capital Co. and Northcoast Research. Outside of advisory roles, he is also an insurance agent specializing in the sale of fixed life, annuity, health, disability, and long-term care insurance products. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm constructs customized portfolios using stocks, bonds, mutual funds, ETFs, and alternative strategies, with a primarily long-term orientation supplemented by estate-planning facilitation and a suite of practice-support services for advisors.

Amanda Blankenship is a CFP® with nine years of industry experience. She is currently an advisor at Signal Tree Financial Partners LLC, where she has worked since 2026. Prior to joining Signal Tree, she spent ten years at Sequoia Financial Group, L.L.C. Amanda holds the Series 65 designation as well. 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 builds diversified portfolios using low-cost mutual funds, ETFs, individual securities, and independent managers, focusing on long-term asset allocation strategies and ongoing portfolio monitoring.

Kathleen Mueller is a financial advisor at Prasad Wealth Partners with nine years of industry experience. She holds a Series 66 designation and has previously worked at JK Investment Group, Baird, and UBS Financial Services. Prasad Wealth Partners offers personalized financial planning and investment management services to individuals, families, trusts, family offices, private foundations, qualified retirement plans, and institutional plan sponsors. The firm uses a customized approach with a focus on fundamental analysis and a long-term orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, corporate bonds, and structured products.

Spencer Gabriel is a financial advisor at Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at LPL Financial and Symphony Financial Services since 2009. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach using a range of investment instruments and strategies, including options and structured products, tailored to each client’s objectives and risk tolerance.

Kevin Bauer is an investment advisory representative at Financial Management Strategies, Inc. with 27 years of industry experience. He previously worked with Ameriprise Financial Services, Inc. for 12 years and has been with Financial Management Strategies and affiliated firms since 2017. Outside of his advisory work, he volunteers with the Akron Children’s Hospital Foundation and participates in the Kiwanis Club of Hudson’s fundraising activities. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charities, corporations, and pension plans. The firm employs a variety of investment strategies supported by written policy statements and ongoing portfolio monitoring, while also offering retirement plan consulting and educational workshops.

Brian Eberhardt is a financial advisor at Fidato Wealth LLC, holding a Series 65 credential with 10 years of industry experience. He has been with Fidato Wealth since 2015, working within a team of six advisors based in Middleburg Heights, Ohio. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates by providing asset management, comprehensive financial planning, retirement plan consulting, and selection and oversight of third-party money managers and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios including individual stocks, bonds, ETFs, and mutual funds.

James Lineweaver is a CFP® with 33 years of industry experience. He is the president of Lineweaver Financial Group, Inc., where he manages the firm and oversees investment and insurance sales. He also supervises a tax preparation service, LFG Tax Services, LLC. Lineweaver has held advisory roles at Triad Advisors, LLC and has been with Lineweaver Wealth Advisors since 2014. Lineweaver Wealth Advisors is an SEC-registered investment adviser that offers portfolio management, financial planning, and wealth management services to individuals, plans, trusts, and charitable organizations. The firm manages approximately $1.084 billion in discretionary assets and employs a tailored asset allocation approach based on clients’ financial plans, using methods such as modern portfolio theory and fundamental and technical analysis.

Marissa Beyer is a CFP® professional with 12 years of industry experience, currently serving at Fidato Wealth LLC since 2020. Prior to that, she worked at True Wealth Design, LLC from 2015 to 2020. Outside of financial advising, she consults on cleaning products for Norwex, primarily assisting friends and family. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing asset management, comprehensive financial planning, retirement plan consulting, and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with quarterly reviews and rebalancing.

Paul Sansonette is a financial advisor with Symphony Financial Services, Inc. in Akron, Ohio, holding 35 years of industry experience. He has been with Symphony Financial Services since 2009 and has also been affiliated with Linsco/Private Ledger Corp. since 2007. In addition to his advisory role, he has worked as an independent insurance agent specializing in group and individual medical insurance since 1990. 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 using a variety of instruments and strategies tailored to each client’s objectives and risk tolerance.

Steven Ingram is a financial advisor at Financial Management Strategies, Inc. in Canton, Ohio, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Regal Securities. Ingram serves as a trustee and chairman of the building maintenance committee for the Fraternal Order of Eagles, McKinley Eagles #2370, and is a board member of its charity foundation. Financial Management Strategies, Inc. manages approximately $619.5 million in regulatory assets, providing portfolio management, retirement-plan advisory, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a mix of analysis methods and offers model portfolios ranging from Aggressive Growth to Income and Capital Preservation, with ongoing monitoring and regular client reviews.

Jeffrey Knox is a ChFC® credentialed financial advisor with over 43 years of industry experience. He has been associated with Financial Management Strategies, Inc. since 2000 and holds roles at several affiliated firms, including Vision Wealth Management LLC and Plancorp, Inc. Outside of his advisory work, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance, and also provides tax preparation services. Financial Management Strategies, Inc. offers advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a range of analytical methods and portfolio management strategies, emphasizing written investment policy statements, ongoing monitoring, and periodic rebalancing, and provides retirement plan consulting, including education and workshops.

Robert Lambert is a CFA® charterholder with Series 63 registration and three years of industry experience. He is currently with Strategic Wealth Partners, Ltd. and has worked at SWP Investment Management LLC since 2024. Prior to his advisory career, he was employed at Ohio University from 2014 to 2018. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serving individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement consulting, and outsourced CIO services, using a mix of fundamental, technical, and charting analysis to build diversified portfolios across various asset classes.

Mark Weiskind is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He has been with Fairway Wealth Management LLC since 2002, currently serving in a multi-team firm based in Independence, Ohio. Fairway Wealth Management primarily advises high-net-worth individuals and families, providing integrated wealth management, family office, and estate planning services. The firm emphasizes coordinated, tax-aware asset allocation and cash-flow strategies, managing a significant portion of assets on a non-discretionary basis and offering specialized advice for held-away retirement and plan accounts.

Brian Hider is a CFA® charterholder and holds a Series 65 license, currently serving as an advisor at Tempo Wealth with five years of industry experience. His prior roles include three years at Landing Point Financial Group and over a decade at Oberlin College. Tempo Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, associations, and businesses, offering discretionary portfolio management, financial planning, pension consulting, and access to alternative investments. The firm’s investment approach combines fundamental, technical, cyclical, and economic analysis, with a structured due diligence process for alternatives and digital assets.

John Damiano is a financial advisor with LPL Financial based in Strongsville, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Stratos Wealth Partners. He also provides investment advisory services through Fourth Dimension Wealth, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a broad range of investment solutions, combining in-house research with third-party managers and customizable strategies delivered through a large network of investment adviser representatives.

Matthew Price is a financial advisor at Financial Management Strategies, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked with firms including Cetera and Plancorp, Inc. Outside of his advisory role, Price coaches youth football and serves as vice president of a nonprofit youth basketball organization. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of analytical methods and investment strategies tailored to client objectives.

Michael Lallathin is an investment advisory representative at Financial Management Strategies, Inc. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at Cetera and Centrust Wealth Management, where he also worked as a financial and administrative assistant. Financial Management Strategies, Inc. offers advisory services to individual clients, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a range of analytical methods and strategies within portfolio management, provides financial planning and retirement plan consulting, and operates across eight offices while offering plan participant seminars and workshops.

David Herwerden is a financial advisor at WestPoint Wealth Management, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Gross Investments LLC, AMFG Wealth Management, Cetera Advisor Networks, and Ameritas Investment Corp. Outside his advisory role, he serves as a board member on the Planning Commission for the City of Middleburg Heights, Ohio. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to develop tailored strategies and manages assets both directly and through third-party managers, offering a combination of discretionary and non-discretionary account management.

Franco Di Liberto is a CFP® professional with five years of industry experience. He has worked at Fairway Wealth Management LLC since 2017 and previously at Hobe & Lucas from 2013 to 2017. Fairway Wealth Management primarily advises high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. The firm emphasizes coordinated, tax-aware asset allocation and cash-flow strategies, managing a significant portion of assets on a non-discretionary basis and providing advice for held-away retirement and plan accounts.

Bernard Mckinney is a financial advisor at Revisor Wealth Management LLC with 23 years of industry experience. He has been with Revisor Wealth Management since 2015 and also operates a CPA, tax, and accounting services business. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals, offering discretionary investment management, financial planning, and model/sub-advisory services. The firm manages approximately $2.06 billion in discretionary assets and employs a primarily long-term investment approach focused on fundamental analysis.