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 financial advisor at Stratos Wealth Partners, Ltd with 24 years of industry experience. He holds the Series 66 designation and has been with Stratos Wealth Partners and affiliated LPL Financial since 2010. In addition to his advisory work, he is involved in providing various insurance products including fixed annuities and life insurance. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model-based portfolios, third-party manager programs, and a range of financial planning and retirement consulting services, operating an open-architecture platform with access to multiple external providers.

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 at Lincoln Investment in Independence, OH, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Mihuta is also an agent for JL Thomas Company, involved in the sales and service of fixed life insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs combining in-house and third-party investment strategies overseen by its Investment Management & Research team.

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 at Oppenheimer with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

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 six years of industry experience. He is currently with VALIC Financial Advisors and has previously worked at Charles Schwab Bank, Charles Schwab & Co., AXA Advisors, and Equitable Advisors. VALIC Financial Advisors serves primarily 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, employing Envestnet-developed UMA models for portfolio construction.

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 CFP® and ChFC® with 16 years of industry experience, currently serving as an advisor at TLG Advisors, Inc. He has worked with The Leaders Group, Inc. and J L Thomas & Company, Inc. for the past 10 years. In addition to his advisory role, he is involved as a regional vice president and wholesaler with J L Thomas & Company, an insurance brokerage, and occasionally refers clients to a property and casualty insurance agency. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm specializes in investment supervisory services, portfolio management, and fiduciary services for ERISA-qualified plans, utilizing manager selection, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios.

Vincent Donato III is a financial advisor at Stratos Wealth Partners, Ltd with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Key Investment Services LLC, and Northwestern Mutual. Outside of advising, he provides administrative support to Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to a broad client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm employs an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts, supporting both advisor-managed and model-based portfolios.

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.