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 CFP® credentialed financial advisor with Stratos Wealth Partners, Ltd. He has four years of industry experience and has previously worked at firms including LPL Financial and Key Investment Services LLC. Vincent provides administrative support to Stratos Wealth Partners, an independent investment advisor firm. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an open-architecture platform integrating multiple third-party managers.

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.

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.

Timothy Mcbride is a financial advisor with PNC Wealth Management in Cleveland, OH. He holds Series 63 and Series 65 designations and has 28 years of industry experience. Mcbride has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Carrie Chodera is a financial advisor at Oppenheimer with 15 years of industry experience and holds the Series 66 designation. She has been with Oppenheimer since 2013. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Alynne Strait is a CFP® with 16 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at Aurum Wealth Management Group LLC, Fidelity Brokerage Services LLC, Wells Fargo Clearing, and Edward Jones. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Cheryl Nodge is a financial advisor with Stratos Wealth Partners, Ltd. in Beachwood, OH, holding a Series 66 designation and 21 years of industry experience. She has previously worked at Key Investment Services LLC, KeyBanc Capital Markets Inc., and H.C. Meyer, Inc. Stratos Wealth Partners 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 individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture approach that integrates multiple third-party platforms and offers customized portfolio management and various planning services.

Robert Marquardt is a CFP® professional with 32 years of industry experience, currently serving with PNC Wealth Management. He previously worked at Wells Fargo Clearing for 10 years. His spouse owns a holistic health program focused on Parkinson’s disease. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies managed by PNC or third-party strategists.

Stephen Jones is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot for employees that uses algorithm-driven risk assessments and approved model strategies executed with mutual funds and ETFs.

Terrence McKelvey is a ChFC®-credentialed financial advisor with 15 years of industry experience, currently with Stratos Wealth Partners, Ltd, where he has worked since 2016. His prior experience includes roles at The Mutual Fund Store and Merrill. Outside of finance, he is involved in acting and owns a related business in North Hollywood, California. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 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, offering a range of services through independent and affiliated advisors using an open-architecture platform that integrates multiple third-party investment managers.

Josephine Trotta is a financial advisor at Carson Wealth with 24 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Pathfinder Wealth Advisors, TIAA-CREF, UBS Financial Services, and Merrill. Carson Wealth is an SEC-registered investment adviser with over 650 advisors managing approximately $50.6 billion. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that develops model portfolios and provides tailored solutions such as custom indexing and alternative investments.

Theodore Lorenzen is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and bringing 36 years of industry experience. His career includes roles at Securities America Advisor Inc., Arbor Point Advisors, and Cedar Brook Financial Partners. Lorenzen has been involved in insurance sales and disability insurance for Ohio educators as a partner in the Ohio Educators Planning Group. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and consulting services, utilizing multiple strategies and platform integrations that distinguish its enterprise-scale operations.

Robert Coode is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Valmark Securities Inc, Marcum Wealth, LLC, and ProEquities, Inc. He is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research and offers a range of financial planning, asset management, and specialized retirement consulting services.

Andrew Connors is a CFP® with 23 years of industry experience and is currently with Hightower Advisors, where he has worked since 2019. Prior to joining Hightower, he spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies and operational features.

Patrick Hudec is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2013. His prior experience includes positions at Stifel and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across various portfolio types.

Carly Perusek is a Series 65-licensed financial advisor at Wealthspire Advisors with one year of industry experience. Prior to joining Wealthspire, she worked at JMS Financial Solutions and JPMorganChase. Her background also includes roles in education and university consulting. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporations, pension plans, and nonprofits. The firm utilizes an institutional-style asset allocation framework implemented through diverse investment vehicles and offers comprehensive wealth management, financial planning, and retirement consulting services.