Wesley Morgan is a financial advisor with Eagle Strategies (NY Life) based in Mentor, OH, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Eagle Strategies since 2021 and has operated Morgan Financial Solutions since 2016, focusing on brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Jonathon Chalk is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 26 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise Financial Services. Outside of his advisory work, he is a commissioned Notary Public in the State of Ohio. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering a range of proprietary and third-party investment programs. The firm manages approximately $15 billion in regulatory assets under management and supports multiple account-level services such as lending solutions and donor-advised funds.

Joseph Maukonen is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Edward Jones, Scottrade Inc., Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he serves as an executor for his parents' estate. Park Avenue Securities LLC serves a broad retail client base with a range of brokerage and advisory services, including proprietary model portfolios and third-party investment platforms. The firm manages approximately $15 billion in regulatory assets and offers both discretionary and non-discretionary account management options.

Brenna Paananen is a CFP® professional with seven years of experience at Walden Wealth Partners/Wealthspire Advisors and three years prior experience at the University of Akron. She is currently affiliated with Wealthspire Advisors in Beachwood, OH. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers wealth management, financial planning, retirement-plan consulting, and trustee services.

Samer Hilal is a financial advisor with LPL Financial in Streetsboro, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Stratos Wealth Partners, LTD and J.P. Morgan Securities before joining LPL Financial in 2020. Hilal also manages a separate business entity, Samer Hilal Wealth LLC, for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a wide range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Samantha Escobedo is a financial advisor with Hantz Financial Services, Inc. She holds Series 66 and Series 63 licenses and has 10 years of industry experience. She has been with Hantz Financial Services since 2015. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform offering financial planning, wealth management, retirement plan consulting, and a range of model-based ETF strategies and separately managed accounts.

Geoffrey Hoff is a Series 66-licensed financial advisor with 15 years of industry experience. He is affiliated with Primerica Advisors and has worked with Park Avenue Securities since 2010 and Guardian Life Insurance Company since 2009. Hoff serves on the advisory board of Lake Catholic. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment strategies, proprietary programs, and account-level solutions.

Stella Arnaut is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019, following six years at JPM Chase. Outside of her advisory role, she is involved in window sales and construction supply sales through two separate businesses. Fifth Third Securities provides brokerage and investment advisory services 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.

Scott Lewis is a financial advisor with Osaic Advisory Services, LLC who holds a Series 66 credential and has 11 years of industry experience. He has worked at several firms, including Arbor Point Advisors, Securities America Advisors, Cetera, and Vantage Financial Group. Lewis is also licensed as an insurance agent selling life insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers investment management, financial planning, retirement plan consulting, and other related services through various program models, with custody primarily arranged through Schwab and Fidelity.

Grace Himmelright is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with multiple firms, including a longstanding role at Transamerica Financial Advisors since 2012. Outside of her advisory work, she is involved in financial education as an instructor with the Heartland Institute of Financial Education and owns Insure With Grace, LLC, a health insurance sales business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Cory Nutter is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with BDS Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform for operations, trading, technology, compliance, and practice management.

William Carroll is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has four years of industry experience. Prior to his advisory role, he worked at Texas de Brazil for four years. In addition to his advisory activities, Carroll is a licensed insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities, emphasizing periodic rebalancing and performance reviews.

John Hyneman is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Ameriprise Financial Services, Agia, Valic Financial Advisors, and Prudential Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that includes third-party and affiliate investment strategies.

Victor Roach is a financial advisor with TIAA-CREF in Beachwood, Ohio, holding a Series 66 designation and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Roach umpires youth baseball games for boys aged 9 to 20 in Ohio. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm offers a range of advisory services that include model portfolios, customized portfolio management, and fiduciary services with a vertically integrated approach.

Jules Blakely is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles. Blakely has also been a student since 2009. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, along with financial planning and consulting services.

Tracy Scott is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. She holds Series 65 and Series 63 designations and has been affiliated with Fifth Third Bank since 1996. Fifth Third Securities, Inc. serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, through advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account Platform, utilizing third-party portfolio managers and offering various strategies such as mutual fund and ETF models, SMAs, and direct-indexing options.

Dean Weemhoff is a CFP® with 32 years of industry experience, currently serving as a financial planner at OSAIC Advisory Services, LLC since 2024. His prior roles include ten years at Lincoln Investment and two years at Arbor Point Advisors. He also holds an insurance planning role that integrates annuities and insurance products as part of his financial planning process. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight through multiple program models, utilizing both proprietary and third-party platforms.

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.

Kent Mosher is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Stratos Wealth Partners since 2010 and also affiliated with LPL Financial since 2009. In addition to his advisory work, he is an author and has published a book available on Amazon. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, 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.

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.