Bruce Hartzmark is a financial advisor with Oppenheimer based in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Fahnestock & Co., Inc. since 1988. Outside of his advisory role, he serves on the Leadership Counsel for University Hospitals of Cleveland Digestive Health Institute. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation and manager selection to construct client solutions tailored to documented objectives.

Joanna Lograsso is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and several years of experience in the industry, including roles at Marcum Wealth, St. Claire Advisors, LLC, and Paragon Advisors, Inc. She is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Joshua Ayers is a financial advisor with Transamerica Financial Advisors in Kirtland, OH, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at World Financial Group, Equitable Advisors, Ameriprise Financial Services, and Duquesne Light Company, where he also serves as a union representative. He is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Steven Goodman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked concurrently at Penn Mutual Life Insurance Company and Hornor Townsend And Kent, Inc since 2007. Outside of his advisory role, Goodman is involved in life insurance brokerage through 21st Century Financial and partners in a firm that provides training and marketing support for disability insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing a combined discretionary and non-discretionary portfolio exceeding $9 billion as of year-end 2025.

Sarah Lange is a Series 66-licensed financial advisor with Valic Financial Advisors in Chardon, Ohio. She has seven years of experience at Valic, preceded by eight years at American International Group. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing optional overlay services for portfolio customization.

Jackson Roskow is a financial advisor at Guardian Life with a Series 66 designation and no prior industry experience. His work history includes roles at Park Avenue Securities since 2025 and Guardian Life Insurance Company since 2024, as well as positions outside the financial industry at Canterbury Country Club, Kent State University, Hamburg Brewing Company, and Orchard Park School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and investment advisory programs.

Adam Pollack is a financial advisor with Stratos Wealth Partners, Ltd., holding 12 years of industry experience. He has also worked with LPL Financial since 2013 and has a background with Advanced Wound Concepts Inc. outside the advisory industry. 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 both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Mark Ventura is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd. He has previously worked at Morgan Stanley, PNC Investments, and Charles Schwab. Ventura also provides administrative support to Stratos Wealth Partners, an independent investment advisor firm. Stratos Wealth Partners offers advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians and utilizing affiliated and third-party sub-advisors.

Cody Bales is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior work experience in education and retail, including roles at Franklin University and PetSmart. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm’s investment approach emphasizes model-driven ETF strategies and incorporates third-party money managers, alternative investments, and advanced technology tools such as generative AI for client data analysis.

Ryan Patton is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services and LPL Financial. Outside of his advisory role, he is involved with North Star Appraisal Solutions, an appraisal services business. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other 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.

Shivani Singh is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and has worked at several firms including DXC Technology and New York Life. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Ryan Greenhill is a Series 66-licensed advisor with The Huntington Investment Company, bringing 13 years of industry experience. His prior roles include positions at PNC Investments and Ameriprise Financial Services. Outside of his advisory work, Greenhill is involved in local real estate ventures through partnerships in several LLCs focused on hospitality renovations and short-term rental management. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank strategies, offering a range of wrap-fee investment programs delivered through National Financial Services.

Christopher Radzinski is a financial advisor with Stratos Wealth Partners, Ltd., holding 12 years of industry experience. He has been with Stratos Wealth Partners since 2014 and has also been associated with LPL Financial since 2013. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

David Leavitt is a financial advisor with Osaic Advisory Services, LLC, holding 27 years of industry experience. He has worked at firms including Arbor Point Advisors and Cedar Brook Financial. Outside of his advisory work, he serves as an executive board member and past president of Congregation Shaarey Tikvah, a small synagogue. Osaic Advisory Services, LLC provides investment management and financial planning to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse advisory programs that utilize both proprietary and third-party platforms, with custody primarily arranged through Schwab and Fidelity.

Michael Cimperman is a CFP® professional with seven years of industry experience, currently serving at Stratos Wealth Partners, Ltd. since 2021. His prior roles include positions at HRZ Management, LPL Financial, Charter Steel, and the University of Akron. He provides administrative support to Stratos Wealth Partners, an independent investment advisory firm. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm utilizes an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios across multiple custodians and employs a combination of affiliated and third-party sub-advisors.

John Rutkowski is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 18 years of industry experience. He has been associated with Guardian Life Insurance Co of America and Primerica Advisors since 2009. Outside of his advisory role, he works as an independent insurance agent. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms, supporting diverse account types and lending solutions.

David Albin is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Independent Financial Group, and Cetera. Outside of his advisory role, he is involved with a technology services company called DeepThink Labs and maintains authorship of a niche online publication focused on pest prevention. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into a single account, leveraging both advisor-managed and model-based portfolios with active monitoring and asset allocation across various custodians.

Kimberly Jennings is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has been with Fifth Third Securities since 2020 and has worked with Fifth Third Bank since 2017. Fifth Third Securities 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 tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Dale Puruczky is a financial advisor at Stratos Wealth Partners, Ltd with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stratos Wealth Partners since 2012. Prior to that, he worked at LPL Financial, LLC for over two decades. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, 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.

Mark Mallia Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Bankers Life Advisory Services, Inc. since 2016. He also holds a branch sales manager role with Bankers Life, overseeing operations for offices in Cleveland North and Akron, Ohio. Outside of his advisory and management duties, Mallia is a board member of his local homeowners association, contributing to community governance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create customized asset allocations and portfolio management aligned with clients’ goals and risk tolerances.