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.

Elias Ladon is a financial advisor with TLG Advisors, Inc. based in Beachwood, OH, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at GT Securities, Inc., Finalis Securities LLC, Colorado Financial Service Corporation, and has been the founder, owner, and president of Enterprise Development Resources, Inc., where he focuses on business consulting related to operations, valuation, and sales of private businesses. Ladon is also a licensed real estate agent working independently to facilitate property sales and leasing. TLG Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary services. The firm emphasizes manager selection and monitoring within diversified portfolios and provides a digital investment program, Starlight Portfolios, tailored by risk assessment and managed through various platforms and sub-advisors.

Diane Dodson is a CFP® professional with 8 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. She also operates Diane Dodson, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers a platform that supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Joseph Salem is a financial advisor with Guardian Life, holding a Series 63 designation and 18 years of industry experience. He has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2008. Salem is also the author of a personal finance book for young couples, published in 2019. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, pension, charitable, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs with discretionary and non-discretionary options.

Paula Strumbly is a financial advisor with Independent Financial Group, LLC and holds a Series 63 designation. She has 21 years of industry experience, including ten years at Stratos Wealth Partners, Ltd and extensive tenure at LPL Financial, LLC. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house model portfolios and third-party managers across multiple custodial platforms.

Shannon Barry is a financial advisor with Osaic Advisory Services, LLC, holding 20 years of industry experience. Prior to joining Osaic in 2024, Barry worked at Arbor Point Advisors and Cedar Brook Financial Partners, among other firms. Barry’s experience includes corporate retirement plan design and management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and relationships with custodians like Schwab and Fidelity.

Milan Markovic is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Stratos Wealth Partners, he held positions at Stratos Investment Management, LLC, and has experience working in various roles including at Normandy High School and Cleveland State University. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, serving over 24,000 clients through about 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, and a range of financial planning services, employing an open-architecture investment approach that integrates multiple platforms and tools.

Marquis Lewis is a CFP® and Series 65-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cleveland, OH. He has two years of industry experience, including prior roles at Marcum Wealth. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Laurie Longstreth is a Series 63-licensed financial advisor with 25 years of industry experience. She has worked at Independent Financial Partners since 2012 and previously held roles at LPL Financial Corporation. Laurie is based in Cleveland, OH. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Jordan Bitterman is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has two years of industry experience. Prior to joining Stratos Wealth Partners in 2025, he worked at LPL Financial and PNC Investments, and he has experience in higher education from Bowling Green State University. Stratos Wealth Partners provides advisory services to a broad range of clients, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Andrew Grannis is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and IFP Securities. He is also involved with Blueprint Financial Corporation, a registered investment advisor based in Cleveland, Ohio. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Isaac Bushen is a financial advisor at Commonwealth Financial Network with a CFP® designation and Series 63 license. He has been in the industry since 2022, previously working at Davenport Wealth Management and Bucholtz & Germo. He also spent time in academia at the University of Akron and Aquinas. Outside of advisory work, he spends a small portion of his time on 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 offers extensive operational and investment support, with discretionary model portfolios managed by its Investment Management and Research team.

Brandon Dunn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Marcum Wealth, LLC, Adviseme National Advisors, and Equity Trust Company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active management, strategic asset allocation, and both quantitative and fundamental research.

Matthew Slain is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Slain serves as a board member for Milestones Non-Profit and participates in local government as a member of the City of Mayfield Heights Board of Zoning/Housing Appeals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services primarily through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm’s advisory model focuses on client-directed implementation and oversight with a significant portion of client assets managed on a non-discretionary basis.

Adam Adamo is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has 13 years of industry experience. Adam is also an associate at The Verdi Group, a marketing entity for financial services products, and serves as a trustee on the board of Cornerstone Christian Academy. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven sleeves, delivering both discretionary and non-discretionary investment guidance through various adviser-led programs.

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.

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.