Louis Trivisonno is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Marcum Wealth and ProEquities, Inc. He also serves as Vice President of Fixed Insurance at Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Adam Jacobs is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2009. Outside of his advisory role, Jacobs is involved with the Greater Cleveland Food Bank’s Community Engagement and Philanthropy Committee, serves on the finance committee of the Cleveland Racquet Club, and is a national approved High Performance Driver Education instructor with the Porsche Club of America. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services across various asset classes, combining discretionary and non-discretionary management with custody of client assets.

Connor Butler is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Stratos Wealth Partner and PM Graphics. Hantz Financial Services, Inc. serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm employs a diversified, ETF-centered investment approach with both discretionary and non-discretionary mandates and offers a range of financial planning, portfolio management, and related services supported by a broad network of affiliated financial activities.

Ronald Quaranta III is a CFA® charterholder currently with Corient, where he has worked since 2026. He has prior experience at Vivaldi Capital Management and Paragon Advisors, Inc., and was involved in operating Caffe Capri Italian Bar & Grille for 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, with capabilities in private funds and alternative investments.

Michael Zembala is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and over 44 years in the industry. He has been with Stratos Wealth Partners since 2010 and has prior experience at LPL Financial and Osaic FA, Inc. Outside of his advisory role, he is licensed to sell and service fixed insurance products, including annuities and various types of insurance. Stratos Wealth Partners serves a diverse clientele of individuals and institutions, offering financial planning, portfolio management, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, providing a comprehensive platform that includes both discretionary and non-discretionary account management.

Jason Green is a financial advisor at The Huntington Investment Company with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Ameriprise Financial Services, NYLIFE Securities LLC, and New York Life Insurance. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture investment model combining third-party sub-managers, proprietary private bank models, and overlay services to manage client portfolios.

Norman Merhaut is a financial advisor with GWN Securities Inc. who holds a Series 63 designation and has 44 years of industry experience. He has worked at Planmember Securities Corporation since 2007 and has been president of NJM Inc., a company focused on marketing fixed annuities, since 1987. He also maintains a long-term association with Northern Life Insurance Company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts, offering a range of investment programs including traditional asset allocation and legacy market-timing strategies.

William Garten is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior experience includes roles at Merrill, Wells Fargo Clearing, and Prudential Equity Group. Outside of advisory services, he is a published poet with five books released through an independent publisher and serves as CEO of Garten Financial Group and Garten Marketing LLC. 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, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Terence Sullivan is a financial advisor at Corient with 19 years of industry experience. He worked for Paragon Advisors, Inc. for 28 years before joining Corient. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Timothy Cohen is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Ameriprise, The Huntington National Bank, W&S Brokerage Services, and Western & Southern Life during his career. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that integrates third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs through the Envestnet MAS platform.

Martha Royan is a Series 65-licensed financial advisor with Transamerica Financial Advisors, bringing 14 years of industry experience. She has held multiple roles concurrently, including ownership of MWR Consulting, LLC, and participation in several consulting and referral activities related to Medicare, estate law, and student loan restructuring. Royan is also involved in life coaching through Life Mastery Consulting and health insurance sales with Champion Health and Cornerstone Senior Marketing. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, and charitable organizations, utilizing model portfolios and third-party managers as part of its advisory approach. The firm supports clients through a large advisor network and multiple program platforms, with regulatory assets under management around $1.7 billion.

Daniel Goldfarb is a CFP® and ChFC® with 19 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at Personal Capital Advisors Corporation, LPL Financial, and Planned Financial Services. Outside of his advisory work, he serves as Secretary on the Board of Directors for the Solon Chamber of Commerce and is the founder of College Consultants Group, an education consulting business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

Jeffrey Kerbler is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2013, following a prior role at Osaic FA, Inc. from 2003 to 2005. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory services that span equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Joseph Milford is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). He has also worked with JAM Wealth Partners LLC, Capital Edge Insurance & Financial Services, Inc., and Vines Financial Group LLC. Milford volunteers on the Investment Committee for the Sisters of the Humility of Mary. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers a variety of program types, with a majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

James Albanese is a CFP® and ChFC® with 34 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through its affiliated entities, including a trust-only bank and in-house tax and business consulting services.

Marc Schrade is a financial advisor with PNC Wealth Management, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs. Their Portfolio Solutions Strategist Digital Offering is an invitation-only, employee pilot program that uses algorithm-driven model strategies implemented via mutual funds and ETFs.

Sherri Kitzberger is a financial advisor with Stratos Wealth Partners, Ltd. in Beachwood, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Stratos and affiliated firms since 2012. Her other business activities include serving as an agent for fixed insurance products such as fixed annuities and various forms of life and health insurance. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a nationwide network of investment adviser representatives, combining active portfolio management with access to proprietary and third-party strategies.

Michael Conley is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise from 2000 to 2013. Conley serves on the City of Highland Heights Board of Building and Zoning Appeals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Jean Thornburg is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist offering for employees. This program uses algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.