Mark Tichar is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and with 25 years of industry experience. He has worked at multiple firms including Arbor Point Advisors and Securities America Advisors, Inc. Tichar has also been involved in insurance sales through Ash Brokerage over a 20-year period. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and a combination of proprietary and third-party platforms.

James Duralia is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior firms include Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns and operates a firearms and sporting goods store and co-owns a retail nursery specializing in horticulture products. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, and institutions. The firm offers a range of fee-based wrap programs and investment management strategies that combine discretionary and non-discretionary approaches, supported by internal and third-party portfolio management.

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.

Scott Wise is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessments and implements investments via approved model strategies with annual rebalancing.

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.

Gabrielle White is a financial advisor at The Huntington Investment Company with Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at JP Morgan Chase and Huntington National Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture investment model that combines third-party and proprietary management strategies.

Jason Riley is a Series 66-licensed financial advisor at PNC Wealth Management with 20 years of industry experience. His prior roles include positions at MarshBerry Capital LLC, Aspiration Partners, Inc., and several divisions within PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account for employees that uses algorithmic risk assessment and outsourced portfolio management.

Julie Halladay is a financial advisor at Citizens Securities, Inc. in Cleveland, OH, holding a Series 66 designation. She began her career in the financial industry in 2026. Prior to joining Citizens Securities, she worked in various roles outside the financial sector, including positions at Mt Brighton, Citizens Bank, Home Depot, Long John Silvers, Target, and Pollo Tropical. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

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.

Lynne Jones is a financial advisor with Lincoln Investment in Beachwood, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her prior work includes long tenure at Valic Financial Advisors and Agia before joining Lincoln Investment and Capital Analysts. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) programs. The firm combines advisor-led consulting with portfolio management supported by an in-house investment team and third-party managers, offering various platform options while acting as a fiduciary in retirement advice.

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.

Ryan Dobroka is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Hightower Advisors in 2023, he worked at Strategic Wealth Partners, LTD, Private Client Services, LPL Financial, and Elios Financial Group Inc. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

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.

Jason Parrett is a financial advisor with Eagle Strategies (NY Life) in Cleveland, OH, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at Eagle Strategies and NYLIFE Securities LLC, as well as New York Life Insurance Co. Outside of advising, he is a partner in an online marketing marketplace and serves as a board member for Redwood Christian Ministries, where he coordinates events and assists with organizational compliance. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm emphasizes tailored solutions across multiple program types and manages a large majority of assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and benefit plans as well as charitable and corporate entities.

John Ciancibello is a financial advisor at MAI Capital Management, LLC with 24 years of industry experience. He has been with MAI Capital Management since 2014. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies implemented through in-house managers and third-party sub-advisers and integrates financial planning and tax services into many client relationships.

Darin Kershner is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with Fifth Third Securities and Fifth Third Bank since 2004. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Anthony Basalla is a financial advisor at Cerity Partners LLC in Cleveland, OH, holding a Series 65 designation with 15 years of industry experience. He has been with Cerity Partners since 2017 and previously worked at Sigma Investment Counselors from 2014 to 2017. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Paul Shepherd is a financial advisor with TLG Advisors, Inc. in Cleveland, Ohio, holding CFP® and ChFC® designations and over 17 years of industry experience. He has worked at The Leaders Group, Inc. and J L Thomas & Company, Inc. since 2016 and was previously with SII Investments, Inc. from 2014 to 2016. Outside of advisory work, he is involved as a regional vice president and wholesaler at J L Thomas & Company, Inc. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering a range of investment supervisory and fiduciary services, including a digital direct-to-consumer program called Starlight Portfolios.