Susanne Swanson is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously held roles at PNC Investments and PNC Bank from 2009 to 2017. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed options.

Alexander Bryan is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds a Series 66 license and has previously worked at LPL Financial LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, Bryan has experience in the food service industry, including a role at Nagoya Japanese Steakhouse. Stratos Wealth Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

William Romano is an advisor at Stratos Wealth Partners, Ltd., holding a Series 66 designation with one year of industry experience. Prior to entering the financial industry, he served nearly three decades in fire departments, including the City of Akron and Medina Fire Departments. Stratos Wealth Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Edward Wilson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is involved in Wilson Settlement Consulting, a home-based non-investment related activity. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a broad network of investment adviser representatives.

Michael Leichner is a financial advisor with Eagle Strategies (New York Life) based in Pepper Pike, OH, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2013 and also operates Leichner Financial Group, Inc., which brokers non-registered insurance products in addition to New York Life products and services. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advisory solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Jean Phelps is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She held a position at UBS Financial Services for 19 years prior to joining Janney Montgomery Scott in 2026. Phelps holds a Series 63 designation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base that includes individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Margie Carpenter is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Farther Finance Advisors, LLC since 2022 and previously spent 12 years at Bell Tower Advisors, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses a Modern Portfolio Theory-based approach implemented via bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Janet Bauer is a financial advisor with Osaic Advisory Services, LLC, holding 21 years of industry experience. Her career includes roles at Lincoln Financial Advisors Corp, Beacon Financial Group, Inc., and Private Client Services. She has been with Osaic Wealth since 2026. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and lending solutions, utilizing multiple program models and a combination of proprietary and third-party platforms.

Joseph Nicholson is a financial advisor with The Huntington Investment Company in Stow, Ohio. He holds the Series 66 credential and has five years of industry experience. Prior to joining Huntington, he worked at Edward Jones and DoorDash, and he has also served as a substitute teacher in K-12 classrooms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through a range of wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party and affiliate portfolio strategies, offering discretionary account management and overlay services.

Morgan Goldthwaite is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 10 years of industry experience. Prior to joining Huntington, Goldthwaite worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2022. 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 multiple wrap-fee programs on the Envestnet MAS platform.

Kenneth Kowall is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing seven years of industry experience. He has also been associated with LPL Financial since 2017 and operates Kowall & Company, which provides accounting and tax preparation services. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives who utilize a combination of proprietary and third-party strategies.

Jon Pawlowski is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 66 credentials. He has 17 years of industry experience, including prior roles at Key Investment Services LLC and LPL Financial. He operates through both Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, managed programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives utilizing both proprietary and third-party strategies.

Noel Becker is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He worked at UBS Financial Services for 19 years before joining Janney Montgomery Scott in 2026. Outside of his advisory role, he is the proprietor of LLCs involved in recreational land and residential property ownership. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management.

Jennifer Thorne is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 licenses. She has 27 years of industry experience, including previous roles at Beacon Financial Group, Cambridge Investment Research, and Wells Fargo Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various advisory services through multiple program models, combining proprietary guidance with third-party platforms and managers.

Conner Peine is a financial advisor at Oppenheimer with a Series 66 credential and less than one year of industry experience. His background includes roles with The Church of Jesus Christ of Latter Day Saints and work at Bread Financial and Amazon. He has also been involved with Brigham Young University and operated a custom landscape borders business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charities, and other entities. The firm offers a range of discretionary and non-discretionary investment programs and consulting services across multiple asset classes, maintaining custody of client assets while managing both advisory and broker-dealer businesses.

Gavin Judge is a financial advisor with Commonwealth Financial Network based in Hudson, Ohio. He holds the Series 66 designation and has one year of industry experience, including prior roles at Valmark Securities, Applied Financial Concepts, and FinTeam Business Consulting. Before entering the financial industry, he operated a painting and repair business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm manages around $212.7 billion in client assets and provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

William Casale is a financial advisor with The Huntington Investment Company, holding Series 66 and Series 63 licenses and having 10 years of industry experience. His prior roles include positions at Ameriprise, PNC Investments, PNC Bank, and JPMorgan Chase Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate offerings.

Ashton Stachowski is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Bankers Life, he worked with Cambridge Investment Research and Cantella & Co., Inc. Outside of his advisory role, Stachowski owns and operates Garden Girl Flower Farm, cultivating and selling cut flower bouquets at farmers markets in northeast Ohio. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation and tax-efficient strategies. The firm integrates fundamental, technical, and cyclical analysis to guide investment decisions and offers access to third-party submanagers through wrap programs.

Natalie Black is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Ameriprise. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2015. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

Michele Ferrara is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 16 years. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.