Nate Holley is a financial advisor with PNC Wealth Management in Medina, OH, holding a Series 66 designation and 13 years of industry experience. He has been with PNC in various roles since 2016, including positions at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

Jonathan Merckens is a CFP® with 25 years of industry experience, currently serving at Commonwealth Financial Network and Donald M. Graham & Associates since 2011. He has been a member of the U.S. Air Force since 2003. Merckens serves on the board of the Erie-Ottawa Regional Airport Authority. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

David Lockman is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Mid Atlantic Financial Management, The Huntington Investment Company, Huntington National Bank, and LPL Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs.

Ryan Carlson is a financial advisor with Lincoln Investment in North Royalton, OH, holding a Series 66 license and 14 years of industry experience. He has worked with Capital Analysts, Eagle Strategies (NY Life), and New York Life Insurance, and he operates Carlson Financial Group, which involves insurance brokering. Carlson serves on the Board of Trustees for the Medina County District Library and is a board member and finance committee member for Community Assessment & Treatment Services, Inc. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, and businesses, with a focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches and manages both discretionary and non-discretionary portfolios.

Jacob Burnett is a CFP® professional with five years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Ancora Family Wealth Advisors, Inverness Securities, Oatey Company, Cleveland State University, and The Ohio State University. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including individuals, families, sports professionals, trusts, and institutions. The firm manages a diverse range of strategies and offers integrated financial planning and trust services, overseeing $72.3 billion in assets under management as of May 2026.

Craig Petti is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He has held positions at MAI Capital Management since 2021 and previously worked at Commonwealth Financial Network and HW Financial Advisors. He holds the Series 63 designation. 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 $72.3 billion in assets and offers a range of investment strategies implemented through both in-house and third-party managers.

Brian Becka is a financial advisor with Lincoln Investment, holding 16 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains an affiliation with Royalton Financial Group since 2009. Outside of his advisory roles, he works as an associate planner at Valued Capital Advisors, focusing on investment planning and insurance sales. 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, retirement plan advice, and both advisor-managed and firm-managed investment programs, employing a mix of strategic and dynamic investment approaches.

Naomi Dagostino is a ChFC® credentialed financial advisor with 30 years of industry experience. She is currently affiliated with Eagle Strategies (NY Life) and has previously worked with Insight Financial Associates and operated her own insurance and financial services firm. Dagostino volunteers with local community organizations in Bath, Ohio, and serves as an educator for a Summit County employee lunch and learn program. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and fiduciary responsibilities, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Jones is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining MAI in 2024, he worked at AllianceBernstein Private Wealth Management for three years and was involved with the Greater Cleveland Sports Commission. MAI Capital Management provides investment and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies along with financial planning and trust administration services.

Jeremy Southworth is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he has worked in various roles including positions at Fifth Third Bank, Charter Communications, and Herbalife International, where he has been involved as a distributor in the health and wellness sector. Additionally, he serves as a Youth/Young Adult Pastor at LaGrange Church of God. 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 provides multiple discretionary managed-account options and distinctive services such as direct indexing and tax-overlay, supported by its affiliation with Fifth Third Bank and a multi-tiered operational structure.

Michael Gregory is a financial advisor at Stratos Wealth Partners, Ltd with Series 66 credentials. He has been in the industry since 2025, previously working at Equitable Advisors, LLC. 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 wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Tyler Colton is a CFP® affiliated with MAI Capital Management, LLC in Cleveland, OH. He has experience working at several firms including Clearstead and Fairport Wealth, with a total industry tenure beginning in 2016. His background also includes roles at CPA firms such as Corrigan Krause CPAs and Arnett Carbis Toothman. MAI Capital Management provides discretionary and non-discretionary 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 manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships, with $72.3 billion in assets under management as of May 31, 2026.

Erica Stark is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. She has worked with the firm since 2016 and is also the owner of Taxes Accounting Payroll & Planning LLC, where she provides tax preparation services. Additionally, she has experience working with Tailgate USA. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm uses model-driven and asset-allocation strategies, employing both proprietary and third-party managed programs, and operates as part of an enterprise with several hundred advisors managing approximately $4.07 billion in assets.

Richard Buoncore is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MAI since 2014. Outside of his advisory role, he serves on the audit committees for two Blue Owl trusts and is an advisory board member for Anderson-DuBose Company, a distribution center for restaurants. MAI Capital Management provides investment management, wealth management, retirement planning, and family-office services to a diverse clientele, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and tax services into client relationships.

Ryan Bergen is a CFP® professional with one year of industry experience, currently serving at MAI Capital Management, LLC in Cleveland, OH. Prior to joining MAI Capital Management in 2022, he spent four years in full-time education. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a range of clients including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers diverse portfolio strategies supported by in-house managers and third-party advisers, as well as trust and insurance administration services.

Dillon Peterson is a financial advisor with Ameriprise in Medina, Ohio, holding a Series 66 credential. He has been with Ameriprise since 2025 and previously worked at Shields Strategic Wealth, Park Place Technologies, Oakview Dermatology, and Ohio University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing planning for clients approaching or in retirement, incorporating asset allocation, tax-aware withdrawal strategies, and Social Security claiming options.

Scott Tinter is a financial advisor with Primerica Advisors in Strongsville, OH, holding a Series 63 designation and 22 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2003. Outside of his advisory role, he is involved with AK Management Group, LLC, where he acts as a lender focused on real estate investing activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts, primarily under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

William Zufall III is a Series 66-registered advisor with Raymond James Financial, based in Medina, Ohio, and has 26 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors since 2009 and also operates Zufall Financial Services. Outside of his advisory role, Zufall serves as the Head Girls Soccer Coach at Highland Local Schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance through unique affiliations and specialized advisory programs.

Harold Colston II is a financial advisor with Equitable Advisors in Independence, Ohio, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Best Buy from 2019 to 2021 and was a student for nine years before that. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

Charles Erbs is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms, including Blue Technologies and Infinium Wall Systems. Prior to his advisory career, he held positions in multiple industries such as hospitality and retail. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.