Michael Zembala is a financial advisor at Stratos Wealth Partners, Ltd with 44 years of industry experience. He has been with Stratos Wealth Partners since 2010 and was previously affiliated with LPL Financial and Osaic FA, Inc. Outside of his advisory role, he is licensed to conduct sales and servicing of various fixed insurance products. Stratos Wealth Partners, Ltd 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 institutional clients, offering a range of services such as advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture, IAR-driven model that integrates multiple third-party platforms and managers to provide customized portfolio management aligned with client goals.

Norman Merhaut is a financial advisor at GWN Securities Inc. with 45 years of industry experience. He holds a Series 63 designation and has worked at firms including Planmember Securities Corporation and Northern Life Insurance Company. Merhaut is also president of NJM Inc., a company focused on marketing fixed annuities. GWN Securities provides investment advisory services to individual and corporate clients through managed accounts, financial planning, and third-party manager selection, utilizing a combination of model-based allocations and discretionary portfolio management. The firm is notable for its use of market-timing and momentum-based strategies in certain legacy programs.

William Garten is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Stratos Wealth Partners since 2011 and previously held positions at LPL Financial, Merrill, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory role, Garten is a published poet with five books released through an independent publisher and serves as CEO of Garten Financial Group and Garten Marketing LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm 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 institutional clients, offering a range of services such as portfolio management, financial planning, third-party manager programs, and outsourced CIO solutions. Their open-architecture investment approach integrates multiple platforms and managers to customize portfolios aligned with client goals.

Martha Royan is a Series 65-licensed financial advisor with Transamerica Financial Advisors, bringing 14 years of industry experience. She has held multiple roles concurrently, including ownership of MWR Consulting, LLC, and participation in several consulting and referral activities related to Medicare, estate law, and student loan restructuring. Royan is also involved in life coaching through Life Mastery Consulting and health insurance sales with Champion Health and Cornerstone Senior Marketing. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, and charitable organizations, utilizing model portfolios and third-party managers as part of its advisory approach. The firm supports clients through a large advisor network and multiple program platforms, with regulatory assets under management around $1.7 billion.

Daniel Goldfarb is a CFP® and ChFC® with 19 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at Personal Capital Advisors Corporation, LPL Financial, and Planned Financial Services. Outside of his advisory work, he serves as Secretary on the Board of Directors for the Solon Chamber of Commerce and is the founder of College Consultants Group, an education consulting business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Linda Graham is a financial advisor with Fifth Third Securities, Inc. in Bainbridge, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities since 2001 and concurrently with Fifth Third Bank since 1999. 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 its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and specialized features such as direct indexing and tax-overlay services.

Jeffrey Kerbler is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2013, following a prior role at Osaic FA, Inc. from 2003 to 2005. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory services that span equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Joseph Milford is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). He has also worked with JAM Wealth Partners LLC, Capital Edge Insurance & Financial Services, Inc., and Vines Financial Group LLC. Milford volunteers on the Investment Committee for the Sisters of the Humility of Mary. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers a variety of program types, with a majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

James Albanese is a CFP® and ChFC® with 34 years of industry experience. He has been with Hantz Financial Services, Inc. in Willoughby, OH since 1999. Hantz Financial Services, Inc. serves individual clients—including high-net-worth households—as well as pension plans, charitable organizations, corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios and third-party managed accounts, combining advisory and broker-dealer activities alongside mortgage and insurance product distribution.

Marc Schrade is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including J.P. Morgan Securities and Ameriprise. Schrade has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and discretionary management of mutual funds and ETFs.

Sherri Kitzberger is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. She holds a Series 66 designation and has been affiliated with Stratos Wealth Partners and LPL Financial since 2012. Kitzberger is also involved in the sale and service of fixed insurance products, including fixed annuities and various types of life and health insurance. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor 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 institutional clients, employing an IAR-driven, open-architecture model that integrates multiple third-party platforms and managers to deliver customized and actively monitored portfolio solutions.

Michael Conley is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise from 2000 to 2013. Conley serves on the City of Highland Heights Board of Building and Zoning Appeals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Jean Thornburg is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist offering for employees. This program uses algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Susanne Swanson is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously held roles at PNC Investments and PNC Bank from 2009 to 2017. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed options.

Alexander Bryan is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and The Prudential Insurance Company of America. Prior to his financial career, he was employed in various roles including in the food service industry. Stratos Wealth Partners, Ltd 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 institutional clients, offering customized portfolio management, financial planning, and outsourced CIO solutions through a model that integrates multiple third-party platforms and sub-advisors.

William Romano is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has been in the industry since 2026. Prior to his financial career, he spent over 30 years with the Medina and City of Akron Fire Departments. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a wide range of clients including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customized portfolio management and financial planning through an open-architecture platform that integrates multiple third-party managers and services.

Robert Mcguigan is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with Hantz Financial Services, Inc. since 2013. Hantz Financial Services serves a wide range of clients, including high-net-worth individuals, pension plans, charitable and corporate entities, and business owners. The firm’s investment approach primarily uses ETF-based model portfolios across various risk levels, supplemented by third-party managers and technology-driven solutions such as automated tax-loss harvesting and AI-assisted data aggregation.

Michael Leichner is a financial advisor with Eagle Strategies (New York Life) based in Pepper Pike, OH, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2013 and also operates Leichner Financial Group, Inc., which brokers non-registered insurance products in addition to New York Life products and services. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advisory solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Daniel Midgley is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 33 years of industry experience. Prior to joining Fifth Third Securities in 2017, he worked at U.S. Bancorp Investments, Inc. for 13 years. 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 that combine third-party portfolio managers and advisor-managed strategies, with features such as direct indexing and tax-overlay services.

Phillip Rini is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Fifth Third Securities, and Natcity Investments. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2015. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment advisory services through an IAR-driven, open-architecture platform.