John Lagattuta is a financial advisor with Centaurus Financial, Inc. in Cleveland, OH. He holds Series 63 and Series 65 designations and has 36 years of industry experience. Prior to joining Centaurus Financial in 2022, he worked at American Portfolios Advisors and American Portfolios Financial Services for over a decade. Outside of his advisory role, he is the owner of Candletrap, a company developing a safety device for extinguishing candles, and is involved as a general contractor for a residential construction project. Centaurus Financial, Inc. serves a broad client base including individuals, families, small businesses, corporations, trusts, and foundations, providing financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm offers both discretionary and non-discretionary arrangements and employs a variety of analytical approaches, including fundamental, technical, bottom-up, and top-down analysis.

Mitchell Axelrod is a financial advisor with Eagle Strategies (NY Life) based in Beachwood, OH. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company and has a background in automotive sales, including nearly a decade at Axelrod Buick GMC. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm operates within the New York Life affiliate structure and emphasizes tailored, largely non-discretionary advisory solutions across multiple program types.

Thomas Ulery is a Series 66-licensed financial advisor with Primerica Advisors, based in Beachwood, OH, and has 14 years of industry experience. He has worked at Park Avenue Securities since 2011 and has been affiliated with Guardian Life Insurance Company of America since 2005. Outside of his advisory role, he manages Probity Finance, LLC, which handles business expenses and payroll for his assistant. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across a range of account types and supports lending and credit facilities tied to advisory accounts.

John Attaway is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Merrill and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for PNC employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Jason Petroff is a financial advisor with Fifth Third Securities, Inc. in Cleveland, OH, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Fifth Third Securities since 2014 and also works with Fifth Third Bank. Outside of his advisory role, he is involved in small-scale online art sales. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program and combines its status as a broker-dealer, SEC-registered investment adviser, and municipal advisor with a corporate affiliation to Fifth Third Bank.

Richard Anderson is a financial advisor with Osaic Advisory Services, LLC, holding 41 years of industry experience. His career includes positions at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors, Inc. He has not engaged in life insurance sales in recent years. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing 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 selection.

John Brown is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 63 designation and has been associated with Stratos Wealth Partners and LPL Financial since 2012. Prior to that, he operated John D. Brown CPA, Inc. for nine years. Stratos Wealth Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Jordan Stefanko is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and one year of industry experience. His work history includes multiple roles at Fifth Third Securities and Fifth Third Bank, as well as positions at Ohio State University and Mission BBQ. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm integrates its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Martin Gannon is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 16 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessments to implement discretionary portfolios with mutual funds and ETFs.

David Rubis is a financial advisor at Clearstead Advisory Solutions with nine years of industry experience. He holds a Series 65 designation and has worked at Clearstead Advisors, Hightower Advisors, WealthTrust Fairport, HPM Partners, and Spero-Smith Investment Advisers. Outside of his advisory role, he serves as the Director of Finance for the Polish Veteran's Alliance Inc., a nonprofit organization in Cleveland, Ohio. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process using portfolio analytics, manager research, and strategic asset allocation across a range of investment vehicles.

Christopher Isabella is a financial advisor at Hightower Advisors with 25 years of industry experience. He holds the PFS™ designation and has worked at Hightower Advisors since 2019, following a 12-year tenure at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on manager selection, proprietary research, and solutions that may include mutual funds, ETFs, alternative investments, and custom indexing.

Terrell Cannon is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior experience includes roles at ETC Brokerage Services, Citizens Securities, The Huntington Investment Company, and Fifth Third Securities. Outside of his advisory work, he is involved in refereeing baseball and basketball. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Lawrence Spyke is a financial advisor with PNC Wealth Management, holding Series 63 and 65 licenses and five years of industry experience. He previously worked at KeyBank and Progressive Casualty Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist program for employees that utilizes algorithm-driven risk assessments and model portfolios managed by PNC or third-party strategists.

Rene Mercadante is a financial advisor with Fifth Third Securities, Inc. in Mayfield Heights, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Fifth Third Securities since 2002. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Nancy Andrefsky is a financial advisor with Stratos Wealth Partners, Ltd, holding 14 years of industry experience. She has been associated with both Stratos Wealth Partners, Ltd and LPL Financial since 2008 and 2012, respectively. Her roles include administrative responsibilities within Fundamentum, LLC and Stratos Wealth Advisors, Ltd, both registered investment advisors. 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, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Robert Heksch is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with Stratos Wealth Partners, Ltd, where he has worked since 2010, and also associated with LPL Financial, LLC since 2009. His prior experience includes roles at Silver Mountain Capital Partners LLC, FSC Securities Corporation, and Aspen Management Group Ltd. Heksch’s other business activities include work related to life, disability, and long-term care insurance as well as fixed annuities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, investment management, and retirement consulting through a large network of advisors using a combination of proprietary and third-party strategies, offering both discretionary and non-discretionary account management across multiple platforms and custodians.

Jacob Zakor is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 16 years of industry experience. He has worked at PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses approved investment strategies managed by PNC or third-party strategists. The firm’s approach includes algorithm-driven risk assessment and portfolio implementation via mutual funds and ETFs with annual rebalancing.

Wes Hawkins is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 65 credential and bringing 10 years of industry experience. His prior roles include positions at LPL Financial, Sikich Financial, and BCG Wealth Advisors. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations by providing financial planning, advisor-managed wrap and non-wrap programs, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to both proprietary and third-party investment strategies through a large network of investment adviser representatives.

Anna Alexander is a financial advisor with Transamerica Financial Advisors in Kirtland, OH, holding Series 65 and Series 63 licenses and 21 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has experience with multiple other firms, including Pinnacle Financial Services and UnitedHealthcare Medicare Solutions. Outside of advisory work, she is involved in various roles related to Medicare insurance sales and student loan referral services. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Travis Smythe is a CFA® charterholder with 10 years of industry experience. He is affiliated with Stratos Wealth Partners, Ltd and has held prior roles at LPL Financial, Capital One, and several other firms. Outside of his advisory work, he is involved with Tulsa Oktoberfest. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and corporations, offering a wide range of financial planning and portfolio management services through a large network of investment adviser representatives. The firm integrates proprietary and third-party strategies and supports both discretionary and non-discretionary account management across multiple custodians.