Mark Breen is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC and Osaic FA, Inc. He is also the owner of Total Benefits Advisors, providing consulting and advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, delivering services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence.

Donald Jereb is a financial advisor with Lincoln Investment in Independence, OH, holding 37 years of industry experience. He has worked at Lincoln Investment since 2017 and was previously with Legend Advisory Corporation from 2017 to 2019. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and access to third-party managers.

Deanna Roeger is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at several firms, including McDonald Partners LLC, Heritage Financial Partners, LLC, and Cambridge Investment Research Advisors. Roeger has been with MAI Capital Management since 2022. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm manages a range of investment strategies and offers integrated financial planning and trust services, with $72.3 billion in assets under management as of May 2026.

Melissa Engbert is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Bridgeview Wealth Partners, LLC. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Engbert is based in Independence, OH. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.

Michael Kelly is a financial advisor with Lincoln Investment in Parma, OH, holding a Series 63 designation and over 40 years of industry experience. He has been with Lincoln Investment since 2012 and also operates Kelly's Tax Service, where he prepares income tax returns for individuals and small businesses. Additionally, Kelly is a licensed agent involved in the sale of life insurance and fixed annuities. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and a multi-layered delivery model.

Joshua Rymer is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2021. Prior to his advisory role, he held positions outside the financial industry, including at Penske Truck Leasing and Reality Remodeling. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab’s proprietary asset allocation models and research tools, focusing on client goals and risk tolerance without exercising discretionary trading authority.

Jeffry Kennat is a CFP® with 25 years of industry experience, currently serving at Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors and Securities America Advisors. Outside of financial advising, he works as a tax preparer during income tax season and performs as a drummer in a band for hire. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Beth Korth is a CFP® and holds a Series 66 license, currently affiliated with Sequoia Financial Group, L.L.C. She has four years of industry experience, including prior roles at Hightower and Key Private Bank. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom portfolio solutions, employing a range of investment vehicles and conducting research through fundamental, technical, and cyclical analysis.

Ryan Heider is a financial advisor at Sequoia Financial Group, L.L.C. with nine years of industry experience. He holds a Series 66 designation and has worked previously at The Boston Consulting Group and Cirrus Wealth Management. He also provides interview preparation and coaching to first-year Rice MBA students interested in management consulting. Sequoia Financial Advisors offers wealth planning, investment management, and retirement-plan advisory services to a diverse range of clients, including individuals, family offices, corporations, and charitable organizations. The firm combines model portfolios and custom solutions, using various investment vehicles and conducting ongoing research and due diligence.

Scott Payden is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 41 years of industry experience. He has been affiliated with various Ameritas entities since 2006 and is also the president and owner of Wallstreet Money Managers, Inc., an independent insurance agency specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions utilizing multiple program platforms and a broad investment product set.

Timothy Dempsey is a CFP®, CFA®, and Series 66 credentialed advisor with six years of industry experience. He has worked at MAI Capital Management, LLC since 2021 and previously at MGO Inc. from 2016 to 2021. He also spent four years at John Carroll University. MAI Capital Management, LLC provides 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 offers customized portfolio management across multiple asset classes and serves in both product-sponsor and advisory roles, managing over $72 billion in assets as of mid-2026.

Jason Craciun is a financial advisor at Eagle Strategies (NY Life) based in Independence, OH, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NYLIFE Securities LLC and New York Life Insurance Company since 2010. 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 emphasizes tailored advice delivered through various program types, with a significant portion of assets managed on a non-discretionary basis.

Jason Putman is a CFP®, CFA®, and Series 63 credentialed financial advisor affiliated with MAI Capital Management, LLC, with 14 years of industry experience. He has been with MAI Capital Management since 2014. MAI Capital Management, LLC provides a range of investment management and wealth advisory services to individual, family, and institutional clients, including high-net-worth individuals and pension plans. The firm offers customized portfolio management across multiple asset classes and integrates financial planning and tax services into client relationships.

Andrew Timko is a financial advisor with Fifth Third Securities, Inc. in Parma Heights, Ohio. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including over two decades with Fifth Third Securities and Fifth Third Bank. 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 combines its municipal-advisor registration with a large bank affiliation to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

David Kurtz is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio, holding a Series 66 designation and 22 years of industry experience. He previously worked at Royal Alliance Associates and Financial Planners of Cleveland, Inc. DBA NCA Financial Planners for 19 years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Ryan Keenan is a CFA® charterholder with nine years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Citizens Capital Markets, Inc. and Ernst & Young. MAI Capital Management provides 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 offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Christopher Creahan is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 credential and eight years of industry experience. His career includes roles at Sequoia Financial Advisors and Huntington Bank. He also serves as Managing Director of Asset Management at Sequoia Financial Group, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, and charitable organizations. The firm combines model and custom portfolio management with a broad range of investment vehicles, supported by an Investment Policy Committee and regular portfolio reviews.

Guy Jardine is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds the Series 63 designation and previously worked at Raymond James & Associates for 18 years before joining Janney in 2026. Janney Montgomery Scott 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Jacob Walters is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Corporate Technologies Group and Ohio University, where he also worked alongside Sogeti Capgemini. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Jon Stamberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having been with New York Life Insurance Company and Nylife Securities Inc. since 2003. In addition to his advisory work, he is appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client goals and maintains a predominantly non-discretionary asset base.