Alexander Kimes is a financial advisor with EmVision Capital Advisors, LLC holding a Series 66 designation and three years of industry experience. His work history includes roles at EmVision Capital Advisors and Commonwealth Financial Network, as well as earlier positions outside finance. He is involved in fixed insurance sales during business hours. EmVision Capital Advisors serves high-net-worth individuals, families, trusts, and related entities, providing discretionary investment management and comprehensive financial advisory services tailored through customized Investment Policy Statements and a diverse asset-allocation framework.

Randal Mears is a financial advisor with EmVision Capital Advisors, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1993 and previously led Mears Financial Services as president and sole owner. Mears serves as Secretary of the Board of Directors for Cardinal Credit Union in Mentor, Ohio. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, providing discretionary investment management, customized investment policy statements, and strategic wealth-planning services. The firm’s investment approach uses customized asset-allocation models across liquid and illiquid asset classes, supported by an investment committee and ongoing client communication.

Chad Ollila is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials. He has been with the firm since 2026 and has prior experience at Cortland Family Dental. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm emphasizes selection and oversight of third-party money managers and uses tactical and strategic asset allocation methodologies in managing discretionary accounts.

Joanne Koster Wilson is a financial advisor at ON Investment Management Company with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ohio National Financial Services and THE O.N. Equity Sales Company since 2005. In addition to her advisory role, she is also involved in insurance sales, including life and long-term care insurance. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs and maintains dual-registration with broker-dealer activities.

Christopher Wallack is a financial advisor with Zacks Investment Management, Inc., holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Scottrade, and PNC Investments. Outside of advisory work, he is co-owner of Couture By Sadie and serves as an LLC manager for ABB All Brides Beautiful, both retail businesses in Hudson, Ohio. Zacks Investment Management, Inc. provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, utilizing a blend of proprietary quantitative models and qualitative portfolio management across various strategies. The firm offers retail wealth management, alternative investment strategies, and model portfolios, and acts as portfolio manager for mutual funds and ETFs.

John Malarik is a financial advisor at Simplicity Wealth with a Series 65 designation and three years of consulting experience. His prior roles include positions at The Siegfried Group and Preformed Line Products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers both advisory and technology services such as a managed account platform and back-office support for advisers.

Stuart Miller is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Cutter & Company Brokerage and Ameriprise Financial Services Inc. Outside of his advisory role, he co-owns Burton Professional Offices, a commercial building in Burton, Ohio. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through a variety of proprietary and third-party advisory platforms.

Louis Mantush is a financial advisor at McAdam LLC with 10 years of experience in the industry. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and The Lovich Agency. Outside of his advisory role, he is involved in a vending machine sales business. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts typically on a discretionary basis with a focus on diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments.

Jack Malarik is a financial advisor with Simplicity Wealth, holding 18 years of industry experience. He has worked at Simplicity Wealth since 2023 and previously spent eight years at Summit Wealth Partners, LLC. He is also the owner and president of Malarik Financial Services, Inc., a marketing firm offering financial planning and insurance services. Simplicity Wealth serves a diverse client base including individual investors, high-net-worth clients, retirement plans, corporate and institutional investors, and other financial firms. The firm’s approach involves a fund-of-funds strategy using ETFs, mutual funds, and individual securities, combined with a managed account platform and operational services for advisers.

Kenneth Boyd III is a financial advisor with Realta Investment Advisors, Inc., holding a Series 66 credential and 27 years of industry experience. He previously worked at Triad Advisors for 11 years before joining Realta Investment Advisors and its related entities in 2021. Outside of his advisory role, Boyd is involved in several business ventures including property management, home renovation marketing, technology consulting, and serves as board secretary for a nonprofit aiding transition orphans. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs individualized investment strategies based on client goals and risk tolerance, utilizing asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

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 financial advisor at Osaic Advisory Services, LLC with 33 years of industry experience. She holds a Series 63 designation and has worked previously at Beacon Financial Group, Inc. and Lincoln Financial Advisors Corp., where she spent 20 years. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

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.

Cheryl Gazso is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds a Series 63 designation and has been with Fifth Third Securities since 2011, also working at Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Rose Beisner is a financial advisor at Fifth Third Securities, Inc. in Aurora, Ohio, holding Series 63 and Series 65 designations with one year of industry experience. Her prior work includes roles at Fifth Third Bank, as well as positions at Mad Batter Bake Shop, Mission BBQ, and Caterology. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering programs ranging from advisor-directed mutual fund and ETF models to separately managed accounts and tax-overlay options, supported by the Passageway Managed Account platform.

Jason Rodgers is a CFA® charterholder with 27 years of industry experience. He is currently with Osaic Advisory Services, LLC and previously worked at Beacon Financial Group, Lincoln Financial Advisors, Wellington Shields & Co. LLC, and Soleil Securities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a diverse set of investment platforms.

Martha Royan is a Series 65-licensed financial advisor with Transamerica Financial Advisors, bringing 14 years of industry experience. She has held multiple roles concurrently, including ownership of MWR Consulting, LLC, and participation in several consulting and referral activities related to Medicare, estate law, and student loan restructuring. Royan is also involved in life coaching through Life Mastery Consulting and health insurance sales with Champion Health and Cornerstone Senior Marketing. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, and charitable organizations, utilizing model portfolios and third-party managers as part of its advisory approach. The firm supports clients through a large advisor network and multiple program platforms, with regulatory assets under management around $1.7 billion.

Linda Graham is a financial advisor with Fifth Third Securities, Inc. in Bainbridge, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities since 2001 and concurrently with Fifth Third Bank since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and specialized features such as direct indexing and tax-overlay services.

Margie Carpenter is a CFP® professional with 18 years of industry experience. She is currently an advisor at Farther Finance Advisors, LLC, where she has worked since 2022, following a 12-year tenure at Bell Tower Advisors, LLC and earlier experience at MAI Capital Management, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs an investment approach grounded in Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing along with a range of asset classes and AI-supported advisor judgment.

Janet Bauer is a financial advisor with Osaic Advisory Services, LLC, holding 21 years of industry experience. Her career includes roles at Lincoln Financial Advisors Corp for 15 years, Beacon Financial Group, Inc. for five years, and Private Client Services for four years before joining Osaic Wealth. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services, utilizing multiple program models and a combination of proprietary and third-party platforms.