Austin Millar is a financial advisor at PNC Wealth Management with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked previously at Fidelity Brokerage Services and PNC Bank. His background includes roles outside finance, such as with Ohio Basketball and HR Block. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio strategy available by invitation to certain employees. The firm uses algorithm-driven risk assessment and delegated portfolio management within these programs.

Christopher Divito is a financial advisor at Independent Financial Group, LLC with 36 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Independent Financial Group in 2009, he worked at Waterstone Financial Group, Inc. from 2006 to 2009. Divito serves on the Board of Directors of Westlawn Square Unit Owners Association. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a mix of strategic asset allocation and multi-manager portfolios using both passive and active strategies, offering services through various platforms and third-party manager programs.

Angelina Gerovac is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at McDonald Partners LLC and PNC Investments. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture investment approach combining third-party sub-managers and proprietary Private Bank models, offering various wrap-fee programs on the Envestnet MAS platform.

Bryon Baylog is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with various Bankers Life entities since 2011, including roles in insurance and annuity sales and training agents. Baylog also serves as Treasurer on the Aynsley Court Condominium Board of Directors. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ objectives and risk tolerances.

Dennis Champa is a financial advisor at &PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and municipal advisory services through a combination of proprietary and third-party strategies.

Richard Muccio is a financial advisor with GWN Securities Inc. in Westlake, Ohio, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at GWN Securities since 2007 and also operates RMM Financial. Outside of advisory work, he is actively involved in the health insurance industry, serving as past president of the Northeast Ohio Health Underwriters Association and holding leadership roles with the Ohio and National Associations of Health Underwriters, including creating and teaching insurance continuing education classes. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Ashley Graham is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2017 and previously held roles at Mayfield Financial Services and Cambridge Investment Research Inc. Outside of her advisory work, she is a notary public in Lakewood, OH. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, managed wrap and non-wrap programs, access to various model portfolios and sub-advisory solutions, delivered through a large network of investment adviser representatives.

Tyler Ankrom is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Miami University. Ankrom has been involved with Wobdale LLC, a non-investment-related business based in Akron, Ohio. Stratos Wealth Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Robert Bove is a financial advisor with Stratos Wealth Partners, Ltd in Avon, OH. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior work includes roles at LPL Financial LLC, Strategic Investment Solutions, Purshe Kaplan Sterling Investments, Pension Portfolio Management, and Waterstone Financial Group. Stratos Wealth Partners serves a diverse range of individual and institutional clients, providing financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a wide network of investment adviser representatives. The firm combines individualized asset allocation with active monitoring and access to both proprietary and third-party strategies across multiple custodians.

Thomas Kehoe is a CFP®, ChFC®, and Series 63 holder with 29 years of industry experience. He has worked at Independent Financial Group, LLC since 2016 and previously spent ten years at MSI Financial Services, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services using both firm- and third-party models, combining passive and active investment exposures across various risk profiles.

Zachary Stillman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following prior roles at PNC Bank, PNC Investments, Cetera Advisor Networks, and Vantage Financial Group. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients maintain final decision-making authority.

Matt Mitterholzer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Financial Representative, Relationship Manager, and Planning Consultant. In his current role, Matt partners with clients and their families to develop personalized financial plans that they are comfortable and confident with. Matt's experience spans multiple facets of financial advising, allowing him to guide clients through comprehensive financial planning. His approach involves getting to know clients both personally and financially to co-create plans tailored to their needs. Outside of his professional work, Matt enjoys baseball, family activities, social events with friends, parenthood, and volunteering.

Steven Wickstrom is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He collaborates with high net worth families, individuals, and successful business owners to develop and review financial goals, providing personalized wealth management strategies that address various client needs including retirement planning, legacy planning, and portfolio management. His approach involves working closely with clients to create a financial strategy tailored to their long-term objectives. Steven holds a Bachelor's Degree from The Ohio State University and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with professional organizations such as the National Association of Plan Advisors and FINRA. He participates in local community events and expresses an interest in activities such as cooking, fishing, golfing, hunting, running, and watching movies.

Todd Carmel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been associated with Raymond James and its affiliated entities since 2012 and is the owner of TDM Financial LLC. Additionally, he is a partner in TDA LLC and involved in an agricultural business, Mother Earth Real Estate LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dillon Barry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience and has worked at Mass Mutual Investors Services since 2023, as well as MassMutual Life Insurance Co/The Voss Group since 2021. His prior work includes roles at Miami University and Bay Village High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning using firm-approved analytical tools, with implementation of recommendations requiring separate brokerage or insurance arrangements.

Mark Green Jr. is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and JPMorgan Chase Bank, N.A. alongside his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Anita Adams is a financial advisor with LPL Financial in Avon, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at LPL Financial during two periods totaling eight years, and has prior experience with Lincoln Investment Planning, Legend Advisory, The Huntington Investment Company, and Firstmerit Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research in both discretionary and non-discretionary management.

Connor Dionisopoulos is an Investment Consultant at Fidelity Investments, where he provides financial planning and guidance tailored to clients' needs, including point-in-time transactions and ongoing advisory relationships. He leverages Fidelity's resources to address key financial topics important to his clients. Connor began his career at Fidelity Investments in 2022, progressing through roles such as Financial Representative, Relationship Manager, and Planning Consultant before his current position. Prior to joining Fidelity, he worked as a Retirement Planning Services Associate at Charles Schwab from 2020 to 2021. Outside of his professional role, Connor is a dedicated Cleveland Browns fan, enjoys fitness, football, golf, music, and reading, and is a pet owner as well as an uncle.

Joseph Caruso Jr. is a financial advisor with RBC Capital Markets in Westlake, OH. He holds the Series 63 and Series 65 designations and has 52 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Coleen Paradissis is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds the Series 66 and Series 63 designations and has been with JPMorgan Securities LLC since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.