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.

Adam Aussem is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 credentials, and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co, as well as academic positions at Ashland University and Cleveland State University. Outside of his advisory career, he has experience as a self-employed professional and worked in gig economy roles with Uber and DoorDash. Eagle Strategies serves a diverse clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client and plan sponsor objectives and manages the majority of its assets on a non-discretionary basis.

Michael Granito is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds the Series 66 designation. He has eight years of industry experience and previously worked at Marcum Wealth, LLC, ProEquities, Inc., and other firms. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Luis Mancipe is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to his current role, he worked with Wells Fargo Clearing and Wells Fargo Advisors. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for discretionary implementation and portfolio design, integrating with KeyCorp affiliates to offer a range of investment, advisory, and risk management services.

Anthony Podojil is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Arbor Point Advisors and Cedar Brook Financial Partners. Outside of his advisory role, Podojil serves on the board of the Lake/Geauga Educational Assistance Foundation, acts as president of the board for ISTEM, a public education school, and is involved in educational consulting and nonprofit leadership. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base such as individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services including investment management, financial planning, and retirement plan consulting through multiple program models that utilize both proprietary and third-party platforms.

Joseph Reynolds is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Citigroup, New York Life Insurance Company, NYLIFE Securities LLC, PNC Investments, and Merrill. He is based in Brooklyn, Ohio. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary strategies and offers services integrated with KeyCorp affiliates, combining investment, banking, and risk management capabilities.

Douglas Butler is a CFA® charterholder with 22 years of experience in the financial industry. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, he serves on the Investment Committee of the YMCA of Greater Cleveland, participating in the evaluation of investment managers for the organization's endowment fund. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services within many client relationships.

Cynthia Ciccotti is a financial advisor at Key Investment Services LLC with 25 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at ValMark Advisers, Inc. and Northwestern Mutual Investment Management. Outside of her advisory work, she manages a rental real estate business. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a multi-provider platform and a network of financial professionals.

Bradley Schlang is a financial advisor at Osaic Advisory Services, LLC with 30 years of industry experience. He holds a Series 63 designation and has worked at firms including Arbor Point Advisors and Securities America Advisors. Schlang serves on several nonprofit boards, including as a trustee and finance committee member for Wingspan Care Group and Bellefaire JCB, and is involved with the Jewish Federation of Cleveland and Mt. Sinai Health Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, with portfolios constructed using proprietary and third-party platforms.

Brenda Johnson is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is affiliated with Commonwealth Financial Network and BDS Financial Network, where she has worked since 2012 and 2014, respectively. Johnson is the sole owner of Brenda Johnson, LLC, a private entity established for tax purposes and securities business facilitation. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

Greg Goldfeder is a CFA® charterholder with 16 years of industry experience. He is currently with Corient, where he has worked since 2026, following prior roles at Vivaldi Capital Management and Proper Analysis Corp. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Charles Melsher is a financial advisor at Key Investment Services LLC with 36 years of industry experience. He has been with Key Investment Services since 2005 and also maintains a role at Sbhu since 1992. He holds Series 63 and Series 65 designations. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory solutions to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider platform and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

John Hollis is a financial advisor with Primerica Advisors in Beachwood, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance since 2012. Outside of his advisory work, Hollis is involved in several business ventures, including serving as president of HaHa Dumpsters LLC and holding investments in product innovation through Blazor Inc LLC. Primerica Advisors serves a broad retail client base, offering transaction-based brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a variety of proprietary and third-party investment strategies and supports multiple advisory programs and account-level services.

Joseph Suster is a financial advisor at &PARTNERS with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bucholtz & Germo, TrueHarbor LLC, Commonwealth Financial Network, and various other organizations. &PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

David Bucholtz Jr. is a CFP® professional with 31 years of industry experience. He is currently with \u0026Partners and has previously worked at Michael Germo Dba Financial Planning Resources, Bucholtz \u0026 Germo, and Commonwealth Financial Network. In addition to his advisory work, he is president and owner of Bucholtz Consulting, LLC, which operates securities and insurance businesses, and he also provides tax preparation services. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan services through a combination of proprietary and third-party strategies, using a variety of analytical approaches.

Sara Majer is a financial advisor at Benjamin F. Edwards & Company, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards since 2011, following prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management that combines proprietary strategies with third-party models.

Laray Cash is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Key Corp for six years before joining Key Investment Services. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider platform with discretionary and non-discretionary portfolio management options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Scott Snow is a CFP® with 26 years of industry experience. He has been with Clearstead since 2022 and previously operated his own advisory firm, Scott Snow (Financial Advisors) LLC, from 2005 to 2022. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and uses an institutional investment process across a range of strategies and account types.

Paul Combs is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He co-owns Bridgeview Wealth Partners, LLC, where he has worked since 2019, and previously spent over 30 years with Foresters Financial and its advisory arm. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of program structures and delivers back-office support in operations, trading, compliance, and practice management.

Michael Kalinoski is a financial advisor with Hightower Advisors and holds a Series 65 designation. He has been with Hightower Advisors since 2017 and previously worked at PNC Bank from 2014 to 2017. Based in Cleveland, OH, Kalinoski is relatively new to the industry with zero years of experience reported. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers, and incorporates proprietary research and a variety of investment vehicles in its approach.