Cheryl Nodge is a financial advisor at Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 21 years of industry experience. Her prior work includes 11 years at Key Investment Services LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets, serving over 24,000 clients with around 366 advisors. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting through an open-architecture platform that integrates multiple external tools and third-party managers.

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® designation and a Series 66 license and has been with Stratos Wealth Partners since 2016. Outside of finance, he is involved in acting, working as an owner and sole proprietor in North Hollywood, CA. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning and retirement consulting services using an open-architecture approach.

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, holding a Series 63 designation and over 36 years of industry experience. His prior roles include positions at Securities America Advisor Inc., Cedar Brook Financial Partners, and Arbor Point Advisors. Lorenzen is also involved in insurance sales and partnerships related to disability insurance for educators. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, corporations, and nonprofit organizations. The firm provides comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Robert Coode is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Valmark Securities Inc, Marcum Wealth, LLC, and ProEquities, Inc. He is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research and offers a range of financial planning, asset management, and specialized retirement consulting services.

Patrick Hudec is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and private-fund management, using strategic and tactical asset allocation along with manager selection across various asset classes.

Carly Perusek is a Series 65-licensed financial advisor at Wealthspire Advisors with one year of industry experience. Prior to joining Wealthspire, she worked at JMS Financial Solutions and JPMorganChase. Her background also includes roles in education and university consulting. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporations, pension plans, and nonprofits. The firm utilizes an institutional-style asset allocation framework implemented through diverse investment vehicles and offers comprehensive wealth management, financial planning, and retirement consulting services.

Kent Spotts is a CFP® professional with 33 years of experience in the financial services industry. He has worked at SPC and Parkland Securities, LLC since 2016 and previously spent seven years at Ameriprise Financial Services, Inc. In addition to his advisory role, he teaches skiing to beginners at Brandywine Resort in Sagamore Hills, OH. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 investment adviser representatives managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options tailored to client suitability.

Nicholas Meyer is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual and LPL Financial. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients with a range of investment and financial planning services. The firm uses an open-architecture approach integrating multiple platforms and offers both advisor-managed and model-based strategies.

Christine Jemison is a financial advisor at Corient with 17 years of industry experience. She previously worked at Paragon Advisors, Inc. for 25 years before joining Corient in 2024. Jemison serves as a board member of the Lakewood Catholic Academy. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities, utilizing a goals-based, team investment approach with both in-house and third-party strategies.

Nathan Reyes is a Series 66-licensed financial advisor at PNC Wealth Management with 20 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering that utilizes algorithm-driven risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.

Joshua Halter is a financial advisor with Lincoln Investment in Cleveland, OH, holding a Series 66 designation. He has been with Lincoln Investment since 2026 and has prior experience with LPL Enterprise and Pruco Securities LLC. Before entering financial services, he worked in various roles including at Cleveland State University and Chick-fil-A. 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, retirement plan advice, and a range of managed portfolio programs using both strategic and dynamic investment approaches.

Maryjo Morello is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at LPL Financial LLC and Stratos Wealth Partners, LTD. She has served in investment advisory capacities through Stratos Wealth Partners, LTD. Independent Financial Group is a large integrated advisory and brokerage firm providing a range of investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, business owners, and plan sponsors. The firm combines in-house and third-party investment models and operates both as a registered investment adviser and an active broker-dealer.

Christopher Guest is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at LPL Financial, Hexion Inc., Technical Rubber Company, and Transperfect Inc. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model-based portfolios, financial planning services, and retirement plan consulting through an open-architecture approach integrating various external platforms and tools.

Jeremy Clark is a financial advisor at OSAIC Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Arbor Point Advisors, Securities America Inc, Beacon Financial Advisory LLC, Lincoln Investment, and Capital Analysts Incorporated. Clark serves on the Board of Directors for the Greater Cleveland Sports Hall of Fame. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers a range of investment and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

John Marino is a CFP® professional with 21 years of industry experience. He has worked at Hartland & Co. since 2011 and is currently affiliated with Clearstead Advisory Solutions in Beachwood, OH. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships and utilizes a disciplined investment process that includes portfolio analytics, strategic asset allocation, and a proprietary Direct Indexing strategy.

Amanda Sass is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2019 before joining Rockefeller Financial. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through its Rockefeller Global Family Office platform.

Glenn Hoehnen is a financial advisor with Eagle Strategies (NY Life) based in Lyndhurst, OH, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His career includes longstanding roles with New York Life Insurance Company and Nylife Securities, as well as ownership of Precision Insurance Solutions, LLC, and Precision Financial Solutions. Outside of advisory work, he is involved in brokering non-registered insurance products and has passive investments in cryptocurrency and energy sector opportunities. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with corporate and charitable plan sponsors within an integrated New York Life structure.

Thomas D'anniballe is a financial advisor at The Huntington Investment Company with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked in several roles at The Huntington Investment Company and Huntington National Bank, as well as prior positions at Ameriprise, Wells Fargo Advisors, and other firms. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model combining third-party sub-managers and affiliate offerings, and sponsors multiple wrap-fee programs on the Envestnet platform.