Alexander Yurovitsky is a financial advisor with Eagle Strategies (NY Life) based in Lyndhurst, OH. He holds Series 63 and Series 66 designations and has 22 years of industry experience. He has been associated with New York Life Insurance Company and related entities since 2004 and operates under the DBA Precision Financial Solutions to broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

William Lloyd is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. His prior experience includes roles at Ameriprise, BMO Harris Financial Advisors, BMO Harris Bank, and Citizens Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture investment approach, combining third-party sub-managers and proprietary Private Bank models to offer a range of managed account strategies.

Lynne Jones is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her career includes roles at Valic Financial Advisors for 22 years, followed by positions at Agia, Capital Analysts, and currently Lincoln Investment. 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 and retirement plan advice, managing assets through both discretionary and non-discretionary programs that utilize strategic and dynamic investment approaches.

Richard Maloyan is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 24 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2010 and previously was with Merrill from 2003 to 2010. Outside of his advisory role, he is involved in managing fixed annuities and various insurance products. 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, supported by a large network of investment adviser representatives using both proprietary and third-party strategies.

Timothy Mahoney is a financial advisor at PNC Wealth Management with 35 years of industry experience. His prior roles include positions at Equity Trust Company and PNC Capital Advisors, among others. He holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Tom Thacker II is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Oppenheimer since 2012 and previously spent time at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches tailored to client objectives.

Rose Beisner is a financial advisor at Fifth Third Securities, Inc. in Aurora, Ohio, holding Series 63 and Series 65 designations with one year of industry experience. Her prior work includes roles at Fifth Third Bank, as well as positions at Mad Batter Bake Shop, Mission BBQ, and Caterology. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering programs ranging from advisor-directed mutual fund and ETF models to separately managed accounts and tax-overlay options, supported by the Passageway Managed Account platform.

Jason Rodgers is a CFA® charterholder with 26 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Beacon Financial Group, Lincoln Financial Advisors, Wellington Shields & Co. LLC, and Soleil Securities. 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 a variety of advisory services through multiple program models, utilizing proprietary and third-party platforms, and offers access to alternative investments and affiliated capabilities.

Karin Stifler is a CFP® professional with 21 years of industry experience, currently serving at Wealthspire Advisors. She has been with True Wealth Advisors, LLC since 2005. Wealthspire Advisors provides wealth management, financial planning, and investment advisory services to individuals, corporate and nonprofit entities, and retirement plans. The firm employs a diversified, institutional-style asset allocation approach and combines active and passive strategies to tailor portfolios according to client risk profiles.

Vincent Donato III is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has four years of industry experience, with prior roles at LPL Financial, Key Investment Services LLC, and Northwestern Mutual. Outside of his advisory duties, he provides administrative support within Stratos Wealth Partners. 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, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with active monitoring and access to proprietary and third-party strategies.

Nancy Cook is a Series 65-licensed financial advisor with Clearstead Advisory Solutions, based in Beachwood, Ohio. She has 16 years of industry experience, including 14 years at Hartland & Co. Clearstead serves affluent private clients and institutional clients by offering investment management, financial planning, tax planning, and family office services. The firm manages approximately $33.9 billion in assets and utilizes a disciplined investment process that includes portfolio analytics, manager research, strategic asset allocation, and proprietary Direct Indexing strategies.

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.

Alynne Strait is a CFP® with 16 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at Aurum Wealth Management Group LLC, Fidelity Brokerage Services LLC, Wells Fargo Clearing, and Edward Jones. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

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.

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.

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.