Bryan Mersol is a financial advisor with Eagle Strategies (NY Life) and holds the Series 66 designation, with seven years of industry experience. He has worked in various capacities since 2015, including roles at Mersol Financial Solutions LLC and New York Life Insurance Company. Outside of his advisory work, he owns YourParanormal, a brand focused on paranormal investigation content across social media platforms. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shawn Sauerwein is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in New Castle, PA. He has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Jason Young is a financial advisor with Commonwealth Financial Network and co-owner of Modern Wealth Management, LLC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Pruco Securities, LLC, Prudential Insurance Company of America, PNC Investments, and Huntington National Bank. 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, technology, investment management, and compliance support, allowing affiliated advisors discretion to construct client portfolios from a variety of securities and insurance products.

Thomas Masters is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2014. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Brock Cheurco is a financial advisor at Janney Montgomery Scott with Series 66 credentials and two years of industry experience. His prior roles include positions at MassMutual and MML Investors Services, as well as work experience during his studies at Youngstown State University and the East Palestine Street Department. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal entities, offering a variety of advisory and brokerage services supported by in-house and third-party portfolio management.

Corey Altman is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, Arnett Carbis Toothman LLP, and A&F Financial Advisors LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Kevin Shope is a financial advisor at Citizens Securities, Inc. in Boardman, Ohio, holding a Series 66 designation with 27 years of industry experience. He has been with Citizens Securities since 2008. Shope serves as Director President on the board of Dylan's House, a nonprofit organization. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Patrick Manes is a financial advisor with Independent Financial Partners in Youngstown, Ohio, holding a Series 63 designation and 37 years of industry experience. He has worked at IFP Securities, LLC since 2019 and was previously associated with LPL Financial from 2012 to 2019. Manes is also involved in marketing and selling fixed annuity products through the Pinnacle Group on a limited basis. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base, with a notable focus on retirement-plan advisory and pension consulting services.

David Gettings is a financial advisor with GWN Securities Inc. in New Castle, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at GWN Securities since 2015 and has prior experience with Lawrence County, The Gettings Financial Group LLC, and as a CPA since 1992. Outside of advising, he is involved in multiple nonprofit and community activities, including serving as an advisor for the Albert P. Gettings Memorial Foundation, a board member for the Human Services Center, and founding the Gettings Leadership Centers, which focus on teaching honor, respect, and values. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies including legacy market-timing and momentum approaches.

Matthew Pruitt is a CFP®-certified financial advisor at MAI Capital Management, LLC with nine years of industry experience. His previous roles include positions at WCG Wealth Advisors, Treloar & Heisel, Citizens Securities, Bank of America, Merrill, and PNC Bank. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning and tax services within client relationships, managing $72.3 billion in assets as of May 31, 2026.

Sidney Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in financial services since beginning his career with Merrill in 1982. His early roles included work at the Chicago Board of Trade and the foreign exchange trading desk in New York, which provided him with insights into market drivers. Over the years, he has managed pension, trust, and individual assets and currently offers discretionary portfolio management incorporating a range of individualized and third-party strategies. Sid holds a Bachelor's degree in Finance and Economics from Miami University of Ohio and has completed the Executive Education Program at the University of Chicago Booth School of Business. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized repeatedly by Barron's as one of the Top 1,200 Financial Advisors and by Forbes as a Best-In-State Wealth Advisor and as part of the Jones Wealth Management Group Best-in-State Wealth Management Team. Sidney is a founding member of the Boardman Schools Fund for Educational Excellence endowment and supports several community initiatives such as Making Kids Count and Beatitude House. He sponsors significant local events including one of Ohio's largest high school cross-country track meets. Sid resides in Boardman with his family and enjoys fishing, football, golfing, and reading.

Sherri Clay is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and bringing 14 years of industry experience. Prior to joining Rockefeller Financial in 2026, she worked at Bank of America for five years and Merrill for 27 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Lucas Rider is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals including high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and affiliate investment strategies.

Dominic Corso is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of his advisory work, he owns Onward Enterprises LLC, an e-commerce business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services, operating uniquely as both an investment adviser and a registered broker-dealer.

Paul Nurkiewicz is a ChFC® and holds a Series 66 license, with 48 years of industry experience. He has been with Centaurus Financial, Inc. since 2003. Outside of his advisory role, he also represents Blue Cross/Blue Shield and United American-Medicare Supplements in non-investment capacities. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a combination of fundamental and technical investment analyses.

Lisa D'amico is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 27 years before joining Rockefeller Financial in 2026. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers comprehensive portfolio management and financial planning services, operates as a registered broker-dealer, and provides placement and investment banking services through an integrated investment platform.

Philip Springirth is a CFP® professional with 19 years of industry experience, currently advising at OSAIC Institutions, INC. He has worked at First Commonwealth Bank since 2019 and was previously with LPL Financial, LLC from 2016 to 2019. Outside of his advisory role, he serves on the endowment committee of his church. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm provides customized advisory services and operates a hybrid adviser/broker-dealer model that supports discretionary and non-discretionary accounts alongside access to alternative investments and lending solutions.

John O'Neil III is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services and Signet Jewelers Inc. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers with proprietary Private Bank models, and provides management through various account structures and overlay services.

Quinn Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management, working as part of the Jones Wealth Management Team serving clients in Canfield and Columbus, Ohio. He brings a focus on goals-based wealth management, helping clients navigate the complexities of their financial lives to build desired lifestyles and legacies. Quinn began his career in Chicago in 2014 at a boutique wealth management firm and completed the CERTIFIED FINANCIAL PLANNER® certification courses at DePaul University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree in Finance from Miami University, where he also studied abroad in Luxembourg and participated in an international business program in Asia. Outside of his professional work, Quinn is involved with the Bexley Schools Finance Advisory Council and City Year Columbus. He lives in Bexley, Ohio with his wife Molly and their goldendoodle Harlow. His personal interests include traveling, tennis, running, and activities on the water.

Ryan Mckay is a financial advisor with ROCKEFELLER FINANCIAL LLC and holds a Series 66 designation. He has 10 years of industry experience, including 12 years at Merrill before joining Rockefeller Financial in 2026. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.