Carter Mc Abier is a financial advisor at Fairway Wealth Management LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Cerity Partners, Parker Hannifin, and The Ohio State University Golf Club. 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 financial and investment planning with a focus on tax-aware asset allocation and manages a substantial portion of assets on a non-discretionary basis.

Timothy Baker is a financial advisor with Cornerstone Asset Management Services, Inc., holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior roles include positions at Royal Fund Management, LLC, and Chelsea Insurance Group. In addition to advising, he is an independent licensed insurance agent offering annuities and life insurance when suitable for clients. Cornerstone Asset Management Services serves individual clients ranging from non‑high‑net‑worth to high‑net‑worth, providing discretionary portfolio management through its Alpha/Beta Solutions platform, separately managed accounts, and sub‑advisory services. The firm uses a proprietary blend of fundamental and technical analysis in a model-driven investment process and offers comprehensive performance reporting tools uncommon among peers.

William Ferber is a financial advisor at Landing Point Financial Group with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including True Wealth Design, Strategic Investment Solutions, Purshe, Kaplan, Sterling Investments, Stratos Wealth Partners, and LPL Financial. Ferber also works as an insurance agent, integrating insurance products into his practice. Landing Point Financial Group is a team of six advisors providing personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies while retaining flexibility for shorter-term trades, with portfolios commonly including mutual funds, ETFs, and other instruments.

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.

Dylan Casler is a financial advisor at McDonald Partners LLC in Cleveland, OH with one year of industry experience. He holds a Series 65 designation and previously worked at MAI Capital Management LLC and Lineweaver Wealth Advisors, LLC. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and consulting services. The firm uses a customized approach combining fundamental, technical, and cyclical analysis across multiple platforms and offers both discretionary and non-discretionary portfolio management options.

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.

Alfred Feronti is a financial advisor at AMFG Wealth Management LLC with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Hazard & Siegel Inc and A & M Financial Group, which he owns and operates, focusing on the sale and service of fixed insurance products and acting as a solicitor for Hazard & Siegel Advisory Services LLC. AMFG Wealth Management is a small team advisory firm serving individual and high-net-worth clients, retirement plans, charities, and corporate entities. The firm provides ongoing portfolio management and financial planning, often referring client assets to third-party money managers and utilizing documented Investment Policy Statements grounded in modern portfolio theory.

Matthew Eppich is a financial advisor at Modern Capital Advisors, LLC with 12 years of industry experience and holds a Series 66 designation. He previously worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC for nine years, and spent one year with Morgan Stanley and Morgan Stanley Private Bank, N.A. He is also president of Silverstone Tax & Wealth Management, where he oversees tax preparation and supports investment advisory services. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a strategic asset allocation approach using a core-and-satellite framework, combining passive index funds with selected active managers and third-party strategists.

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.

James Eastwood is a CFP® professional with 29 years of experience in the financial services industry. He is currently an advisor at AMFG Wealth Management LLC and has held previous roles at Allstate Insurance Co, OneAmerica Securities, and American United Life. Eastwood has maintained a long-term affiliation with J Edward Group since 2000. AMFG Wealth Management serves individual and high-net-worth clients, retirement plans, charities, and corporate entities by providing portfolio management and financial planning services. The firm employs modern portfolio theory and documented investment policy statements, often using discretionary trading strategies and third-party money managers to meet client objectives.

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.

Casey Davis is a financial advisor at Landing Point Financial Group with two years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2021. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm applies a client-tailored process using fundamental analysis and a long-term investment orientation, supported by third-party research and external managers.

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.

Garrett Bourbina is a financial advisor at Landing Point Financial Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for five years before joining Landing Point in 2021. He serves as a volunteer member of the finance committee for Cornerstone in Elyria, OH. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process, primarily using fundamental analysis and long-term strategies, with portfolios that may include mutual funds, ETFs, individual equities, bonds, and other investment vehicles.

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.