Stella Arnaut is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She previously worked at JPM Chase from 2013 to 2019 before joining Fifth Third Securities and Fifth Third Bank in 2019. Outside of her advisory role, she is involved in window sales and construction supply sales through two separate businesses in Mayfield Heights, Ohio. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of managed account programs via the Passageway platform, which includes mutual fund, ETF, SMA, tax-overlay, and direct-indexing strategies.

Scott Lewis is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, Cetera, Vantage Financial Group, and OneAmerica Securities. In addition to his advisory work, he is also licensed as a life insurance agent. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers various managed programs, retirement plan consulting, financial planning, and access to alternative investments, using a combination of fundamental and technical analysis and working through major custodians and platform providers.

Grace Himmelright is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with multiple firms, including a longstanding role at Transamerica Financial Advisors since 2012. Outside of her advisory work, she is involved in financial education as an instructor with the Heartland Institute of Financial Education and owns Insure With Grace, LLC, a health insurance sales business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

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.

Dean Weemhoff is a CFP®-designated financial advisor with over 32 years of industry experience. He is currently with Osaic Advisory Services, LLC and has prior experience at Arbor Point Advisors, Lincoln Investment, and several other firms. He incorporates insurance planning as part of his financial planning process. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of services such as managed programs, third-party manager solutions, retirement plan consulting, and access to alternative investments, utilizing a variety of investment strategies and platform relationships.

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.

Denes Chapo III is a financial advisor at Fifth Third Securities, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2017, following a decade at U.S. Bancorp Investments, Inc. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and optional tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Christopher Leben is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account currently available as an invitation-only employee pilot. The firm’s investment approach uses approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

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.

Lee Friedman is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked with firms including Arbor Point Advisors, Cedar Brook Financial, and Securities America Advisors. Friedman is also a partner in Friedman & Leavitt Financial, an entity involved in investments. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing multiple strategies and platform relationships to support its institutional and enterprise-scale operations.

Jason Stockmaster is a financial advisor with Eagle Strategies (NY Life) in Mentor, Ohio, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He operates the Stockmaster Financial Group, where he sells New York Life products and brokers non-registered insurance products. Outside of his advisory work, Stockmaster volunteers managing vacation rental operations and owns a livestock and crop farm overseeing production and sales. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of assets managed on a non-discretionary basis.

Bradley Weemhoff is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and Lincoln Investment Planning, LLC. He is also licensed to sell insurance and has advisory experience as a registered office assistant. Osaic Advisory Services, LLC serves a broad client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and consulting services, integrating fundamental and technical analysis with platform partnerships to deliver diversified strategies.

Michael Mc Keown is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously spent 19 years with Aurum Wealth Management Group LLC before joining Wealth Enhancement Advisory Services in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Chaim Schur is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and beginning his industry career in 2026. He previously worked at Marcum Wealth and Lucky Currency Services and has experience in higher education at Ono College. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and offers diversified, risk-class based investment solutions combining passive and active management with oversight from an internal Investment Committee.

David Rome is a financial advisor at Wealth Enhancement Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Aurum Wealth Management Group LLC for six years, as well as at Bank of America and Merrill for four years each. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified, risk-class based investment process combining passive and active managers, supported by an internal Investment Committee.

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.

Hunter Schmeltzer is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Carver Financial Services, Northcoast Research Partners, Charles Schwab & Co., and Kent State University. He is currently associated with Carver Financial Services LLC as a registered associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and models to support client goals and offers a range of advisory programs and institutional consulting services.

Kelley Wachhaus is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Kelley worked for 18 years in the Cleveland Heights/University Heights School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

James Reitz is a financial advisor with Primerica Advisors in Mentor, Ohio, holding Series 63 and Series 65 credentials and having 31 years of industry experience. His work history includes roles at Jaro Transportation, Ohio Tax Lady, and MK Hardwoods. He is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.