Darrius Davis is a Series 66 registered advisor with Citizens Securities, Inc., based in Rocky River, OH, and has two years of industry experience. His prior roles include positions at LPL Enterprise, Edward Jones, United Wholesale Mortgage, and Flagstar Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Steven Clark is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Clark Wealth Management since 2015, alongside his roles at Brookstone Capital Management and Clark Financial Services. Outside of his advisory work, he is the president of the Lakewood Rocky River Rotary and is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, delivering primarily discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts with various strategies.

Robert Fries is a financial advisor with Stratos Wealth Partners, Ltd in Westlake, OH, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at LPL Financial, Key Investment Services, and Morgan Stanley. Outside of his advisory work, he coaches basketball for Monroeville Local Schools. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

Barbara Whitmore is a financial advisor with Eagle Strategies (NY Life) based in North Ridgeville, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Eagle Strategies since 2011 and has worked with New York Life Insurance Company since 2002. Outside of advisory services, she is involved in insurance brokering for non-registered products through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Nina Di Palma is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes roles at Marcum Wealth, Mid Atlantic Clearing & Settlement Corp., and several other firms over the past decade. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment strategy blending passive and active managers and offers a wide range of implementation tools and services through a large advisor network.

Scott Ziska is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and over 25 years of industry experience. He has been with Stratos Wealth Partners since 2010 and previously worked at LPL Financial and Osaic FA, Inc. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, and access to model portfolios and third-party manager solutions through a large network of investment adviser representatives.

Jarrett Mehalik is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Avon, OH, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. Outside of his advisory role, he manages a rental property unrelated to his investment activities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, providing clients with options ranging from mutual funds and ETFs to separately managed accounts and direct indexing.

John Landers is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services LLC, Pruco Securities, Prudential Insurance Company of America, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and third-party strategists for portfolio implementation.

Anthony Trunzo is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Fifth Third Securities since 2023 and has been affiliated with Fifth Third Bank since 2017. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of program types via the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a client base that includes high-net-worth individuals, corporations, trusts, and retirement accounts.

Gary Gilbert is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including roles at Securities America Advisors, Securities Service Network, and running his own firm, Gary M Gilbert and Associates LLC. He is also involved in tax preparation and serves as a trustee for a family trust. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.

Sandra Centa is a CFA® charterholder and holds a Series 63 license, with 15 years of experience in the financial industry. She is currently with HSBC Securities (USA) Inc., where she has worked since 2022, having previously held positions at Truist Bank, Truist Securities, SunTrust Robinson Humphrey, and BB&T. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm uses a model-based investment approach supported by global asset management partners and offers specialized programs such as Offshore Spectrum for non-resident clients.

Roger Ramirez is a financial advisor with SPC in Avon Lake, Ohio, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2007. Outside of his advisory role, Ramirez serves as a mentor coordinator for a local networking group, participates on the fundraising committee for St. Edward High School athletic teams, and is a Republican Party precinct committee member in Lorain County, Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

Susan Schaufele is a financial advisor with Independent Financial Group, LLC in Westlake, OH, holding a Series 66 designation and 25 years of industry experience. She has worked at Independent Financial Group since 2016 and previously held positions at Foothill Securities, Fintegra, Sanders Morris, SMH Capital Advisors, and Ferris, Baker Watts. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models with a blend of passive and active investment strategies tailored to client risk profiles.

Joseph Redmon is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with PNC since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven Portfolio Solutions Strategist Digital Offering for employees. The firm utilizes approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing and no individual security trading or margin use.

Rebecca Greene is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Fifth Third Securities in 2020, she worked at Citizens Bank and Citizens Securities, Inc. from 1999 to 2020. Outside of her advisory role, she is an owner and landlord of rental property in Lakewood, Ohio. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, featuring direct indexing and tax-overlay services.

Jeffrey Carney is a financial advisor at PNC Wealth Management in N. Olmsted, OH, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

John Estes is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Ameriprise Financial Services, First Merit Bank, and LPL Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture investment model combining third-party and proprietary strategies, including multiple wrap-fee programs on the Envestnet MAS platform.

James Broderick is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Stratos Wealth Partners and LPL Financial in 2026, he worked at Omega Pensions Inc., Valmark Advisers Inc., Valmark Securities, Inc., Strickland Brothers, AllianceBernstein L.P., and Merrill. Broderick serves as a board member and co-chair of the donor development team at the Rocky River Education Foundation in Ohio. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party investment strategies.

Brent Teague is an investment advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and more than 21 years of industry experience. His work history includes roles at Oswald Financial, Inc., Global Retirement Partners, LLC, and LPL Financial, LLC. Teague is also involved with Financial Wellness Partners, a DBA affiliated with his LPL business. Stratos Wealth Partners serves a diverse clientele including high-net-worth individuals, retirement plans, and charitable organizations, providing services such as financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management through a broad network of investment adviser representatives.

Greg Smith is a financial advisor at The Huntington Investment Company with 27 years of industry experience. He held a position at Key Investment Services LLC for 10 years before joining Huntington in 2024. Outside of his advisory role, he serves as an assistant football coach at Elyria Catholic High School. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model, offering multiple wrap-fee programs and combining third-party and proprietary portfolio management strategies.