Susanne Swanson is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and 21 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously at PNC Investments and PNC Bank from 2009 to 2017. Fifth Third Securities, Inc. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Alexander Bryan is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds a Series 66 license and has previously worked at LPL Financial LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, Bryan has experience in the food service industry, including a role at Nagoya Japanese Steakhouse. Stratos Wealth Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

William Romano is an advisor at Stratos Wealth Partners, Ltd., holding a Series 66 designation with one year of industry experience. Prior to entering the financial industry, he served nearly three decades in fire departments, including the City of Akron and Medina Fire Departments. Stratos Wealth Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Robert Mcguigan is a financial advisor at Hantz Financial Services, Inc. in Willoughby, Ohio, holding a Series 66 designation with 11 years of industry experience. He has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base including 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 provides a range of financial planning, wealth management, and fiduciary services.

Michael Leichner is a financial advisor with Eagle Strategies (New York Life) based in Pepper Pike, OH, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2013 and also operates Leichner Financial Group, Inc., which brokers non-registered insurance products in addition to New York Life products and services. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advisory solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Daniel Midgley is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 33 years of industry experience. Prior to joining Fifth Third Securities in 2017, he worked at U.S. Bancorp Investments, Inc. for 13 years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options that combine third-party portfolio managers and advisor-managed strategies, with features such as direct indexing and tax-overlay services.

Phillip Rini is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Stratos Wealth Partners since 2015 and previously held roles at LPL Financial, Wells Fargo Clearing, Fifth Third Securities, and Natcity Investments. 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 through a large network of investment adviser representatives, combining individualized asset allocation and active monitoring with access to proprietary and third-party strategies.

Sarah Hannibal is a CFA® charterholder with 21 years of industry experience. She is currently with WealthSpire Advisors and has held previous roles at Walden Wealth Partners, LLC and GEM Asset Management, LLC. Outside of her financial advisory work, she is a managing partner at Mendoza Partners, LLC, a wine production business. WealthSpire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors serving individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using mutual funds, ETFs, private investments, and separate account managers under centralized due diligence and monthly oversight.

Deanna Green is a financial advisor with Empower Advisory Group in Mayfield Heights, OH, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Empower Financial Services since 2023 and previously held roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of advisory work, she owns Green Pearl Designs, a small business that sells and designs crochet items at local markets. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plans and Empower Premier IRA and retail brokerage clients. The firm delivers integrated services closely tied to its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Kip Hoover is a financial advisor with Kestra Advisory Services LLC in Willoughby Hills, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Kestra since 2016 and also owns a business operating under the DBA names Otium Financial Planners and Medicarestore65.com. Outside of his advisory work, he is involved with Life Line Church in Madison, Ohio, assisting members with budgeting related to stewardship pledges. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Margie Carpenter is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Farther Finance Advisors, LLC since 2022 and previously spent 12 years at Bell Tower Advisors, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses a Modern Portfolio Theory-based approach implemented via bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Michael Primerano is a CFP® with 23 years of industry experience. He is currently with Osaic Advisory Services, LLC and has held prior roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America. He is a principal owner of Arbor Group Advisors, LLC, a local marketing and services firm supporting Advisor Group companies. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and nonprofit entities with a variety of investment management and financial planning services. The firm utilizes multiple program models and third-party platforms, offering clients access to diverse investment strategies and solutions.

Trevor Allburn is a CFP® professional currently at Corient with 10 years of industry experience, including a decade at Paragon Advisors, Inc. prior to joining Corient in 2024. He is based in Shaker Heights, OH. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and offers affiliated private fund capabilities and related platforms.

Madeline Rowe is a CFP® professional at Wealthspire Advisors with four years of industry experience. She has worked at Walden Wealth Partners/Wealthspire Advisors since 2022 and previously spent four years at John Carroll University and Mercer Area High School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and integrates third-party platforms for managing held-away retirement assets.

Kenneth Kowall is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing seven years of industry experience. He has also been associated with LPL Financial since 2017 and operates Kowall & Company, which provides accounting and tax preparation services. 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 through a large network of investment adviser representatives who utilize a combination of proprietary and third-party strategies.

Michael Dearden is a financial advisor with Clearstead Advisory Solutions in Beachwood, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Hartland & Co. since 2011. Clearstead serves affluent private clients and institutional clients with investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that includes portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Jon Pawlowski is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 66 credentials. He has 17 years of industry experience, including prior roles at Key Investment Services LLC and LPL Financial. He operates through both Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, managed programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives utilizing both proprietary and third-party strategies.

Joseph Fleming is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021 and previously spent nine years at KeyBank. Park Avenue Securities serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, offering various proprietary and third-party investment programs alongside financial and business consulting.

Jodie Krueger is a financial advisor at Benjamin F. Edwards & Company, Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Oppenheimer & Co Inc for 23 years before joining her current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies managed internally and through third-party managers.

Conner Peine is a financial advisor at Oppenheimer with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bread Financial, Amazon, and The Church of Jesus Christ of Latter Day Saints. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of investment programs and advisory services, including both discretionary and non-discretionary portfolio management, strategic asset allocation, and consulting.