Matthew Mcdonald is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and 12 years of industry experience. He previously worked at AJ Wealth LLC from 2014 to 2022 before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Randall Keller is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 17 years of industry experience. His prior experience includes over a decade with Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, Keller is a partner in Navarre Dentistry, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships utilizing both proprietary and third-party model portfolios, as well as a hybrid digital advisory solution.

Bruce Hartzmark is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Fahnestock & Co., Inc. since 1988. Hartzmark is a member of University Hospitals of Cleveland Digestive Health Institute Leadership Counsel. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios, while maintaining custody of client assets and operating both broker-dealer and advisory businesses.

Joanna Lograsso is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and several years of experience in the industry, including roles at Marcum Wealth, St. Claire Advisors, LLC, and Paragon Advisors, Inc. She is based in Cleveland, OH. 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 a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Joshua Ayers is a financial advisor with Transamerica Financial Advisors in Kirtland, OH, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at World Financial Group, Equitable Advisors, Ameriprise Financial Services, and Duquesne Light Company, where he also serves as a union representative. He is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Sarah Lange is a Series 66-licensed financial advisor with Valic Financial Advisors in Chardon, Ohio. She has seven years of experience at Valic, preceded by eight years at American International Group. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing optional overlay services for portfolio customization.

Jackson Roskow is a financial advisor at Guardian Life with a Series 66 designation and no prior industry experience. His work history includes roles at Park Avenue Securities since 2025 and Guardian Life Insurance Company since 2024, as well as positions outside the financial industry at Canterbury Country Club, Kent State University, Hamburg Brewing Company, and Orchard Park School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and investment advisory programs.

Michael Stuneck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 licenses and bringing 29 years of industry experience. He has been with PNC since 2014. Outside of his advisory role, he is active as a freelance musician. PNC Wealth Management offers retail brokerage and advisory services through several model‑based programs, including an invitation‑only online discretionary model account pilot that combines algorithmic risk assessment with portfolio strategies managed by PNC or third-party strategists.

Adam Pollack is a financial advisor at Stratos Wealth Partners, Ltd with 12 years of industry experience. He has been with Stratos since 2014 and previously worked at LPL Financial starting in 2013. Outside of advising, he held a role at Advanced Wound Concepts Inc for nine years. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with active monitoring and access to proprietary and third-party strategies.

Mark Ventura is a CFP® with 10 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial since 2023. His prior roles include positions at Morgan Stanley, PNC Investments, and Charles Schwab. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, providing financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies, offering both discretionary and non-discretionary account management across multiple custodians.

Theresa Flynn is a financial advisor at PNC Wealth Management with 27 years of industry experience. She holds a Series 63 designation and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees, which uses algorithmic assessments to recommend investment strategies implemented via mutual funds and ETFs.

Carl Cline is a Series 66-licensed advisor with PNC Wealth Management in Cleveland, OH, where he has worked since 2017. He has 25 years of industry experience and is also associated with Joseph D. Carney & Associates, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available by invitation to employees. The firm utilizes algorithm-driven risk assessments and implements investment strategies primarily through mutual funds and ETFs with annual rebalancing.

Jonathan Abbuhl is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bendix Commercial Vehicle Systems and involvement with organizations such as Providence Church and Bowling Green State University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and discretionary investment management. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

David Bosak is a CFP® professional at Hightower Advisors with seven years of industry experience. He previously worked at Fairport for five years before joining Hightower Advisors in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Duane Lipps Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Cleveland, OH, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Equity Services, Inc. since 2014. Outside of his advisory role, he is a sole proprietor selling items through online resources. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Cody Bales is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior work experience in education and retail, including roles at Franklin University and PetSmart. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm’s investment approach emphasizes model-driven ETF strategies and incorporates third-party money managers, alternative investments, and advanced technology tools such as generative AI for client data analysis.

Ryan Patton is a financial advisor with Stratos Wealth Partners, Ltd and holds the Series 66 designation. He has 14 years of industry experience with previous roles at Key Investment Services and Equitable Advisors. Outside of his advisory work, he is involved with North Star Appraisal Solutions, which provides appraisal services. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers financial planning, advisor-managed programs, and specialized consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Emily Drake is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2019. Prior to joining Hightower, she worked for 12 years at WealthTrust Fairport, LLC. Hightower Advisors offers investment advisory and planning services to a broad range of individual and institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its extensive network of Advisor Practices. The firm’s advisory approach emphasizes manager selection, multi-manager solutions, and utilizes proprietary research and various investment vehicles including mutual funds, ETFs, and alternative investments.

Joyce Zak is a financial advisor at Hightower Advisors with seven years of industry experience. She previously worked at WealthTrust Fairport, LLC for 19 years. Zak is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates mutual funds, ETFs, alternative investments, and custom indexing.

Christopher Radzinski is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. He has been with Stratos Wealth Partners since 2014 and also holds a registered representative position at LPL Financial. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting, supported by a large network of investment adviser representatives using both proprietary and third-party strategies.