John Holodinski is a financial advisor with PNC Wealth Management in Pepper Pike, Ohio. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 16 years with PNC Investments, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs such as the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithmic risk assessments and approved model strategies executed via mutual funds and ETFs.

Carrie Chodera is a financial advisor at Oppenheimer with 15 years of industry experience and holds the Series 66 designation. She has been with Oppenheimer since 2013. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Cheryl Nodge is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Key Investment Services LLC, KeyBanc Capital Markets Inc., and H.C. Meyer, Inc. 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 manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Robert Marquardt is a CFP® with 32 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. He was previously with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. His spouse owns a holistic health business focused on Parkinson’s care. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party management of investments.

Terrence McKelvey is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at Stratos Wealth Partners since 2016, following prior roles at The Mutual Fund Store and Merrill. Outside of finance, he is involved in acting as an owner and sole proprietor in North Hollywood, CA. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm provides financial planning, advisor-managed programs, access to model portfolios, and retirement plan consulting through a large network of representatives who offer discretionary and non-discretionary account management utilizing both proprietary and third-party strategies.

Garret Ferrara is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 16 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, charities, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Patrick Hudec is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2013. His prior experience includes positions at Stifel and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across various portfolio types.

Carly Perusek is a Series 65-licensed financial advisor at Wealthspire Advisors with one year of industry experience. Prior to joining Wealthspire, she worked at JMS Financial Solutions and JPMorganChase. Her background also includes roles in education and university consulting. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporations, pension plans, and nonprofits. The firm utilizes an institutional-style asset allocation framework implemented through diverse investment vehicles and offers comprehensive wealth management, financial planning, and retirement consulting services.

Kent Spotts is a CFP® professional with 33 years of experience in the financial services industry. He has worked at SPC and Parkland Securities, LLC since 2016 and previously spent seven years at Ameriprise Financial Services, Inc. In addition to his advisory role, he teaches skiing to beginners at Brandywine Resort in Sagamore Hills, OH. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 investment adviser representatives managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options tailored to client suitability.

Nicholas Meyer is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and John Ertz. 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.

Christine Jemison is a financial advisor at Corient with 17 years of industry experience. She previously worked at Paragon Advisors, Inc. for 25 years before joining Corient in 2024. Jemison serves as a board member of the Lakewood Catholic Academy. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities, utilizing a goals-based, team investment approach with both in-house and third-party strategies.

Joshua Halter is a financial advisor with Lincoln Investment in Cleveland, OH, holding a Series 66 designation. He has been with Lincoln Investment since 2026 and has prior experience with LPL Enterprise and Pruco Securities LLC. Before entering financial services, he worked in various roles including at Cleveland State University and Chick-fil-A. 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 a range of managed portfolio programs using both strategic and dynamic investment approaches.

Michael Karder is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial LLC, Headwaters Investment Counsel, Candlewood Securities, and Merrill. 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 using a combination of proprietary and third-party strategies.

Christopher Guest is a financial advisor at Stratos Wealth Partners, Ltd. He holds the Series 66 credential and has one year of industry experience. Prior to joining Stratos, he worked at LPL Financial, Hexion Inc., Technical Rubber Company, Transperfect Inc., and held other roles including positions at The Ohio State University and Chick-Fil-A. 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, combining individualized asset allocation with access to both proprietary and third-party investment strategies.

John Marino is a CFP® professional with 21 years of industry experience. He has worked at Hartland & Co. since 2011 and is currently affiliated with Clearstead Advisory Solutions in Beachwood, OH. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships and utilizes a disciplined investment process that includes portfolio analytics, strategic asset allocation, and a proprietary Direct Indexing strategy.

Amanda Sass is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC for five years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and broker-dealer services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Thomas D’Anniballe is a financial advisor at The Huntington Investment Company with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Ameriprise and The Pinnacle Group. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach that integrates third-party sub-managers and proprietary private bank models across a variety of wrap-fee programs.

Adam Jacobs is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2009. Outside of his advisory role, Jacobs is involved with the Greater Cleveland Food Bank’s Community Engagement and Philanthropy Committee, serves on the finance committee of the Cleveland Racquet Club, and is a national approved High Performance Driver Education instructor with the Porsche Club of America. 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 provides a range of programs and advisory services across various asset classes, combining discretionary and non-discretionary management with custody of client assets.

Matthew Divita is a financial advisor with Lincoln Investment in Twinsburg, OH, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at Lincoln Investment since 2012 and also has been associated with Capital Analysts Inc since 2006. Outside of his advisory role, he is the president of Evolution Wealth Management, LLC, where he manages daily activities and trading. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, advisor- and firm-managed portfolios, and operates as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

Ronald Quaranta III is a CFA® charterholder currently with Corient, where he has worked since 2026. He has prior experience at Vivaldi Capital Management and Paragon Advisors, Inc., and was involved in operating Caffe Capri Italian Bar & Grille for 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, with capabilities in private funds and alternative investments.