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.

David Karbon is a CFP® with 21 years of industry experience, currently serving at Citizens Securities, Inc. since 2005. In addition to his advisory role, he is the Chief Financial Officer at ALP Music, LLC, where he oversees financial statements and consults on projects on a profit-sharing basis. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services.

Regina Lewis is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she focuses on helping clients develop personalized strategies to pursue their financial goals. She works closely with clients to understand their priorities and create tailored plans addressing retirement planning, investing, funding education, and managing unexpected expenses. Regina holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Her educational background includes a high school diploma from Ellison High School, an associate’s degree from Wayne County Community College, and a bachelor’s degree from Walsh College. Her approach emphasizes simplicity and transparency in wealth planning to support clients through their financial journeys.

Renee Kapanke is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Kapanke has been with Fifth Third Securities since 2013 and has also worked with Fifth Third Bank since 2012. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers a range of discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with features such as direct indexing and tax-overlay services.

Joshua Tremmel is a financial advisor with Citizens Securities, Inc. in Rocky River, Ohio, holding a Series 66 designation and having 10 years of industry experience. Prior to Citizens Securities, he worked at Eagle Strategies and New York Life Insurance and related entities between 2016 and 2020. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. Its advisory offerings include a digital advisory program that uses proprietary algorithms and a client risk-tolerance questionnaire to recommend ETF-based portfolios, alongside managed account services and commission-based brokerage.

David Frimel is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses, and has 23 years of industry experience. He has been with PNC since 2010. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithmic risk assessment and investments in mutual funds and ETFs with annual rebalancing.

Gregory Guluzian is a financial advisor with Principal Financial Services, holding a Series 63 designation and 15 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he is involved in fixed life and annuities insurance activities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Cole Gest is a financial advisor at RBC Rochdale, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Charles Schwab, and Northwestern Mutual. RBC Rochdale serves a diverse client base that includes high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis to construct tailored portfolios across various asset classes.

Matthew Kuzma is a financial advisor with Eagle Strategies (NY Life) in Fairview Park, OH, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked with Eagle Strategies since 2022 and has prior experience at Nylife Securities LLC, New York Life Insurance Co., Key Investment Services LLC, and KeyBank. Outside of his advisory role, he owns Super Kuzma Bros LLC, a business reselling sports memorabilia and media products online. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on advisory services related to insurance and annuity products.

James Vitou is a CFP® with seven years of industry experience, currently serving at AE Wealth Management, LLC. He previously worked at Horter Investment Management, LLC and Aon Risk Solutions, and has been a partner at Vitou Financial Services, LLC since 2018. Vitou also presents retirement seminars as an Associate of Financial Consultants. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual clients, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and operates a large-scale platform managing nearly $50 billion in assets across more than 127,000 clients.

Shawn Brunner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth since 2011 and is also associated with MJ Baker & Associates, where he has been active since 2006. Outside of his advisory roles, he co-owns and manages commercial real estate through a private entity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, technology, and compliance.

Carl Hendrix is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 21 years of industry experience, including roles at Principal Securities, Principal Life Insurance Company, Empower, and STANDARD. He also serves as a bank officer at Principal Bank & Trust Company, supporting retirement plan account relationships across insurance, broker-dealer, and bank trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jason Christopoulos is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, and Fifth Third Securities. Outside of advising, he is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Jonathan Clark is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds a Series 65 designation and has operated Clark Wealth Management since 2015 and Clark Financial Services since 2004. Clark is also licensed as a life and health insurance agent in Ohio, offering life, long-term care, and health insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Aaron Jameyson is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Citizens Securities and its affiliated entities since 2019, with prior experience at PNC Bank and Marsh Plating. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Kenneth Fox Jr. is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Prior to joining Hightower in 2022, he worked at LPL Financial LLC and ValMark Advisors, Inc. among other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Richard Beach is a CFP® professional with 29 years of industry experience, currently serving at GWN Securities Inc. since 2008. He has held a long-term role at Reserve Financial Agency Corporation since 1985, where he is involved in investment and insurance sales. 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 individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including strategies that incorporate market-timing and momentum-based approaches.