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.

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.

Fred Botek is a financial advisor with St. Clair Advisors, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at CM Wealth Advisors, Inc., LPL Financial, Sequoia Financial Group, L.L.C., and Banc One Securities Corporation. Outside of his advisory work, he serves as Chairman of the Board of Trustees and Investment Committee Chair at Gilmour Academy and holds various trustee and investment committee roles with charitable and religious organizations. St. Clair Advisors is an independent, practitioner-owned multi-family office serving high-net-worth families, business owners, and corporate executives. The firm employs an open-architecture investment approach blending active and passive strategies, with an emphasis on diversification across traditional and alternative asset classes, and integrates tax and family office services within its wealth management offerings.

Steven Spieldenner is a financial advisor at Vantage Financial Group, Inc. with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera, VOYA Financial Advisors, and Hrs Wealth Solutions. Outside of his advisory role, he is also an insurance agent selling fixed insurance products. Vantage Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, managing approximately $867 million in client assets. The firm offers portfolio management, comprehensive financial planning, and consulting services, using fundamental analysis and various investment strategies tailored to client objectives.

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.

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.

Johnathon Opet is a CFP® with eight years of industry experience. He is affiliated with EmVision Capital Advisors, LLC and has previously worked at Commonwealth Financial Network, Stratos Wealth Partners, LPL Financial LLC, and Demming Financial Services Corp. Outside of his advisory role, he is a co-owner of M&D Financial Enterprises, Inc., a private entity related to securities, advisory, and insurance business. EmVision Capital Advisors serves high-net-worth individuals, families, trusts, and related entities, offering discretionary investment management and comprehensive financial advisory services. The firm employs a customized investment approach with an emphasis on strategic asset allocation and family office services, supported by an investment committee and a formal underwriting process.

Timothy Baker is a financial advisor at Cornerstone Asset Management Services, Inc. with 13 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses and has worked previously at Chelsea Insurance Group and Royal Fund Management, LLC. Baker is also an independent licensed insurance agent offering annuities and life insurance when suitable for clients’ financial goals. Cornerstone Asset Management Services primarily serves individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, providing discretionary portfolio management through its Alpha/Beta Solutions platform, sub‑advisory services, and retirement plan consulting. The firm uses a proprietary investment process combining fundamental and technical analysis to guide model portfolios and offers comprehensive performance reporting tools to its clients.

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.

Joseph Randazzo is a financial advisor at Beacon Financial Advisory LLC with 34 years of industry experience. He holds the CFP® and Series 63 designations and has worked with Beacon Financial Advisory since 2016. In addition to his advisory role, Randazzo practices law as an attorney specializing in basic estate planning and is involved in fundraising and cancer awareness activities with the Northeast Ohio Planned Giving Council for the American Cancer Society. He also serves as treasurer and board member for youth baseball organizations in Hudson, OH. 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 approximately $900 million in discretionary assets across five offices and employs a range of portfolio management strategies, utilizing model portfolios and multiple analytical methods.