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.

Anthony Constantine Jr. is a financial advisor at Lifemark Securities Corp. with 32 years of industry experience. He holds a Series 66 designation and has previously worked at Foresters Equity Services, Inc. and operates Constantine National Financial LLC. He has served as a District Deputy Grand Master of the 22nd Masonic District F&AM of Ohio and volunteers weekly in this charitable and fraternal organization. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, utilizing a variety of managed account programs and tailored risk assessments.

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.

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.

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.

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.

Chad Mc Whorter is a CFP® with six years of industry experience, currently advising at Hantz Financial Services, Inc. since 2019. His prior work includes roles at the Center for Career Services and John Carroll University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Zachary Williams is a financial advisor at Wealth Enhancement Advisory Services, LLC with 15 years of industry experience. He holds a Series 63 designation and has worked at firms including Marcum Wealth, LLC, Appreciation Financial, and Cetera Advisors LLC. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Michael Van Himbergen is a CFP® with 23 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Aurum Wealth Management and ProEquities, Inc. 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, risk-class based investment approach that combines passive and active management, supported by an internal Investment Committee.

Leahmarie Lamonica is a financial advisor at Hantz Financial Services, Inc. in Willoughby, OH, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Hantz Financial Services since 2014, totaling 12 years at the firm. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios supplemented by third-party managers and employs a comprehensive asset-allocation framework with technology-assisted trade execution and tax-loss harvesting.

Gregory Lopez is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Valmark Securities, Inc., Marcum Wealth, Global Retirement Partners, LLC, LPL Financial, LLC, Oswald Companies, and Girard Securities, Inc. He serves on the investment committee of the Cleveland Music Settlement. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a combined passive and active investment approach guided by an internal Investment Committee.

James Duralia is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Outside of finance, he owns a firearms and sporting goods store and co-owns a retail horticulture nursery. 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 financial planning, investment management, brokerage, and retirement plan consulting, utilizing both proprietary and third-party strategies within discretionary and non-discretionary managed solutions.

Robert Cozart is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked for 25 years at Guitar Center Stores and is involved with Life Point Church. Outside of advising, he owns a sports card sales business and coordinates Financial Peace University classes at Life Point Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

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.

Alynne Strait is a CFP® with 16 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at Aurum Wealth Management Group LLC, Fidelity Brokerage Services LLC, Wells Fargo Clearing, and Edward Jones. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Robert Coode is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Valmark Securities Inc, Marcum Wealth, LLC, and ProEquities, Inc. He is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research and offers a range of financial planning, asset management, and specialized retirement consulting services.

Edward Rigo is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at Benjamin F. Edwards & Co since 2011, following prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Rigo serves as a trustee of an irrevocable trust in Mentor, Ohio. 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 through a large team of advisors. The firm offers a range of services including advisory programs, financial planning, investment management, and M&A advisory, employing both proprietary and third-party strategies with an internal trading desk and custody services.

Nathan Reyes is a Series 66-licensed financial advisor at PNC Wealth Management with 20 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering that utilizes algorithm-driven risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.