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.

Karl Randall is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Beacon Financial Advisory since 2020 and has also been associated with Beacon Financial Partners, Lincoln Investment, TD Ameritrade Institutional, and Oracle. Randall is registered as an investment adviser representative and is licensed to solicit insurance products through Lincoln Investment. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages over $900 million in discretionary assets and uses a variety of analytical methods and strategies, offering both discretionary and non-discretionary portfolio management across multiple office locations.

Jacob Baucco is a financial advisor at Capital Advisors, Ltd., LLC in Cleveland, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Capital Advisors and Lincoln Investment in 2023, he worked at the University of Dayton and has experience in several other roles including in construction and hospitality. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, financial planning, and consulting, utilizing a range of investment vehicles with ongoing portfolio monitoring and rebalancing.

Thomas Dlugopolsky is a financial advisor at Independence Capital Co., Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Independence Capital since 2018. His prior experience includes roles at MassMutual and MML Investors Services. Outside of his advisory work, he serves as a compensated board member for the Delta Sigma Phi Delta Omega Alumni control board and volunteers with 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 300 client relationships. The firm combines advisory and broker-dealer activities, employing a long-term, fundamental investment approach tailored to client objectives and risk tolerances.

Patrick Dulzer is a financial advisor at W&S Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Western & Southern Life since 2016 and W&S Brokerage Services since 2010. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform and also offers comprehensive financial planning through agents of Western & Southern Life. The firm uses non-discretionary, automated model portfolios managed by Fort Washington Investment Advisors and emphasizes a fixed-fee structure rather than traditional AUM-based billing.

David Olson is a ChFC®-designated financial advisor with 34 years of industry experience. He is currently with Journey Wealth Management and has previously worked at Beacon Financial Advisory LLC, Lincoln Investment, Sanders Morris Harris Inc., and Total Health Care Plan, Inc. Olson serves on the board and finance committee of the International Burn Foundation and holds leadership roles in family-owned manufacturing and real estate businesses. Journey Wealth Management is a fee-only, SEC-registered advisory firm that serves individuals, including high-net-worth clients, as well as trusts and estates. The firm offers financial planning, investment management, and consulting services, emphasizing strategic asset allocation and integrating tax and operational support for clients.

Daniel Obrien is a CFP® with 16 years of industry experience, currently serving as an advisor at Capital Advisors, Ltd., LLC. He has been with Capital Advisors and Capital Analysts since 2011 and has worked at Lincoln Investment since 2012. Obrien also holds a managerial role in wealth management and portfolio analysis within Capital Advisors. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment management, financial planning, and consulting, employing a range of investment vehicles and maintaining a defensive cash strategy.

Zachary Abrams is a CFP® professional with 20 years of industry experience. He is affiliated with Capital Advisors, Ltd., LLC, and has held roles at Lincoln Investment and Capital Analysts Inc. Beyond his advisory work, Abrams serves on the board of the Jewish Federation of Cleveland and chairs its retirement plan committee. He is also the founder of STRAI, a chatbot platform designed to assist short-term rental owners. Capital Advisors, Ltd. provides discretionary and non-discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and retirement plans, managing approximately $1.37 billion for over 1,000 clients. The firm constructs portfolios based on client objectives using a range of investment vehicles and incorporates AI tools in its analysis and reporting processes.

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.

Dale Rubin is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Lincoln Investment, Capital Analysts, and Beacon Financial Partners. Outside of advisory services, he is involved in the sale of fixed annuities and life insurance as well as brokering life settlements. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages over $900 million in discretionary assets across five offices, offering both discretionary and non-discretionary portfolio management with a range of investment strategies and educational programs.

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.

Sasha Kostadinov is a CFA® charterholder with nine years of industry experience and holds Series 63 and Series 65 licenses. He has been with Shaker Investments LLC since 2005, where he works as part of a six-advisor team. Shaker Investments provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate accounts. The firm emphasizes fundamental, research-driven equity investing and offers sub-advisory services, model portfolio recommendations, and manages both pooled vehicles and separately managed accounts.

Kevin Mcpeek is a CFP® with 10 years of experience in financial advising. He is currently with Journey Wealth Management in Cleveland, OH, where he has worked since 2025. Prior to that, he spent several years at Sequoia Financial Group in various capacities. Journey Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates. The firm provides financial planning, investment management, and consulting, with a focus on discretionary investment programs emphasizing strategic asset allocation and integrated tax and operational services.

Erin Donahue is a financial advisor with Capital Advisors, Ltd., LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Lincoln Investment, AFS International, and Financial Planners of Cleveland, Inc. Donahue is also involved in wealth management support activities within her firm. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management along with financial planning, employing a range of investment vehicles and maintaining a conservative approach to cash management.

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.

William Gordon is a financial advisor with Redwood Financial Network in Solon, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Redwood Financial Network since 2011 and has also worked with LPL Financial since 2005. Outside of his advisory role, Gordon personally funds an annual scholarship through Redwood Financial Network. Redwood Financial Network is a team-based SEC-registered advisory firm with eight advisors and approximately $226 million in assets under management. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with flexible fee arrangements. Their investment approach focuses on customized, long-term portfolio construction aligned with client goals, risk tolerance, and time horizons, implemented through a combination of in-house management and LPL-sponsored platforms.

Brian Parris is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Vantage Financial Group since 2014 and is also involved with Vantage Tax Services, where he refers clients for tax preparation. Additionally, he works as an insurance agent selling life, health, disability insurance, and annuities. 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 consulting services.