Robert Provance is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with Lincoln Investment since 2017. He previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he is involved in the sales and service of health insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice, managing portfolios through both strategic and tactical investment approaches.

Susanne Swanson is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and 21 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously at PNC Investments and PNC Bank from 2009 to 2017. Fifth Third Securities, Inc. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Alexander Bryan is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and The Prudential Insurance Company of America. Outside of finance, he has experience in the restaurant industry, including a role at Nagoya Japanese Steakhouse. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, serving more than 24,000 clients through about 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager access, and various financial planning services, operating with an open-architecture investment approach that integrates multiple external platforms and tools.

William Romano is a financial advisor at Stratos Wealth Partners, Ltd. He holds the Series 66 credential and began his advisory career in 2026. Prior to joining the financial industry, he served with the City of Akron Fire Department for 28 years and the Medina Fire Department for 8 years. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, serving over 24,000 clients through about 366 advisors. The firm offers a range of investment and financial planning services using an open-architecture approach that integrates external platforms and third-party managers.

Gregory Badowski is a CFP® with 15 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH. MAI Capital Management provides discretionary and non-discretionary investment management, 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 a broad range of investment strategies and integrates financial planning and tax services into many client relationships.

Michael Leichner is a financial advisor with Eagle Strategies (New York Life) based in Pepper Pike, OH, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2013 and also operates Leichner Financial Group, Inc., which brokers non-registered insurance products in addition to New York Life products and services. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advisory solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Daniel Midgley is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 33 years of industry experience. Prior to joining Fifth Third Securities in 2017, he worked at U.S. Bancorp Investments, Inc. for 13 years. 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 options that combine third-party portfolio managers and advisor-managed strategies, with features such as direct indexing and tax-overlay services.

Phillip Rini is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that aggregates multiple investments into a single account and supports both advisor-managed and model-based portfolios.

Sarah Hannibal is a CFA® charterholder with 20 years of industry experience. She is currently a financial advisor at Wealthspire Advisors and has been with Walden Wealth Partners, LLC since 2015. Outside of her advisory role, she is a managing partner of Mendoza Partners, LLC, a wine production business. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations, offering a range of wealth management and financial planning services. The firm employs a relationship-driven, customized investment approach with diversified asset allocation and ongoing portfolio reviews.

Deanna Green is a financial advisor at Empower Advisory Group with four years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and US Bank. Outside of finance, she owns Green Pearl Designs, a small business focused on designing and selling crochet items at local markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services tied to its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and savings rates in its financial planning approach.

Rhonda Mccurry is a financial advisor with Lincoln Investment, holding a Series 63 designation and 36 years of industry experience. She has previously worked with Legend Advisory Corporation and Legend Equities Corporation. Outside of advising, she is involved in auto build and repair on race cars and has experience coordinating fix-and-flip real estate properties as a learning endeavor. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services, utilizing strategic and tactical investment approaches managed by an in-house Investment Management & Research team.

Kip Hoover is a financial advisor with Kestra Advisory Services LLC in Willoughby Hills, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Kestra since 2016 and also owns a business operating under the DBA names Otium Financial Planners and Medicarestore65.com. Outside of his advisory work, he is involved with Life Line Church in Madison, Ohio, assisting members with budgeting related to stewardship pledges. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Margie Carpenter is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Farther Finance Advisors, LLC since 2022 and previously spent 12 years at Bell Tower Advisors, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses a Modern Portfolio Theory-based approach implemented via bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Janet Bauer is a financial advisor with OSAIC Advisory Services, LLC, holding 21 years of industry experience. She has worked with Beacon Financial Group, Lincoln Financial Advisors Corp, and various other firms throughout her career. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and additional services through multiple program models and utilizes both proprietary and third-party platforms for portfolio management.

Michael Primerano is a CFP® with 23 years of experience in the financial services industry. He is currently with OSAIC Advisory Services, LLC and has previously worked at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America. Primerano is a principal at Arbor Group Advisors, a local marketing and services group for Advisor Group related companies. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and related solutions, utilizing multiple program models and both proprietary and third-party platforms.

Trevor Allburn is a CFP® professional currently at Corient with 10 years of industry experience, including a decade at Paragon Advisors, Inc. prior to joining Corient in 2024. He is based in Shaker Heights, OH. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and offers affiliated private fund capabilities and related platforms.

Madeline Rowe is a CFP® professional at Wealthspire Advisors with four years of industry experience. She has worked at Walden Wealth Partners/Wealthspire Advisors since 2022 and previously spent four years at John Carroll University and Mercer Area High School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and integrates third-party platforms for managing held-away retirement assets.

Kenneth Kowall is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding a Series 66 designation and six years of industry experience. He has been with Stratos Wealth Partners since 2019 and also has affiliations with LPL Financial and Kowall & Company, where he provides tax preparation and accounting services. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans, utilizing an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios.

Michael Dearden is a financial advisor with Clearstead Advisory Solutions in Beachwood, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Hartland & Co. since 2011. Clearstead serves affluent private clients and institutional clients with investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that includes portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Jon Pawlowski is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Key Investment Services LLC for 10 years before joining Stratos and LPL Financial in 2021. 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, with an emphasis on active monitoring and asset allocation across multiple custodians.