Margaret Ulrich is a Certified Financial Planner (CFP®) with 35 years of industry experience, currently serving at Independence Capital Co., Inc. since 2003. She holds a Series 63 license and works in Parma, Ohio. In addition to her advisory role, she is also involved in life, health, and Medicare supplemental insurance sales. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and other entities. The firm manages approximately $118.7 million across 300 client relationships, employing a fundamental analysis approach and long-term trading orientation tailored to client objectives and risk tolerances.

Christopher Kichurchak is a financial advisor at Independence Wealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AlphaStar Capital Management, LLC and Strategic Wealth Partners, Ltd. Outside of his advisory role, he is the owner of United Brokerage Group, Ltd., a fixed insurance product marketing business. Independence Wealth Advisors, LLC serves individual and high-net-worth clients, as well as pension and employee benefit plans, providing discretionary portfolio management, pension consulting, and financial planning. The firm customizes portfolios based on client goals and risk tolerance and employs various analytical strategies, including fundamental, quantitative, and technical approaches.

Thomas Dlugopolsky is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Independence Capital since 2018 and has been involved with MML Investors Services and MassMutual since 2016. Outside of his advisory role, he serves as a compensated board member for the Delta Sigma Phi Delta Omega Alumni Control Board and participates in the North Coast Men's Chorus. 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 and a long-term trading orientation, tailoring portfolios to clients’ objectives and risk tolerances, and utilizes a broad range of securities. Its advisory team of 18 professionals offers discretionary and non-discretionary portfolio management, customized investment policy statements, and access to third-party managers and ERISA account advice.

Andrew Ulrich is a CFP® and Series 66-licensed advisor with Fourth Dimension Wealth, LLC, based in Middleburg Heights, Ohio. He has three years of industry experience, including roles at LPL Financial and Hyland Software. Outside of advising, he provides administrative support to Fourth Dimension Wealth, focusing full-time on this activity. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm employs a range of analytical methods to tailor asset allocations and provides detailed quarterly performance reports alongside educational outreach initiatives.

David Coletto is a financial advisor with W.A. Smith Financial Group, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Great Lakes Retirement, LPL Financial, and Cetera Advisor Networks. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs a combination of top-down macroeconomic analysis and manager due diligence to create tailored investment portfolios using both active and passive strategies.

William Mawby is a financial advisor with Financial Management Strategies, Inc. He holds the Series 63 designation and has 29 years of industry experience. Mawby has worked at several firms including Cetera and Integrated Plan Partners. He is a founding partner of Pillar Financial Group LLC and is involved with multiple financial services businesses. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a variety of analytical methods and investment strategies aligned with written investment policy statements.

David Abate is a CFP® and Series 65-licensed advisor with 19 years of industry experience. He has been with Strategic Wealth Partners, Ltd. since 2012. Strategic Wealth Partners, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, managing approximately $1.3 billion across a broad range of public and private investment types.

Rita Mansour is a financial advisor with McDonald Partners LLC in Toledo, OH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with McDonald Partners since 2006. Mansour is active in the community, serving as a board member of the Toledo Museum of Art and the Ohio Arts Council, and volunteering with the Greater Toledo Community Foundation and the Arts Commission of Greater Toledo. McDonald Partners LLC serves individual investors and institutional clients, offering a range of investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management through multiple program structures and a network of financial advisors.

Roger Godin is a Series 66-licensed financial advisor at Prasad Wealth Partners with 11 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Regulus Financial Group, and Robert W Baird & Co., among others. Godin is also a licensed fixed insurance agent, providing insurance advice as part of his client services. Prasad Wealth Partners serves individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm offers personalized financial planning and both discretionary and non-discretionary investment management, emphasizing fundamental analysis and a primarily long-term investment approach with flexibility for shorter-term trades.

Michael Cleary is a CFP® professional with 37 years of experience in financial advising. He has been with Vantage Financial Group, Inc. since 2015 and also has a long tenure at Cetera Wealth Services, LLC beginning in 2013. Cleary is an independent insurance agent and serves as a director of the Northeast Ohio Association of Financial Professionals. He is also a former attorney, though not currently practicing law. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and uses a range of investment strategies tailored to client objectives, risk tolerance, and liquidity needs.

Aaron Stanley is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Cetera and Cetera Wealth Services and has been an instructor teaching adult continuing education classes on retirement planning concepts at Indiana University of Pennsylvania since 2013. Vantage Financial Group, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, managing approximately $867 million in client assets. The firm offers portfolio management and financial planning tailored to client objectives, utilizing a range of investment vehicles and fundamental analysis.

Kurt Camden is an investment advisory representative at Vantage Financial Group, Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked at Vantage Financial Group since 2002. Outside of his advisory role, Camden coaches youth basketball for Westlake Ohio City Schools. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets and offers tailored portfolio management, financial planning, and retirement plan consulting through a team of six advisors.

Brian Parris is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 credential and 11 years of industry experience. He has been associated with Vantage Financial Group since 2014 and also has involvement with Vantage Tax Services. His other business activities include serving as an insurance agent, selling life, health, disability, and annuity products. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets and offers portfolio management, financial planning, consulting, and retirement plan advisory services tailored to client objectives using a variety of investment strategies.

Nicholas Anastasakis is a financial advisor with Cornerstone Asset Management Services, Inc., holding a Series 66 designation and over 23 years of industry experience. He has worked at Cornerstone since 2005 and has prior experience with J.W. Cole Advisors, Inc. and J.W. Cole Financial. Outside of advisory work, he is the managing member of Netboy Outdoors of Ohio, LLC, a travel blog and guide service. Cornerstone Asset Management Services primarily serves individual clients through discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a proprietary investment process that integrates fundamental and technical analysis, offering a model-driven Alpha/Beta platform and publishing regular performance reports for clients.

Joshua Harrell is a CFP® professional with 15 years of industry experience. He has been with Balanced Wealth Group LLC since 2023, following 12 years at Ameriprise. He serves on the finance committee at City Church, where he assists with budget and cash flow analysis. Balanced Wealth Group is an SEC-registered, fee-based adviser that serves individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds, taking a long-term investment approach and tailoring discretionary management to client objectives.

Steven Spieldenner is a financial advisor at Vantage Financial Group, Inc. with 33 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera and Voya Financial Advisors. Outside of advisory services, he is also an insurance agent specializing in fixed insurance products. Vantage Financial Group, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and governmental entities, managing approximately $867 million in assets. The firm offers tailored portfolio management, comprehensive and modular financial planning, and consulting services using fundamental analysis and a mix of investment strategies.

Raymond Louden is a financial advisor at WestPoint Wealth Management, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including MassMutual and MML Investors Services before joining WestPoint in 2020. 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 tailor strategies to client goals, offering both discretionary and non-discretionary asset management alongside third-party manager referrals and educational seminars.

Anthony Zabiegala is a financial advisor at Strategic Wealth Partners, Ltd. in Independence, OH, holding a Series 65 designation with 16 years of industry experience. He has been with Strategic Wealth Partners since 2010 and also worked at SWP Investment Management LLC beginning in 2024. Strategic Wealth Partners, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, foundations, and corporate accounts, providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion with 19 advisors and employs a mix of fundamental, technical, and charting analysis to construct diversified portfolios across various public and private investment types.

Margaret Maxel is a financial advisor at Vantage Financial Group, Inc. in Cleveland, OH, with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Financial Management Strategies. Outside of financial services, she is a viola player who performs as a soloist or with ensembles upon request and serves as executive director of BNI Northeast Ohio, where she helps start and maintain professional networking chapters. Vantage Financial Group, Inc. is an SEC-registered advisory firm that serves a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers portfolio management, financial planning, and consulting, using tailored investment programs that incorporate fundamental analysis and a variety of asset types, supporting approximately $867 million in client assets through a team of six advisors.

James Thomas is a financial advisor with Independence Capital Co., Inc. and has 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Independence Capital since 2013 and The Huntington Investment Company since 2010. Outside of his advisory work, he is an insurance agent focusing on fixed life and annuity sales and officiates high school volleyball matches. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across 300 client relationships. The firm employs a fundamental analysis and long-term trading approach, tailoring portfolios to client objectives and risk tolerances while offering a broad range of securities and advisory services.