David Meler is a financial advisor at Stratos Wealth Partners, Ltd with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including LPL Financial, Purshe Kaplan Sterling Investments, and Mass Mutual Life Insurance Company. Outside of his advisory roles, he has been involved with St. Basil the Great Church. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with over 360 advisors serving more than 24,000 clients. The firm offers a range of advisory services including advisor-managed and model portfolios, third-party manager programs, and various financial planning engagements, utilizing an open-architecture approach that integrates multiple external platforms and investment solutions.

Ameer Richardson is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2005. Outside of his advisory role, he owns and manages rental properties, which he states do not interfere with his professional duties. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and distinctive features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its municipal-advisor registration.

Timothy Mclaughlin is a financial advisor with Kestra Advisory and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Murray Ridge Housing Corporation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and a range of investment solutions, managing approximately $79.8 billion in assets and serving clients such as large institutional investors and sovereign wealth funds.

Joy Mitchell is a financial advisor with Janney Montgomery Scott in Elyria, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Janney Montgomery Scott since 2005. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Nancy Buck is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Janney Montgomery Scott since 2005. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Robert Wilber is a financial advisor with SPC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2010. Outside of his advisory role, he is an owner of the Financial Mentoring Foundation and serves as a Notary Public in Lorain County, Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Derrick Cope is a financial advisor with Fifth Third Securities, Inc. in Brunswick, Ohio, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. 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 subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated corporate structure.

Patrick Harrington is a financial advisor with Fifth Third Securities, Inc. in Wellington, Ohio, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2016. Outside of his advisory role, he owns and manages rental property in Sandusky, Ohio. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and combines its municipal-advisor registration with its affiliation to Fifth Third Bank.

Tom Burchell is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Citizens Securities, Inc., where he has worked since 2020, and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s investment approach includes a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Stephen Dzurec is a financial advisor at Stratos Wealth Partners, Ltd with 22 years of industry experience. He holds a Series 63 designation and has previously worked at Cetera Advisor Networks, Purshe Kaplan Sterling Investments, Strategic Investment Solutions, Inc., and LPL Financial. Outside of his advisory role, he operates Stephen Dzurec Financial Planning and is involved in non-variable insurance sales and notary services. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers a Strategic Wealth Management platform with open-architecture portfolio solutions and emphasizes active monitoring and asset allocation across multiple custodians, utilizing both affiliated and third-party sub-advisors.

Ryan White is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, PNC Investments, and Citizens Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary Private Bank portfolios, primarily offering wrap-fee programs through the Envestnet MAS platform.

Austin Millar is a financial advisor at PNC Wealth Management with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked previously at Fidelity Brokerage Services and PNC Bank. His background includes roles outside finance, such as with Ohio Basketball and HR Block. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio strategy available by invitation to certain employees. The firm uses algorithm-driven risk assessment and delegated portfolio management within these programs.

Angelina Gerovac is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at McDonald Partners LLC and PNC Investments. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture investment approach combining third-party sub-managers and proprietary Private Bank models, offering various wrap-fee programs on the Envestnet MAS platform.

Robert Bove is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior experience includes roles at LPL Financial, Strategic Investment Solutions, and Purshe Kaplan Sterling Investments. He also manages a private business entity for tax and investment purposes. Stratos Wealth Partners provides advisory services to 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 advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Zachary Stillman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following prior roles at PNC Bank, PNC Investments, Cetera Advisor Networks, and Vantage Financial Group. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients maintain final decision-making authority.

Dan Trinter is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience and has worked at Cambridge and Nationwide-affiliated firms since 2015. He also owns Trinter Consulting and is involved in insurance, benefits, and human resources services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various portfolio management strategies and platform arrangements.

Michael Sunderman is a financial advisor with Edward Jones who holds a Series 63 designation and has 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as a trustee for the Patricia Lindley Performing Arts Center, is a part owner in a grain farming operation, and holds board and finance committee positions in local community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Mark Green Jr. is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and JPMorgan Chase Bank, N.A. alongside his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Anita Adams is a financial advisor with LPL Financial in Avon, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at LPL Financial during two periods totaling eight years, and has prior experience with Lincoln Investment Planning, Legend Advisory, The Huntington Investment Company, and Firstmerit Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research in both discretionary and non-discretionary management.

Mark Zickefoose is a financial advisor at Edward Jones in Amherst, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at The J.M. Smucker Co. and Fleet Feet. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.