Marco Frabotta is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Winbridge Partners, LLC and Zappitelli Financial Services. Outside of advising, he was involved with Ideas to Go, Inc. for five years. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering financial planning, wealth management, and a range of portfolio strategies centered on diversified ETFs and tax-aware implementations.

Louis Loparo is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Planning Partners, Inc. Outside of his advisory role, he serves as treasurer for the Euclid Schools Foundation and participates in community efforts through the Northern Ohio Italian American Foundation. He is also a shareholder at Hobe & Lucas Certified Public Accountants, Inc., which provides accounting, tax, and consulting services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with offerings that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services alongside a diversified investment approach tailored to clients’ objectives and risk tolerance.

Sheena Dee Pauley is a CFP® professional with 11 years of experience in financial advising. She currently works at MAI Capital Management, LLC and previously spent seven years at PNC Bank. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a wide range of portfolio strategies and integrates financial planning and tax services into many client relationships.

Nicholas Srmag is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. He holds the CFA® designation and Series 66 license and has been with MAI Capital Management since 2016. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning and related services, overseeing $72.3 billion in assets as of May 2026.

Rory Mccarthy is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes roles at Bill McCarthy & Associates and Agia. Outside of advisory services, he acts as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and a centralized technology approach.

Lynne Lawrence is a Series 65 registered advisor with MAI Capital Management, LLC in Cleveland, OH, where she has worked for 10 years. She has nine years of industry experience. Outside of her advisory role, she is the vice president and co-owner of Lawrence Tile Inc., a tile installation business. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within many client relationships.

Tristan Morgan is a financial advisor at Lincoln Investment with five years of industry experience. He holds a Series 66 designation and has worked at Capital Analysts and Equitable Advisors. Outside of his advisory role, he is the owner and operator of Tree City Tax Service, LLC, providing federal, state, and local income tax preparation services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, model portfolios, and ERISA retirement plan advice, employing a mix of strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Adam Baker is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and Prudential Insurance Company of America. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a unique combination of bank affiliation and municipal-advisor registration.

Callan Templeton is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and two years of industry experience. His prior work includes positions at LPL Financial and Marcum LLP, as well as completing studies at Case Western Reserve University. Stratos Wealth Partners serves a diverse client base that includes 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.

Benjamin Sayer is a CFA® charterholder with eight years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2017, including a prior role at PNC Capital Advisors from 2013 to 2017. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, combining in-house management with third-party sub-advisers and unified managed account models.

Richard Cinalli Jr. is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 66 licenses and offering 35 years of industry experience. He has been with Valic Financial Advisors since 1991 and also served as an agent with Agia since 2022. Outside of his advisory role, he has worked as a head hockey coach for Nordonia High School. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts supported by centralized technology and model solutions.

Kevin Meek is a financial advisor with The Huntington Investment Company in Medina, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Ameriprise Financial Services, LLC, LPL Financial, and FirstMerit Securities, Inc. over his career. 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 that combines third-party sub-managers, affiliate Private Bank models, and Envestnet overlay services, offering a range of wrap-fee programs on the Envestnet MAS platform.

Chandler Vegel is a CFP® professional with four years of experience at MAI Capital Management, LLC. Prior to joining MAI, he held various roles outside the financial industry, including positions at Enterprise Rent-A-Car, Panera, and Chick-Fil-A. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Robert Karras is a CFP® and ChFC® with 26 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023. Prior to this, he operated R Karras Asset Management & Planning, LLC for 15 years. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, institutional clients, and trusts. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies supported by both in-house and third-party management.

Nimita Naik is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Her prior roles include positions at Clearstead, The Huntington National Bank, and Citizens Bank. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

Mark Breen is an investment advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and over 35 years of industry experience. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2005. Breen is the owner of Total Benefits Advisors, a consulting and advisory services business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Donald Jereb is a financial advisor with Lincoln Investment in Independence, OH, holding 37 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Advisory Corporation from 2017 to 2019. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches across discretionary and non-discretionary programs.

Deanna Roeger is a Series 66-licensed financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She has worked with several firms including McDonald Partners LLC and Heritage Financial Partners, LLC prior to joining MAI Capital Management in 2022. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of investment strategies and integrates financial planning, tax, and trust services, managing $72.3 billion in assets as of May 31, 2026.

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.

Phillip Ameduri is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 14 years of industry experience. His career includes positions at Ameriprise Financial Services, LPL Financial, and FirstMerit Bank. Outside of finance, he serves as a volunteer board and committee member of a non-denominational church and is a partial owner of a preschool business. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs utilizing an open-architecture model that combines third-party sub-managers and proprietary private bank portfolios.