Marc Schrade is a financial advisor with PNC Wealth Management, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs. Their Portfolio Solutions Strategist Digital Offering is an invitation-only, employee pilot program that uses algorithm-driven model strategies implemented via mutual funds and ETFs.

Nathaniel Fullmer is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Primerica Advisors, Crosscountry Mortgage, and Edward Jones. Outside of finance, he is the owner of Cleveland Sauce Company LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and delegates portfolio implementation to approved strategists.

Sherri Kitzberger is a financial advisor with Stratos Wealth Partners, Ltd. in Beachwood, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Stratos and affiliated firms since 2012. Her other business activities include serving as an agent for fixed insurance products such as fixed annuities and various forms of life and health insurance. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a nationwide network of investment adviser representatives, combining active portfolio management with access to proprietary and third-party strategies.

Michael Conley is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise from 2000 to 2013. Conley serves on the City of Highland Heights Board of Building and Zoning Appeals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Jean Thornburg is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist offering for employees. This program uses algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

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.

John Ruebsteck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. He has worked at PNC Investments since 2018 and previously spent four years at LPL Financial and Stratos Wealth Partners. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy currently available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to approved third-party strategists.

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.

Mark Fullerman is a financial advisor with PNC Wealth Management in Cleveland, Ohio. He holds a Series 66 credential and has 17 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. The firm uses algorithmic risk assessments and approved third-party strategists to implement investment strategies primarily through mutual funds and ETFs.

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.

William Bernardi is a financial advisor with The Huntington Investment Company based in Cleveland, OH. He holds a Series 66 designation and has 23 years of industry experience. His prior work includes 13 years at Key Investment Services LLC and a recent tenure at Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers alongside proprietary Private Bank strategies.

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.