Rita Maher is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding a Series 63 designation and 19 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2011. Outside of her advisory role, she is the owner of Maher Acquisitions, a general contracting business. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutions. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Hunter Osolin is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has also held roles at Kinetico and Gannon University, where he has worked for nine years. Outside of his advisory work, Osolin participates in a volunteer leadership group at University Hospitals, contributing to the review and direction of donations and funds. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches tailored to specific programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Gregory Lopez is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Valmark Securities, Inc., Marcum Wealth, Global Retirement Partners, LLC, LPL Financial, LLC, Oswald Companies, and Girard Securities, Inc. He serves on the investment committee of the Cleveland Music Settlement. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a combined passive and active investment approach guided by an internal Investment Committee.

Kelly Marshall is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Kelly has been with Commonwealth Financial Network since 2024 and also has a decade of experience with BDS Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services, managing roughly $212.7 billion in client assets.

Mark Tichar is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and 25 years of industry experience. His career includes prior roles at Arbor Point Advisors and Securities America, Inc. He has been associated with Ash Brokerage for over 20 years in insurance sales and client service. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Robert Cozart is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked for 25 years at Guitar Center Stores and is involved with Life Point Church. Outside of advising, he owns a sports card sales business and coordinates Financial Peace University classes at Life Point Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

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.

Cheryl Gazso is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds a Series 63 designation and has been with Fifth Third Securities since 2011, also working at Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

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.

Richard Maloyan is a financial advisor at Stratos Wealth Partners, Ltd with 24 years of industry experience. He holds the Series 66 designation and has been with Stratos Wealth Partners and affiliated LPL Financial since 2010. In addition to his advisory work, he is involved in providing various insurance products including fixed annuities and life insurance. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model-based portfolios, third-party manager programs, and a range of financial planning and retirement consulting services, operating an open-architecture platform with access to multiple external providers.

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 at Oppenheimer with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Rose Beisner is a financial advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 designations and has been in the industry since 2022. Prior to her current role, she worked in various positions including at Caterology and Mission BBQ. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm provides multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves within a platform that includes features such as direct indexing and an optional tax-overlay service.

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 that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary guidance alongside third-party platforms and managers.

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 at Stratos Wealth Partners, Ltd with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Key Investment Services LLC, and Northwestern Mutual. Outside of advising, he provides administrative support to Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to a broad client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm employs an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts, supporting both advisor-managed and model-based portfolios.

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 14 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, and acts as a qualified custodian for client assets.

Alynne Strait is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and previously spent eight years at Aurum Wealth Management Group LLC and one year at Fidelity Brokerage Services LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.