Spencer Dieck is a financial advisor at Stratos Wealth Advisors LLC with 13 years of industry experience. He previously worked at Beacon Financial Advisory LLC and Beacon Financial Partners. In addition to his advisory role, he serves as a financial analyst at Pistone Wealth Advisors, focusing on investment analysis, trading, financial plan design, marketing, and client support. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers customized financial planning, portfolio management, and third-party manager programs tailored to client goals.

Matthew Levine is a financial advisor with Independent Financial Partners holding Series 63 and Series 66 designations and 35 years of industry experience. He worked at key Investment Services LLC for 10 years before joining Independent Financial Partners in 2022. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with a multi-advisor platform, serving individual, charitable, corporate, and high-net-worth clients, and offers notable retirement-plan advisory and pension consulting capabilities.

Michael Lausin is a financial advisor with Lincoln Investment in Willoughby, OH, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Lincoln Investment since 2014. Outside of his advisory role, Lausin assists with administrative tasks at RKL Financial LLC and serves as an agent handling life insurance and fixed annuities. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team and third-party managers.

Adriana Bastos Randall is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her career includes roles at Merrill, Raymond James & Associates, and Thomas McDonald Partners. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs and portfolio management options supported by its affiliation with Fifth Third Bank.

Michael Granito is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds the Series 66 designation. He has eight years of industry experience and previously worked at Marcum Wealth, LLC, ProEquities, Inc., and other firms. Wealth Enhancement Advisory Services provides 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 that blends passive and active management with quantitative, momentum, and fundamental analysis.

Anthony Podojil is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Arbor Point Advisors and Cedar Brook Financial Partners. Outside of his advisory role, Podojil serves on the board of the Lake/Geauga Educational Assistance Foundation, acts as president of the board for ISTEM, a public education school, and is involved in educational consulting and nonprofit leadership. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base such as individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services including investment management, financial planning, and retirement plan consulting through multiple program models that utilize both proprietary and third-party platforms.

Bradley Schlang is a financial advisor at Osaic Advisory Services, LLC with 30 years of industry experience. He holds a Series 63 designation and has worked at firms including Arbor Point Advisors and Securities America Advisors. Schlang serves on several nonprofit boards, including as a trustee and finance committee member for Wingspan Care Group and Bellefaire JCB, and is involved with the Jewish Federation of Cleveland and Mt. Sinai Health Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, with portfolios constructed using proprietary and third-party platforms.

Brenda Johnson is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is affiliated with Commonwealth Financial Network and BDS Financial Network, where she has worked since 2012 and 2014, respectively. Johnson is the sole owner of Brenda Johnson, LLC, a private entity established for tax purposes and securities business facilitation. 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. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

Joseph Suster is a financial advisor at &PARTNERS with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bucholtz & Germo, TrueHarbor LLC, Commonwealth Financial Network, and various other organizations. &PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

David Bucholtz Jr. is a CFP® professional with 31 years of industry experience. He is currently with \u0026Partners and has previously worked at Michael Germo Dba Financial Planning Resources, Bucholtz \u0026 Germo, and Commonwealth Financial Network. In addition to his advisory work, he is president and owner of Bucholtz Consulting, LLC, which operates securities and insurance businesses, and he also provides tax preparation services. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan services through a combination of proprietary and third-party strategies, using a variety of analytical approaches.

Sara Majer is a financial advisor at Benjamin F. Edwards & Company, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards since 2011, following prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management that combines proprietary strategies with third-party models.

Smita Samant is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2012. She holds the Series 63 license and operates a private entity, Smita Samant, LLC, related to her securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Chad Mc Whorter is a CFP® with six years of industry experience, currently advising at Hantz Financial Services, Inc. since 2019. His prior work includes roles at the Center for Career Services and John Carroll University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Zachary Williams is a financial advisor at Wealth Enhancement Advisory Services, LLC with 15 years of industry experience. He holds a Series 63 designation and has worked at firms including Marcum Wealth, LLC, Appreciation Financial, and Cetera Advisors LLC. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Michael Van Himbergen is a CFP® with 23 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Aurum Wealth Management and ProEquities, Inc. Wealth Enhancement Advisory Services provides 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, risk-class based investment approach that combines passive and active management, supported by an internal Investment Committee.

Dominic Campomizzi is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at ADT Safe Haven, Burger King, and Highland Local School District. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers a range of investment options within customized portfolios.

Caden Johnson is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Bankers Life since 2016. In addition to his advisory role, he manages a team of agents responsible for hiring and training, and is appointed to write business for Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Leahmarie Lamonica is a financial advisor at Hantz Financial Services, Inc. in Willoughby, OH, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Hantz Financial Services since 2014, totaling 12 years at the firm. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios supplemented by third-party managers and employs a comprehensive asset-allocation framework with technology-assisted trade execution and tax-loss harvesting.

Carmelito Olaes Jr. is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and previously spent seven years with Merrill. He is also licensed in real estate and passed the exam to sell family property at a reduced commission. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of financial planning and investment management services through an open-architecture model that integrates multiple third-party platforms and managers.

Gregory Resnick is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors, Axa Advisors, LLC, and Citizens Securities Inc. since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account available to select employees. The firm’s approach involves algorithm-driven portfolio recommendations and delegated portfolio implementation using mutual funds and ETFs.