Gregory Markus is a financial advisor at Portfolio Medics, LLC with one year of industry experience and holds a Series 65 designation. He has a background in tax and accounting services as the managing partner of taxSmarty Tax and Accounting Services and serves as treasurer/CFO for the Rocky River City School District. Additionally, he manages rental property businesses through Markus Properties U.P. North LLC and Markus Properties of Ohio LLC. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches including model portfolios with mutual funds, ETFs, individual stocks and bonds, and alternative strategies.

Arcie Petty is a financial advisor at Simplicity Wealth with four years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Edward Jones and Huntington National Bank. Outside of her advisory role, she is a member of The Dawson LLC, a business focused on coaching. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and offers technology-driven advisory and operational services including a managed account platform for advisers.

Eugene Welsh Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 32 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2014 to 2019 and has been involved with Professional Management Inc. since 1980, providing tax preparation services for corporate and personal returns. He is also a partner at Strophic, Inc., which manages operations for Aria Financial Group. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and is notable for its predominance of non-discretionary assets under management.

David Ptacek is a financial advisor with intrua Financial, holding a Series 63 designation and 31 years of industry experience. His prior roles include positions at LPL Financial, SII Investments, FSC Securities Corporation, and ownership of TA-Check Financial Ltd, where he also provides tax preparation services. Outside of his advisory work, he owns a senior living franchise and a document storage business. Intrua Financial is a multi-team SEC-registered investment advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to develop customized asset allocations and investment policy statements, implementing strategies via direct management, model portfolios, and third-party managers.

Matthew Matheney is a financial advisor with First Heartland Consultants, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining First Heartland Capital Inc., he worked at Park Avenue Investment Advisory LLC and Guardian Life Insurance Company. In addition to his advisory role, he operates a legal practice through The Law Office of Matthew Matheney LLC. First Heartland Consultants provides advisory services to a diverse client base including individual investors, employer-sponsored retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Alexander Sterba is a CFP® with seven years of experience in financial advisory roles. He currently works at Manning & Napier Advisors, LLC and previously held positions at Marcum Wealth, LLC and Aurum Wealth Management Group. He is based in Rocky River, Ohio. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice to various proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Kimberly Bish is a financial advisor with Key Investment Services LLC, holding the Series 66 designation and bringing 25 years of industry experience. She has worked within Key-related entities since 2003, including Key Bank and KeyBanc Capital Markets. Outside of her advisory role, she volunteers as a speaker for the Ohio Department of Education. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm uses a multi-provider model with discretionary and non-discretionary options, integrating services from affiliated KeyCorp entities and offering wrap-fee programs alongside custodial and ancillary insurance products.

James Matthews is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at KeyBank, W&S Brokerage Services, Western Southern Life, and Empower Behavioral Health. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and integrates with KeyCorp affiliates for additional investment and advisory services.

Dan Romano is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, he is an owner and landlord of a rental property through PAMJ Group LLC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Evan Potts is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Commonwealth and MJ Baker Financial Advisors in 2025. Potts is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, investment management, technology, and compliance support, enabling advisors to offer a broad range of securities and insurance products alongside discretionary model portfolios managed by the firm’s Investment Management and Research team.

Ishmael Thomas is a financial advisor at Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Rocket Mortgage, and Enterprise Rent-a-Car. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Thomas Petrus is a financial advisor with Independent Financial Partners in Avon Lake, OH, holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked for Key Investment Services LLC for 14 years before joining Independent Financial Partners in 2022. Petrus is also involved as an agent in fixed insurance sales and service. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base with both individualized and centralized investment management options, and it has notable expertise in retirement-plan advisory and pension consulting.

Matthew Mowchan is a financial advisor at Fifth Third Securities, Inc. with 31 years of industry experience. He has been with Fifth Third Securities since 1999 and holds Series 63 and Series 66 licenses. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs and portfolio management options via the Passageway platform, combining direct indexing, tax overlay services, and other strategies.

Michael Baker is a Series 66-licensed financial advisor with 27 years of industry experience. He is affiliated with Commonwealth Financial Network and has operated Mj Baker Financial Advisors since 2011. Prior to that, he worked at Cetera Wealth Services, LLC for 11 years. He is also a co-owner of M. J. Baker and Associates Inc, a tax services firm. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting nearly 2,900 advisors and managing over $200 billion in assets. The firm provides a range of managed-account programs, access to third-party managers, and comprehensive back-office services.

Joel Larson is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at KeyBank and Equitable Advisors. Outside of financial advising, he is the sole owner of JRL Homes LLC, a rental property management company. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm utilizes a multi-provider model with discretionary and non-discretionary services and integrates with KeyCorp affiliates for a range of financial and advisory capabilities.

Robert Miller is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at UBS Financial Services, Raymond James & Associates, and Morgan Keegan & Company. Key Investment Services LLC is an SEC-registered investment adviser that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model combining platform services from Envestnet with portfolio management from Key Wealth Chief Investment Office and third-party managers.

Hugo Vazquez Alcala is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has been with Key Investment Services LLC and KeyBank NA since 2024. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and integrates platform services from Envestnet and portfolio management strategies from Key Wealth Chief Investment Office and third-party managers.

Richard Dyson is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, Ameriprise Financial Services, PNC Investments, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Mary Lynn Thornton is a Series 66 licensed financial advisor with 29 years of industry experience. She has been with PNC Wealth Management since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and approved third-party strategists to manage portfolios primarily with mutual funds and ETFs.

Joseph Macfarlane is a financial advisor at Key Investment Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at C.L. King & Associates for 13 years. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model combining discretionary platform implementation with strategist portfolios designed by internal and third-party managers, and it integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.