Todd Simon is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Wealth Management since 2009. Outside of his advisory role, he coaches youth basketball for the Olmsted Falls Basketball Association. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to approved strategists and third parties.

Kevin Doyle is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Citizens Securities since 2020 and previously held positions at Fifth Third Securities and various New York Life entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program based on ETF portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Jeffrey Hurst is a CFP® certificant with 43 years of industry experience, currently serving at Principal Financial Services. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. In addition to his advisory role, he holds a bank officer position at Principal Bank & Trust Company, supporting retirement plan account relationships across the firm's insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Robert Wilber is a financial advisor with SPC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2010. Outside of his advisory role, he is an owner of the Financial Mentoring Foundation and serves as a Notary Public in Lorain County, Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Sandra Film is a financial advisor at The Huntington Investment Company with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at PNC Investments for 15 years before joining Huntington in 2024. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary private bank models.

Derrick Cope is a financial advisor with Fifth Third Securities, Inc. in Brunswick, Ohio, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. Fifth Third Securities 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 tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated corporate structure.

John Vitou is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at MetLife and MetLife Investors Distribution Company. In addition to his advisory role, he is involved in insurance sales through Vitou Financial Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Tom Burchell is a CFP® with 18 years of experience in the financial services industry. He has worked at Citizens Securities, Inc. since 2020, and previously spent over a decade with Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating also as a broker-dealer and insurance agency.

Jennifer Kahl is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 23 years of industry experience. She has worked at NewEdge Advisors since 2021 and previously at Mid Atlantic Financial Management, Inc. from 2013 to 2021. In addition to her advisory role, she is a co-owner and advisor at The Kahl Group, LLC, where she provides financial planning and advisory services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

Stephen Dzurec is a financial advisor at Stratos Wealth Partners, Ltd with 22 years of industry experience. He holds a Series 63 designation and has previously worked at Cetera Advisor Networks, Strategic Investment Solutions, and Purshe Kaplan Sterling Investments, among others. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations, offering financial planning, advisor-managed wrap and non-wrap 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 across multiple custodians.

Mary Terry is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2005, with additional experience at Cambridge Investment Research Advisors and True North Investment Partners, where she is the owner. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Vincent Mars is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to employees. The firm utilizes algorithmic assessments to guide model selection and delegates portfolio implementation to third-party managers.

Megan Barnes is a Series 66 licensed financial advisor at &PARTNERS with nine years of industry experience. She has worked at several firms, including Wells Fargo Clearing, Private Client Services, and Lincoln Financial Advisors. Barnes holds a minority ownership interest in County Line Capital Partners, LLC, an investment entity. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary account management.

Samuel Hardin is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2025. Prior to this, he was employed at LM Kohn & Company from 2021 to 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

John Donnelly is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services and PNC Investments. Donnelly has also been associated with Cleveland State University since 2017. He is elected to serve on the FINRA Regional Committee for the Midwest Region, which discusses industry trends several times a year. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client direction in model selection, ongoing monitoring, and due diligence while providing access to third-party discretionary managers and supervisory oversight.

Brandon Ellis is a CFP® with 10 years of industry experience, currently an advisor at The Huntington Investment Company. He has worked at Ameriprise since 2026 and was previously with PNC Investments from 2014 to 2018. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm sponsors multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary offerings from its Private Bank.

Megan Robbins is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Key Investment Services for 14 years. Outside of her advisory role, Megan volunteers as a foster caregiver for senior and hospice dogs through the Friendship Animal Protective League. 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 provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

James Vitou is a ChFC® credentialed financial advisor with 10 years of experience at AE Wealth Management, LLC. He previously worked at Horter Investment Management for eight years and has been a founding partner of Vitou Financial Services since 1990, where he is involved in insurance sales. He also serves as a seminar presenter for the Association of Financial Consultants. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

John Jolliffe is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at PNC Investments since 2019, following roles at Citizens Securities Inc. and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies with mutual funds and ETFs.

Gregory Forsythe is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include twelve years at Fifth Third Securities and one year at Ameriprise Financial Services. He is based in Strongsville, Ohio. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through the Envestnet MAS platform and utilizing an open-architecture investment model that includes proprietary Private Bank offerings.