Ryan Carlson is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 14 years of industry experience and has worked at firms including Eagle Strategies, New York Life, and Carlson Financial Group, where he is also involved in insurance brokering. Ryan serves on the Board of Trustees for the Medina County District Library and is a member of the Board of Directors and Finance Committee at Community Assessment & Treatment Services, Inc. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by its in-house team with non-discretionary services from advisors and third-party managers.

Dayna Smith is a financial advisor at Stratos Wealth Advisors LLC with five years of industry experience. She holds a Series 66 license and has previously worked at Cadaret, Grant & Co., Inc. and Cedar Brook Group. In addition to her advisory role, she is also involved in insurance sales, providing fixed insurance products and annuities to clients. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through multiple teams of investment advisory representatives. The firm offers customized financial planning and portfolio management services, utilizing a range of sub-advisers and platform solutions.

Christine Sivak is a financial advisor with SEIA, holding a Series 63 designation and bringing 22 years of industry experience. Her prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America. She serves as Co-Chair of the Northeast Ohio chapter of the Women in Pensions Network, organizing networking events for professionals in the retirement plan industry. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a six-step investment process combining strategic asset allocation with tactical micro-allocation and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting services.

Gregory Halter is a CFA® charterholder with 26 years of industry experience. He has been with Carnegie Investment Counsel since 2019 and previously worked at Laurel Grove Capital, RE Advisers Corporation, and RE Investment Corporation. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a broad client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diverse investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Matthew Marasch is a Financial Advisor with OneSeven in Beachwood, OH, holding a Series 63 license and 14 years of industry experience. His prior positions include roles at Raymond James Financial Services and Mass Mutual Life Insurance Company. OneSeven provides investment advisory services to a range of clients including individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach with diversified portfolios and offers both discretionary and non-discretionary management arrangements.

Joseph Granzier is a financial advisor at OneSeven with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors, LLC and Fortune Financial Services. Granzier serves as a board member for Malachi House, a nonprofit providing hospice services for the homeless, meals for the needy, and career counseling for the unemployed. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan advisory. The firm employs a primarily long-term investment approach with access to diversified portfolios, alternatives, and private placements, and is affiliated with MGO Inc., which expands its retirement-plan consulting capabilities.

Todd Stout is a financial advisor with Capital Analysts, holding Series 63 and Series 66 credentials and over 41 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. Outside of advisory work, he is president of Diversified Wealth Management Company, Inc., and also works as a sales associate offering health care benefits through Health Karma. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network, utilizing both discretionary and non-discretionary investment management supported by a proprietary fund screening process.

Spencer Dieck is a financial advisor at Stratos Wealth Advisors LLC with 13 years of industry experience. He previously worked at Beacon Financial Advisory LLC and Beacon Financial Partners. In addition to his advisory role, he serves as a financial analyst at Pistone Wealth Advisors, focusing on investment analysis, trading, financial plan design, marketing, and client support. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers customized financial planning, portfolio management, and third-party manager programs tailored to client goals.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Nicholas Schwitzgebel is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at MyShyft, Butler University, Dartmouth College, and Keyfactor. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party advisory solutions.

Jason Borrasso is a financial advisor with Stratos Wealth Partners, Ltd., holding the Series 66 designation and bringing 16 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017 and previously held positions at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Edward Jones. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser managing approximately $18.6 billion in assets for a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and sub-advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and outsourced CIO solutions.

Matthew Rosner is a financial advisor with Guardian Life and Park Avenue Securities, holding five years of industry experience. He has been with Guardian Life since 2008 and Park Avenue Securities since 2018. Outside of his advisory work, he is involved in property management through Jaylene Development LLC. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a blend of advisor-led discretionary management and model-based strategies, supported by proprietary programs, third-party platforms, and access to insurance and alternative investment products.

Matthew Levine is a financial advisor with Independent Financial Partners holding Series 63 and Series 66 designations and 35 years of industry experience. He worked at key Investment Services LLC for 10 years before joining Independent Financial Partners in 2022. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with a multi-advisor platform, serving individual, charitable, corporate, and high-net-worth clients, and offers notable retirement-plan advisory and pension consulting capabilities.

Heather Pollack is a Series 63 licensed financial advisor with 33 years of industry experience. She currently works at Osaic Advisory Services, LLC and previously spent significant portions of her career at Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation. Heather has been with Osaic Advisory Services since 2026. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing a range of strategies and partnerships to provide access to alternative investments and retirement solutions.

Richard Ganim Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Metlife Securities, Grove Point Investments, Cetera Advisors, and Legacy Advisory Services. He has worked with Stratos Wealth Partners and LPL Financial since 2017. Stratos Wealth Partners is an SEC-registered enterprise with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as portfolio management, financial planning, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Jonathan Douglas is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.

Sean Hesch is a financial advisor with NewEdge Advisors in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management, KMC Wealth Management, and Cambridge Investment Research. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, using multiple program structures and technology tools to support advisor and client needs.

Aaron Nuti is a financial advisor with Hightower Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Hightower Advisors since 2019 and previously at WealthTrust Fairport, LLC from 2012 to 2019. Based in Cleveland, OH, Nuti’s career has focused on providing advisory services within established wealth management firms. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager portfolio solutions, combining affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Michael Lausin is a financial advisor with Lincoln Investment in Willoughby, OH, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Lincoln Investment since 2014. Outside of his advisory role, Lausin assists with administrative tasks at RKL Financial LLC and serves as an agent handling life insurance and fixed annuities. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team and third-party managers.

Adriana Bastos Randall is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her career includes roles at Merrill, Raymond James & Associates, and Thomas McDonald Partners. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs and portfolio management options supported by its affiliation with Fifth Third Bank.