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.

Kyle Heksch is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 14 years of industry experience. He has been affiliated with both Stratos Wealth Partners and LPL Financial since 2012. Heksch provides administrative support to Stratos Wealth Partners and operates a DBA business related to LPL Financial and Stratos Wealth Partners activities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse clientele including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an IAR-driven model and an open-architecture investment approach that integrates multiple third-party platforms and managers.

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.

Justin Horton is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 63 designation and has 22 years of experience in the industry. Prior to joining Stratos in 2010, he worked at LPL Financial and Osaic FA, Inc. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions.

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.

John Krajnik is a financial advisor with NewEdge Advisors and holds the Series 66 designation. He has 19 years of industry experience, including prior roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of his advisory work, he contributes automotive advice on Pelicanparts.com and is a co-author of the books *Retire Like a Shark* and *Retire Abundantly*. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to provide tailored investment solutions.

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.

Ian Murphy is a CFP® with six years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has previously worked at Morgan Stanley Smith Barney LLC and Tailored Management. Murphy is based in Chagrin Falls, Ohio. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture platform.

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.

Bryan Garber is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously operated as co-owner of Evexia Cafe & Market LLC. His prior work experience also includes over a decade at MT Industries DBA Sunless Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation. The firm’s approach uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs, focusing on automated portfolio management without individual security trading.

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.

James Steinmetz is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he worked at Equitable Advisors, LLC, and has held roles in diverse fields including food service and mortgage lending. Outside of his advisory work, Steinmetz is involved with Western Reserve Distillers, where he assists with food preparation and service. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Patricia Orantek is a financial advisor at Merrill with 20 years of industry experience, holding Series 63 and Series 66 credentials. She has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer George is a financial advisor at LPL Financial in Pepper Pike, OH, holding the Series 66 designation. She joined the firm in 2025 and has prior experience in education and library services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio management strategies and technology tools.

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.

Thomas Udelson is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Kelli Benedejcic is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James and Associates, KeyBank, and Edward Jones Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and structured discovery conversations.