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.

Nicholas Mueller is a financial advisor with Integrity Alliance, LLC in Cleveland, OH, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior work includes roles at Global Retirement Partners, LPL Financial, Oswald Companies, Independence Wealth Advisors, Raymond James & Associates, and Prudential Investment Management Services. Integrity Alliance provides advisory and brokerage services to a diverse client base ranging from individual investors to corporations and qualified retirement plans. The firm operates a large network of independent advisers managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and access to multiple investment platforms and strategies.

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.

David Leavitt is a financial advisor with Osaic Advisory Services, LLC, holding 27 years of industry experience. His prior roles include positions at Arbor Point Advisors and Cedar Brook Financial. He serves as an executive board member and past president of Congregation Shaarey Tikvah. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a variety of advisory programs and investment services, utilizing both proprietary and third-party platforms.

Michael Cimperman is a CFP® professional with eight years of industry experience, currently serving at Stratos Wealth Partners, Ltd since 2021. His prior roles include positions at HRZ Management, LPL Financial, Charter Steel, and the University of Akron. He is based in Chagrin Falls, Ohio. 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 advisers who provide discretionary and non-discretionary portfolio management utilizing both proprietary and third-party strategies.

John Rutkowski is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 18 years of industry experience. He has been associated with Guardian Life Insurance Co of America and Primerica Advisors since 2009. Outside of his advisory role, he works as an independent insurance agent. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms, supporting diverse account types and lending solutions.

David Albin is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at LPL Financial LLC, Independent Financial Group, LLC, and various Cetera entities. Outside of his advisory work, he has authored content related to pest prevention and is involved with technology services through DeepThink Labs. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party strategies and operates an extensive network of investment adviser representatives providing discretionary and non-discretionary management across multiple platforms and custodians.

Kimberly Jennings is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has been with Fifth Third Securities since 2020 and has worked with Fifth Third Bank since 2017. 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 wholly owned subsidiary of Fifth Third Bank.

Thomas Seifert is a financial advisor with Hightower Advisors, holding the PFS™ and Series 66 designations and bringing 19 years of industry experience. He worked at WealthTrust Fairport, LLC for 12 years before joining Hightower Advisors in 2019. Hightower provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial entities. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a range of investment vehicles and operational support tailored to both domestic and international clients.

Dale Puruczky is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Stratos Wealth Partners since 2012 and was previously with LPL Financial, LLC and Raymond James & Associates. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and supports both bundled and unbundled fee arrangements across multiple custodians.

Richard Damico is a financial advisor at Hightower Advisors with seven years of industry experience. He holds the Series 63 designation and previously worked at Fairport Asset Management for ten years before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm’s approach includes multi-manager solutions, proprietary research, and a variety of investment vehicles, serving clients that include pension plans, charitable organizations, corporations, and insurance companies.

Mark Mallia Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Bankers Life Advisory Services, Inc. since 2016. He also holds a branch sales manager role with Bankers Life, overseeing operations for offices in Cleveland North and Akron, Ohio. Outside of his advisory and management duties, Mallia is a board member of his local homeowners association, contributing to community governance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create customized asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Kurt Ringenbach is a CFP® professional with 26 years of industry experience, currently serving at Stratos Wealth Partners, Ltd. He has worked with Stratos and LPL Financial since 2011 and previously held roles at Cetera Wealth Services, LLC and Osaic FA, Inc. 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, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

John Hlay is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 39 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and has prior experience with LPL Financial and Aspen Management Group Ltd. Hlay operates in the Chagrin Falls, Ohio area. 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, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Owen Morrow is a financial advisor with Clearstead and Clearstead Advisory Solutions in Cleveland, OH. He holds a Series 65 designation and has six years of industry experience. Prior to joining Clearstead in 2026, he worked at Cerity Partners LLC for seven years, Summit Wealth Partners, LLC for one year, and was employed at THE Ohio State University for four years. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that includes portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.