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.

Michael Syrowski is a financial advisor with Principal Financial Services based in Avon Lake, Ohio. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior work history includes roles at Principal Securities, Principal Life Insurance, Nationwide Investment Services Corporation, and Pentegra Distributors, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gary Sprecher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 16 years before joining Commonwealth and True North Investment Partners in 2023. Sprecher has been involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, compliance, and practice-management support, enabling advisors to construct portfolios from a broad array of securities and insurance products.

Andrew Timko is a financial advisor with Fifth Third Securities, Inc. in Parma Heights, Ohio. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including over two decades with Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a large bank affiliation to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

Morgan Woods is a financial advisor with Commonwealth Financial Network in Avon Lake, Ohio, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Commonwealth, Woods held roles at MJ Baker Financial Advisors and Citizens Bank, among others. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Scott Clark is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Clark is based in Westlake, Ohio. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm employs algorithm-driven risk assessment and outsourced portfolio implementation using mutual funds and ETFs.

Eric Proszek is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at PNC Investments and associated PNC entities. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, and business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party and proprietary investment strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

Theresa Sdrakas is a financial advisor with Fifth Third Securities, Inc. in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Fifth Third Securities since 2010 and has worked at Fifth Third Bank since 2000. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Daniel Vieland is a financial advisor with Stratos Wealth Partners, Ltd in Westlake, Ohio, holding a Series 66 designation and 22 years of industry experience. His career includes roles at LPL Financial, JPMorgan Securities, Charles Schwab, Edward Jones, TD Ameritrade, Chase Investment Services, Citizens Securities, and Waddell & Reed. Stratos Wealth Partners serves a broad range of individual and institutional clients by providing financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and offers services across multiple custodians and platforms.

Ryan White is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, PNC Investments, and Citizens Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary Private Bank portfolios, primarily offering wrap-fee programs through the Envestnet MAS platform.

Eric Rotolo is a financial advisor at PNC Wealth Management with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial, The Huntington Investment Company, and The Middlefield Banking Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio service available by invitation that uses algorithm-driven risk assessments and invests via mutual funds and ETFs with annual rebalancing.

Daniel Hogan is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and over 40 years of industry experience. Prior to joining Huntington in 2017, he worked at Keybanc Capital Markets Inc. for 18 years and has been with Ameriprise Financial Services since 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, corporations, and business entities. The firm utilizes an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models with a range of wrap-fee programs offered through the Envestnet platform.

Pablo Torrico Alvarez is a Series 66-registered financial advisor at Citizens Securities, Inc. in Rocky River, OH, with two years of industry experience. His prior roles include positions at LPL Financial, Sun Federal Credit Union, and Chase Bank. He is a member of the Northwest Ohio Hispanic Chamber of Commerce. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary and non-discretionary investment solutions and is wholly owned by Citizens Bank, N.A.

Anthony Tuccini is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Citizens Securities and Citizens Bank since 2018, as well as at PNC Bank and PNC Investments from 2010 to 2018. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory solutions include a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency, and it is wholly owned by Citizens Bank, N.A.

Kyle Lybarger is a financial advisor with The Huntington Investment Company in Rocky River, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at The Huntington Investment Company since 2008 and spent one year with Ameriprise starting in 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services using an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank offerings.

Kasey Walton is a financial advisor with Bankers Life Advisory Services, Inc. holding Series 63 and Series 65 licenses and seven years of industry experience. Walton has worked at various Bankers Life entities since 2016, including Bankers Life Securities and Bankers Life & Casualty, where they also provide life and health insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients' goals and risk tolerances.

Kevin Kozlowski is a financial advisor with Fifith Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2011. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage channels. The firm offers various managed account programs on the Passageway platform, employing multiple investment strategies and third-party portfolio managers.

Slaiman Saab is a financial advisor with The Huntington Investment Company, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked with Huntington-affiliated firms continuously since 2014. Outside of his advisory role, he manages a rental property. 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 offers a variety of wrap-fee programs on the Envestnet MAS platform utilizing an open-architecture model that combines third-party and affiliate-managed strategies.

Austin Millar is a financial advisor at PNC Wealth Management with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked previously at Fidelity Brokerage Services and PNC Bank. His background includes roles outside finance, such as with Ohio Basketball and HR Block. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio strategy available by invitation to certain employees. The firm uses algorithm-driven risk assessment and delegated portfolio management within these programs.

Christopher Divito is a financial advisor at Independent Financial Group, LLC with 36 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Independent Financial Group in 2009, he worked at Waterstone Financial Group, Inc. from 2006 to 2009. Divito serves on the Board of Directors of Westlawn Square Unit Owners Association. Independent Financial Group 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 mix of strategic asset allocation and multi-manager portfolios using both passive and active strategies, offering services through various platforms and third-party manager programs.