Nancy Andrefsky is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. She has been affiliated with LPL Financial since 2012 and with Stratos Wealth Partners since 2008. 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 broad mix of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture, IAR-driven model that incorporates multiple third-party platforms and managers.

Wes Hawkins is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has 11 years of industry experience. His prior roles include positions at Sikich Financial and BCG Wealth Advisors. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients, using an independent advisor model paired with an open-architecture investment approach that integrates multiple third-party platforms and managers.

Anna Alexander is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 21 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has additional roles related to Medicare insurance marketing, legal document referrals, and client assistance with health and travel insurance products. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with options for discretionary and non-discretionary management.

Dennis Ibold is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience and holds a Series 66 designation. He has been with Centaurus Financial since 2016. Outside of his advisory role, he operates Ibold Wealth Management, a non-investment related branding and marketing entity. Centaurus Financial provides advisory and brokerage services to a diverse range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers various financial planning and portfolio management solutions, including discretionary and non-discretionary arrangements, and employs multiple investment analysis techniques.

Travis Smythe is a CFA® charterholder with 10 years of industry experience. He currently serves as a financial advisor at Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at firms including Capital One and Hamilton Financial Partners. Outside of his advisory roles, he is involved with Tulsa Oktoberfest, a non-investment-related activity. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture investment approach.

Eric Wulff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at Marcum Wealth, LLC for 19 years before joining Wealth Enhancement Advisory Services in 2025. Outside of his advisory role, he serves as Vice President of the Exit Planning Exchange in Cleveland, Ohio. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

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.

Wesley Morgan is a financial advisor with Eagle Strategies (NY Life) based in Mentor, OH, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Eagle Strategies since 2021 and has operated Morgan Financial Solutions since 2016, focusing on brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

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.

Dante Ferrante is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has experience dating from roles at DSV and Miami University prior to joining Benjamin F. Edwards. Ferrante is based in Mentor, Ohio. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, nonprofits, and corporate clients through a network of over 500 advisors. The firm offers a range of advisory and brokerage services, including managed solutions that utilize proprietary strategies and third-party model portfolios.

Spencer Peine is a financial advisor with Oppenheimer holding a Series 66 designation and less than one year of industry experience. Prior to joining Oppenheimer, he worked at Transamerica Financial Advisors and Bread Financial, among other roles outside the financial sector including Custom Landscape Borders. He also has experience with Brigham Young University and The Church of Jesus Christ of Latter Day Saints. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary management options.

Joseph Maukonen is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Edward Jones, Scottrade Inc., Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he serves as an executor for his parents' estate. Park Avenue Securities LLC serves a broad retail client base with a range of brokerage and advisory services, including proprietary model portfolios and third-party investment platforms. The firm manages approximately $15 billion in regulatory assets and offers both discretionary and non-discretionary account management options.

Brenna Paananen is a CFP® professional with Wealthspire Advisors, bringing two years of industry experience. She has been with the firm, including its previous iteration as Walden Wealth Partners, since 2019. Prior to her advisory work, she worked at the University of Akron for three years. Wealthspire Advisors LLC manages approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach implemented through mutual funds, ETFs, private investments, and separate account managers, offering a range of services including wealth management, financial planning, and retirement-plan consulting.

Samer Hilal is a financial advisor at Stratos Wealth Partners, Ltd with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley. Hilal operates through Stratos Wealth Partners and LPL Financial. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients, offering services such as financial planning, advisor-managed portfolios, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Samantha Escobedo is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and other strategies, and combines advisory services with brokerage, mortgage, and insurance product offerings.

Geoffrey Hoff is a Series 66-licensed financial advisor with 15 years of industry experience. He is affiliated with Primerica Advisors and has worked with Park Avenue Securities since 2010 and Guardian Life Insurance Company since 2009. Hoff serves on the advisory board of Lake Catholic. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment strategies, proprietary programs, and account-level solutions.

Stella Arnaut is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She previously worked at JPM Chase from 2013 to 2019 before joining Fifth Third Securities and Fifth Third Bank in 2019. Outside of her advisory role, she is involved in window sales and construction supply sales through two separate businesses in Mayfield Heights, Ohio. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of managed account programs via the Passageway platform, which includes mutual fund, ETF, SMA, tax-overlay, and direct-indexing strategies.

Scott Lewis is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, Cetera, Vantage Financial Group, and OneAmerica Securities. In addition to advisory work, he is a licensed insurance agent selling life insurance. Osaic Advisory Services, LLC serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting among other services. The firm delivers advisory services through multiple program models and utilizes both proprietary and third-party platforms to construct and monitor client portfolios.

Grace Himmelright is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with multiple firms, including a longstanding role at Transamerica Financial Advisors since 2012. Outside of her advisory work, she is involved in financial education as an instructor with the Heartland Institute of Financial Education and owns Insure With Grace, LLC, a health insurance sales business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, 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.

William Carroll is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has four years of industry experience. Prior to his advisory role, he worked at Texas de Brazil for four years. In addition to his advisory activities, Carroll is a licensed insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities, emphasizing periodic rebalancing and performance reviews.