Gregory Morris is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Primerica Advisors since 1999 and is also involved with F & F Financial Advisory Group, where he provides insurance and financial services to individuals, executives, closely held businesses, and property and casualty companies. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base through both brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs, financial planning, and business consulting, managing approximately $15 billion in assets under management.

James Gaudio is a financial advisor at Primerica Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial career, he was employed at West Virginia University and Mayfield High School. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes a range of investment strategies including proprietary model portfolios and third-party managers, supporting both discretionary and non-discretionary account management.

William Casale is a financial advisor with The Huntington Investment Company, holding Series 66 and Series 63 licenses and having 10 years of industry experience. His prior roles include positions at Ameriprise, PNC Investments, PNC Bank, and JPMorgan Chase Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate offerings.

Jeremy Himmelright is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has eight years of industry experience and a diverse work history that includes roles at Amazon and ownership of a home services company. He is also involved in Medicare consulting and marketing through multiple businesses related to insurance and financial services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, estates, and organizations. The firm utilizes model portfolios and third-party managers to deliver services through a large advisor network and multiple program platforms.

Ashton Stachowski is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Bankers Life, he worked with Cambridge Investment Research and Cantella & Co., Inc. Outside of his advisory role, Stachowski owns and operates Garden Girl Flower Farm, cultivating and selling cut flower bouquets at farmers markets in northeast Ohio. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation and tax-efficient strategies. The firm integrates fundamental, technical, and cyclical analysis to guide investment decisions and offers access to third-party submanagers through wrap programs.

Elaine Eisner is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has 22 years of industry experience and has been associated with New York Life Insurance Company and its affiliated entities since 2007. Eisner serves as Chair of the Investment Committee for the National Council of Jewish Women, Cleveland, and is also involved in leadership roles with the Community Fund Management Foundation and the Jewish Federation of Cleveland. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers customized advice through multiple program types and predominantly manages assets on a non-discretionary basis.

Natalie Black is a financial advisor with Stratos Wealth Partners, Ltd in Chagrin Falls, OH, holding a Series 66 license and 13 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2015. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios across multiple custodians.

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 Wealth Management Company and related entities for seven years. Pearl also maintains a non-variable insurance business based in Ohio. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management and more than 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager access, and a variety of financial planning services using an open-architecture approach that integrates multiple external platforms and investment solutions.

Mark O'sickey Jr. is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years. O'sickey is a Series 66 license holder and is co-owner of Magnolia Partners, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

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 Hajjar is a Series 66-licensed financial advisor with Stratos Wealth Partners, Ltd., bringing one year of industry experience. Her background includes roles at LPL Financial LLC and Stratos Wealth Partners, as well as prior experience in the food service industry with companies such as Picks at PLX / Smoke on the Water, Kitchen Social, and A&W Restaurants / TJ's Drive-In. 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 advisor-managed and model-based portfolios, financial planning services, retirement plan consulting, and employs an open-architecture investment approach integrating multiple external platforms and third-party managers.

Stephen Cribley is a CFP® professional with 23 years of industry experience. He is currently with OSAIC Advisory Services, LLC and has previously worked at Private Client Services, Beacon Financial Group, Inc., and Lincoln Financial Advisors. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a mix of proprietary guidance and third-party platforms.

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.

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 26 years of industry experience. He has been with Stratos Wealth Partners, Ltd since 2010 and has concurrently maintained an affiliation with LPL Financial since 2009. Zarlinga also owns an LLC used for payroll purposes. Stratos Wealth Partners serves a diverse client base including individuals, 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.

Joseph Pilla is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Outside of his advisory role, Pilla serves as treasurer and board member of a local camping association and is involved in charitable board activities, as well as engaging in accounting and tax services, real estate consulting, and retail jewelry business partnerships. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm focuses on client-directed implementation and oversight with a non-discretionary investment model and manages a majority of its assets on this basis.