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.

Kurt Ringenbach is a CFP® professional with 26 years of experience, currently serving at Stratos Wealth Partners, Ltd since 2011. He also maintains a role with LPL Financial and has operated Ringenbach Financial Partners, LLC for tax and investment purposes. Stratos Wealth Partners provides advisory services to 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 supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

John Hlay is a financial advisor with Stratos Wealth Partners, Ltd in Richfield, OH, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Stratos Wealth Partners since 2010 and also maintains a registration with LPL Financial since 2009. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of advisory solutions through an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios.

Dennis Sheflyand is a financial advisor with PNC Wealth Management in Pepper Pike, OH, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs. One notable offering is the Portfolio Solutions Strategist Digital program, an invitation-only, discretionary online model account that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Mitchell Axelrod is a financial advisor with Eagle Strategies (NY Life) based in Beachwood, OH. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company and has a background in automotive sales, including nearly a decade at Axelrod Buick GMC. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm operates within the New York Life affiliate structure and emphasizes tailored, largely non-discretionary advisory solutions across multiple program types.

Thomas Ulery is a Series 66-licensed financial advisor with Primerica Advisors, based in Beachwood, OH, and has 14 years of industry experience. He has worked at Park Avenue Securities since 2011 and has been affiliated with Guardian Life Insurance Company of America since 2005. Outside of his advisory role, he manages Probity Finance, LLC, which handles business expenses and payroll for his assistant. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across a range of account types and supports lending and credit facilities tied to advisory accounts.

Richard Anderson is a financial advisor with OSAIC Advisory Services, LLC, possessing 41 years of industry experience. His prior firms include Arbor Point Advisors and Securities America, Inc. He has indicated limited involvement in life insurance sales and has primarily focused on investment-related advisory roles. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of services including investment management, financial planning, and retirement plan consulting. The firm offers multiple program models and employs a combination of proprietary and third-party platforms to manage client portfolios.

John Brown is a Series 63-licensed financial advisor with Stratos Wealth Partners, Ltd, based in Beachwood, OH. He has 13 years of industry experience and has worked with Stratos Wealth Partners and LPL Financial since 2012. Prior to that, he operated John D. Brown CPA, Inc. for nine years. He is also involved with Brown Capital Management LLC, a business entity for tax and investment purposes. 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 both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Lawrence Spyke is a financial advisor with PNC Wealth Management, holding Series 63 and 65 licenses and five years of industry experience. He previously worked at KeyBank and Progressive Casualty Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist program for employees that utilizes algorithm-driven risk assessments and model portfolios managed by PNC or third-party strategists.

Rene Mercadante is a financial advisor with Fifth Third Securities, Inc. in Mayfield Heights, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Fifth Third Securities since 2002. 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 provides multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Nancy Andrefsky is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. She has worked at LPL Financial since 2012 and has been with Stratos Wealth Partners since 2008. She holds administrative roles in related registered investment advisory entities, including Fundamentum, LLC, where she supports discretionary asset management as a sub-advisor. Stratos Wealth Partners provides advisory services to a broad client base, including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts and supports both advisor-managed and model-based portfolios.

Robert Heksch is a CFP® professional with 36 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd since 2010 and is also affiliated with LPL Financial, LLC. His background includes providing investment advisory services and offering life, disability, long-term care insurance, and fixed annuities. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, 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.

Wes Hawkins is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 65 designation. He has 10 years of industry experience, including roles at LPL Financial, LLC and Sikich Financial. Outside of his advisory work, he owns and manages a rental property in Mantua, Ohio. 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 a range of advisor-managed and model-based portfolio solutions using an open-architecture approach and provides comprehensive financial planning and retirement plan consulting services.

Anna Alexander is a financial advisor with Transamerica Financial Advisors in Kirtland, OH, holding Series 65 and Series 63 licenses and 21 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has experience with multiple other firms, including Pinnacle Financial Services and UnitedHealthcare Medicare Solutions. Outside of advisory work, she is involved in various roles related to Medicare insurance sales and student loan referral services. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, 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 and holds Series 66 and Series 63 licenses with 10 years of industry experience. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Capital One, UNITED INCOME, LLC, KHP Capital, LLC, Hamilton Financial Partners, and First Allied Securities Inc. Outside of his advisory work, he has been involved with Tulsa Oktoberfest. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients through around 366 advisors. The firm offers a range of advisor-managed and model-based portfolio strategies using an open-architecture platform that integrates third-party managers and platforms.

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.