Brian Jaros, CFP®, MBA, is the founder and CEO of Ville Wealth Management, a fee-only, fiduciary registered investment advisory firm based in Avon Lake, Ohio. Brian has spent more than 30 years in financial services — beginning his career at Society Bank and KeyBank in 1992, earning his MBA from Cleveland State University, and achieving his CFP® designation in 2002. He then spent two decades building two of the leading financial planning teams at regional private banks, serving as Director of Financial Planning at both Key Private Bank and Huntington Private Bank. During that time he personally guided hundreds of clients through the complexities of retirement planning, investment management, estate planning, and tax-efficient wealth transfer. In 2025 Brian founded Ville Wealth Management to return to what he does best — sitting across from clients, understanding their goals, and building plans that are actually implemented. The firm is named after the "Ville," the close-knit small town in southeastern Ohio where Brian grew up, a community built on hard work, trust, and people looking out for one another. Ville Wealth Management specializes exclusively in pre-retirees aged 50 to 65 with $250,000 or more in investable assets. Brian helps clients navigate the critical financial decisions of the pre-retirement decade — Social Security timing, Medicare enrollment, Roth conversion strategies, tax-efficient withdrawal planning, investment management, and estate planning. As a fee-only advisor, Brian charges 1% or less on assets under management with no commissions and no conflicts of interest. "A financial plan unimplemented has no value."

John Siuda is the founder and wealth advisor at Afia Wealth Management, a fee-based fiduciary practice based in Westlake, Ohio, and affiliated with RFG Advisory as its supervising RIA. Afia Wealth Management serves pre-retirees, business owners, executives, and high earners, offering investment management, retirement planning, tax strategy, and estate planning within a single, coordinated approach. The practice places particular emphasis on business owners preparing for an exit, helping them navigate capital gains exposure, tax-efficient sale strategies, and the transition from operating a business to living on its proceeds. As a fiduciary, Siuda builds plans designed around each client's goals rather than around product sales.

Jeffrey Tock is a financial advisor at Argo Wealth Management with 40 years of industry experience. He holds a Series 63 designation and has worked at Cantella and Co., Inc. since 2009. Tock is also involved in insurance sales, focusing on fixed annuities, long-term care, term life, and non-securities insurance. Argo Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and business entities, offering portfolio construction and ongoing management across a range of securities. The firm emphasizes fundamental analysis and tailored asset allocation while serving retirement and ERISA-type accounts under a fiduciary standard.

Jonathan Hurm is a financial advisor at NextGen Wealth Defense LLC in Lorain, Ohio, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Equitable Advisors LLC for nine years before founding NextGen Wealth Defense in 2024. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales. NextGen Wealth Defense LLC provides discretionary investment management, wealth management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis with Modern Portfolio Theory and utilizes unaffiliated Independent Managers for portfolio implementation and oversight.

Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.

Ronald Rich is the sole advisor at Ronald J. Rich Financial Advising in Lakewood, OH, holding a Series 65 designation and with 20 years of industry experience. He has operated his independent firm since 2004. Outside of financial advising, he serves as managing member of RJR Product Development Ltd., which focuses on hardware product development unrelated to investments. Ronald J. Rich Financial Advising provides investment supervisory services and financial planning for individuals, trusts, and pension plans, managing approximately $8.69 million in discretionary client assets. The firm uses fundamental analysis and long-term asset allocation tailored to client risk tolerance, while also offering flexibility for short-term trades and more complex strategies when appropriate. It is noted for accepting pension plan clients and providing pension-plan advisory services.

Frank Zak is the sole advisor at Zak Advisory, LLC in Rocky River, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, having led Zak Advisory since 2011. Zak Advisory, LLC provides discretionary investment management services to individuals, estates, trusts, pensions, IRAs, corporations, and other business entities. The firm focuses on two investment approaches—Aggressive Balanced Income and Aggressive Growth—emphasizing individual security selection and allowing for concentrated positions and lower-rated fixed income within client portfolios.

Anthony Budak is a financial advisor with Budak Financial Group, LLC in Olmsted Falls, OH. He holds Series 63 and Series 65 designations and has 25 years of industry experience. Prior to founding Budak Financial Group in 2007, he worked at Ameriprise from 2001 to 2007. Budak Financial Group is a fee-only advisory firm serving individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers discretionary and non-discretionary investment management and financial planning, tailoring portfolios through a documented risk-tolerance process and utilizing various analytic tools and strategies.

Andrew Hardy is the sole advisor at Scalar Wealth LLC, an independent registered investment adviser. He holds a Series 66 designation and has five years of industry experience. Hardy also works as a real estate sales agent with Key Realty, LTD. Scalar Wealth LLC provides discretionary portfolio management, asset allocation, and financial planning services. The firm employs tailored, discretionary strategies using various analytical approaches and maintains a broadly permissive investable universe, including digital assets and derivatives.

Joseph Frankenfield is a Series 63-registered advisor with 11 years of industry experience. He is the sole advisor at Saga Partners LLC and has previously worked at Nowacki Asset Management LLC for 10 years. Saga Partners provides discretionary investment management primarily to individual and high-net-worth clients, focusing on equities and equity-like instruments. The firm employs a fundamental analysis approach with concentrated, long-term portfolios, avoiding margin, short sales, and options.

James Gomez is affiliated with Aquium Legacy Partners and holds a Series 65 designation. He has experience at The Malrite Company since 2000 and began his role with Aquium Legacy Partners in 2026. Aquium Legacy Partners is a boutique multi-family office serving high-net-worth families and related entities, offering discretionary investment management, consolidated reporting, manager selection and oversight, wealth-planning coordination, and access to private markets and structured notes. The firm employs a tailored investment process focused on written policy statements, tax-aware portfolio construction, and ongoing monitoring, coordinating with clients’ attorneys and accountants while managing both family accounts and institutional entities.

Benjamin Zagorski is the sole advisor at Right Investment Team LLC in Avon, Ohio, holding a Series 66 designation with 13 years of industry experience. He has managed his independent advisory firm since 2015 and concurrently owns and operates Accounting Team Ltd, a tax preparation and accounting business. Right Investment Team LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $8 million across 24 accounts. The firm employs a variety of analytical methods and modern portfolio theory to construct portfolios, utilizing multiple trading strategies and asset classes while conducting quarterly reviews.

William Barack is a Series 65 licensed financial advisor with 19 years of industry experience. He has worked at Lindisfarne Investments, LLC since 2009 and previously operated Barack Capital Management, LLC from 2000 to 2012. Lindisfarne Investments is an independent, fee-only registered investment adviser serving individuals, plans, trusts, estates, charitable organizations, and small businesses. The firm manages portfolios primarily using client-selected investment models with mutual funds, ETFs, equities, fixed income, and option strategies, and offers periodic analytical reporting along with an optional performance-based compensation structure.

Russel Walcher is a Certified Financial Planner® (CFP®) with 30 years of industry experience. He is the president of SKA Financial Services, Inc., an independent advisory firm he has led since 1999. In addition to his advisory role, Walcher serves as vice president of Strang, Klubnik & Associates, an accounting firm. SKA Financial Services provides investment advisory and financial planning services to individuals, closely held businesses, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $159 million for about 217 clients, offering customized account management that includes both discretionary and non-discretionary strategies using fundamental and technical analysis.

Michael George is a PFS™-designated financial advisor with 13 years of industry experience. He has served at Athletes Financial Advisers, LLC since 2016 and holds concurrent roles at ProMoney, LLC and Probooks CPA, LLC. Outside of advising, he has involvement in a real estate rental business in Hilton Head Island, SC. Athletes Financial Advisers provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and retirement plans. The firm uses a passive, asset-allocation approach based on Modern Portfolio Theory, emphasizing passively managed mutual funds and ETFs, and incorporates Monte Carlo analysis and third-party management for fixed income and trade processing.

John Jurcago is a financial advisor at Prestige Wealth Management LLC in Strongsville, OH, holding the PFS™ designation with 11 years of industry experience. He also owns and operates an accounting firm, John J Jurcago CPA LLC, through which he occasionally provides clients with related advice or services. Prestige Wealth Management LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a diverse set of analytical methods and investment strategies, providing discretionary management and periodic reviews while also coordinating with third-party advisers when appropriate.

Mark Skvoretz is a Personal Financial Specialist with 18 years of experience at WS Wealth Management, LLC and over 29 years as a partner in the accounting firm Wasacz & Skvoretz, Ltd. He manages client services including tax preparation and planning outside of his advisory work. WS Wealth Management serves institutional and fiduciary clients through a co-advisory relationship with Pinnacle Wealth Planning Services, focusing on retirement plan consulting, trust wealth management, and fiduciary support rather than direct investment management. The firm integrates tax and accounting expertise from its affiliated CPA practice and emphasizes pension consulting and trustee services.

David Zolt is a CFP® professional with 18 years of industry experience, currently serving clients through Westlake Advisors in Lakewood, OH. He has operated DMZ Financial Services since 2007. Outside of advisory work, he runs a retirement-planning software business and is involved with the Alliance of Comprehensive Planners. Westlake Advisors is an independent firm providing fee-only, holistic financial planning and investment advisory services to individuals and families. The firm employs a goals- and tax-aware investment approach with non-discretionary implementation and uses fixed fees rather than percentage-based asset billing.

Joshua Melda is a CFP® professional with 25 years of experience in the financial services industry. He is the principal advisor at Cleveland Retirement Planning LLC and has previously worked at Trustpoint, LLC and Lincoln Financial Advisors Corporation. Outside of advising, he teaches sales, leadership, and management classes through Sandler Training. Cleveland Retirement Planning LLC offers investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as pensions and profit-sharing plans. The firm constructs diversified portfolios using a variety of securities and provides pension consulting and 401(k) plan advisory services, utilizing both fundamental and technical analysis tailored to client risk profiles.

To whom much is given, much will be expected. Liz Griffiths applies this philosophy to her life and her life's work as a holistic and certified advisor. Liz has been given much - a good family, true friendships and many trials and tribulations throughout her life - yes, you heard it right, trials and tribulations. From them springs Liz's desire to help others prepare for theirs. She combines her natural leadership and organizational abilities with her significant experience in problem solving to work alongside her clients. Liz helps them to understand, organize and manage their personal and financial lives and legacies - the greatest gift they can give themselves and their families. Liz an Italian, German and Irish gal, loves to entertain family and friends at home with her husband Michael. They love her cooking and baking - especially her meatballs and apple pies and they always go home with a take- home package of their favorite meal goodies. In keeping with her philosophy, To those who have been given much, much is expected, Liz has a take home gift for you . . . her mom’s famous chocolate chip cookie recipe. Just call or email her for a copy!