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® professional with 16 years of industry experience. He serves as president of McLean Financial Planning and Investment Management, where he has worked for over a decade, and also leads ESD Technologies, Inc., a software development and licensing company. McLean Financial Planning and Investment Management provides investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm employs a mix of fundamental and technical analysis with a long-term trading orientation, primarily investing in U.S. securities and managing accounts on a discretionary basis.

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 with DFFA, LLC in Mentor, Ohio, holding a Series 65 designation and 25 years of industry experience. He is also a partner at HW&Co., a CPA firm, where he works primarily outside of investment services. DFFA, LLC serves retirement plan sponsors, trusts, and high-net-worth households through wealth management, financial planning, and pension consulting, focusing on fiduciary support and independent manager selection while delegating portfolio management to co-advisers and third-party managers. The firm integrates its accounting and tax expertise into its advisory services, emphasizing ERISA-related pension consulting and operating as a co-advisory entity rather than a primary asset manager.

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 at Family Life Financial Planning in Mentor, Ohio, with 20 years of industry experience. He holds the Series 65 and Series 66 designations and has led his independent firm since 2016. Kostelnik serves as a volunteer board member for Big Brothers Big Sisters of Northeast Ohio, a nonprofit organization. Family Life Financial Planning serves individual households as well as pension and retirement plans, charitable organizations, and small businesses. The firm provides portfolio management, financial planning, retirement plan consulting, and educational seminars, emphasizing individualized investment plans documented in investment policy statements and delivered through both in-house portfolios and selected outside managers.

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 42 years of experience in the financial industry. He has been with Powers Investment Advisory Corporation since 1984 and previously worked at Cadaret, Grant & Co., Inc. from 1991 to 2021. In addition to his advisory work, he prepares income tax returns as a sole proprietor. Powers Investment Advisory Corporation provides discretionary asset management services to individual and high-net-worth clients. The firm focuses on portfolio construction and security selection tailored to clients’ goals and risk tolerance, utilizing fundamental analysis and third-party research.

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 CERTIFIED FINANCIAL PLANNER™ professional with over 21 years of experience in the financial services industry. He has worked with firms including Purshe Kaplan Sterling Investments and LPL Financial, and has operated Powers Investment Advisory Corporation since 2005. Powers Investment Advisory Corporation provides discretionary asset management services to individual and high-net-worth clients, focusing on portfolio construction, security selection, and ongoing monitoring tailored to each client’s goals and risk tolerance. The firm employs fundamental analysis and third-party research to manage diversified portfolios oriented toward income objectives.

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®-credentialed financial advisor with 14 years of industry experience. She is currently with Lakeridge Wealth Management LLC and has previously worked at CETERA Advisor Networks LLC and Neece, Malec, Seifert & Vitaz, Inc. She serves as a board member of the Northeast Ohio Financial Planning Association chapter, contributing to continuing education meeting topics. Lakeridge Wealth Management LLC is a multi-advisor SEC-registered firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, focusing on fundamentally driven portfolios with ETFs and mutual funds alongside other investment vehicles.

Joseph Stanzi is a financial advisor at McDonald Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thomas McDonald Partners, LLC since 2009. McDonald Partners LLC serves a diverse client base including individual investors, pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm offers investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities, with capabilities in both discretionary and non-discretionary portfolio management.

Julie Distler is a financial advisor at Lakeridge Wealth Management LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at AmTrust Financial and Cetera Advisor Networks LLC. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, utilizing a fundamentally driven investment approach with a range of portfolio options.

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.