Shawn Cohen is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 designations and has three years of industry experience. He has worked at several financial institutions, including Fifth Third Bank and Wells Fargo Bank, prior to his current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Bianca Marcellino is a financial advisor at The Huntington Investment Company with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Ameriprise, KeyBank, Fidelity Investments, Bank of America, Merrill, and Thrivent Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture approach combining third-party sub-managers and affiliate model offerings, providing portfolio management, trade execution, and custodial services.

Douglas Burns is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 20 years of industry experience. He has worked with Stratos Wealth Partners since 2021 and previously spent nine years at Key Investment Services LLC. Burns is also associated with LPL Financial and Stratos Wealth Securities. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Jason Cohen is a CFP® professional with 16 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd and LPL Financial, LLC since 2014. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform. The firm uses an open-architecture approach and multiple custodians and sub-advisors to deliver tailored investment strategies.

Mindy Qua is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at LPL Financial and McDonald Partners LLC. Qua serves as a board member of Valley Lutheran Church, a nonprofit organization in Chagrin Falls, OH. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, 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.

Maura Hagan is a financial advisor with Guardian Life and holds a Series 66 credential. She has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Her prior work experience includes positions in financial services and manufacturing sectors. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Candace Kyer is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services for 14 years. She is also a commissioned Notary Public in Ohio, providing notary services on a volunteer basis. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and charitable and municipal organizations, offering a range of brokerage, advisory, and financial planning services.

Kathryn Louttit is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding 18 years of industry experience. She has worked at LPL Financial, LLC since 2021 and previously held roles at CBIZ Investment Advisory Services, LLC and CBIZ Financial Solutions, Inc. from 2012 to 2021. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians and sub-advisors.

Justin Horton is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. He holds a Series 63 designation and has been with Stratos Wealth Partners since 2010, also maintaining an affiliation with LPL Financial since 2009. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, 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.

Curtis Aiken is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience, including ten years at Commonwealth Financial Network. Curtis also spends a small portion of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a wide range of managed account programs, third-party asset manager access, and comprehensive back-office services.

Nicholas Mcrandal is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2023. His prior experience includes roles at Snap Medical Industries LLC and teaching positions at Mercyhurst University and Fox Chapel School District. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of managed-account programs with features such as direct indexing and tax-overlay services.

Patrick Manning is a financial advisor with Primerica Advisors, based in Beachwood, OH, with 13 years of industry experience. He has been associated with Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2008. Outside of his advisory work, he serves on the City Club of Cleveland Programming Committee and is active as a voting location deputy. Park Avenue Securities serves a diverse retail client base, including individual investors, high-net-worth clients, charitable organizations, and corporate entities, offering both brokerage and advisory services. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account types and financial planning solutions.

Kevin Obrien is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with both firms since 2010. Obrien is also admitted to practice law in Ohio, though his bar status is inactive. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Michael Smith is a financial advisor with TIAA-CREF, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also provides advisory services for donor-advised funds and operates within a vertically integrated group using affiliated funds.

John Krajnik is a financial advisor with NewEdge Advisors and holds the Series 66 designation. He has 19 years of industry experience, including prior roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of his advisory work, he contributes automotive advice on Pelicanparts.com and is a co-author of the books *Retire Like a Shark* and *Retire Abundantly*. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to provide tailored investment solutions.

Scott Kinsell is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2010. 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 solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

William Proper is a financial advisor at Corient with 23 years of industry experience. He previously worked at Vivaldi Capital Management, LLC and Pease & Associates, CPAs, and operated The Proper Analysis Corporation for 27 years. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Kenneth Renfro is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 16 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2011. In addition to his advisory role, Renfro is also engaged in tax preparation and accounting services. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Zachary Stanley is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes six years at UBS. He is involved with the Cleveland Sight Center, where he advises and assists with the organization's strategic vision. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a broad range of investment and placement services through a consolidated investment platform.

Ian Murphy is a CFP® professional at Stratos Wealth Partners, Ltd with six years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Tailored Management. He also provides administrative support within Stratos Wealth Partners. 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 portfolios, third-party manager programs, and various financial planning services, employing an open-architecture investment approach that integrates multiple platforms and external tools.