Travis Stapleton is a financial advisor with Lincoln Investment, holding 18 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked for Legend Equities Corporation from 2011 to 2017. In addition to his advisory role, he is a licensed real estate representative involved in residential property transactions. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans such as 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through both advisor- and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.

Alexander Yurovitsky is a financial advisor with Eagle Strategies (NY Life) based in Lyndhurst, OH. He holds Series 63 and Series 66 designations and has 22 years of industry experience. He has been associated with New York Life Insurance Company and related entities since 2004 and operates under the DBA Precision Financial Solutions to broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

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.

Michael Selzer is a CFP® professional at MAI Capital Management, LLC with seven years of industry experience. Before joining MAI in 2019, he worked at Paragon Advisors and Sterling Jewelers. 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-net-worth individuals, families, institutional clients, and professional athletes. The firm offers customized portfolio management across multiple strategies and integrates financial planning and other services for clients.

Bradley Turner is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining MAI Capital Management in 2022, he worked at Hartland & Co. for ten years. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and integrates financial planning, tax, and bill-pay services into client relationships.

Richard Maloyan is a Series 66-credentialed advisor with 24 years of industry experience, currently with Stratos Wealth Partners, Ltd since 2010. Prior to this, he worked at Merrill from 2003 to 2010. He also serves as a registered representative at LPL Financial and operates Rick Maloyan LLC, a DBA entity related to his LPL business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with roughly 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, delivering services through affiliated and independent investment adviser representatives with a focus on customized portfolio management and an open-architecture platform integrating multiple third-party managers.

Timothy Mahoney is a financial advisor at PNC Wealth Management with 35 years of industry experience. His prior roles include positions at Equity Trust Company and PNC Capital Advisors, among others. He holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Ryan Dobroka is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Hightower Advisors in 2023, he worked at Strategic Wealth Partners, LTD, Private Client Services, LPL Financial, and Elios Financial Group Inc. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Sean Kriak is a CFP®-credentialed financial advisor at MAI Capital Management, LLC with 25 years of industry experience. He worked at McDonald Partners LLC for 11 years before joining MAI Capital Management in 2022. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Cathy’s House, The Society Foundation, and the Jack Mulhull Center. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Theodore Mihuta is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation, Legend Equities Corporation, VOYA Financial Advisors, Inc., and Voya Financial Partners, LLC. Outside of his advisory work, he is involved in the sales and service of fixed insurance products through JL Thomas Company. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house Investment Management & Research team that constructs strategic model portfolios and supports advisor-led consulting and portfolio management with both discretionary and non-discretionary options.

Emmanuel Dela Cerna Jr. is a CFP® with four years of experience in the financial industry. He is currently with MAI Capital Management, LLC and has prior experience at Commonwealth Financial Network, Davenport Wealth Management, and Northwestern Mutual. Outside of finance, he has past work experience that includes time at The University of Akron and Master Pizza. 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 including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and customizes portfolio management across various strategies using both in-house and third-party resources.

Tom Thacker II is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Oppenheimer since 2012 and previously spent time at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches tailored to client objectives.

Rose Beisner is a financial advisor at Fifth Third Securities, Inc. in Aurora, Ohio, holding Series 63 and Series 65 designations with one year of industry experience. Her prior work includes roles at Fifth Third Bank, as well as positions at Mad Batter Bake Shop, Mission BBQ, and Caterology. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering programs ranging from advisor-directed mutual fund and ETF models to separately managed accounts and tax-overlay options, supported by the Passageway Managed Account platform.

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.

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.

Jason Rodgers is a CFA® charterholder with 27 years of industry experience. He is currently with Osaic Advisory Services, LLC and previously worked at Beacon Financial Group, Lincoln Financial Advisors, Wellington Shields & Co. LLC, and Soleil Securities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a diverse set of investment platforms.

Karin Stifler is a CFP® professional with 21 years of experience in the financial industry. She currently works at Wealthspire Advisors and previously spent 10 years at True Wealth Advisors, LLC. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers a range of wealth management and financial planning services tailored to client needs.

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., holding a Series 66 designation and four years of industry experience. His career includes roles at LPL Financial, Key Investment Services LLC, and Northwestern Mutual. He also provides administrative support to Stratos Wealth Partners as part of a registered investment advisor hybrid business activity. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment approach with access to multiple third-party platforms and customized portfolio management.

Andrea Shea is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Rockefeller Financial LLC and previously worked at UBS Financial Services and Citigroup Global Markets. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates under a Private Advisor model and offers discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services and alternative investment placement.