Hunter Boardwine is a financial advisor with PNC Wealth Management in Stow, Ohio, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining PNC, he worked at Empower Advisory Group, J.P. Morgan Securities, and JPMorgan Chase Bank among other firms. Outside of financial services, he owns Trash Ease LLC, a waste collection business registered in Ohio. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available as an invitation-only pilot for employees. The firm uses algorithm-driven model selection and delegates portfolio management and proxy voting to third-party specialists.

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.

Frank Preziuso is a CFP® with 21 years of industry experience, currently with Lincoln Investment. His prior roles include positions at Capital Analysts, Agia, and a 16-year tenure at Valic Financial Advisors. He serves as a volunteer board member for Akron Children’s Roundtable, a hospital-focused nonprofit. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Douglas Burns is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Key Investment Services LLC and KeyBanc Capital Markets Inc. Burns is currently affiliated with Stratos Wealth Partners, LPL Financial LLC, and Stratos Wealth Securities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Jason Cohen is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has been with Stratos Wealth Partners, Ltd and LPL Financial, LLC since 2014. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives who provide discretionary and non-discretionary portfolio management and specialized consulting.

Mindy Qua is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at LPL Financial LLC, McDonald Partners LLC, UBS Financial Services, and KeyBanc Capital Markets Inc. She serves on the board of Valley Lutheran Church, a nonprofit organization in Chagrin Falls, Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, portfolio management, access to model portfolios and third-party managers, and retirement plan consulting, with an investment approach that combines individualized asset allocation and active monitoring through a network of adviser representatives.

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 previously worked at CBIZ Financial Solutions, Inc. and LPL Financial, LLC. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, managed programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

Justin Horton is a financial advisor with Stratos Wealth Partners, Ltd in Chagrin Falls, OH, holding a Series 63 designation and 21 years of industry experience. He has worked with Stratos Wealth Partners since 2010 and has prior experience at LPL Financial, LLC and Osaic FA, Inc. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting. The firm’s investment approach combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, serving clients through a large network of investment adviser representatives.

Curtis Aiken is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and Series 65 licenses, with 22 years of industry experience. He previously worked at MSI Financial Services, Inc. from 2008 to 2016 before joining Commonwealth, where he has been since 2016. He also spends a small portion of his time engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, with portfolios implemented through either internally managed models or outsourced platforms.

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 Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and Merrill. He is admitted to practice law in Ohio, although his status with the Ohio Bar is currently inactive. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, and retirement plan consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

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.

Shawn Berthelot is a financial advisor with Cetera Planning Partners and holds a Series 66 designation. He has 22 years of industry experience, with prior roles at firms including TD Ameritrade and Avantax Planning Partners. In addition to his advisory work, he serves as president of Western Reserve Business Consulting, a small business consulting firm. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing diversified investment strategies aligned with client objectives and risk tolerance.

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 in Beachwood, OH, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Stratos and LPL Financial since 2010 and previously worked at Morgan Stanley and its affiliates from 2001 to 2010. Stratos Wealth Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, operating on multiple platforms and custodians to support both discretionary and non-discretionary account management.

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.