Andrew Leeman is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 7, Series 63, and Series 66 exam licenses and has eight years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Dynamic Wealth Advisors. Outside of finance, he owns rental properties and Miller Muscle, LLC, an online strength and nutrition coaching business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Ryan Levine is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Securities America Advisors, Channing Realty Advisors, and Toole Katz & Roemersma. Outside of advisory services, he is a licensed notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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.

Todd Pouliot is a financial advisor at Gateway Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Sigma Financial Corporation for 12 years before joining Gateway Financial in 2019. Gateway Financial is an independent advisory firm serving individual clients, retirement plans, and corporate clients. The firm employs a largely passive, asset-class-driven investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analyses, and offers a range of services including continuous investment management, financial planning, employee benefit plan consulting, and held-away account monitoring.

Ryan Kitson is the sole advisor at WRK Investments, LLC, based in Solon, Ohio, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has operated WRK Investments since 2011. WRK Investments provides discretionary investment management services to individuals, high net worth clients, families, trusts, estates, and small businesses. The firm’s investment approach combines proprietary fundamental and cyclical research focused on mid, large, and mega-cap equities, utilizing long-term holdings alongside occasional short positions, margin, options, and tactical strategies.

Martin Jaras is the principal of Jaras Financial Services, Inc. in Brecksville, Ohio, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities including investment advisory, insurance sales, and business consulting. Outside of financial services, he operates Dirt Wranglers, LLC, a small local equipment business. Jaras Financial Services primarily serves individual investors along with retirement plans, corporate entities, and charitable organizations. The firm offers asset management, financial planning, and retirement-plan administration, managing portfolios on both discretionary and non-discretionary bases using fundamental and technical analysis.

James Blue is a CFA® charterholder with 23 years of industry experience. He has been with Private Harbour Investment Management & Counsel LLC since 2008, serving as the firm's sole advisor. Private Harbour Investment Management & Counsel is an independent, SEC-registered advisory firm that provides investment management and related counsel to individuals, trusts, estates, and institutional clients. The firm employs a valuation-focused investment approach complemented by technical analysis for timing, offering tailored portfolios and strategies that include core equity, balanced, and income-generation options.

Jordan Rodriguez is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Chagrin Valley Legacy Advisors, LLC. Prior to this role, he worked at Cambridge Investment Research Advisors and Wells Fargo Clearing. Rodriguez is involved in several outside activities, including serving as treasurer for Recovery Resources, a nonprofit organization, and hosting a podcast focused on marketing through his venture Price Discovery. Chagrin Valley Legacy Advisors provides discretionary investment management primarily to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm combines fundamental and technical analysis with an emphasis on value, quality, and risk management, while also offering business consulting and educational seminars.

Larry Kline is a financial advisor at Gateway Wealth, Inc. in Stow, Ohio, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at FSC Securities Corporation and Osaic Wealth, Inc. In addition to his advisory role, Kline is a CPA involved in tax return preparation and tax planning. Gateway Wealth, Inc. provides comprehensive financial planning and portfolio management services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach with discretionary management, emphasizing mutual funds and utilizing both fundamental and technical analysis.

Matthew Taub is a financial advisor and owner of Taub Investment Planning Services LLC in Beachwood, Ohio, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual, Mutual of America, Physicians Financial Services, and MDRN Capital. Taub also maintains a legal affiliation, serving as an attorney and associate on general liability matters with a law firm. Taub Investment Planning Services LLC is a single-advisor independent registered investment adviser serving individuals, businesses, retirement plans, trusts, and other entities, with a focus on physicians, dentists, and veterinarians. The firm provides investment management through SEI Private Trust Co.’s Wealth Management Program, primarily on a non-discretionary basis, and offers financial planning and consulting that includes tax, estate, and specialized investment topics.

Thomas Behlke is a CFP® professional with 41 years of industry experience, currently operating as the sole advisor at Behlke Financial in Independence, Ohio. He has worked at FSC Securities Corporation for 18 years and joined Osaic in 2023. In addition to his advisory role, he owns a sole proprietorship that reviews fixed insurance policies for clients. Behlke Financial provides wealth management and financial planning services primarily to individuals and families, including trusts, estates, and retirement accounts, as well as corporations and business-sponsored plans. The firm manages approximately $29 million in both discretionary and non-discretionary accounts, offering advisor-managed portfolios and written financial plans through a wealth management platform utilizing Osaic Wealth, Inc. for execution and custodial services.

Thomas Craft Jr. is a financial advisor with Gateway Asset Management, LLC in Independence, OH, holding a Series 63 designation and 32 years of industry experience. He previously worked for Artista Financial Group for 24 years and has been involved with Gateway Financial Advisors and related firms since 2016. Outside of advisory services, he provides tax planning on a limited basis through Arista Financial Group. Gateway Asset Management offers comprehensive financial planning, consulting, and discretionary portfolio management to individuals, high net worth clients, business entities, and charitable organizations. The firm uses tactical asset allocation and proprietary model portfolios while overseeing approximately $70.6 million in client assets, often incorporating third-party sub-advisers for portions of those assets.

Barbara Camaglia is a CFP® professional with 22 years of industry experience. She has been with Legacy Financial Advisors, LLC since 2004 and also provides supervisory, accounting, and financial services as a controller or assistant controller for Industrial Chemical Corporation and its subsidiary. Legacy Financial Advisors serves individuals, couples, families, trusts, and small businesses, specializing in professionals, business owners, and managers. The firm offers fee-only hourly financial planning and investment advisory services, focusing on portfolio design based on a financial plan and generally favoring passive allocations with ETFs and index funds.

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.

When Britta decided to work in the field of personal finance, she researched the best way to enter the profession without compromising her ideals. She realized that the best way forward would be to become a Certified Financial Planner (CFP®) and practice in a fiduciary, fee-only, and holistic capacity. A naturally frugal person, Britta enjoys working with clients to prioritize their goals and find ways to use their resources to create a fulfilling life. Money may not always buy happiness, but carefully and deliberately prioritizing your dreams can build sustainable joy. Britta enjoys working with clients interested in growing and sustaining their wealth as a means to achieving their ideal life, whether that involves traveling to exotic locations or making a difference in their communities. As a Chartered Special Needs Consultant (ChSNC®), Britta is equipped for the unique financial challenges of those with disabilities and their families. Britta has been quoted in the Wall Street Journal, Financial Advisor Magazine, and Kiplinger's Personal Finance. She has also been interviewed in the Autism Dad and Wealthy Mom MD podcasts. Britta and her husband Craig live in Brooklyn Heights, Ohio, where they enjoy playing board games and spending time with their dogs, Wombat and Kookaburra.

John Bair is a financial advisor at Ascend Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ascend Wealth Advisors since 2013. Ascend Wealth Advisors provides discretionary portfolio management for individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and endowments. The firm manages accounts through individually selected securities using fundamental analysis and a buy-and-hold approach, offering tailored account features uncommon among independent advisors.

Michael Whalen is the sole advisor at Sabre Asset Management LLC, an independent SEC-registered investment advisory firm. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Whalen has worked at Raymond James Financial and Oleinik Financial in various capacities since 2008. Sabre Asset Management provides discretionary investment management to individuals, trusts, retirement plans, corporations, and charitable organizations. The firm employs fundamental analysis to construct diversified, long-term portfolios and uses options strategies such as covered calls and protective puts to manage risk and enhance returns.

Robert Angart is the principal of Angart & Co. in Beachwood, OH, with 21 years of industry experience. He has been associated with Angart & Company and Midwestern Investment Corporation for over two decades. In addition to his advisory role, he is a Certified Turnaround Professional. Angart & Co. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes a long-term, asset-allocation investment approach and integrates tax and estate-planning considerations into its portfolio management.

Bryan Glancy is a CFP® professional with 24 years of industry experience. He has been with Spinnaker Financial Group, LLC since 2012, where he serves as the sole advisor. Spinnaker Financial Group provides personalized financial planning and discretionary investment management to individuals, business entities, and retirement plans. The firm focuses on documented investment objectives and written policy statements, combining in-house management with third-party platforms while operating on a fee-only basis.

Steven Rzucidlo is the sole advisor at SR Financial Services, Inc. in Seven Hills, OH, holding a Series 65 designation with 25 years of industry experience. He has been with SR Financial Services since 1991. The firm serves individual clients by providing investment management, financial planning, tax return preparation, income tax consulting, insurance analyses, and estate-planning guidance. SR Financial Services manages approximately $82 million in discretionary assets, combining investment advisory services with tax preparation and consulting, a practice led by Rzucidlo who is also a practicing CPA.