Natalie Black is a financial advisor with Stratos Wealth Partners, Ltd in Chagrin Falls, OH, holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at Morgan Stanley and Ameriprise. She has been with Stratos Wealth Partners and affiliated with LPL Financial since 2015. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering financial planning, portfolio management, and retirement 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 and supports a range of fee arrangements and custodial platforms.

Joseph Pearl is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He previously worked at Northwestern Mutual in various roles from 2017 to 2025 before joining Stratos and LPL Financial in 2025. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations, offering financial planning, portfolio management, and institutional consulting through a large network of advisors. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting a broad range of advisory and custody platforms.

Michael Friedlander is a CFP® professional with 23 years of experience in the financial services industry. He has worked with Kestra Advisory since 2019 and previously held roles at The Prudential Insurance Company of America and Trustmont Financial Group. Friedlander serves as a board member at Otium Financial Planners, where he provides oversight to the company’s operations and strategic direction. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and other large institutional investors.

Ashley Costello is a CFP®-certified financial advisor with 12 years of industry experience, currently with Mariner. Her prior experience includes roles at Sequoia Financial Group and Royal Alliance. Outside of her advisory work, she has served as an on-air personality on a local AM radio show, discussing general public interest topics. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and internal portfolio management team, with a notable integration of tax and accounting services.

Daniel Mullaney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory role, he is involved in fixed insurance activities separate from Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of proprietary and third-party investment strategies and supports multiple account-level services such as lending solutions and donor-advised funds.

Joshua Lontoc is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Thrivent Financial. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Mc Kayla Davis is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. She holds the Series 66 designation and has worked at LPL Financial LLC and Stratos Wealth Partners. Prior to her advisory roles, she had experience in the hospitality sector with companies including Picks at PLX / Smoke on the Water and A&W Restaurants. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides a range of services such as financial planning, advisor-managed programs, model portfolios, and retirement plan consulting, utilizing a combined approach of individualized asset allocation and active monitoring with access to both proprietary and third-party investment strategies.

Jonathan Lapine is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at W3 Wealth Advisors, LLC, W3 Wealth Management, LLC, ValMark Advisers, Inc., and Valmark Securities, Inc. Lapine is also the owner of Tolmiros Financial LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and back-office support, including investment management, compliance, and practice-management services. The firm provides advisors with access to various securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Matthew Corsaro is a financial advisor with SPC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. His prior experience includes long tenures at Corsaro Insurance Agency, Inc. and Princor Financial Services Corporation, as well as roles at Corsaro Insurance Group and Parkland Securities. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network with tailored, discretionary advice delivered at the individual advisor level and maintains strategic partnerships with broker-dealers and third parties.

Scott Andrews is a financial advisor with Eagle Strategies (NY Life) in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Leichner Financial Group, MPA Benefits, Mark Petro and Associates, and Andrews Financial Group. He is also active as an insurance broker, operating under Leichner Financial Group Inc for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored, primarily non-discretionary solutions delivered through a range of program types within an integrated New York Life affiliate structure.

Brittany Bittner is a CFP® with 13 years of industry experience and has been with Hantz Financial Services, Inc. since 2011. She holds a Series 66 license and is based in Willoughby, Ohio. 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 accounts, and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated business units such as a trust bank and in-house tax and consulting services.

Joseph Zarlinga is a CFP® professional with 27 years of experience in the financial advisory industry. He has worked at Stratos Wealth Partners, Ltd since 2010 and has been affiliated with LPL Financial since 2009. Prior to that, he worked at Osaic FA, Inc. for nine years. He is the owner of SARZAR, LLC, a limited liability company used to facilitate payroll for his assistant. 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, and access to model portfolios and third-party manager solutions, delivering services through a large network of investment adviser representatives who provide ongoing portfolio management, financial planning, and specialized consulting.

Joseph Pilla is a financial advisor at Hornor, Townsend & Kent, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Outside of his advisory role, he serves as treasurer on the board of a local camping association and is involved in charitable activities as a board member of Club Molisani Charities. Additionally, he participates in several business ventures including insurance brokerage, real estate consulting, accounting and tax services, and retail jewelry operations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing clients with custody, execution, brokerage capabilities, and access to third-party asset managers under discretionary and non-discretionary account structures.

Elias Ladon is a financial advisor with TLG Advisors, Inc. based in Beachwood, OH, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at GT Securities, Inc., Finalis Securities LLC, Colorado Financial Service Corporation, and has been the founder, owner, and president of Enterprise Development Resources, Inc., where he focuses on business consulting related to operations, valuation, and sales of private businesses. Ladon is also a licensed real estate agent working independently to facilitate property sales and leasing. TLG Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary services. The firm emphasizes manager selection and monitoring within diversified portfolios and provides a digital investment program, Starlight Portfolios, tailored by risk assessment and managed through various platforms and sub-advisors.

Joseph Salem is a financial advisor with Guardian Life, holding a Series 63 designation and 18 years of industry experience. He has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2008. Salem is also the author of a personal finance book for young couples, published in 2019. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, pension, charitable, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs with discretionary and non-discretionary options.

Paula Strumbly is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 21 years of industry experience. Her prior roles include positions at Stratos Wealth Partners, Ltd and LPL Financial, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both passive and active investment exposures through various platforms and third-party programs.

Shannon Barry is a financial advisor with Osaic Advisory Services, LLC, holding 20 years of industry experience. Prior to joining Osaic, Barry worked at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors. Barry’s work includes corporate retirement plan design and management. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and other related services, delivering advisory solutions through various program models and utilizing multiple custodians and third-party platforms.

Milan Markovic is a Series 65 credentialed advisor at Stratos Wealth Partners, Ltd with one year of industry experience. Prior to joining Stratos Wealth Partners, he was involved with Stratos Investment Management, LLC and held various roles outside the financial industry. 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 access to both proprietary and third-party strategies.

Marquis Lewis is a CFP® and Series 65-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cleveland, OH. He has two years of industry experience, including prior roles at Marcum Wealth. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Laurie Longstreth is a financial advisor with Independent Financial Partners, holding a Series 63 designation and 25 years of industry experience. She has worked at IFP Securities, LLC since 2019, Independent Financial Partners since 2012, and LPL Financial Corporation from 2010 to 2019. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.