Owen Rosenblum is a financial advisor at Oppenheimer with 41 years of industry experience. He has held his current position since 2012 and holds a Series 63 designation. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Tia D'aveta is a financial advisor with Hightower Advisors, holding a Series 65 credential and nine years of industry experience. She previously worked at Fairport Wealth for three years before joining Hightower in 2017. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions through affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to a variety of investment vehicles, supported by proprietary research and a focus on operational features such as rebalancing and tax-managed strategies.

Kevin Pietrzyk is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Marcum Wealth LLC and Strategic Wealth Partners. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Emily Shacklett is a financial advisor with Hightower Advisors, holding the PFS™ designation and Series 66 license, with 18 years of industry experience. She has worked at Hightower Advisors since 2019 and previously spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.

Michael Germo is a CFP® professional with 45 years of industry experience. He is currently with &PARTNERS and has previously worked at Commonwealth Financial Network, Financial Planning Resources, and Royal Alliance Associates. Outside of his advisory work, he provides tax preparation and accounting services through Michael A. Germo Tax Services. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of proprietary and third-party portfolio management strategies delivered via the Envestnet platform.

Robert Koeth is a ChFC® credentialed financial advisor with 55 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. The firm serves a diverse client base including individual investors, charitable organizations, corporate and business clients, and retirement plan sponsors. Hantz Financial Services employs a model-driven ETF investment approach combined with separately managed accounts and unified managed account solutions, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Marla Petti is a CFP® and PFS™ credentialed advisor with 10 years of industry experience, currently with MAI Capital Management, LLC since 2021. She previously worked at Commonwealth Financial Network and HW Financial Advisors from 2016 to 2020. Petti serves on the Finance Advisory Committee for the City of Beachwood. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

James Tracz Jr. is a financial advisor at &PARTNERS with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Michael Germo dba Financial Planning Resources, Commonwealth Financial Network, Ameriprise Financial Services, Inc., and Waddell & Reed, Inc. Outside of advisory work, he has been involved with the Brightwood Lakes Community Association for over a decade. &PARTNERS serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a variety of portfolio management solutions through the Envestnet platform, and combines multiple roles and revenue sources uncommon among large enterprises.

John Geretz is a financial advisor with Primerica Advisors based in Beachwood, OH, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at Park Avenue Securities since 2014 and at Guardian Life Insurance Company of America since 2013. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports a variety of account-level services.

Ernest Mishne is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Fahnestock & Co., Inc. since 1995. 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, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Anthony Grisanti is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at PNC Investments, Bank of America, Merrill, The Huntington Investment Company, and TD Ameritrade. He is currently based in Mayfield Heights, OH. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Brayden Makar is a financial advisor at Oppenheimer with the Series 66 designation and less than one year of industry experience. Prior to joining Oppenheimer, he worked at DWR Financial / Turney Tax and has experience at The Ohio State University. Outside of finance, he has a longstanding role with Ethos Hospitality Group - Townhall. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and portfolio management services. The firm’s investment approach includes strategic and tactical asset allocation across multiple strategies, and it manages approximately $36.7 billion in assets as of the end of 2025.

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.

Nicholas Vogel is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at related entities including Hantz Tax & Business and Hantz, Titus, Urbanksi. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios with an emphasis on asset allocation, rebalancing, and tax-aware strategies, while also offering mortgage brokerage and insurance services through affiliated agencies.

Dana Hastings is a financial advisor at HighTower Advisors with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at HighTower Advisors since 2019, following previous roles at Fairport and Prosperity Capital Advisors. HighTower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with a focus on manager selection and multi-manager solutions. The firm utilizes both affiliated and third-party managers and employs proprietary research and a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.

Corey Sarosy is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves a diverse client base including individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions.

Gregory Augustine is a financial advisor with Oppenheimer who holds a Series 66 credential and has 35 years of industry experience. He has been with Oppenheimer & Co since 2011. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches and supports both discretionary and non-discretionary relationships across its client base.

Gregory Mayernik is a financial advisor with GWN Securities Inc., holding a Series 63 license and 43 years of industry experience. He has been with GWN Securities since 2007 and maintains longstanding roles with Midwest Annuity and Investment Company, G.G. Mayernik, Inc., and Northern Life Insurance Company. Outside of his advisory work, he is involved with G.G. Mayernik, Inc., an insurance agency operating as a state-registered advisor. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Anthony Berg is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and having 10 years of industry experience. His career includes roles at The Huntington National Bank and Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm uses an open-architecture model combining third-party managers with proprietary offerings and sponsors multiple wrap-fee programs on the Envestnet MAS platform.

Michael Kilgore is a financial advisor with Eagle Strategies (NY Life) based in Lyndhurst, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Eagle Strategies since 2017 and is also involved with Precision Financial Solutions and New York Life-related entities. In addition to his advisory roles, he brokers non-registered insurance products through outside carriers under his Precision Financial Solutions DBA. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types with an emphasis on tailoring recommendations, and it manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.