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.

Kenneth Patsey is a financial advisor at Wisdom Investment Strategies, LLC with 39 years of industry experience. He holds a Series 63 designation and has worked at Wisdom Investment Strategies since 2016. Outside of his advisory role, Mr. Patsey serves as an Executive Director of Manufacturing Works, a nonprofit organization supporting manufacturing companies in Northeast Ohio. Wisdom Investment Strategies provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, business entities, and nonprofit organizations. The firm employs a proprietary equity selection process that combines fundamental and technical analysis, with an emphasis on risk mitigation through options and a performance-based fee structure for qualified clients.

Michael Vitantonio is a financial advisor at Volition Financial Network, LLC in Cleveland, OH, holding a Series 65 designation with eight years of industry experience. Prior to joining Volition in 2019, he worked at Capital Financial Services, Inc. and Thomas Roulston Investment Partners, LLC. Outside of his advisory role, he provides bookkeeping services for small family businesses using QuickBooks. Volition Financial Network offers discretionary portfolio management and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs model-driven asset allocation combined with fundamental and technical analysis, utilizing various strategies including long- and short-term holdings, trading, margin, short sales, and option writing.

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® with eight years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He has prior experience at Wells Fargo Clearing and is a partner at Chagrin Valley Business Strategies, a consulting and coaching firm. Rodriguez also serves as treasurer and board member for Recovery Resources, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent Financial Professionals using various account platforms and third-party strategists.

Rosie George is a financial advisor at Strait Direction Wealth Management with nine years of industry experience. She previously worked at Edward Jones for five years before founding her current independent firm in 2021. In addition to her advisory role, she owns Mitchell Financial Services, a tax services business. Strait Direction Wealth Management provides personalized financial planning and discretionary investment management to individuals, small businesses, trusts, estates, and charitable organizations. The firm employs a largely passive, buy-and-hold investment approach using no-load mutual funds and ETFs, with portfolios managed according to written investment policy statements and tailored to clients’ risk tolerance and objectives.

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.

Jeremy Pardue is a financial advisor at Atlas Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Avantax Investment Services. In addition to his advisory role, Pardue is an independent insurance producer for various insurance companies. Atlas Wealth Management provides fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs an active, tactical allocation approach using a broad range of instruments and offers both discretionary and non-discretionary portfolio management along with standalone planning engagements.

Thomas Craft is a financial advisor at Gateway Asset Management, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Lincoln Financial Advisors Corp and Artista Financial Group. In addition to his advisory role, he provides tax planning services through Arista Financial Group. Gateway Asset Management, LLC serves individuals, corporations, and charitable organizations, offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm emphasizes tactical asset allocation with moderately active rebalancing and utilizes proprietary model portfolios alongside third-party sub-advisers.

Bruce Herrick is the sole advisor at Herrick Portfolio Management Co. He holds Series 63 and Series 65 designations and has 52 years of industry experience. He has led Herrick Portfolio Management Co. since 2008. Herrick Portfolio Management Co. offers financial planning, consulting, and discretionary investment management to individuals and various institutional clients, including pension plans and charitable organizations. The firm employs a technical, chart-driven investment approach with daily monitoring and tailors services to client objectives and risk tolerances.

Kenneth Butze is a CFP® with 28 years of industry experience and serves as the president of Integrity First Planners, Inc. He has worked at Osaic Wealth, Inc. and Triad Advisors, Inc. and has been with Integrity First Planners since 2013. In addition to financial planning, he is a licensed insurance agent involved in selling insurance products. Integrity First Planners provides financial planning and discretionary investment management to individuals, business entities, and retirement plan participants. The firm offers retirement-plan consulting and participant-level management for various employer-sponsored plans, using fundamental and technical analysis to tailor portfolios and financial plans to client objectives.

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.

Seku Shabazz is a financial advisor at Great Lakes Retirement Planning LLC in Cleveland, Ohio, with 13 years of industry experience. He holds the Series 66 designation and has worked with firms including Prudential Insurance Company of America and Ash Brokerage. Outside of advising, he is the owner and president of Great Lakes Loan Servicing, LLC and Great Lakes Financing, LLC. Great Lakes Retirement Planning serves individual investors, small businesses, foundations, and non-profits with discretionary portfolio management and fee-based financial planning. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and offers services including retirement plan management and tax-efficient strategies.

Megan Abbott is a financial advisor at Trajectory Financial Planning with five years of industry experience. She holds a Series 65 credential and has worked in various roles including paraplanning and tax preparation. Abbott is president of Trajectory Tax, LLC, a tax preparation and planning business, and provides paraplanning services to other firms. Trajectory Financial Planning offers fee-only financial planning services to individuals and high-net-worth clients, focusing on comprehensive plans that include retirement, tax, estate, cash-flow, and business planning. The firm emphasizes asset allocation and a combination of passive and active funds, working on fixed or hourly fees and routinely recommending third-party professionals as part of its client engagements.