Josephine Trotta is a financial advisor at CWM, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Trecaso Financial Group, Pathfinder Wealth Advisors, LLC, and TIAA-CREF. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, utilizing a discretionary, model-driven investment approach supported by an in-house Investment Committee and a range of customization tools.

Theodore Lorenzen is a financial advisor with Osaic Advisory Services, LLC and holds a Series 63 designation. He has 36 years of industry experience, including prior roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisor Inc. Lorenzen’s background also includes involvement in insurance sales and partnership in the Ohio Educators Planning Group, which focuses on disability insurance for educators. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Robert Coode is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Valmark Securities Inc, Marcum Wealth, LLC, and ProEquities, Inc. He is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research and offers a range of financial planning, asset management, and specialized retirement consulting services.

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.

Nicholas Meyer is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and John Ertz. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach and offers various programs such as advisor-managed portfolios, financial planning, and outsourced CIO solutions.

Nathan Reyes is a Series 66-licensed financial advisor at PNC Wealth Management with 20 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering that utilizes algorithm-driven risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.

Joshua Halter is a financial advisor with Lincoln Investment in Cleveland, OH. He holds the Series 66 designation and has one year of industry experience. Prior to joining Lincoln Investment, he worked at LPL Enterprise and Pruco Securities LLC, and has a background that includes roles in education and customer service. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Maryjo Morello is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked at several firms including LPL Financial LLC and Stratos Wealth Partners, LTD. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers a range of financial planning and portfolio management solutions using both firm- and third-party models, combining active and passive strategies across varying risk profiles.

Jeremy Clark is a financial advisor at Osaic Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Arbor Point Advisors, Beacon Financial Advisory, and Lincoln Investment. He serves on the Board of Directors for the Greater Cleveland Sports Hall of Fame. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, using a combination of proprietary and third-party platforms.

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 from 2014 to 2019 before joining Rockefeller Financial. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment solutions through its Private Advisor model and consolidated investment platform.

Glenn Hoehnen is a financial advisor with Eagle Strategies (NY Life) based in Lyndhurst, OH, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities since 2005 and operates businesses focused on brokering non-registered insurance products under the names Precision Insurance Solutions and Precision Financial Solutions. Additionally, he is a passive investor in cryptocurrency and energy sector opportunities. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client and plan sponsor needs, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Louis Trivisonno is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Marcum Wealth and ProEquities, Inc. He also serves as Vice President of Fixed Insurance at Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

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.

Connor Butler is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Stratos Wealth Partner and PM Graphics. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm focuses on ETF-based model portfolios supplemented by third-party managers and offers integrated advisory, brokerage, mortgage, and insurance services.

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.

Brian Adams is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments LLC and Huntington Investment Company. Adams has been with Fifth Third Securities and Fifth Third Bank since 2019. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account Platform, incorporating various portfolio management strategies and tax-efficient options.