Brandon Rotsky is a CFP® with eight years of industry experience, currently serving as an advisor at Kinetic Wealth Investment Advisors, LLC. He has previously worked at firms including Sage Private Wealth Group, LPL Financial LLC, and TIAA. Kinetic Wealth Investment Advisors, LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a blend of modern portfolio theory, fundamental and quantitative analysis, and technical techniques, managing approximately $214.5 million in assets across about 173 client relationships.

Aaron Simpson is a CFP® and ChFC® with eight years of industry experience. He has worked at Alpha Planning and Financial Services, Inc. since 2017 and previously spent time at Simpson Financial Services, LLC and Clarity 2 Prosperity Advisory Group. Alpha Planning and Financial Services, Inc. serves individual and high-net-worth clients, managing approximately $113 million through discretionary portfolio management, retirement and income-generation advice, and standalone financial planning. The firm employs a top-down, macro-environmental investment approach and manages accounts via its own wrap-fee program, utilizing third-party model managers and AE Wealth Management’s platform.

Brian Chait is the principal of Lynx Capital Group Ltd in Beachwood, Ohio, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Lynx Capital Group since 1996. In addition to his advisory role, he provides administrative services and advice to the Fund of Elite Managers LP and serves as a sub-advisor to BC Global Opportunity Fund, LP. Lynx Capital Group, Ltd. is a fee-only, SEC-registered investment adviser that offers discretionary asset management and investment advice to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm emphasizes personalized portfolio management and integrates fundamental and technical analysis across various strategies including dividend-growth equity, ETF-based global macro, and customized bond portfolios.

Amanda Lisachenko is a CFP® with 26 years of experience in the financial services industry. She has been with Reed Financial Services, Inc. since 1998 and also serves as a registered representative at APW Capital, Inc. Outside of her advisory roles, she participates on the finance committee of St. Mary's of the Assumption in Mentor, Ohio. Reed Financial Services, Inc. provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a team-based approach with an Investment Committee that emphasizes diversified, model-portfolio management primarily using mutual funds and ETFs, while offering customization for complex client needs.

Rakesh Mehra is a CFA® charterholder with 26 years of industry experience. He has been with RM Investment Management, Inc. since 1993. 2 Knights Wealth Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized investment management and financial advice. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis, offering actively managed mutual fund strategies based on Modern Portfolio Theory.

Michael Norehad is a financial advisor at Game Plan Financial Advisors, LLC with 23 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is co-owner and advisor of the School of Rock music schools in Westlake, Strongsville, and Highland Heights, Ohio. Game Plan Financial Advisors provides discretionary asset management to individuals, high net worth clients, and trusts. The firm uses a combination of fundamental and technical analysis to build individualized portfolios and employs a broad range of active investment strategies including inverse ETFs, derivatives, and margin.

David Yormick is a financial advisor at Bison Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bison Wealth Management since 2008, with prior experience at Summit Capital, Inc. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning services to individual and high net worth clients. The firm’s investment approach is long-term focused but adaptable to shorter-term trading based on client objectives or market conditions, utilizing ETFs, individual equities, bonds, and low-cost mutual funds.

Murray Kosmin is a financial advisor at Kosmin Wealth Management in Beachwood, OH, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at several firms, including Sii Investments Inc and Al/Ko Creative Retirement Planners, a small family business outside of investment advisory. Kosmin Wealth Management serves individual and high-net-worth clients, providing investment advisory and financial planning services. The firm employs a risk-oriented investment approach focused on asset allocation using diversified mutual fund and ETF portfolios, and also offers tax preparation and insurance services through its representatives.

Joseph Romito is a financial advisor with Gross Investments LLC and holds 10 years of industry experience. His career includes roles at Westpoint Wealth Management, Cetera Advisor Networks, and Ameritas Investment Corp. Outside of advisory work, he is involved with Jolinax, LLC, a private business. 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 predominantly long-term investment strategies.

Richard Packer is a CFP® and ChFC® with 29 years of industry experience. He is a principal at Kinetic Wealth Investment Advisors, LLC, where he has worked since 2020, and has been affiliated with LPL Financial since 2004. In addition to his advisory role, he manages a CPA firm, North Valley Financial Services LLC, where he serves as member and manager. Kinetic Wealth Investment Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other advisers. The firm employs a tailored, long-term investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, managing approximately $184.6 million in discretionary assets.

Kara Downing is a CFP® and holds a Series 65 license, with 18 years of experience in the financial industry. She has worked at Endeavor Wealth Advisors, LLC since 2019 and concurrently at Younity Wealth Partners, LLC since 2016. Endeavor Wealth Advisors serves individuals, couples, families, trusts, and employer plan sponsors, focusing on discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs a predominantly long-term, diversified investment approach and offers retirement plan consulting that includes participant education on cash flow, retirement planning, investment research, and tax considerations.

Sean Mc Hugh is a financial advisor with The McHugh Group, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes positions at Parker Hannifin and a role at Westwood Country Club. The McHugh Group, LLC provides portfolio management services to individual and high-net-worth clients, focusing on long-term investment strategies aligned with clients’ goals and risk tolerance. The firm applies modern portfolio theory using mutual funds, equities, fixed income, and ETFs, emphasizing capital appreciation and tax minimization through discretionary management and regular account reviews.

Michelle Raddell is a financial advisor at Intentional Wealth Partners in Cleveland, OH, with two years of industry experience. She holds the Series 65 designation and previously worked at John Carroll University and New York University. Intentional Wealth Partners serves individual and high-net-worth clients with discretionary portfolio management and a variety of financial planning services, including project-based, hourly, and subscription-based options. The firm is noted for its focus on divorce-related financial consulting and forensic valuation work, integrating planning and investment management using ETFs and mutual funds.

Linda Cahill is a financial advisor at Enza Financial, LLC with over 32 years of industry experience. She holds the ChFC® and Series 63 designations. Her career includes roles at M Holdings Securities, Inc. and The Benefits Group. Outside of advisory work, she is the business owner of Workchat, a communications service for 401(k) plan participants, and the founder of the Enza Foundation, which makes donations to charities of choice. Enza Financial serves individual and high-net-worth clients as well as businesses, providing discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm customizes investment strategies to client objectives and offers participant education and group seminars, with access to resources through affiliations with M Financial Group.

Sharon Stadul is a Series 65-licensed financial advisor at CBS Funding, Inc. with 12 years of industry experience. She also serves as board treasurer for the National Speakers Association of Ohio and is involved in wellness and health coaching ventures through Stretch Comedy Wellness LLC and Herbs & Humor LLC. CBS Funding, Inc. provides personalized investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs client-specific investment policy statements and fundamental analysis, offering both discretionary and non-discretionary portfolio management alongside ERISA plan services.

Andrew Powers is a CERTIFIED FINANCIAL PLANNER™ professional with over 21 years of experience in the financial services industry. He has worked with firms including Purshe Kaplan Sterling Investments and LPL Financial, and has operated Powers Investment Advisory Corporation since 2005. Powers Investment Advisory Corporation provides discretionary asset management services to individual and high-net-worth clients, focusing on portfolio construction, security selection, and ongoing monitoring tailored to each client’s goals and risk tolerance. The firm employs fundamental analysis and third-party research to manage diversified portfolios oriented toward income objectives.

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.

Janet Edwards is a CFP® with 17 years of industry experience, currently serving at Reed Financial Services, Inc. She has worked at APW Capital, Inc. since 2015 and has been associated with James Reed Financial Services, Inc. since 2012. Reed Financial Services, Inc. is an SEC-registered advisory firm managing approximately $389 million in client assets as of December 31, 2025. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary investment management, fee-based financial planning, and institutional consulting through a team-based approach.