Shawn Cohen is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 designations and has three years of industry experience. He has worked at several financial institutions, including Fifth Third Bank and Wells Fargo Bank, prior to his current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Bianca Marcellino is a financial advisor at The Huntington Investment Company with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Ameriprise, KeyBank, Fidelity Investments, Bank of America, Merrill, and Thrivent Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture approach combining third-party sub-managers and affiliate model offerings, providing portfolio management, trade execution, and custodial services.

Douglas Burns is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Key Investment Services LLC and KeyBanc Capital Markets Inc. Burns is currently affiliated with Stratos Wealth Partners, LPL Financial LLC, and Stratos Wealth Securities. 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, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Jason Cohen is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has been with Stratos Wealth Partners, Ltd and LPL Financial, LLC since 2014. 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 programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives who provide discretionary and non-discretionary portfolio management and specialized consulting.

Mindy Qua is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at LPL Financial LLC, McDonald Partners LLC, UBS Financial Services, and KeyBanc Capital Markets Inc. She serves on the board of Valley Lutheran Church, a nonprofit organization in Chagrin Falls, Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, portfolio management, access to model portfolios and third-party managers, and retirement plan consulting, with an investment approach that combines individualized asset allocation and active monitoring through a network of adviser representatives.

Candace Kyer is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services for 14 years. She is also a commissioned Notary Public in Ohio, providing notary services on a volunteer basis. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and charitable and municipal organizations, offering a range of brokerage, advisory, and financial planning services.

Kathryn Louttit is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding 18 years of industry experience. She has previously worked at CBIZ Financial Solutions, Inc. and LPL Financial, 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, managed programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

Justin Horton is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and bringing 22 years of industry experience. He has been with Stratos Wealth Partners since 2010 and has prior experience at LPL Financial and Osaic FA, Inc. Horton divides his time between Stratos Wealth Partners and LPL Financial. 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 programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives who utilize a combination of proprietary and third-party strategies across multiple custodians.

Curtis Aiken is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and Series 65 licenses, with 22 years of industry experience. He previously worked at MSI Financial Services, Inc. from 2008 to 2016 before joining Commonwealth, where he has been since 2016. He also spends a small portion of his time engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, with portfolios implemented through either internally managed models or outsourced platforms.

Kevin Obrien is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and Merrill. He is admitted to practice law in Ohio, although his status with the Ohio Bar is currently inactive. 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, and retirement plan consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

Michael Smith is a financial advisor with TIAA-CREF, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also provides advisory services for donor-advised funds and operates within a vertically integrated group using affiliated funds.

John Krajnik is a financial advisor with NewEdge Advisors and holds the Series 66 designation. He has 19 years of industry experience, including prior roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of his advisory work, he contributes automotive advice on Pelicanparts.com and is a co-author of the books *Retire Like a Shark* and *Retire Abundantly*. 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 advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to provide tailored investment solutions.

Scott Kinsell is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Stratos and LPL Financial since 2010 and previously worked at Morgan Stanley and its affiliates from 2001 to 2010. Stratos Wealth Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, operating on multiple platforms and custodians to support both discretionary and non-discretionary account management.

Kenneth Renfro is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 17 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2011 and previously worked at Morgan Stanley from 2009 to 2011. In addition to his advisory role, he provides tax preparation services. 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. Its platform combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

Zachary Stanley is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes six years at UBS. He is involved with the Cleveland Sight Center, where he advises and assists with the organization's strategic vision. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a broad range of investment and placement services through a consolidated investment platform.

Ian Murphy is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. Prior to joining Stratos and LPL Financial LLC in 2025, he worked at Morgan Stanley Smith Barney LLC and several other firms. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm’s model combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, supported by enterprise scale and a range of institutional and niche services.

John Mooney is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at UBS Financial Services for 15 years before joining Rockefeller Financial, where he has been since 2022. Outside of advisory work, he is a partner in a residential real estate investment partnership. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides a range of portfolio management and financial planning services, operating as both a registered investment adviser and broker-dealer, with a focus on a Private Advisor model and a consolidated investment platform.

Jeffrey Concepcion is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding a Series 63 designation and over 37 years of industry experience. He has worked with several firms including LPL Financial and has been with Stratos Wealth Partners since 2010. Outside of his advisory role, he is involved in recreational boating enterprises, including ownership and charter operations. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of services through a large network of investment adviser representatives, combining individualized asset allocation and active monitoring with access to proprietary and third-party strategies.

James Sciortino is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PNC Investments since 2017, following prior roles at Mass Mutual Investors Services and MSI Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation to employees with PNC Bank online credentials. The firm uses algorithmic risk assessment and third-party managers to implement investment strategies focused on mutual funds and ETFs.

Shane Justice is a financial advisor at Bankers Life Advisory Services, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been affiliated with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2015. In addition to his advisory role, he recruits and trains insurance agents as a Unit Field Trainer for Bankers Life. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.