Leahmarie Lamonica is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2014. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform offering diversified, ETF-centered model portfolios, financial planning, and wealth management services.

Carmelito Olaes Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Stratos Wealth Partners since 2010 and also affiliated with LPL Financial since 2009. He holds a real estate license, which he obtained to assist with family property sales. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios and emphasizes active monitoring and asset allocation across multiple custodians.

John Silvis III is a financial advisor with Hightower Advisors in Cleveland, OH, holding a Series 63 designation and seven years of industry experience. Before joining Hightower in 2019, he spent 13 years at Fairport Asset Management. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Spencer Roule is a financial advisor with Cerity Partners LLC in Cleveland, OH, holding a Series 65 designation and seven years of industry experience. He has been with Cerity Partners since 2018 and previously worked at Marsh, Berry & Company, Inc. and John Carroll University. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens alongside various investment options to build client programs.

Gregory Resnick is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors, Axa Advisors, LLC, and Citizens Securities Inc. since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account available to select employees. The firm’s approach involves algorithm-driven portfolio recommendations and delegated portfolio implementation using mutual funds and ETFs.

Rita Maher is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding a Series 63 designation and 19 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2011. Outside of her advisory role, she is the owner of Maher Acquisitions, a general contracting business. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutions. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Griffin Lusk is a financial advisor with Valic Financial Advisors in Independence, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Valic Financial Advisors in 2023, he worked at Whitaker-Myers Wealth Managers, Ltd. from 2020 to 2022. He is also an appointed agent for AIGA, selling non-securities insurance products. Valic Financial Advisors primarily 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 for portfolio construction.

Jennifer Filkins is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at Key Investment Services LLC since 2010 and is currently based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding advisor recommendations, ongoing monitoring, and third-party product due diligence.

Hunter Osolin is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has also held roles at Kinetico and Gannon University, where he has worked for nine years. Outside of his advisory work, Osolin participates in a volunteer leadership group at University Hospitals, contributing to the review and direction of donations and funds. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches tailored to specific programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Gregory Lopez is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Valmark Securities, Inc., Marcum Wealth, Global Retirement Partners, LLC, LPL Financial, LLC, Oswald Companies, and Girard Securities, Inc. He serves on the investment committee of the Cleveland Music Settlement. 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 financial planning, asset management, and specialized retirement consulting, employing a combined passive and active investment approach guided by an internal Investment Committee.

Karen Yorke is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds the Series 66 designation and has been with Key Investment Services since 2016. Outside of her advisory role, she serves as a board member on the finance team for Rise Ministry CDC in Cleveland, Ohio. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers a variety of investment programs and emphasizes client-driven model selection while providing recommendations, ongoing monitoring, and due diligence of third-party advisory products.

Stanley Majkrzak is a CFP® with 27 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2021. He previously worked at Hw Financial Advisors and Commonwealth Financial Network for over two decades and was associated with Howard, Wershbale & Co, CPAs for 27 years. Majkrzak is a co-owner of IPS Bio, LLC, a private entity involved in investments unrelated to his advisory work. MAI Capital Management, LLC provides 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 strategies and services, including discretionary and non-discretionary portfolio management, and manages $72.3 billion in assets as of May 2026.

Michelle Hegarty is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Janney in 2022, she worked for McDonald Partners LLC for 10 years. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kelly Marshall is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Kelly has been with Commonwealth Financial Network since 2024 and also has a decade of experience with BDS Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services, managing roughly $212.7 billion in client assets.

Mark Tichar is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and 25 years of industry experience. His career includes prior roles at Arbor Point Advisors and Securities America, Inc. He has been associated with Ash Brokerage for over 20 years in insurance sales and client service. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

James Duralia is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Benjamin F. Edwards since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns and operates a firearms and sporting goods store as well as a retail nursery. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with ongoing oversight by an Investment Strategy Committee.

Robert Cozart is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked for 25 years at Guitar Center Stores and is involved with Life Point Church. Outside of advising, he owns a sports card sales business and coordinates Financial Peace University classes at Life Point Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Timothy McKee is a Personal Financial Specialist (PFS™) with Stratos Wealth Partners, Ltd, bringing three years of industry experience. He previously worked at S&T Bank for 29 years and operates a self-employed consulting business as a CPA. McKee is also involved with Financial Wellness Partners, LLC, providing financial planning services. Stratos Wealth Partners serves a diverse client base, including 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.

Sidney Reyes is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with Key Investment Services since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in investment decisions and provides ongoing monitoring, due diligence, and supervisory oversight across its programs.

Stephen Rudolph is a financial advisor with MAI Capital Management, LLC in Cleveland, Ohio. He holds Series 63 and Series 66 credentials and has 28 years of industry experience. Prior to joining MAI Capital Management in 2021, he worked at Hw Financial Advisors and Commonwealth Financial Network from 1999 to 2021. He is also a co-owner of IPS Bio, LLC, a private entity involved in an investment in Biomendics, LLC. 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 individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated companies.