Michael Friedlander is a CFP® professional with 23 years of experience in the financial services industry. He has worked with Kestra Advisory since 2019 and previously held roles at The Prudential Insurance Company of America and Trustmont Financial Group. Friedlander serves as a board member at Otium Financial Planners, where he provides oversight to the company’s operations and strategic direction. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and other large institutional investors.

Daniel Mullaney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory role, he is involved in fixed insurance activities separate from Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of proprietary and third-party investment strategies and supports multiple account-level services such as lending solutions and donor-advised funds.

Joshua Lontoc is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Thrivent Financial. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Jonathan Lapine is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at W3 Wealth Advisors, LLC, W3 Wealth Management, LLC, ValMark Advisers, Inc., and Valmark Securities, Inc. Lapine is also the owner of Tolmiros Financial LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and back-office support, including investment management, compliance, and practice-management services. The firm provides advisors with access to various securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Matthew Corsaro is a financial advisor with SPC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. His prior experience includes long tenures at Corsaro Insurance Agency, Inc. and Princor Financial Services Corporation, as well as roles at Corsaro Insurance Group and Parkland Securities. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network with tailored, discretionary advice delivered at the individual advisor level and maintains strategic partnerships with broker-dealers and third parties.

Brittany Bittner is a CFP® with 13 years of industry experience and has been with Hantz Financial Services, Inc. since 2011. She holds a Series 66 license and is based in Willoughby, Ohio. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed accounts, and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated business units such as a trust bank and in-house tax and consulting services.

Joseph Pilla is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Outside of his advisory role, Pilla serves as treasurer and board member of a local camping association and is involved in charitable board activities, as well as engaging in accounting and tax services, real estate consulting, and retail jewelry business partnerships. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm focuses on client-directed implementation and oversight with a non-discretionary investment model and manages a majority of its assets on this basis.

Elias Ladon is a financial advisor with TLG Advisors, Inc. based in Beachwood, OH, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at GT Securities, Inc., Finalis Securities LLC, Colorado Financial Service Corporation, and has been the founder, owner, and president of Enterprise Development Resources, Inc., where he focuses on business consulting related to operations, valuation, and sales of private businesses. Ladon is also a licensed real estate agent working independently to facilitate property sales and leasing. TLG Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary services. The firm emphasizes manager selection and monitoring within diversified portfolios and provides a digital investment program, Starlight Portfolios, tailored by risk assessment and managed through various platforms and sub-advisors.

Joseph Salem is a financial advisor with Guardian Life, holding a Series 63 designation and 18 years of industry experience. He has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2008. Salem is also the author of a personal finance book for young couples, published in 2019. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, pension, charitable, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs with discretionary and non-discretionary options.

Paula Strumbly is a financial advisor with Independent Financial Group, LLC and holds a Series 63 designation. She has 21 years of industry experience, including ten years at Stratos Wealth Partners, Ltd and extensive tenure at LPL Financial, LLC. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house model portfolios and third-party managers across multiple custodial platforms.

Shannon Barry is a financial advisor with Osaic Advisory Services, LLC, holding 20 years of industry experience. Prior to joining Osaic in 2024, Barry worked at Arbor Point Advisors and Cedar Brook Financial Partners, among other firms. Barry’s experience includes corporate retirement plan design and management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and relationships with custodians like Schwab and Fidelity.

Marquis Lewis is a CFP® and Series 65-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cleveland, OH. He has two years of industry experience, including prior roles at Marcum Wealth. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Laurie Longstreth is a Series 63-licensed financial advisor with 25 years of industry experience. She has worked at Independent Financial Partners since 2012 and previously held roles at LPL Financial Corporation. Laurie is based in Cleveland, OH. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Andrew Grannis is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and IFP Securities. He is also involved with Blueprint Financial Corporation, a registered investment advisor based in Cleveland, Ohio. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Isaac Bushen is a financial advisor at Commonwealth Financial Network with a CFP® designation and Series 63 license. He has been in the industry since 2022, previously working at Davenport Wealth Management and Bucholtz & Germo. He also spent time in academia at the University of Akron and Aquinas. Outside of advisory work, he spends a small portion of his time on fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers extensive operational and investment support, with discretionary model portfolios managed by its Investment Management and Research team.

Brandon Dunn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Marcum Wealth, LLC, Adviseme National Advisors, and Equity Trust Company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active management, strategic asset allocation, and both quantitative and fundamental research.

Matthew Slain is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Slain serves as a board member for Milestones Non-Profit and participates in local government as a member of the City of Mayfield Heights Board of Zoning/Housing Appeals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services primarily through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm’s advisory model focuses on client-directed implementation and oversight with a significant portion of client assets managed on a non-discretionary basis.

Adam Adamo is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has 13 years of industry experience. Adam is also an associate at The Verdi Group, a marketing entity for financial services products, and serves as a trustee on the board of Cornerstone Christian Academy. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven sleeves, delivering both discretionary and non-discretionary investment guidance through various adviser-led programs.

Alexander Jeffries is a financial advisor at Hightower Advisors with a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2025, he held roles at Eileen M. Burkhart & Co., Commonwealth Financial Network, and Valmark Securities. Outside of his advisory work, Jeffries serves as Executive Secretary and Membership Director of the Cleveland Memorial Society, a nonprofit focused on providing resources and negotiating lower-cost funeral arrangements. Hightower Advisors offers investment advisory and planning services to individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers. The firm supports a range of strategies and asset types, with particular expertise in institutional mandates and international investment considerations.

David Le Mond is a financial advisor at Farther with 26 years of industry experience. He holds Series 65 and Series 63 licenses and spent 25 years at Edward Jones before joining Farther in 2025. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with a focus on ETFs, mutual funds, individual equities, and fixed income.