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.

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.

Jeffrey Thomas is a financial advisor at Alpha Asset Management in Akron, Ohio, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Alpha Asset Management since 1996 and American Heritage Securities Inc since 2013. Thomas is also president of JCT Investment Counsel, a fee-based investment management firm. Alpha Asset Management is a fee-based registered investment advisor serving primarily individual clients and a limited number of institutions. The firm employs a discretionary portfolio management approach focused on large-cap equities, investment-grade bonds, and investment-company securities, combining top-down secular-cycle analysis with bottom-up security selection.

Carl Paskert is the sole advisor at Intelligent Capital Management LLC in Parma, OH, holding a Series 63 license with 17 years of industry experience. He previously owned an insurance agency and holds current licenses for Ohio property and casualty as well as life and health insurance, though he is not actively practicing in those fields. Intelligent Capital Management provides discretionary investment management to individuals, corporate accounts, retirement accounts, trusts, and high-net-worth clients. The firm employs a long-term, tax-conscious, low-turnover approach using diversified model portfolios of ETFs and no-load mutual funds, with allocations tailored to client risk tolerance across various asset classes.

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.

Peter Laakso is a financial advisor at Priority Investment Management LLC in Akron, OH, holding a Series 65 credential with 11 years of industry experience. He previously worked for Meridian Capital Management Group, Inc. for 10 years and was self-employed for six years. Priority Investment Management LLC offers discretionary asset management and portfolio management services to individuals, corporations, and business entities. The firm employs multiple analytical methods and generally pursues long-term purchase strategies with periodic rebalancing and tax-loss harvesting during quarterly reviews.

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.

Brandon Rzeszut is a financial advisor with Alpha Asset Management in Akron, Ohio. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at American Heritage Securities, Arbor Group Advisors, and the University of Akron, as well as operating a juice and smoothie bar. Alpha Asset Management is an independent, fee-based registered investment adviser serving primarily individual clients and a limited number of institutions. The firm focuses on discretionary portfolio management of large-cap equities, investment-grade bonds, and investment-company securities, using a combination of top-down secular-cycle analysis and bottom-up security selection.

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.

George Dagnino is the sole advisor at Peter Dag & Associates, Inc. in Akron, OH, with 26 years of industry experience. He has been with the firm since 1993. Peter Dag & Associates serves a small number of individual clients, primarily managing conservative and retirement accounts through discretionary portfolio management and investment advice. The firm also publishes a subscription-based investment report, The Peter Dag Portfolio, with an investment approach focused on economic trend analysis, sector-specific security selection, and a conservative bias to limit downside risk.

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.

Patrick Sullivan is the principal of Sullivan Pinnacle Advisors, Ltd. in Akron, OH, with 23 years of experience in the financial industry. He has been the owner of Sullivan Company, a CPA firm, since 1984, where he devotes part of his time to investment advisory work. Sullivan holds a Series 63 designation. Sullivan Pinnacle Advisors operates through a co-advisory relationship with an SEC-registered investment adviser, offering wealth management, financial planning, trust wealth management, and retirement plan consulting services. The firm combines financial planning with investment advisory and fiduciary services, emphasizing retirement plan consulting and independent manager selection without taking custody of client assets.

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.

Garrett Boone is a financial advisor at Fortifi Capital, LLC in Akron, Ohio, with 17 years of industry experience. He holds a Series 66 designation and has led Fortifi Capital since 2016. Outside of his advisory role, he owns and operates gbtechlab LLC, a full stack software engineering business, working primarily on contract and freelance projects. Fortifi Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, small businesses, and corporate clients. The firm uses a quantitative, ETF-based approach that includes tactical adjustments with derivatives and options, and it is notable for serving corporate accounts and developing proprietary software to support its investment process.

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.

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.

Jonathan Torrens is a CFP® professional with 26 years of industry experience and has led TCM Wealth Advisors since 2004. He holds Series 63 and Series 65 licenses and also serves as president of Clear View Associates, LLC, an employee leasing business managing payroll and benefits for his firm. TCM Wealth Advisors offers fee-only investment advisory and wealth planning services to individuals and high-net-worth clients, including physicians, business owners, and executives. The firm employs a global, multi-asset investment approach that incorporates both traditional and alternative asset classes, actively manages portfolios, and emphasizes fiduciary responsibility without accepting commissions.