Gregory Mayernik is a Series 63-licensed advisor with 43 years of industry experience. He has been with GWN Securities Inc. since 2007 and has prior experience at H.C. Meyer, Inc., Midwest Annuity and Investment Company, G.G. Mayernik, Inc., and Northern Life Insurance Company. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, employing both affiliated and unaffiliated sub-advisers. The firm utilizes a range of strategies including market-timing and momentum-based approaches within its portfolio management.

Michael Kilgore is a financial advisor with Eagle Strategies (NY Life) in Lyndhurst, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Eagle Strategies since 2017 and is also a partner at Precision Financial Solutions. Kilgore is involved as an insurance broker, appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Randall Keller is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 17 years of industry experience. His prior experience includes over a decade with Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, Keller is a partner in Navarre Dentistry, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships utilizing both proprietary and third-party model portfolios, as well as a hybrid digital advisory solution.

Chad Stertzbach is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Citizens Bank, River City Mortgage, Quicken Loan, and Huntington National Bank. He also serves as a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and an insurance agency.

Bruce Hartzmark is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Fahnestock & Co., Inc. since 1988. Hartzmark is a member of University Hospitals of Cleveland Digestive Health Institute Leadership Counsel. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios, while maintaining custody of client assets and operating both broker-dealer and advisory businesses.

Joanna Lograsso is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and several years of experience in the industry, including roles at Marcum Wealth, St. Claire Advisors, LLC, and Paragon Advisors, Inc. She is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Joshua Ayers is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Equitable Advisors and Ameriprise Financial Services. Outside of advisory work, he serves as a union representative at Duquesne Light Company. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Steven Goodman is a financial advisor with Hornor, Townsend & Kent, LLC in Solon, Ohio, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at both Penn Mutual Life Insurance Company and Hornor Townsend and Kent since 2007. Outside of his advisory role, Goodman is involved in life insurance brokerage through 21st Century Financial and participates as a partner in a firm providing training and support for disability and long-term care insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside tailored investment advice.

Sarah Lange is a Series 66-licensed financial advisor with Valic Financial Advisors in Chardon, Ohio. She has seven years of experience at Valic, preceded by eight years at American International Group. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing optional overlay services for portfolio customization.

Jackson Roskow is a financial advisor at Guardian Life with a Series 66 designation and no prior industry experience. His work history includes roles at Park Avenue Securities since 2025 and Guardian Life Insurance Company since 2024, as well as positions outside the financial industry at Canterbury Country Club, Kent State University, Hamburg Brewing Company, and Orchard Park School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and investment advisory programs.

Adam Pollack is a financial advisor with Stratos Wealth Partners, Ltd., holding 12 years of industry experience. He has worked at Stratos Wealth Partners since 2014 and at LPL Financial since 2013. His prior experience includes a role at Advanced Wound Concepts Inc. from 2010 to 2019. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach, integrating multiple third-party platforms and managers, and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions.

Mark Ventura is a CFP® with 10 years of experience in the financial services industry. He currently works at Stratos Wealth Partners, Ltd. and LPL Financial, having previously been affiliated with Morgan Stanley, PNC Investments, and Charles Schwab. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services from financial planning to outsourced CIO solutions using an open-architecture investment model.

Cody Bales is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2023. Prior to his advisory role, his work history includes positions at Franklin University and PetSmart. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party managers, combining advisory services with brokerage, mortgage, and insurance distribution.

Ryan Patton is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Key Investment Services. Outside of advisory work, he is involved with North Star Appraisal Solutions, an appraisal services business. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory solutions through an open-architecture platform that integrates multiple third-party managers and overlays tailored portfolio management to client goals.

Shivani Singh is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and has worked at several firms including DXC Technology and New York Life. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Christopher Radzinski is a financial advisor with Stratos Wealth Partners, Ltd., holding 13 years of industry experience. He has been with Stratos Wealth Partners since 2014 and is also affiliated with LPL Financial. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory and portfolio management services through an open-architecture platform integrating multiple third-party managers.

David Leavitt is a financial advisor with Osaic Advisory Services, LLC, holding 27 years of industry experience. His prior roles include positions at Arbor Point Advisors and Cedar Brook Financial. He serves as an executive board member and past president of Congregation Shaarey Tikvah. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a variety of advisory programs and investment services, utilizing both proprietary and third-party platforms.

Michael Cimperman is a CFP® professional with eight years of industry experience, currently serving at Stratos Wealth Partners, Ltd. since 2021. His prior work includes roles at HRZ Management, LPL Financial, Charter Steel, and the University of Akron. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent advisor management and an open-architecture investment approach.

John Rutkowski is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 18 years of industry experience. He has been associated with Guardian Life Insurance Co of America and Primerica Advisors since 2009. Outside of his advisory role, he works as an independent insurance agent. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms, supporting diverse account types and lending solutions.

David Albin is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including LPL Financial LLC and Independent Financial Group, LLC. Outside of his advisory role, he is involved with several non-investment related ventures including authorship and technology services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture model integrating multiple third-party platforms and sub-advisors, with a focus on customized portfolio management aligned to client goals.