Paula Strumbly is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 21 years of industry experience. Her prior roles include positions at Stratos Wealth Partners, Ltd and LPL Financial, LLC. Independent Financial Group, LLC 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 combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both passive and active investment exposures through various platforms and third-party programs.

Shannon Barry is a financial advisor with Osaic Advisory Services, LLC, holding 20 years of industry experience. Prior to joining Osaic, Barry worked at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors. Barry’s work includes corporate retirement plan design and management. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and other related services, delivering advisory solutions through various program models and utilizing multiple custodians and third-party platforms.

Eric Sanow is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with 15 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and manages portfolios through approved strategies executed with mutual funds and ETFs.

Brian Bruscino is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Suntrust Advisory Services and Suntrust Investment Services since 2020, as well as at U.S. Bancorp Investments from 2012 to 2020. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Kevin Davenport is a financial advisor with Commonwealth Financial Network in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he serves as a board member for the City of Berea Planning Commission. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Marquis Lewis is a CFP® and Series 65-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cleveland, OH. He has two years of industry experience, including prior roles at Marcum Wealth. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Laurie Longstreth is a financial advisor with Independent Financial Partners, holding a Series 63 designation and 25 years of industry experience. She has worked at IFP Securities, LLC since 2019, Independent Financial Partners since 2012, and LPL Financial Corporation from 2010 to 2019. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Eileen Burkhart is a CFP®-designated financial advisor with 37 years of industry experience, currently affiliated with Clearstead and Clearstead Advisory Solutions in Cleveland, OH. Her prior experience includes roles at Raymond James & Associates, EMB & Co LLC, Clearstead Advisors, and Commonwealth Financial Network, as well as operating her own firm, Eileen M. Burkhart & Company, LLC. She is also involved in selling fixed insurance under her own private entity and serves as president of Eileen M. Burkhart & Company, LLC. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets, applying institutional investment disciplines across a range of account types and utilizing proprietary strategies such as Direct Indexing.

Andrew Grannis is a Series 66-licensed financial advisor at Independent Financial Partners with 10 years of industry experience. He has worked at Independent Financial Partners since 2016 and previously spent three years at LPL Financial, LLC. Grannis is also involved with Blueprint Financial Corporation, a registered investment advisory firm based in Cleveland, OH. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves a diverse client base, including individuals, charitable organizations, corporations, and high-net-worth clients, and offers a decentralized advisory model alongside formal retirement-plan and pension consulting capabilities.

Isaac Bushen is a CFP® professional affiliated with &Partners, with experience working at multiple firms since 2022. His prior roles include positions at Davenport Wealth Management, Commonwealth Financial Network, and Bucholtz & Germo. He also has experience in fixed insurance sales conducted during business hours. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services. The firm employs a variety of analytical approaches and manages assets both directly and through third-party managers under its dual registration as a registered investment adviser and broker-dealer.

Brandon Dunn is a financial advisor with Wealth Enhancement Advisory Services, LLC in Cleveland, OH. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group in 2025, he worked at Marcum Wealth, LLC for five years and AdviseMe National Advisors for four years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach blending passive and active strategies overseen by an internal Investment Committee.

Adam Adamo is a financial advisor with VOYA Financial Advisors, Inc. and holds a Series 66 designation. He has 14 years of industry experience and has been with VOYA Financial Advisors since 2014. Adam is also associated with The Verdi Group, a marketing entity for the sales and service of financial services products. He serves on the Board of Trustees for Cornerstone Christian Academy, involved in strategic planning for the school. VOYA Financial Advisors serves a diverse client base including individual investors, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers comprehensive financial planning, portfolio management, and consulting services through multiple program structures and combines advisory and broker-dealer activities.

Alexander Jeffries is a financial advisor at Hightower Advisors with a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2025, he held roles at Eileen M. Burkhart & Co., Commonwealth Financial Network, and Valmark Securities. Outside of his advisory work, Jeffries serves as Executive Secretary and Membership Director of the Cleveland Memorial Society, a nonprofit focused on providing resources and negotiating lower-cost funeral arrangements. Hightower Advisors offers investment advisory and planning services to individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers. The firm supports a range of strategies and asset types, with particular expertise in institutional mandates and international investment considerations.

Jennifer Stoll is a CFP® with 17 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having previously worked at PNC Investments for 12 years. She is based in Cleveland, OH. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Jessica Novak is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 18 years of industry experience. She has worked with various PNC entities since 2013, including PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing.

David Le Mond is a financial advisor at Farther with 26 years of industry experience. He holds Series 65 and Series 63 licenses and spent 25 years at Edward Jones before joining Farther in 2025. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with a focus on ETFs, mutual funds, individual equities, and fixed income.

Jonathan Meyer is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and six years of industry experience. His background includes roles at PNC Investments, PNC Bank, Nationwide Insurance, and Upshift Cincinnati. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution that uses approved model strategies managed by PNC or third-party strategists.

Tia D'aveta is a financial advisor with Hightower Advisors, holding a Series 65 credential and nine years of industry experience. She previously worked at Fairport Wealth for three years before joining Hightower in 2017. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions through affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to a variety of investment vehicles, supported by proprietary research and a focus on operational features such as rebalancing and tax-managed strategies.

Kevin Pietrzyk is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Marcum Wealth LLC and Strategic Wealth Partners. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Emily Shacklett is a financial advisor with Hightower Advisors, holding the PFS™ designation and Series 66 license, with 18 years of industry experience. She has worked at Hightower Advisors since 2019 and previously spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.