Ian Mccloud is a financial advisor with PNC Wealth Management in Tallmadge, Ohio, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PNC Investments since 2014 and held roles at PNC Bank between 2014 and 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing.

Joseph Dazey is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC in Akron, OH. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2008. In addition to his advisory role, he is an agent for a multi-line insurance brokerage and serves as a board member for a homeowners association in Hilton Head Island, SC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Norman Cook is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63, 65, and 66 licenses with 12 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Wealthstone Inc. He serves as Executive Vice President of Corporate Development at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies, employing a mix of mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers, with decisions guided by fundamental, technical, and cyclical research.

Denis Kazalac is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 22 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2019, he worked at Citizens Securities, Inc. for eight years. Outside of his advisory role, he manages rental properties in Brooklyn, Ohio. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

Erin Vick is a financial advisor with Eagle Strategies (New York Life) based in Independence, OH, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Eagle Strategies since 2018 and also operates Vines Financial Group LLC d/b/a V Financial Partners. Outside of her advisory role, she is active as an insurance broker specializing in non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Joseph Beswick is a financial advisor with Fifth Third Securities, Inc. in Berea, Ohio. He holds a Series 66 designation and has 26 years of industry experience, including 22 years with Fifth Third Securities. 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 with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

John Ciocca is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include eight years at Citizens Securities, Inc. and a brief tenure at Fred Martin Superstore. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Judith Tengler is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Signator Investors, Inc. Tengler provides investment advisory services through multiple independent firms, including her current role at Stratos Wealth Partners. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, with an emphasis on active asset allocation and use of both affiliated and third-party sub-advisors.

James Thompson is a financial advisor at Sequoia Financial Group, L.L.C. in Beachwood, Ohio, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at CBIC Private Wealth Management, Citizens Securities, Inc., and Citizens Bank. Thompson serves as Vice President of Family Wealth at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Christopher Baker is a financial advisor with MAI Capital Management, LLC in Cleveland, OH, holding a Series 63 designation and 26 years of industry experience. He worked at Winfield Associates, Inc. for 25 years before joining MAI Capital Management, where he has been since 2022. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across diverse strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Spenser Vago is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Virtue Capital Management, LLC and Horter Investment Management, and has owned Vago Insurance Agency since 1999, where he provides various insurance products including health, life, and Medicare. Stratos Wealth Partners serves a diverse client base that includes individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Donna Thrane is a financial advisor with MAI Capital Management, LLC, holding a PFS™ designation along with Series 63 and Series 65 licenses. She has eight years of industry experience, including roles at RSM US Wealth Management LLC and Wellspring Financial Advisors. Outside of MAI, she is also associated with Choreo, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within client relationships.

Cassandra Oliver is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Sequoia Financial Group, L.L.C. and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and PNC. Outside of her advisory role, she is an independent consultant for Rodan + Fields, marketing skincare and cosmetic products. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee to guide portfolio construction and rebalancing.

Michael Marrapese is a CFA® charterholder and holds the Series 63 designation, with 16 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023, following a seven-year tenure at MarketCipher Partners LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies through in-house portfolio managers and third-party sub-advisers, and offers integrated financial planning, tax, and trust services.

Ronald Moss is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He has worked at several firms, including Huntington Private Bank, Buttonwood Corp Finance, LPL Financial LLC, Global Retirement Partners, and Charles Schwab & Co., Inc. Prior to entering the financial services industry, he was employed at Uber Technologies Inc and Northern Kentucky University. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes model and custom portfolios overseen by an Investment Policy Committee and incorporates a range of investment vehicles alongside detailed research and due diligence processes.

Heather Katzenmeyer is a financial advisor at The Huntington Investment Company with 26 years of industry experience. She holds a Series 66 credential and has previously worked at Raymond James Financial Advisors and Wells Fargo Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate private bank portfolios.

Joseph Coyne is a CFP® professional with four years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Akron, OH. His prior experience includes roles at Hightower and NRP Group LLC. Outside of his advisory work, he is involved in real estate investment activities on a limited basis. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies supported by fundamental, technical, and cyclical research, with additional offerings such as trustee support and retirement-plan participant education.

Charles Moore is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Aurum Wealth Management Group, Wunderlich Securities, Inc., and Reghetti & Associates, LLC. Outside of advising, he is involved with a real estate holding company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Michael Vantusko is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He has been with Stratos Wealth Partners and LPL Financial since 2020. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Jeffrey Stark is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, Stark serves as a board member for the HELP Foundation, providing advice on the foundation’s investments. MAI Capital Management, LLC provides investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across various asset classes, integrating financial planning and tax services while serving in both advisory and product-sponsor capacities.