Jason Parrett is a financial advisor with Eagle Strategies (NY Life) in Cleveland, OH, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at Eagle Strategies and NYLIFE Securities LLC, as well as New York Life Insurance Co. Outside of advising, he is a partner in an online marketing marketplace and serves as a board member for Redwood Christian Ministries, where he coordinates events and assists with organizational compliance. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm emphasizes tailored solutions across multiple program types and manages a large majority of assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and benefit plans as well as charitable and corporate entities.

John Ciancibello is a financial advisor at MAI Capital Management, LLC with 24 years of industry experience. He has been with MAI Capital Management since 2014. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies implemented through in-house managers and third-party sub-advisers and integrates financial planning and tax services into many client relationships.

Darin Kershner is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with Fifth Third Securities and Fifth Third Bank since 2004. Fifth Third Securities, Inc. 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 that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Greydon Casalinova is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with VALIC Financial Advisors, Inc. and previously worked at Charles Schwab and Equitable Advisors. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of investment advisor representatives. The firm utilizes discretionary unified managed accounts and overlays for taxable equity sleeves, managing approximately $29.2 billion and serving close to 300,000 clients.

Anthony Basalla is a financial advisor at Cerity Partners LLC in Cleveland, OH, holding a Series 65 designation with 15 years of industry experience. He has been with Cerity Partners since 2017 and previously worked at Sigma Investment Counselors from 2014 to 2017. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Katherine Kelly is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding a Series 65 designation with three years of industry experience. She has worked at MAI Capital Management since 2019 and previously held positions at ValMark Securities, Inc. and Applied Financial Concepts, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services into client relationships.

Karin Stifler is a CFP® professional with 21 years of industry experience, currently serving at Wealthspire Advisors. She has been with True Wealth Advisors, LLC since 2005. Wealthspire Advisors provides wealth management, financial planning, and investment advisory services to individuals, corporate and nonprofit entities, and retirement plans. The firm employs a diversified, institutional-style asset allocation approach and combines active and passive strategies to tailor portfolios according to client risk profiles.

Paul Shepherd is a financial advisor with TLG Advisors, Inc. in Cleveland, Ohio, holding CFP® and ChFC® designations and over 17 years of industry experience. He has worked at The Leaders Group, Inc. and J L Thomas & Company, Inc. since 2016 and was previously with SII Investments, Inc. from 2014 to 2016. Outside of advisory work, he is involved as a regional vice president and wholesaler at J L Thomas & Company, Inc. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering a range of investment supervisory and fiduciary services, including a digital direct-to-consumer program called Starlight Portfolios.

Vincent Donato III is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has four years of industry experience, with prior roles at LPL Financial, Key Investment Services LLC, and Northwestern Mutual. Outside of his advisory duties, he provides administrative support within Stratos Wealth Partners. 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 wrap and non-wrap 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.

Nancy Cook is a Series 65-licensed financial advisor with Clearstead Advisory Solutions, based in Beachwood, Ohio. She has 16 years of industry experience, including 14 years at Hartland & Co. Clearstead serves affluent private clients and institutional clients by offering investment management, financial planning, tax planning, and family office services. The firm manages approximately $33.9 billion in assets and utilizes a disciplined investment process that includes portfolio analytics, manager research, strategic asset allocation, and proprietary Direct Indexing strategies.

Luka Matic is a CFP® professional with two years of industry experience, currently affiliated with MAI Capital Management, LLC. His prior roles include positions at Crown Point Financial Services, Ranpack, and John Carroll University. Outside of finance, he has experience related to Matic Farms. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies through both in-house and third-party portfolio managers and offers additional services such as trust administration and insurance.

John Holodinski is a financial advisor with PNC Wealth Management in Pepper Pike, Ohio. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 16 years with PNC Investments, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs such as the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithmic risk assessments and approved model strategies executed via mutual funds and ETFs.

Kurt Marlow is a CFP® professional with 28 years of industry experience. He has been with The Huntington Investment Company since 2017 and also has a background with LPL Financial dating back to 2013. Outside of his advisory work, he serves on the boards of a youth baseball and softball league as well as a local nonprofit organization. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach utilizing third-party and proprietary models, including wrap-fee programs on the Envestnet MAS platform.

Timothy Mcbride is a financial advisor with PNC Wealth Management in Cleveland, OH. He holds Series 63 and Series 65 designations and has 28 years of industry experience. Mcbride has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Carrie Chodera is a financial advisor at Oppenheimer with 15 years of industry experience and holds the Series 66 designation. She has been with Oppenheimer since 2013. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

James Guy Jr. is a financial advisor with Lincoln Investment, holding a Series 63 designation and 21 years of industry experience. He previously worked at Legend Equities Corporation and Capital Analysts, LLC before joining Lincoln Investment in 2017. Outside of his advisory role, he is involved in several community activities including serving as president of Raider Pride Park, a nonprofit dedicated to honoring local students and staff, hosting a podcast about the history and businesses of Warren, Ohio, and coaching youth in track and field. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment solutions, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

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.

Cheryl Nodge is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Key Investment Services LLC, KeyBanc Capital Markets Inc., and H.C. Meyer, 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 wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Robert Marquardt is a CFP® with 32 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. He was previously with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. His spouse owns a holistic health business focused on Parkinson’s care. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party management of investments.

Stephen Jones is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot for employees that uses algorithm-driven risk assessments and approved model strategies executed with mutual funds and ETFs.