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.

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.

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.

Maryanne Battistone is a financial advisor at McDonald Partners LLC with 32 years of industry experience. She has worked at Thomas McDonald Partners LLC since 2009, UBS Financial Services Inc. since 2007, and McDonald Investments Inc. since 1997. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients such as pension plans, foundations, and trusts. The firm provides investment management, financial planning, pension consulting, and brokerage services, combining advisory and broker-dealer activities alongside affiliated private fund management.

Ryan Olds is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Dynamic since 2020. His prior roles include positions at Commonwealth Financial Network and Securities America Advisors. He is also involved in fixed insurance sales. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to other advisers through technology, research, and operational services.

Lawrence Koval is a financial advisor with Lifemark Securities Corp. who holds 24 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services Inc. for 11 years and has been involved with Strategic Financial Solutions and Noteworthy Federal Credit Union for over two decades. Outside of finance, he serves as president of Cross Track Music, Inc., a record label and artist management company. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, using a suitability-driven approach with customizable managed account programs.

Scott Cavell is a financial advisor at Archer Investment Corporation with 11 years of industry experience. He holds a Series 65 designation and has worked at Archer since 2014. In addition to his advisory role, Cavell is involved with Ohio Payroll Plus. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm manages approximately $900 million, offering both discretionary portfolio management and model-based strategies that utilize equities, fixed income, mutual funds, ETFs, and options.

Anthony Constantine Jr. is a financial advisor at Lifemark Securities Corp. with 32 years of industry experience. He holds a Series 66 designation and has previously worked at Foresters Equity Services, Inc. and operates Constantine National Financial LLC. He has served as a District Deputy Grand Master of the 22nd Masonic District F&AM of Ohio and volunteers weekly in this charitable and fraternal organization. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, utilizing a variety of managed account programs and tailored risk assessments.

Cheryl Gazso is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds a Series 63 designation and has been with Fifth Third Securities since 2011, also working at Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Jose Albornoz is a financial advisor with Eagle Strategies (NY Life) in Painesville, OH, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His career includes roles at New York Life Insurance Co, Nylife Securities LLC, and Eagle Strategies, where he has been since 2022. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and benefit plans, and charitable organizations. The firm emphasizes tailored recommendations and offers multiple program types, with a majority of assets managed on a non-discretionary basis.

Daniel Sposito is a financial advisor with Money Concepts Capital Corp in Ashtabula, Ohio, holding 27 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company for 24 years before joining his current firm in 2020. Outside of advising, he serves as secretary of the Redbrook Boat Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, to serve approximately 14,700 clients across its enterprise of 431 advisors.

Adam Adamo is a financial advisor at VOYA Financial Advisors, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with VOYA since 2014. In addition to his advisory role, he is an associate of The Verdi Group, a marketing entity for financial services, and serves as a trustee on the Board of Cornerstone Christian Academy. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to deliver mostly non-discretionary investment management with some discretionary options.

Debora Stranman is a financial advisor at Prime Capital Financial with 25 years of industry experience. She holds a Series 65 credential and has previously worked at firms including NFP Retirement, Inc., AdviseMe National Advisors, Independent Financial Group, Pension Advisors, and M HOLDINGS SECURITIES. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and also provides tax planning through its affiliated accounting subsidiary.

Tracy Scott is a financial advisor at Fifth Third Securities, Inc. based in Mentor, Ohio. She holds Series 65 and Series 63 licenses and has 11 years of industry experience. Tracy has been with Fifth Third Bank since 1996 and joined Fifth Third Securities in 2024. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering investment advisory and brokerage services. The firm sponsors the Passageway Managed Account Program, which features multiple investment approaches and third-party managers to meet varied client needs.

Nancy Kitson is a financial advisor with Fifth Third Securities, Inc. in Painesville, Ohio. She holds Series 63 and Series 65 designations and has 31 years of industry experience. Her prior roles include positions at Key Investment Services, LLC and Fifth Third Bank. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering access to various managed account programs primarily via Fidelity’s Managed Account Xchange. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting a range of investment strategies including mutual funds, SMAs, and direct indexing.

Derek Sullivan is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history including Fifth Third Bank, ROCKET Mortgage, and Progressive. Outside of his advisory role, he is a co-owner of a vending machine business and also engages in online craft sales as a mentor. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of portfolio management programs via the Passageway Managed Account Platform. The firm is a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with over 900 advisors.

Marc Hanneman is a financial advisor with OSAIC Institutions, Inc. and holds a Series 63 designation. He has 27 years of industry experience, including roles at Infinex Investments, Inc., Andover Bank, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is a co-owner of MKKD Properties, LLC, a commercial property leasing company. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a broad network of investment adviser representatives. The firm offers customized advisory and financial planning services, combining adviser accountability with a hybrid advisor/broker-dealer structure and access to alternative investments and lending solutions.

Linda Mackov is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 33 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive written recommendations on various planning topics without including implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Justin Fritts is a financial advisor with Raymond James Financial, holding a Series 66 designation and currently based in Mentor, Ohio. He has prior experience at Paycom and Stryker before joining Raymond James Financial Services Advisors, Inc. in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports its services through a large advisor network and specialized programs.

David Branham is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Mass Mutual Investors Services, Equitable Advisors, and Western & Southern Life. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.