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.

Janet Bauer is a financial advisor with Osaic Advisory Services, LLC, holding 21 years of industry experience. Her career includes roles at Lincoln Financial Advisors Corp, Beacon Financial Group, Inc., and Private Client Services. She has been with Osaic Wealth since 2026. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and lending solutions, utilizing multiple program models and a combination of proprietary and third-party platforms.

Jennifer Thorne is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 licenses. She has 27 years of industry experience, including previous roles at Beacon Financial Group, Cambridge Investment Research, and Wells Fargo Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various advisory services through multiple program models, combining proprietary guidance with third-party platforms and managers.

Stephen Cribley is a CFP® professional with 23 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Private Client Services, Beacon Financial Group, Inc., and Lincoln Financial Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services such as 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.

Benjamin Plummer is a financial advisor with Eagle Strategies (NY Life) based in Aurora, OH, holding a Series 66 designation and three years of industry experience. He has worked with firms including Vines Financial Group LLC d/b/a V Financial Partners and NYLIFE Securities LLC. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Tracy Anton is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including positions at UBS Financial Services, Merrill, and Concorde Investment Services. She is based in Chardon, Ohio. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.

Sarah Lange is a Series 66-licensed financial advisor with Valic Financial Advisors in Chardon, Ohio. She has seven years of experience at Valic, preceded by eight years at American International Group. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing optional overlay services for portfolio customization.

Dennis Ibold is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience and holds a Series 66 designation. He has been with Centaurus Financial since 2016. Outside of his advisory role, he operates Ibold Wealth Management, a non-investment related branding and marketing entity. Centaurus Financial provides advisory and brokerage services to a diverse range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers various financial planning and portfolio management solutions, including discretionary and non-discretionary arrangements, and employs multiple investment analysis techniques.

Tyson Vines is a financial advisor with Eagle Strategies (NY Life) in Aurora, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been associated with Eagle Strategies and related New York Life entities since 2012 and operates Vines Financial Group, LLC d/b/a V Financial Partners since 2017. Vines serves on the Ohio University Finance Advisory Council, which connects finance professionals with academia to ensure curriculum relevance. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Colin Lewis is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds a Series 66 designation and has worked at Huntington and its affiliates since 2018, following seven years at PNC Investments. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services, offering a range of wrap-fee programs on the Envestnet MAS platform that combine third-party and proprietary investment models.

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.

Derek Sullivan is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Fifth Third Bank, ROCKET Mortgage, and Progressive. Outside of his advisory duties, he is a co-owner of Sullivan Vending LLC and participates as a crafter and seller on Etsy. Fifth Third Securities, Inc. serves a diverse client base of individuals and institutions through investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, which includes a range of investment strategies from mutual funds and ETFs to separately managed accounts with tax-overlay and direct indexing options.

Daniel Piero is a CFP® with seven years of industry experience, currently serving at Osaic Advisory Services, LLC. He has worked at several firms, including Private Client Services and Beacon Financial Group. Outside of advising, he has experience with the Pro Football Hall of Fame and The Roman Guy. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a mix of proprietary and third-party platforms for portfolio management.

Ryan Dimeolo is a financial advisor with Equitable Advisors in Chardon, OH, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors LLC, since 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on matching clients to suitable investment models based on their personal and plan information.

Robert Barnes is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. He previously operated Robert Barnes Asset Management and worked at Cadaret, Grant & Co., Inc. Outside of his advisory role, he is involved with Paine Funeral Home in Orwell, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by various investment platforms and tools.

Matthew Kissell is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and related entities since 2025. Kissell also owns Kissell Financial, LLC, which provides tax preparation, accounting, and bookkeeping services, and serves on the board of the Garrettsville Baseball Association Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Tristan Cullis is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank and PNC Investments before joining UBS in 2017. He serves on the board of Hopewell, a mental health rehabilitation center in Geauga County, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Kenneth Jones is a financial advisor with LPL Financial in Aurora, Ohio, holding the ChFC® designation and Series 66 license. He has 26 years of industry experience, including prior roles at Cetera Advisors LLC and New England Securities. Outside of his advisory work, he is involved with Momentum Wealth Partners and maintains a separate financial advisory entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Michelle Bissler is a financial advisor with LPL Financial in Chagrin Falls, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with LPL Financial since 2010. In addition to her advisory role, she is a CPA involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and various operational tools.

Jennifer Pazicni is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at LPL Financial LLC and The Middlefield Banking Company. She also serves as a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.