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.

Michael Germo is a CFP® professional with 45 years of industry experience. He is currently with &PARTNERS and has previously worked at Commonwealth Financial Network, Financial Planning Resources, and Royal Alliance Associates. Outside of his advisory work, he provides tax preparation and accounting services through Michael A. Germo Tax Services. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of proprietary and third-party portfolio management strategies delivered via the Envestnet platform.

Robert Koeth is a ChFC® credentialed financial advisor with 55 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. The firm serves a diverse client base including individual investors, charitable organizations, corporate and business clients, and retirement plan sponsors. Hantz Financial Services employs a model-driven ETF investment approach combined with separately managed accounts and unified managed account solutions, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

James Tracz Jr. is a financial advisor at &PARTNERS with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Michael Germo dba Financial Planning Resources, Commonwealth Financial Network, Ameriprise Financial Services, Inc., and Waddell & Reed, Inc. Outside of advisory work, he has been involved with the Brightwood Lakes Community Association for over a decade. &PARTNERS serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a variety of portfolio management solutions through the Envestnet platform, and combines multiple roles and revenue sources uncommon among large enterprises.

Anthony Grisanti is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at PNC Investments, Bank of America, Merrill, The Huntington Investment Company, and TD Ameritrade. He is currently based in Mayfield Heights, OH. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Tracy Anton is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including positions at UBS Financial Services, Merrill, and Concorde Investment Services. She is based in Chardon, Ohio. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.

Nicholas Vogel is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at related entities including Hantz Tax & Business and Hantz, Titus, Urbanksi. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios with an emphasis on asset allocation, rebalancing, and tax-aware strategies, while also offering mortgage brokerage and insurance services through affiliated agencies.

Corey Sarosy is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves a diverse client base including individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions.

Joanna Lograsso is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and several years of experience in the industry, including roles at Marcum Wealth, St. Claire Advisors, LLC, and Paragon Advisors, Inc. She is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Joshua Ayers is a financial advisor with Transamerica Financial Advisors in Kirtland, OH, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at World Financial Group, Equitable Advisors, Ameriprise Financial Services, and Duquesne Light Company, where he also serves as a union representative. He is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Sarah Lange is a Series 66-licensed financial advisor with Valic Financial Advisors in Chardon, Ohio. She has seven years of experience at Valic, preceded by eight years at American International Group. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing optional overlay services for portfolio customization.

Mark Ventura is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd. He has previously worked at Morgan Stanley, PNC Investments, and Charles Schwab. Ventura also provides administrative support to Stratos Wealth Partners, an independent investment advisor firm. Stratos Wealth Partners offers advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians and utilizing affiliated and third-party sub-advisors.

Cody Bales is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior work experience in education and retail, including roles at Franklin University and PetSmart. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm’s investment approach emphasizes model-driven ETF strategies and incorporates third-party money managers, alternative investments, and advanced technology tools such as generative AI for client data analysis.

David Leavitt is a financial advisor with Osaic Advisory Services, LLC, holding 27 years of industry experience. He has worked at firms including Arbor Point Advisors and Cedar Brook Financial. Outside of his advisory work, he serves as an executive board member and past president of Congregation Shaarey Tikvah, a small synagogue. Osaic Advisory Services, LLC provides investment management and financial planning to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse advisory programs that utilize both proprietary and third-party platforms, with custody primarily arranged through Schwab and Fidelity.

Michael Cimperman is a CFP® professional with seven years of industry experience, currently serving at Stratos Wealth Partners, Ltd. since 2021. His prior roles include positions at HRZ Management, LPL Financial, Charter Steel, and the University of Akron. He provides administrative support to Stratos Wealth Partners, an independent investment advisory firm. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm utilizes an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios across multiple custodians and employs a combination of affiliated and third-party sub-advisors.

Kimberly Jennings is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has been with Fifth Third Securities since 2020 and has worked with Fifth Third Bank since 2017. 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 wholly owned subsidiary of Fifth Third Bank.

Kurt Ringenbach is a CFP® professional with 26 years of experience, currently serving at Stratos Wealth Partners, Ltd since 2011. He also maintains a role with LPL Financial and has operated Ringenbach Financial Partners, LLC for tax and investment purposes. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

John Hlay is a financial advisor with Stratos Wealth Partners, Ltd in Richfield, OH, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Stratos Wealth Partners since 2010 and also maintains a registration with LPL Financial since 2009. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of advisory solutions through an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios.

Dennis Sheflyand is a financial advisor with PNC Wealth Management in Pepper Pike, OH, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs. One notable offering is the Portfolio Solutions Strategist Digital program, an invitation-only, discretionary online model account that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Richard Anderson is a financial advisor with OSAIC Advisory Services, LLC, possessing 41 years of industry experience. His prior firms include Arbor Point Advisors and Securities America, Inc. He has indicated limited involvement in life insurance sales and has primarily focused on investment-related advisory roles. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of services including investment management, financial planning, and retirement plan consulting. The firm offers multiple program models and employs a combination of proprietary and third-party platforms to manage client portfolios.