Maryjo Morello is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked at several firms including LPL Financial LLC and Stratos Wealth Partners, LTD. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers a range of financial planning and portfolio management solutions using both firm- and third-party models, combining active and passive strategies across varying risk profiles.

Jeremy Clark is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at Arbor Point Advisors, Securities America Inc, Beacon Financial Advisory LLC, Lincoln Investment, and Capital Analysts Incorporated. Clark serves on the Board of Directors for the Greater Cleveland Sports Hall of Fame. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides a range of investment management and financial planning services, utilizing multiple program models and third-party platforms to tailor portfolios based on client needs and preferences.

Glenn Hoehnen is a financial advisor with Eagle Strategies (NY Life) based in Lyndhurst, OH, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His career includes longstanding roles with New York Life Insurance Company and Nylife Securities, as well as ownership of Precision Insurance Solutions, LLC, and Precision Financial Solutions. Outside of advisory work, he is involved in brokering non-registered insurance products and has passive investments in cryptocurrency and energy sector opportunities. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with corporate and charitable plan sponsors within an integrated New York Life structure.

Jeffrey Boardman is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Huntington in 2023, he worked at PNC Investments for seven years. The Huntington Investment Company serves individuals—including high-net-worth clients—as well as charitable organizations and businesses, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings from its Private Bank, providing portfolio management, trade execution, and custodial services.

Louis Trivisonno is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Marcum Wealth and ProEquities, Inc. He also serves as Vice President of Fixed Insurance at Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Connor Butler is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Stratos Wealth Partner and PM Graphics. Hantz Financial Services, Inc. serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm employs a diversified, ETF-centered investment approach with both discretionary and non-discretionary mandates and offers a range of financial planning, portfolio management, and related services supported by a broad network of affiliated financial activities.

Bryan Blackburn is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Carnegie Investment Counsel, McDonald Partners LLC, and Wells Fargo Advisors. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a variety of portfolio management and consulting services through a network of over 400 independent investment adviser representatives, employing multiple analytical approaches and fiduciary standards.

Pete Angelokostopoulos is a financial advisor at PNC Wealth Management with 19 years of industry experience. He has been with PNC Investments since 2014 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, primarily investing in mutual funds and ETFs with annual rebalancing.

Jason Green is a financial advisor at The Huntington Investment Company with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Ameriprise Financial Services, NYLIFE Securities LLC, and New York Life Insurance. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture investment model combining third-party sub-managers, proprietary private bank models, and overlay services to manage client portfolios.

Norman Merhaut is a financial advisor with GWN Securities Inc. who holds a Series 63 designation and has 44 years of industry experience. He has worked at Planmember Securities Corporation since 2007 and has been president of NJM Inc., a company focused on marketing fixed annuities, since 1987. He also maintains a long-term association with Northern Life Insurance Company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts, offering a range of investment programs including traditional asset allocation and legacy market-timing strategies.

Timothy Cohen is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Ameriprise, The Huntington National Bank, W&S Brokerage Services, and Western & Southern Life during his career. 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 approach that integrates third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs through the Envestnet MAS platform.

Pamela Vanone is a financial advisor with Kestra Advisory, holding a Series 66 credential and bringing 23 years of industry experience. She has been with Kestra Advisory since 2016 and has also been associated with Kestra Investment Services, LLC since 2006. She serves as a financial advisor and retirement plan consultant through Magis Advisory Group, LLC, focusing on financial planning, retirement plan management, and related services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Martha Royan is a Series 65-licensed financial advisor with Transamerica Financial Advisors, bringing 14 years of industry experience. She has held multiple roles concurrently, including ownership of MWR Consulting, LLC, and participation in several consulting and referral activities related to Medicare, estate law, and student loan restructuring. Royan is also involved in life coaching through Life Mastery Consulting and health insurance sales with Champion Health and Cornerstone Senior Marketing. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, and charitable organizations, utilizing model portfolios and third-party managers as part of its advisory approach. The firm supports clients through a large advisor network and multiple program platforms, with regulatory assets under management around $1.7 billion.

Jose Albornoz is a financial advisor with Eagle Strategies (NY Life) in Painesville, OH, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His career includes roles at New York Life Insurance Co, Nylife Securities LLC, and Eagle Strategies, where he has been since 2022. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and benefit plans, and charitable organizations. The firm emphasizes tailored recommendations and offers multiple program types, with a majority of assets managed on a non-discretionary basis.

Luke Washburn is a financial advisor with Kestra Advisory in Cleveland, OH, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Washburn Asset Management LLC and Ameriprise Financial Services, Inc., as well as service in the United States Army Reserve for over two decades. Outside of finance, he works intermittently as a freelance musician and trumpet player. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

James Albanese is a CFP® and ChFC® with 34 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through its affiliated entities, including a trust-only bank and in-house tax and business consulting services.

Nathaniel Fullmer is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Primerica Advisors, Crosscountry Mortgage, and Edward Jones. Outside of finance, he is the owner of Cleveland Sauce Company LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and delegates portfolio implementation to approved strategists.

Michael Conley is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise from 2000 to 2013. Conley serves on the City of Highland Heights Board of Building and Zoning Appeals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

John Ruebsteck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. He has worked at PNC Investments since 2018 and previously spent four years at LPL Financial and Stratos Wealth Partners. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy currently available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to approved third-party strategists.

Robert Mcguigan is a financial advisor at Hantz Financial Services, Inc. in Willoughby, Ohio, holding a Series 66 designation with 11 years of industry experience. He has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and provides a range of financial planning, wealth management, and fiduciary services.