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.

Fred Botek is a financial advisor at St. Clair Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with St. Clair Advisors since 2018, following three years at CM Wealth Advisors, Inc. Outside of his advisory role, he serves as Chairman of the Board of Trustees and Investment Committee Chair at Gilmour Academy and is involved with several nonprofit investment committees, including the Brothers of Holy Cross and Sisters of Notre Dame. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives. The firm offers integrated wealth management services with an open-architecture investment approach that combines active and passive strategies across diverse asset classes, complemented by tax planning and family-office functions.

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.

Patrick Hanratty is a financial advisor with Capital Advisors, Ltd., LLC, holding the CFP® and Series 63 designations and bringing 32 years of industry experience. He has worked with Lincoln Investment since 2012 and has been affiliated with Capital Analysts, Incorporated and Capital Advisors Ltd. since 1993. Hanratty is also involved in insurance sales as part of his financial planning services. Capital Advisors, Ltd. manages approximately $1.25 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and ERISA trustee-directed plan advisory services, implementing portfolios through a range of securities while maintaining specific cash management practices.

Charles Hruby is a financial advisor at Journey Wealth Management in Cleveland, OH. He holds Series 65 and Series 66 licenses and has been with Journey Wealth since 2022. Prior to that, he worked at Third Federal Savings & Loan and has experience in the hospitality industry, including roles at Courtside Pizza and local country clubs. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm offers customized, discretionary investment programs combined with family-office style services such as bill-pay and tax coordination.

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.

Lauren Maclaren is a CFP® professional with 15 years of experience in financial advising. She is currently with Journey Wealth Management in Cleveland, OH, and previously worked at FSM Wealth Advisors, LLC and Sequoia Financial Group, LLC. Journey Wealth Management serves individuals, including high-net-worth clients, providing customized financial planning, investment consulting, and portfolio management. The firm combines investment advisory services with family-office style support such as bill-pay and tax coordination, managing portfolios through discretionary programs focused on strategic asset allocation.

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.

Chris Hemmelgarn is a financial advisor at Shaker Investments with 13 years of industry experience. He holds a Series 63 designation and has worked at Shaker Investments since 2017, following five years at Barclays Capital Inc. 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-advisor services, model portfolio recommendations, and manages pooled vehicles alongside separately managed accounts.

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.

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.

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.

Robert Billstein is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 designation and 43 years of industry experience. His work history includes roles at Walnut Street Securities Inc, First Southeastern Securities Group, and managing a sole proprietorship since 1994. He also serves as a trustee for certain family accounts on a volunteer basis. Independence Capital Company, Inc. serves individuals, corporations, and other entities with investment advisory and financial planning services, managing approximately $118.7 million across about 300 client relationships. The firm combines fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances while utilizing a wide range of securities and third-party managers.

Brenton Luce is a financial advisor with Woodland Wealth Partners, holding a Series 65 designation and 10 years of industry experience. He worked at Carnegie Investment Counsel for 11 years before joining Woodland Wealth Partners in 2026. Outside of his advisory role, Luce serves as CEO of Woodland Green, LLC, an investment vehicle focused on Private Equity and Real Estate Funds. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations. The firm provides portfolio management and financial planning with a discretionary, model-driven approach complemented by customized strategies when needed, managing approximately $711.9 million in assets.

James Lineweaver is a CFP® professional with 32 years of experience in financial advising. He is the principal of Lineweaver Wealth Advisors and has previously worked at Triad Advisors, LLC. Outside of his advisory role, he also serves as president of LFG Tax Services, LLC, which provides tax preparation services. Lineweaver Wealth Advisors is an SEC-registered firm that offers discretionary portfolio management, financial planning, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, estates, and business entities. The firm manages approximately $908 million in assets and employs a range of investment methods, supplementing its advisory services with educational programs.

Kayla Stowe is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Lakeridge Wealth Management LLC and has previously worked at CETERA Advisor Networks LLC and Neece, Malec, Seifert & Vitaz, Inc. She serves as a board member of the Northeast Ohio Financial Planning Association chapter, contributing to continuing education meeting topics. Lakeridge Wealth Management LLC is a multi-advisor SEC-registered firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, focusing on fundamentally driven portfolios with ETFs and mutual funds alongside other investment vehicles.

Grace Arnold is a CFA® charterholder with 10 years of industry experience. She currently works at Greenup Wealth, where she has been since 2024, and previously spent seven years at American Century Investment Services, Inc. Outside of finance, she co-constructed a syndicated crossword puzzle published through Andrews McMeel Universal. Greenup Wealth provides portfolio management and financial planning to individuals, charitable organizations, and business entities, employing a variety of analysis methods and investment strategies tailored to both discretionary and non-discretionary accounts.