Bradford Lohiser is a CFP® professional with 26 years of industry experience. He has been with Bullington Capital Management, LLC since 2009 and also serves as president and Investment Adviser Representative of Lohiser Investment Management, Inc. Prior to Bullington, he was associated with Zenith Investments. Bullington Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a suitability-driven process, using fundamental and technical analysis along with a mix of long- and short-term trading strategies.

Edmund Burke is a financial advisor at Valiance Group LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Valiance Group since 2013. Valiance Group is a state-registered investment adviser serving individuals, families, and businesses, offering portfolio management and ERISA-compliant retirement plan consulting. The firm develops customized portfolios using an analytics module and collaborates with third-party service providers and sub-managers to implement and monitor investment strategies.

Marc Mc Lean is a CFP® certificant with 16 years of industry experience, currently serving as the sole advisor at McLean Financial Planning and Investment Management in Mentor, OH. He has held leadership roles at McLean Financial Planning and Investment Management since 2014 and at McLean Strategic Investments since 2024. Outside of financial services, he develops and licenses software technology through ESD Technologies, where he is also President. McLean Financial Planning and Investment Management provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses both fundamental and technical analysis with a focus on U.S. securities, manages portfolios primarily on a discretionary basis, and offers options strategies as part of its services.

Michael Miller is the sole advisor at Michael G. Miller & Associates LLC in Willoughby, Ohio, holding the ChFC® designation with 46 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc., with a longstanding history operating his own firm since 1986. Michael G. Miller & Associates LLC provides financial planning and investment advice to individuals, trusts, estates, and pension or profit-sharing plans through a consultative process without discretionary portfolio management. The firm combines advisory services with brokerage and insurance activities, emphasizing technical investment analysis and offering fees on an hourly or fixed retainer basis.

John Forbes is a financial advisor at DFFA, LLC with 25 years of industry experience. He holds a Series 65 designation and has served as a partner at HW&Co., a non-investment related CPA firm, for over a decade. Forbes was also a principal at Deimling Forbes Financial Advisors, Inc. from 2001 to 2016. DFFA, LLC operates as a co-adviser alongside an SEC-registered investment adviser, providing services to retirement plan sponsors, trusts, and high-net-worth households. The firm focuses on financial planning, fiduciary retirement plan consulting, trustee support, and independent manager selection, while asset management and trading are delegated to its co-adviser and third-party managers.

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.

Scott Marn is a CFP® professional with 33 years of experience in the financial services industry. He is the principal of TimeWealth Advisors Inc., an independent investment advisory firm, and previously worked at Benjamin F Edwards and LPL Financial. Marn also serves on the Mentor City Council. TimeWealth Advisors Inc. provides discretionary portfolio management and financial planning primarily for individuals and high-net-worth clients. The firm emphasizes fundamental analysis and a long-term trading strategy, offering a range of investment options including mutual funds, fixed income, real estate funds, ETFs, annuities, and non-U.S. securities.

Anna Rathbun is a CFA charterholder and the sole advisor at Grenadilla Advisory LLC, with 10 years of industry experience. She previously worked at CBIZ Investment Advisory Services, Clearstead Advisors, and CBIZ Financial Solutions Inc. Grenadilla Advisory LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, using a range of investment strategies tailored to client objectives. The firm offers both asset-based and fixed-fee planning arrangements and incorporates artificial intelligence and machine-learning tools in its processes.

Michael Kostelnik is a financial advisor with Family Life Financial Planning in Mentor, OH, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Cetera Wealth Services, Walnut Street Securities, and Morgan Stanley. Kostelnik serves as a volunteer board member for Big Brothers Big Sisters of Northeast Ohio, a nonprofit organization. Family Life Financial Planning provides services to individual households, pension and retirement plans, charitable organizations, and small businesses. The firm offers tailored portfolio management, comprehensive and modular financial planning, retirement plan consulting, and educational seminars, emphasizing individualized investment plans documented in investment policy statements and ongoing client engagement.

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.

Michael Purtill is a CFP® with 15 years of industry experience and has been with Purtill Financial LLC since 2008. He is based in Highland Heights, OH, and holds a Series 65 license. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm focuses on non-discretionary portfolio advice and retirement-plan advisement, utilizing fundamental, technical, and cyclical analysis methods to develop individualized investment policies.

William Powers is a CFP® with 43 years of industry experience. He has worked at Powers Investment Advisory Corporation since 1984 and previously spent 30 years at Cadaret, Grant & Co., Inc. In addition to his advisory role, he provides income tax preparation services in Highland Heights, OH. Powers Investment Advisory Corporation is a small, co-owned firm serving individual and high-net-worth clients with discretionary asset management and ongoing portfolio monitoring. The firm uses fundamental analysis and multiple research sources to build portfolios focused on income generation, incorporating a range of investment types tailored to client goals and restrictions.

Carly Purtill is a financial advisor at Purtill Financial LLC with 11 years of industry experience. She holds the PFS™ designation and the Series 65 license and has been with Purtill Financial since 2014. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm focuses on non-discretionary portfolio advice and retirement-plan advisement, developing individualized investment policies through client discussions while maintaining a client-directed implementation approach.

Andrew Powers is a CFP® professional with 21 years of experience in the financial services industry. He is a principal at Powers Investment Advisory Corporation, a firm he has been associated with since 2005. His prior experience includes roles at Cadaret, Grant & Co., Inc., and LPL Financial. Powers Investment Advisory Corporation is a small, co-owned advisory firm serving individual and high-net-worth clients with discretionary asset management and ongoing portfolio monitoring. The firm emphasizes fundamental analysis and uses multiple research sources to construct income-focused portfolios tailored to client goals and restrictions.

Darren Brooks is a financial advisor with Rea Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Commonwealth Financial Network and Rea Wealth Management since 2006. Outside of his advisory role, he is president and owner of Great Lakes Waterfowler and serves as a trust protector for a trust. Rea Wealth Management is an SEC-registered, multi-advisor firm managing approximately $892 million for about 890 clients. The firm offers customized and model-based portfolio management, financial planning services, and employs a mix of equity and fixed-income strategies tailored to client objectives and risk tolerance.

Patrick Dulzer is a financial advisor at W&S Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Western & Southern Life since 2016 and W&S Brokerage Services since 2010. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform and also offers comprehensive financial planning through agents of Western & Southern Life. The firm uses non-discretionary, automated model portfolios managed by Fort Washington Investment Advisors and emphasizes a fixed-fee structure rather than traditional AUM-based billing.

Kayla Stowe is a CFP® professional with 14 years of experience in financial advising. She currently works at Lakeridge Wealth Management LLC and has previous experience with Cetera Advisor Networks LLC and Private Client Services. Stowe serves on the board of the Northeast Ohio Financial Planning Association chapter, contributing to continuing education program planning. Lakeridge Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and charitable organizations. The firm employs a fundamentals-based, long-term investment approach using primarily ETFs and mutual funds, with portfolios customized to clients’ goals and risk tolerance.

Joseph Stanzi is a financial advisor with McDonald Partners LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Thomas McDonald Partners, LLC since 2009. McDonald Partners serves individual and institutional clients, providing investment management, financial planning, and pension consulting through customized portfolios that utilize fundamental, technical, and cyclical analysis across multiple platforms.

Julie Distler is a financial advisor at Lakeridge Wealth Management LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Cetera Advisor Networks LLC and AmTrust Financial. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses primarily ETFs and mutual funds to build customized portfolios based on clients’ goals, risk tolerance, and time horizon.

James Schleicher is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with W&S Advisory Services, LLC. He has worked with Western Southern Life and W&S Brokerage Services since 2008. Outside of his advisory role, Schleicher is involved in leadership and motivational speaking through Team IBB, LLC, has published an online book titled "It Starts with a Plan," teaches leadership essentials at Lake Erie College, and volunteers with the Tommy Deroia Foundation, a nonprofit focused on addiction awareness. W&S Advisory Services, LLC provides non-discretionary investment management for UGMA accounts through the Fabric by Gerber Life digital platform and offers standalone financial planning services. The firm operates as a subsidiary of Western & Southern Financial Group and is noted for its wrap fee program focused on minor accounts, utilizing model portfolios managed by an affiliated sub-adviser.