Carl Paskert is a financial advisor with Intelligent Capital Management LLC in Parma, Ohio, holding a Series 63 designation and 16 years of industry experience. He maintains Ohio property and casualty, life, and health insurance licenses but is not currently active as an agent. Intelligent Capital Management LLC provides discretionary investment management services to individuals, retirement accounts, corporations, trusts, and high-net-worth clients using model portfolios primarily composed of broadly diversified ETFs and no-load mutual funds. The firm’s approach focuses on long-term, tax-efficient positioning with tailored equity-to-fixed-income allocations and diversified exposures across multiple asset classes.

Matthew Kircher is a financial advisor at Fairpoint Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and The Sherwin-Williams Co. prior to joining Fairpoint Wealth Management in 2017. Fairpoint Wealth Management provides discretionary investment management and financial planning services to individuals and families, serving both non-high-net-worth and high-net-worth clients. The firm offers tailored investment strategies and a broad range of planning options, including retirement, estate, and business planning, with a focus on client-specific objectives and ongoing portfolio monitoring.

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.

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.

Anthony Budak is the principal advisor at Budak Financial Group, LLC, an independent firm based in Olmsted Falls, OH. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 2007, he has been affiliated with Budak Financial Group, Karl & Smith, LLC, and Anthony J. Smith Agency. Budak Financial Group provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis, offering both discretionary and non-discretionary portfolio management tailored through risk tolerance assessments and using a variety of analytical strategies ranging from long-term buy-and-hold to shorter-term trading techniques.

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.

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.

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.

David Pelland is a financial advisor with ValMark Advisers, Inc. in Fairlawn, OH, holding a Series 66 designation and 25 years of industry experience. He has worked with Bear / Pelland Associates since 2005, Alda Advisors, Inc. since 2002, and Valmark Securities, Inc. since 2000. Outside of his advisory roles, he is involved in horse boarding and party rentals through The Stables at Rose of Sharon LLC and serves as an assistant men's varsity soccer coach at Walsh Jesuit High School. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and specialized annuity and ETF product offerings.