Tyler Koepf is a financial advisor at M. Thomas Capital Management with six years of industry experience. He holds a Series 66 designation and has worked at firms including Koepf Financial Group L.L.C. and Eagle Strategies LLC. Outside of his advisory work, Koepf volunteers on the investment committee for the Foundation for Geauga Parks, providing input on fund allocation. M. Thomas Capital Management is a single-advisor independent firm offering portfolio management, financial planning, and project-based financial analysis to individuals and business entities. The firm’s investment approach emphasizes modern portfolio theory and long-term trading, using index funds, mutual funds, ETFs, fixed income, and select alternative vehicles aligned with documented risk tolerances and investment policy statements.

Taylor Shockey is a financial advisor at Strategic International with 11 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co. Inc. from 2016 to 2017 before joining Strategic International in 2017. Strategic International offers automated, discretionary portfolio management through an online platform serving individual and institutional clients, including a significant non-U.S. client base. The firm employs a quantitative investment approach based on Modern Portfolio Theory and behavioral economics, utilizing algorithmic processes and broker API integration for portfolio construction and trade execution.

Kurt Schoeppler is a CFA® charterholder and the sole advisor at International Management Advisors Ltd., where he has worked since 2006. He has 10 years of industry experience. International Management Advisors Ltd. provides discretionary investment management along with personalized financial planning and a range of accounting services, including tax planning and preparation. The firm serves a small client base primarily composed of sports and entertainment professionals, managing approximately $103 million in assets with a generally passive investment approach tailored to individual objectives and risk tolerances.

Hua Wei is a CFA® charterholder and the sole advisor at Spring Ocean Capital LLC with nine years of industry experience. He has worked at Spring Ocean Capital since 2016 and also spent time at Case Western University in 2017. Outside of investment advising, he occasionally provides consulting services related to computer programming and financial modeling. Spring Ocean Capital is an independent, fee-only investment adviser managing approximately $2.9 million on a discretionary basis for a small client base that includes individuals, families, businesses, and institutions. The firm uses a combination of fundamental stock valuation and a proprietary quantitative portfolio-optimization model to construct portfolios primarily focused on U.S. and Canadian equities and fixed income, incorporating ETFs, mutual funds, derivatives, and short positions when appropriate.

Michelle Hauser is a financial advisor at Sapphire Wealth with nine years of industry experience. She holds the Series 66 designation and has worked at LPL Financial and Olympus Wealth Partners. Hauser is currently the sole advisor at Sapphire Wealth, an independent firm based in Chesterland, Ohio. Sapphire Wealth provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a blend of fundamental analysis, modern portfolio theory, and technical analysis. The firm offers discretionary portfolio management and advises across a broad range of instruments, including mutual funds, ETFs, REITs, private placements, and insurance products.

Jonathan Broadbent is a financial advisor with Plan Partners LLC in Newbury, OH, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at IFS Securities, Fintegra LLC, Merrill, Key Investment Services LLC, and KeyBanc Capital Markets Inc. He has been with Plan Partners since 2013. Plan Partners serves small institutional retirement-plan sponsors, charitable institutions, endowments, and individual retail clients. The firm provides fiduciary consulting under ERISA and UPMIFA, participant education, financial planning, and assistance in selecting outside money managers and TAMPs, typically offering non-discretionary advice and relying on model portfolios and third-party research tools.

Brian Moore is the sole advisor and managing member of Moore Money Solutions. He holds a Series 65 designation and has prior work experience including a 25-year career in the United States Navy and a role as a subcontract program manager at BAE Systems Inc. Moore Money Solutions provides financial planning and investment consultation services to individuals and businesses, employing a primarily passive, Modern Portfolio Theory-based approach without directly managing client assets. The firm operates on a fee-only basis and offers services through hourly planning or subscription retainers.

Sandra Gontero is a CFP® and PFS™ with nine years of experience in financial planning. She has been the sole advisor at Epoch Wealth Management since 2016, operating from Chagrin Falls, OH. Epoch Wealth Management serves individual clients and U.S.-based businesses, offering comprehensive and modular financial planning services along with advisory guidance on various topics including cash flow, tax planning, and estate planning. The firm does not directly manage client portfolios but recommends pre-screened third-party investment managers and utilizes electronic tools and modeling techniques for financial planning engagements.

David Ogden is a financial advisor with Ogden Asset Management, LLC in Chagrin Falls, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 23 years at Lincoln Financial Advisors. Ogden Asset Management is an independent, fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach combining passive index and ETF cores with actively managed or individual-stock satellites, focusing on diversified, globally oriented portfolios with a value bias and a specific valuation screen for growth stocks.

Joseph Koster is a financial advisor at Sorfis Investments, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Boyles Asset Management, LLC for five years before joining Sorfis Investments in 2019. Outside of his advisory role, he serves as the editor of the Value Investing World newsletter. Sorfis Investments provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutions. The firm employs cyclical and fundamental analysis across its Diversified and Absolute Return strategies, focusing on tax efficiency and risk-adjusted performance.

Kenneth Patsey is a financial advisor with Wisdom Investment Strategies, LLC, holding a Series 63 designation and 40 years of industry experience. He has worked at Wisdom Investment Strategies since 2016 and also serves as Executive Director of Manufacturing Works, a nonprofit supporting manufacturing companies in workforce development, technology adoption, and succession planning in Northeast Ohio. Wisdom Investment Strategies provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, business entities, charitable organizations, and endowments. The firm uses a proprietary equity selection methodology called Wisdom Select and offers customized investment advice through a discretionary process that includes fundamental and technical analysis as well as options for risk management.

Giuseppe Vitale is a CFP® and PFS™ credentialed financial advisor with 11 years of industry experience. He has worked at Hudson Financial Advisors Inc. since 2020 and previously held roles at Capital Analysts, Beacon Financial Advisory LLC, Beacon Financial Partners, and Lincoln Investment. Outside of his advisory work, Vitale serves on the boards of directors for the DDC Clinic, Center for Special Needs Children, and Northern Ohio Charitable Gift Planners. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm integrates advisory services with insurance consulting and business planning, employing a multi-step, plan-oriented process that includes tax mitigation and wealth transfer strategies.

Gregory Taylor is a financial advisor at Turning Point Advisors, LLC with 11 years of industry experience. He holds Series 66 and Series 65 designations and has been with Turning Point Advisors since 2018, following two years as a self-employed advisor. Turning Point Advisors provides portfolio management and subadvisory services to individuals, pension and profit sharing plans, charitable organizations, corporations, and other advisers. The firm employs a combination of cyclical and quantitative analysis with model-driven asset allocation, incorporating leveraged and inverse mutual funds and ETFs in its strategies.

Donald Tharp is a CFP® with 27 years of industry experience and has been with Hudson Financial Advisors Inc since 1996. He holds Series 63 and Series 65 licenses and is also a licensed independent insurance producer, earning commissions from insurance product sales. Hudson Financial Advisors serves retirement and institutional clients, providing wealth management and consulting through a structured Financial Masterpiece process. The firm emphasizes model-driven asset allocation using third-party platforms, primarily recommending no-load mutual funds and ETFs, with a focus on Dimensional Fund Advisors funds.

David Turben is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Turning Point Advisors, LLC since 2018. Prior to this, he worked at Huntington National Bank for five years. Outside of his advisory role, he owns Turben, LLC, a business related to his hobby of photography. Turning Point Advisors manages approximately $36 million for individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm employs a combination of cyclical and quantitative analysis with model-driven asset allocation, including the use of leveraged and inverse funds as part of its investment and hedging strategies.

Steven Mccann is a CFP® professional with 20 years of experience in financial advising. He has been with Hudson Financial Advisors Inc since 2010. In addition to his advisory role, he is a licensed independent insurance producer and earns commissions from the sale of insurance products. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines advisory services with insurance consulting and business-planning, employing a multi-step, plan-oriented process that incorporates tax mitigation, wealth transfer, and wealth protection strategies.

Jerry Herman is a financial advisor at Wisdom Investment Strategies, LLC with nine years of industry experience. He is the president and owner of Wisdom Capital, LLC, a firm offering general business consulting services. Herman serves as a trustee for the Parma Hospital Health Care Foundation. Wisdom Investment Strategies provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, business entities, charitable organizations, and other registered advisers. The firm employs a proprietary equity selection process that combines fundamental and technical analysis, including the use of options for risk mitigation.

George Chapman III is a financial advisor with Chapman & Chapman Advisors LLC in Chagrin Falls, OH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Chapman & Chapman Advisors since 2002. Chapman & Chapman Advisors LLC serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and small businesses by providing portfolio advisory services and written financial planning. The firm focuses on broadly diversified, passive investments and manages approximately $130.9 million in client assets on a non-discretionary basis.

Ashley Rozsa is a financial advisor at Chapman & Chapman Advisors LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Chapman & Chapman Advisors since 2014. Chapman & Chapman Advisors LLC serves individual clients, pension and profit-sharing plans, and small businesses by providing portfolio advisory services and written financial planning. The firm focuses on broadly diversified, passive investment instruments and manages approximately $130.9 million in client assets entirely on a non-discretionary basis.

Robert Swindaman is a CFP® with 12 years of experience in financial advising. He is currently with EmVision Capital Advisors, LLC and has previously worked at firms including Commonwealth Financial Network and Gerber, LLC. Outside of his advisory role, he owns Fernweh, LLC, a business consulting firm. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, providing discretionary investment management and comprehensive wealth-planning services. The firm’s investment approach involves customized asset-allocation models across multiple asset classes, supported by an investment committee and coordinated planning across tax, estate, philanthropy, and education areas.