Dean Weemhoff is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC since 2024. His prior experience includes roles at Arbor Point Advisors, Securities America, Inc., and Lincoln Investment. He is also involved in insurance planning as part of the financial planning process. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management, financial planning, and retirement consulting services, utilizing a mix of proprietary and third-party platforms to tailor portfolios and accommodate client restrictions.

James Sophia Jr. is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and Merrill Lynch. In addition to his advisory work, he is a 1099 insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

Nancy Kitson is a financial advisor with Fifth Third Securities, Inc. in Painesville, Ohio. She holds Series 63 and Series 65 designations and has 31 years of industry experience. Her prior roles include positions at Key Investment Services, LLC and Fifth Third Bank. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering access to various managed account programs primarily via Fidelity’s Managed Account Xchange. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting a range of investment strategies including mutual funds, SMAs, and direct indexing.

Kent Mosher is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 27 years of industry experience. He has worked at Stratos since 2010 and previously at LPL Financial and Osaic FA, Inc. Mosher is also an author, having published a book in 2024. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture approach with multiple third-party platforms and discretionary and non-discretionary portfolio management.

Deborah Solomon is a financial advisor with Empower Advisory Group located in Woodmere, OH. She holds Series 63 and Series 66 licenses and has nine years of industry experience, including roles at GWFS Equities, Advised Assets Group, Charles Schwab, TD Ameritrade, Key Private Bank, Bank of America, Merrill, and Wells Fargo Advisors. Outside of her advisory work, she is the owner of Valiente Ventures, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns and operates through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Denes Chapo III is a financial advisor at Fifth Third Securities, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2017, following a decade at U.S. Bancorp Investments, Inc. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and optional tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Zachary Dahmen is a Series 66-licensed financial advisor at Primerica Advisors with four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been associated with Guardian Life Insurance Company since 2019. Dahmen also has experience with Lifetime Financial Growth and studied at The Ohio State University from 2015 to 2019. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Jeffrey Kitzberger is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2010 and has worked with Home Life Insurance Company since 1985. Kitzberger serves as a board member of the Make It Happen 4 BMD Foundation, a nonprofit organization. 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 institutions, offering a range of advisory services through an open-architecture platform and an IAR-driven model that emphasizes customized portfolio management and third-party integrations.

Christopher Leben is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. He has previously worked with Equitable Advisors and Axa Advisors, LLC, and also spent eight years at Willoughby South High School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account designed for employees with PNC Bank online-banking credentials. The firm employs third-party strategists and investment delegates to manage portfolios using mutual funds and ETFs, with annual rebalancing and no direct trading or margin use by clients.

Douglas Burns is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at Key Investment Services LLC and KeyBanc Capital Markets Inc. Burns is currently affiliated with 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 individuals, retirement plans, corporations, nonprofits, and institutional clients through independent investment adviser representatives, offering customized portfolio management and financial planning with an open-architecture platform integrating multiple third-party managers.

Jason Cohen is a CFP® with 17 years of industry experience. He has been an advisor at Stratos Wealth Partners, Ltd since 2014 and is also affiliated with LPL Financial, LLC. 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, employing an open-architecture investment approach with customized portfolio management and integration of multiple third-party platforms and managers.

Mindy Qua is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 65 designations and has 26 years of industry experience. Her prior firms include LPL Financial LLC, McDonald Partners LLC, UBS Financial Services, and KeyBanc Capital Markets Inc. Qua serves as a board member for Valley Lutheran Church in Chagrin Falls, Ohio. Stratos Wealth Partners 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 customized investment management and financial planning through an IAR-driven, open-architecture model that integrates multiple third-party platforms and managers.

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.

Derek Sullivan is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history including Fifth Third Bank, ROCKET Mortgage, and Progressive. Outside of his advisory role, he is a co-owner of a vending machine business and also engages in online craft sales as a mentor. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of portfolio management programs via the Passageway Managed Account Platform. The firm is a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with over 900 advisors.

Lee Friedman is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Arbor Point Advisors, Cedar Brook Financial, Securities America Advisors, and the firm he co-owns, Friedman, Leavitt & Associates, Inc., an accounting business that is now in the process of winding down accounts receivable. He also refers clients for life insurance through ASH Brokerage. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and municipalities. The firm provides a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and custody primarily through Schwab and Fidelity.

Kathryn Louttit is a financial advisor with Stratos Wealth Partners, Ltd. in Beachwood, Ohio, holding 18 years of industry experience. She has worked at LPL Financial, LLC and CBIZ Financial Solutions in various roles since 2012. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an open-architecture, IAR-driven model offering discretionary and non-discretionary portfolio management, integrating multiple third-party platforms and managers.

Jason Stockmaster is a financial advisor with Eagle Strategies (NY Life) based in Mentor, Ohio. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. He operates the Stockmaster Financial Group, which sells New York Life products and brokers non-registered insurance products. Outside of financial services, he volunteers managing operations for a vacation rental business and owns a farming operation involved in crop and livestock production. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, with the majority of its assets managed on a non-discretionary basis within the integrated New York Life affiliate structure.

Bradley Weemhoff is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, and Lincoln Investment Planning. In addition to his advisory role, he is licensed to sell insurance and has experience advising on insurance needs. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

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 in Beachwood, OH, holding Series 63 and Series 65 credentials and having 31 years of industry experience. His prior firms include Morgan Stanley, UBS Financial Services, and Merrill. He is admitted to practice law in Ohio, although his bar status is currently inactive. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm 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 institutions, and utilizes an open-architecture investment approach with discretionary and non-discretionary portfolio management.