John Ruby is a CFP® with 19 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. He previously worked at Mercer Global Advisors Inc. from 2015 to 2018. Outside of his advisory role, he has experience managing rental property. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated 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 serves as adviser to both mutual funds and private investment vehicles.

Timothy Novak is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he is involved as an owner and landlord of a rental property in Cleveland, Ohio. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Jennifer Thorne is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 licenses. She has 27 years of industry experience, including previous roles at Beacon Financial Group, Cambridge Investment Research, and Wells Fargo Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various advisory services through multiple program models, combining proprietary guidance with third-party platforms and managers.

Conner Peine is a financial advisor at Oppenheimer with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bread Financial, Amazon, and The Church of Jesus Christ of Latter Day Saints. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of investment programs and advisory services, including both discretionary and non-discretionary portfolio management, strategic asset allocation, and consulting.

Lucas Good is a CFA® charterholder at MAI Capital Management, LLC with one year of industry experience. He previously worked at PNC Financial Services Group for five years and has a background that includes roles at The Ohio State University and Sweetbriar Golf Club. 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 offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated investment vehicles.

Gregory Morris is a financial advisor with Guardian Life in Beachwood, OH, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Guardian Life since 1999 and is also associated with F & F Financial Advisory Group, where he provides insurance and financial services to individuals, executives, closely held businesses, and property and casualty companies. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, retirement consulting, and advisory programs, utilizing both proprietary and third-party investment strategies.

James Gaudio is a financial advisor at Primerica Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial career, he was employed at West Virginia University and Mayfield High School. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes a range of investment strategies including proprietary model portfolios and third-party managers, supporting both discretionary and non-discretionary account management.

William Casale is a financial advisor with The Huntington Investment Company, holding Series 66 and Series 63 licenses and having 10 years of industry experience. His prior roles include positions at Ameriprise, PNC Investments, PNC Bank, and JPMorgan Chase Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate offerings.

Jeremy Himmelright is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has eight years of industry experience and a diverse work history that includes roles at Amazon and ownership of a home services company. He is also involved in Medicare consulting and marketing through multiple businesses related to insurance and financial services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, estates, and organizations. The firm utilizes model portfolios and third-party managers to deliver services through a large advisor network and multiple program platforms.

Mark Lapsevich is a financial advisor with Lincoln Investment, holding 24 years of industry experience. In addition to his advisory role, he is a musician and band owner at Park Place Productions, a business he has operated since 1989. 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 investment management services, employing both strategic and dynamic approaches across discretionary and non-discretionary programs.

Ashton Stachowski is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Bankers Life, he worked with Cambridge Investment Research and Cantella & Co., Inc. Outside of his advisory role, Stachowski owns and operates Garden Girl Flower Farm, cultivating and selling cut flower bouquets at farmers markets in northeast Ohio. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation and tax-efficient strategies. The firm integrates fundamental, technical, and cyclical analysis to guide investment decisions and offers access to third-party submanagers through wrap programs.

Elaine Eisner is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has 22 years of industry experience and has been associated with New York Life Insurance Company and its affiliated entities since 2007. Eisner serves as Chair of the Investment Committee for the National Council of Jewish Women, Cleveland, and is also involved in leadership roles with the Community Fund Management Foundation and the Jewish Federation of Cleveland. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers customized advice through multiple program types and predominantly manages assets on a non-discretionary basis.

Gregory Meador is a financial advisor with Valic Financial Advisors in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Valic Financial Advisors since 2008 and is also associated with Agia, where he serves as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Natalie Black is a financial advisor with Stratos Wealth Partners, Ltd in Chagrin Falls, OH, holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at Morgan Stanley and Ameriprise. She has been with Stratos Wealth Partners and affiliated with LPL Financial since 2015. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering financial planning, portfolio management, and retirement consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and supports a range of fee arrangements and custodial platforms.

Roger Miller is a financial advisor at Lincoln Investment with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment since 2017. In addition to his advisory work, he operates as a transit bus driver for Summit County Transit Service. 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, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, employing both strategic and dynamic investment approaches.

Joseph Pearl is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He previously worked at Northwestern Mutual in various roles from 2017 to 2025 before joining Stratos and LPL Financial in 2025. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations, offering financial planning, portfolio management, and institutional consulting through a large network of advisors. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting a broad range of advisory and custody platforms.

Mark O'sickey Jr. is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years. O'sickey is a Series 66 license holder and is co-owner of Magnolia Partners, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

Michael Friedlander is a CFP® professional with 23 years of experience in the financial services industry. He has worked with Kestra Advisory since 2019 and previously held roles at The Prudential Insurance Company of America and Trustmont Financial Group. Friedlander serves as a board member at Otium Financial Planners, where he provides oversight to the company’s operations and strategic direction. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and other large institutional investors.

Erin Vick is a financial advisor with Eagle Strategies (New York Life) based in Independence, OH, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Eagle Strategies since 2018 and also operates Vines Financial Group LLC d/b/a V Financial Partners. Outside of her advisory role, she is active as an insurance broker specializing in non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Ashley Costello is a CFP®-certified financial advisor with 12 years of industry experience, currently with Mariner. Her prior experience includes roles at Sequoia Financial Group and Royal Alliance. Outside of her advisory work, she has served as an on-air personality on a local AM radio show, discussing general public interest topics. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and internal portfolio management team, with a notable integration of tax and accounting services.