Andrew Grannis is a Series 66-licensed financial advisor at Independent Financial Partners with 10 years of industry experience. He has worked at Independent Financial Partners since 2016 and previously spent three years at LPL Financial, LLC. Grannis is also involved with Blueprint Financial Corporation, a registered investment advisory firm based in Cleveland, OH. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves a diverse client base, including individuals, charitable organizations, corporations, and high-net-worth clients, and offers a decentralized advisory model alongside formal retirement-plan and pension consulting capabilities.

Matthew Slain is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory work, Slain serves as a board member for the nonprofit Milestones and participates in civic duties on the City of Mayfield Heights Board of Zoning/Housing Appeals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Lauren Coverdale is a Series 66-licensed financial advisor with Stratos Wealth Partners, Ltd. She has four years of industry experience, including roles at LPL Financial LLC and a brief tenure at Sherwin Williams. Lauren has also worked in entrepreneurial and educational settings prior to her advisory career. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of portfolio management and financial planning services, utilizing an open-architecture model that integrates multiple external platforms and emphasizes both advisor-managed and model-based strategies.

Dennis Juvan is a financial advisor with OSAIC Institutions, Inc., holding a Series 63 designation and 36 years of industry experience. He has been associated with Infinex Investments, Inc. and Portage Community Bank since 2006. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and multiple third-party partnerships.

Ryan Thibault is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments, LLC and LPL Financial. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

James Magyari is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has two years of industry experience, including prior roles at Lincoln Financial Advisors Corporation and Aegis Consulting. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Owen Rosenblum is a financial advisor at Oppenheimer with 41 years of industry experience. He has held his current position since 2012 and holds a Series 63 designation. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Logan Jones is an investment advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has been with Fifth Third Securities since 2021, previously working at Fifth Third Bank since 2016. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, offering investment advisory and brokerage services. The firm provides multiple investment programs through the Passageway Managed Account Platform, featuring a range of portfolio management options, including mutual fund and ETF models, separately managed accounts, and direct indexing.

Benjamin Plummer is a financial advisor with Eagle Strategies (NY Life) based in Aurora, OH, holding a Series 66 designation and three years of industry experience. He has worked with firms including Vines Financial Group LLC d/b/a V Financial Partners and NYLIFE Securities LLC. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Liam Guiney is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has been with Stratos and affiliated with LPL Financial since 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers a range of advisor-managed and model portfolios, financial planning services, and retirement plan consulting through an open-architecture platform integrating multiple external tools and managers.

Sandra Stack Potjunas is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Fifth Third Securities since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines multiple discretionary managed-account programs with features like direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration.

Jennifer Yeater is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior roles include positions at Signator Investors, Transamerica Financial Advisors, My Financial Group, and King Financial Services. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs and comprehensive back-office support, including operations, trading, compliance, and technology, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Marla Petti is a CFP® and PFS™ credentialed advisor with 10 years of industry experience, currently with MAI Capital Management, LLC since 2021. She previously worked at Commonwealth Financial Network and HW Financial Advisors from 2016 to 2020. Petti serves on the Finance Advisory Committee for the City of Beachwood. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Eric Beahn is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Stratos Wealth Partners since 2013 and also associated with LPL Financial since 2012. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

John Geretz is a financial advisor with Primerica Advisors based in Beachwood, OH, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at Park Avenue Securities since 2014 and at Guardian Life Insurance Company of America since 2013. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports a variety of account-level services.

Richard Juarbe is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory services, he is a commissioned notary for the State of Ohio. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Ernest Mishne is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Fahnestock & Co., Inc. for 31 years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Brayden Makar is a financial advisor at Oppenheimer with the Series 66 designation and less than one year of industry experience. Prior to joining Oppenheimer, he worked at DWR Financial / Turney Tax and has experience at The Ohio State University. Outside of finance, he has a longstanding role with Ethos Hospitality Group - Townhall. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and portfolio management services. The firm’s investment approach includes strategic and tactical asset allocation across multiple strategies, and it manages approximately $36.7 billion in assets as of the end of 2025.

Jamie Turk is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has 25 years of industry experience, including prior roles at ProEquities, Inc. and operating his own business, Jamie Turk Inc. He is based in Beachwood, OH. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Gregory Augustine is a financial advisor with Oppenheimer who holds a Series 66 credential and has 35 years of industry experience. He has been with Oppenheimer & Co since 2011. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches and supports both discretionary and non-discretionary relationships across its client base.