David Albin is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Independent Financial Group, and Cetera. Outside of his advisory role, he is involved with a technology services company called DeepThink Labs and maintains authorship of a niche online publication focused on pest prevention. Stratos Wealth Partners serves 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 integrates multiple investments into a single account, leveraging both advisor-managed and model-based portfolios with active monitoring and asset allocation across various custodians.

Michele Johns is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 25 years of industry experience. She has worked at Infinex Investments, Inc. and Portage Community Bank since 2015. Outside of her advisory role, she is a part owner of a drive-thru carryout business, MJEJ Realty LTD DBA St Rt 14 Drive Thru. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

Dale Puruczky is a financial advisor at Stratos Wealth Partners, Ltd with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stratos Wealth Partners since 2012. Prior to that, he worked at LPL Financial, LLC for over two decades. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and 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.

Mark Mallia Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Bankers Life Advisory Services, Inc. since 2016. He also holds a branch sales manager role with Bankers Life, overseeing operations for offices in Cleveland North and Akron, Ohio. Outside of his advisory and management duties, Mallia is a board member of his local homeowners association, contributing to community governance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create customized asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Kurt Ringenbach is a CFP® professional with 26 years of experience, currently serving at Stratos Wealth Partners, Ltd since 2011. He also maintains a role with LPL Financial and has operated Ringenbach Financial Partners, LLC for tax and investment purposes. 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.

John Hlay is a financial advisor with Stratos Wealth Partners, Ltd in Richfield, OH, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Stratos Wealth Partners since 2010 and also maintains a registration with LPL Financial since 2009. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of advisory solutions through an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios.

Dennis Sheflyand is a financial advisor with PNC Wealth Management in Pepper Pike, OH, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs. One notable offering is the Portfolio Solutions Strategist Digital program, an invitation-only, discretionary online model account that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Mitchell Axelrod is a financial advisor with Eagle Strategies (NY Life) based in Beachwood, OH. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company and has a background in automotive sales, including nearly a decade at Axelrod Buick GMC. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm operates within the New York Life affiliate structure and emphasizes tailored, largely non-discretionary advisory solutions across multiple program types.

Thomas Ulery is a Series 66-licensed financial advisor with Primerica Advisors, based in Beachwood, OH, and has 14 years of industry experience. He has worked at Park Avenue Securities since 2011 and has been affiliated with Guardian Life Insurance Company of America since 2005. Outside of his advisory role, he manages Probity Finance, LLC, which handles business expenses and payroll for his assistant. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across a range of account types and supports lending and credit facilities tied to advisory accounts.

Mark Wilcox is a CFP® professional with 25 years of experience in the financial services industry. He currently serves as an advisor at Commonwealth Financial Network and is the owner and president of Hudson Wealth Management, LLC. Prior to his current roles, he worked at Stratos Wealth Partners and LPL Financial for nine years. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a comprehensive platform with operations, trading, technology, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

John Brown is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 63 designation and 14 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial, LLC since 2012 and previously operated his own CPA firm, John D. Brown CPA, Inc., from 2011 to 2020. 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 advisor-managed and model portfolios, third-party manager programs, and diverse financial planning services within an open-architecture platform that integrates multiple external tools and resources.

Lawrence Spyke is a financial advisor with PNC Wealth Management, holding Series 63 and 65 licenses and five years of industry experience. He previously worked at KeyBank and Progressive Casualty Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist program for employees that utilizes algorithm-driven risk assessments and model portfolios managed by PNC or third-party strategists.

Nancy Andrefsky is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. She has worked at LPL Financial since 2012 and has been with Stratos Wealth Partners since 2008. She holds administrative roles in related registered investment advisory entities, including Fundamentum, LLC, where she supports discretionary asset management as a sub-advisor. Stratos Wealth Partners provides advisory services to a broad client base, including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts and supports both advisor-managed and model-based portfolios.

Robert Heksch is a CFP® professional with 36 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd since 2010 and is also affiliated with LPL Financial, LLC. His background includes providing investment advisory services and offering life, disability, long-term care insurance, and fixed annuities. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. 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.

Wes Hawkins is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 65 designation. He has 10 years of industry experience, including roles at LPL Financial, LLC and Sikich Financial. Outside of his advisory work, he owns and manages a rental property in Mantua, Ohio. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model-based portfolio solutions using an open-architecture approach and provides comprehensive financial planning and retirement plan consulting services.

Nicholas D'abate is a financial advisor with PNC Wealth Management in Hudson, OH, holding Series 66 and Series 63 designations and three years of industry experience. He previously worked at JPMorgan Chase Bank and KeyBank, among other firms. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and employs mutual funds and ETFs with annual rebalancing.

Travis Smythe is a CFA® charterholder and holds Series 66 and Series 63 licenses with 10 years of industry experience. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Capital One, UNITED INCOME, LLC, KHP Capital, LLC, Hamilton Financial Partners, and First Allied Securities Inc. Outside of his advisory work, he has been involved with Tulsa Oktoberfest. 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 through around 366 advisors. The firm offers a range of advisor-managed and model-based portfolio strategies using an open-architecture platform that integrates third-party managers and platforms.

Katrina Russo is a financial advisor at The Huntington Investment Company with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at PNC Investments and multiple positions within The Huntington National Bank and The Huntington Investment Company. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model that incorporates third-party sub-managers and affiliate models, offering various wrap-fee programs and custodial services through National Financial Services.

Ryan Glinn is a CFP®-designated financial advisor with nine years of industry experience. He is currently affiliated with Commonwealth Financial Network and Tolmiros Financial Designs, having previously worked with firms including W3 Wealth Advisors and ValMark Advisers. In addition to advisory work, he spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance, while offering access to discretionary model portfolios and customized investment solutions.

Jonathon Chalk is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 26 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise Financial Services. Outside of his advisory work, he is a commissioned Notary Public in the State of Ohio. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering a range of proprietary and third-party investment programs. The firm manages approximately $15 billion in regulatory assets under management and supports multiple account-level services such as lending solutions and donor-advised funds.