Zachary Stanley is a CFP® with 10 years of industry experience currently with Rockefeller Financial LLC. He previously worked at UBS for six years before joining Rockefeller Financial. He is involved with the Cleveland Sight Center, assisting with the organization’s strategic vision for supporting the vision impaired. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Michael Mc Keown is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously spent 19 years with Aurum Wealth Management Group LLC before joining Wealth Enhancement Advisory Services in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Ian Murphy is a CFP® professional at Stratos Wealth Partners, Ltd with six years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Tailored Management. He also provides administrative support within Stratos Wealth Partners. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services, employing an open-architecture investment approach that integrates multiple platforms and external tools.

John Mooney is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 15 years. Outside of his advisory role, he is a partner in a residential real estate investment partnership. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments.

Jeffrey Concepcion is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, Ohio, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Stratos Wealth Partners, Ltd since 2010 and previously worked at LPL Financial, LLC for ten years. Outside of his advisory work, he is involved in a boat charter business through entities he manages. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers a Strategic Wealth Management platform featuring open-architecture investment solutions, combining advisor-managed and model-based portfolios, with an emphasis on active monitoring and multi-custodian asset allocation.

William Jirousek is a financial advisor with The Huntington Investment Company in Mayfield Heights, OH. He holds a Series 66 designation and has 20 years of industry experience. His work history includes positions at Ameriprise Financial Services, LLC and CCO Investment Services Corp prior to joining Huntington. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and proprietary investment strategies.

Shane Justice is a financial advisor at Bankers Life Advisory Services, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been affiliated with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2015. In addition to his advisory role, he recruits and trains insurance agents as a Unit Field Trainer for Bankers Life. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Chaim Schur is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and beginning his industry career in 2026. He previously worked at Marcum Wealth and Lucky Currency Services and has experience in higher education at Ono College. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and offers diversified, risk-class based investment solutions combining passive and active management with oversight from an internal Investment Committee.

David Hertl is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2013. Outside of his advisory role, he volunteers as a co-coordinator for Dave Ramsey’s Financial Peace University at Groveport United Methodist Church. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with various investment strategies, and acts as a qualified custodian for client assets.

Daniel Piero is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with OSAIC Advisory Services, LLC. His prior roles include positions at Private Client Services, Beacon Financial Group, Lincoln Financial Group, and experience with the Pro Football Hall of Fame and The Roman Guy. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodians like Schwab and Fidelity.

Nathaniel Hirko is a financial advisor with The Huntington Investment Company in Willoughby, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., and Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary Private Bank strategies, offering multiple wrap-fee programs managed through the Envestnet MAS platform.

Bryan Garber is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously operated as co-owner of Evexia Cafe & Market LLC. His prior work experience also includes over a decade at MT Industries DBA Sunless Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation. The firm’s approach uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs, focusing on automated portfolio management without individual security trading.

Christian Morton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Northwestern Mutual and a current affiliation with Guardian Life and Park Avenue Securities. He is involved with the St. Edward Alumni Association in a nonprofit capacity. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and nonprofit clients with brokerage services, financial planning, and investment advisory programs, offering both discretionary and non-discretionary advisory relationships through a range of proprietary and third-party models.

David Rome is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Aurum Wealth Management Group LLC, Bank of America, N.A., and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental analysis, and offers a range of financial planning, asset management, and specialized consulting services.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

James Steinmetz is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he worked at Equitable Advisors, LLC, and has held roles in diverse fields including food service and mortgage lending. Outside of his advisory work, Steinmetz is involved with Western Reserve Distillers, where he assists with food preparation and service. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dennis Schwartz is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James, he worked at Newman & Company CPAs for eight years. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

Heather Sara is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various entities within JPMorgan Chase since 2007. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jesse Vitu is a Financial Consultant at Fidelity Investments, where he provides clients with a comprehensive financial planning experience that focuses on their personal and financial objectives. Since joining Fidelity Investments in 2022, he has held several roles including Investment Consultant, Planning Consultant, and Relationship Manager, gaining diverse experience within the financial services industry. Prior to his tenure at Fidelity, Jesse worked as a Wealth Management Associate at Wealth Impact Advisors and began his career as a Financial Advisor's Assistant at Bridgewater Financial Group. Throughout his career, he has developed expertise in holistic financial planning and investment consulting, supporting clients in achieving their financial goals. Outside of his professional work, Jesse enjoys activities such as board games, comedy, family activities, playing musical instruments, movies, and outdoor adventures.

Jennifer George is a Series 66 credentialed advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial and Creekside Financial Advisors LLC, she worked in education and public library services. Jennifer took two years as a stay-at-home parent before beginning her financial advising career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.