Robert Positano

Clantz Liggett is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2020 and previously at Northwestern Mutual in various capacities from 2012 to 2020. Outside of his advisory role, Liggett has interests in agriculture and business management, including part ownership in Liggett Farms LLC and ownership of Liggett Business Management, Inc. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with multiple proprietary and third-party investment programs, combining discretionary and non-discretionary management across various asset types and lending solutions.

Zachary Smith is a CFP® professional with six years of industry experience, currently advising at The Huntington Investment Company. His career includes various roles within Huntington entities since 2018. Outside of his advisory work, he serves as a clock operator for John Marshall High School basketball games. The Huntington Investment Company, operating as Huntington Financial Advisors, offers advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and utilizes an open-architecture, model-driven platform combining third-party and proprietary investment models.

Stephen Ericksen is a financial advisor with Primerica Advisors based in Sherrodsville, Ohio. He holds a Series 63 designation and has six years of industry experience. His prior firms include Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of advising, he serves as power of attorney for a family member. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Jeffrey Positano is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services and has operated Positano Tax & Financial Services LLC since 2008. In addition to advisory work, he is involved in tax preparation and accounting services through his own firm and sells property, casualty, and life insurance. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, supported by a range of advisor-managed accounts and model portfolio programs.

Jeffrey White is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with AIG American General Life Insurance Company for over two decades. Outside of his advisory work, he co-owns a wine tasting room and restaurant with his family in Uhrichsville, Ohio. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers access to multiple custodial platforms, third-party managers, and a range of investment products.