Vincent Donato III is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has four years of industry experience, with prior roles at LPL Financial, Key Investment Services LLC, and Northwestern Mutual. Outside of his advisory duties, he provides administrative support within Stratos Wealth Partners. 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 wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with active monitoring and access to proprietary and third-party strategies.

Nancy Cook is a Series 65-licensed financial advisor with Clearstead Advisory Solutions, based in Beachwood, Ohio. She has 16 years of industry experience, including 14 years at Hartland & Co. Clearstead serves affluent private clients and institutional clients by offering investment management, financial planning, tax planning, and family office services. The firm manages approximately $33.9 billion in assets and utilizes a disciplined investment process that includes portfolio analytics, manager research, strategic asset allocation, and proprietary Direct Indexing strategies.

John Holodinski is a financial advisor with PNC Wealth Management in Pepper Pike, Ohio. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 16 years with PNC Investments, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs such as the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithmic risk assessments and approved model strategies executed via mutual funds and ETFs.

Kurt Marlow is a CFP® professional with 28 years of industry experience. He has been with The Huntington Investment Company since 2017 and also has a background with LPL Financial dating back to 2013. Outside of his advisory work, he serves on the boards of a youth baseball and softball league as well as a local nonprofit organization. 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 utilizing third-party and proprietary models, including wrap-fee programs on the Envestnet MAS platform.

Timothy Mcbride is a financial advisor with PNC Wealth Management in Cleveland, OH. He holds Series 63 and Series 65 designations and has 28 years of industry experience. Mcbride has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Carrie Chodera is a financial advisor at Oppenheimer with 15 years of industry experience and holds the Series 66 designation. She has been with Oppenheimer since 2013. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Alynne Strait is a CFP® with 16 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at Aurum Wealth Management Group LLC, Fidelity Brokerage Services LLC, Wells Fargo Clearing, and Edward Jones. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Cheryl Nodge is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Key Investment Services LLC, KeyBanc Capital Markets Inc., and H.C. Meyer, Inc. 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 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.

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.

Stephen Jones is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot for employees that uses algorithm-driven risk assessments and approved model strategies executed with mutual funds and ETFs.

Terrence McKelvey is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at Stratos Wealth Partners since 2016, following prior roles at The Mutual Fund Store and Merrill. Outside of finance, he is involved in acting as an owner and sole proprietor in North Hollywood, CA. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm provides financial planning, advisor-managed programs, access to model portfolios, and retirement plan consulting through a large network of representatives who offer discretionary and non-discretionary account management utilizing both proprietary and third-party strategies.

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 and holds a Series 63 designation. He has 36 years of industry experience, including prior roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisor Inc. Lorenzen’s background also includes involvement in insurance sales and partnership in the Ohio Educators Planning Group, which focuses on disability insurance for educators. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of 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.

Andrew Connors is a CFP® with 23 years of industry experience and is currently with Hightower Advisors, where he has worked since 2019. Prior to joining Hightower, he spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies and operational features.

Patrick Hudec is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2013. His prior experience includes positions at Stifel and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across various portfolio types.

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.

Robert Smith is a financial advisor at Cerity Partners LLC with 30 years of industry experience. He previously worked for Spero-Smith Investment Advisers, Inc. for 20 years before joining Cerity Partners in 2016. Smith serves on the board and multiple committees at University Hospitals Health System and is a member of the endowment investment committee at Ohio Northern University. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and regular rebalancing using proprietary quantitative screens and third-party managers, and offers specialized private-market investment programs alongside affiliated pension consulting and insurance services.

Stephen Malbasa is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds a Series 63 designation and has worked at Cerity Partners since 2016. Prior to that, he was with S&S Financial Ventures LLC for 13 years. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection using proprietary quantitative screens alongside third-party managers and individual securities.

Edward Rigo is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Benjamin F. Edwards since 2011. Outside of his advisory role, he serves as a trustee for the Judith M. Rigo Trust in Mentor, Ohio. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and various investment management services, utilizing a range of strategies monitored and rebalanced by an Investment Strategy Committee.