Jeremy Clark is a financial advisor at OSAIC Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Arbor Point Advisors, Securities America Inc, Beacon Financial Advisory LLC, Lincoln Investment, and Capital Analysts Incorporated. Clark serves on the Board of Directors for the Greater Cleveland Sports Hall of Fame. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers a range of investment and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

John Marino is a CFP® professional with 21 years of industry experience. He has worked at Hartland & Co. since 2011 and is currently affiliated with Clearstead Advisory Solutions in Beachwood, OH. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships and utilizes a disciplined investment process that includes portfolio analytics, strategic asset allocation, and a proprietary Direct Indexing strategy.

Amanda Sass is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2019 before joining Rockefeller Financial. 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 integrates wealth, trust, and insurance services and offers access to alternative and private investments through its Rockefeller Global Family Office platform.

Glenn Hoehnen is a financial advisor with Eagle Strategies (NY Life) based in Lyndhurst, OH, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His career includes longstanding roles with New York Life Insurance Company and Nylife Securities, as well as ownership of Precision Insurance Solutions, LLC, and Precision Financial Solutions. Outside of advisory work, he is involved in brokering non-registered insurance products and has passive investments in cryptocurrency and energy sector opportunities. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with corporate and charitable plan sponsors within an integrated New York Life structure.

Jeffrey Boardman is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Huntington in 2023, he worked at PNC Investments for seven years. The Huntington Investment Company serves individuals—including high-net-worth clients—as well as charitable organizations and businesses, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings from its Private Bank, providing portfolio management, trade execution, and custodial services.

Louis Trivisonno is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Marcum Wealth and ProEquities, Inc. He also serves as Vice President of Fixed Insurance at Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Adam Jacobs is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer & Co since 2009. Outside of his advisory role, Jacobs is involved with the Greater Cleveland Food Bank’s Community Engagement and Philanthropy Committee, serves on the finance committee of the Cleveland Racquet Club, and is a member and high-performance driving instructor with the Porsche Club of America. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation with a combination of discretionary and non-discretionary management programs.

Connor Butler is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Stratos Wealth Partner and PM Graphics. Hantz Financial Services, Inc. serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm employs a diversified, ETF-centered investment approach with both discretionary and non-discretionary mandates and offers a range of financial planning, portfolio management, and related services supported by a broad network of affiliated financial activities.

Ronald Quaranta III is a CFA® charterholder currently with Corient, where he has worked since 2026. He has prior experience at Vivaldi Capital Management and Paragon Advisors, Inc., and was involved in operating Caffe Capri Italian Bar & Grille for 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, with capabilities in private funds and alternative investments.

Bryan Blackburn is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC and has previously worked at Carnegie Investment Counsel, McDonald Partners LLC, and Wells Fargo Advisors. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary solutions through a large network of independent advisers and emphasizes tailored investment strategies supported by ongoing monitoring and a range of managed account options.

Michael Zembala is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with LPL Financial since 2009 and Stratos Wealth Partners, Ltd since 2010. Outside of his advisory role, he is licensed to sell and service fixed insurance products, including annuities and various life and health insurances. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment delivery options supported by an in-house research team, combining large-scale advisory operations with various non-advisory product activities.

Pete Angelokostopoulos is a financial advisor at PNC Wealth Management with 19 years of industry experience. He has been with PNC Investments since 2014 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, primarily investing in mutual funds and ETFs with annual rebalancing.

Jason Green is a financial advisor at The Huntington Investment Company with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Ameriprise Financial Services, NYLIFE Securities LLC, and New York Life Insurance. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture investment model combining third-party sub-managers, proprietary private bank models, and overlay services to manage client portfolios.

Norman Merhaut is a financial advisor with GWN Securities Inc. who holds a Series 63 designation and has 44 years of industry experience. He has worked at Planmember Securities Corporation since 2007 and has been president of NJM Inc., a company focused on marketing fixed annuities, since 1987. He also maintains a long-term association with Northern Life Insurance Company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts, offering a range of investment programs including traditional asset allocation and legacy market-timing strategies.

William Garten is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2011. Outside of his advisory work, Garten is an author and published poet with five books released through Cork Hill Press. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, 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, emphasizing active monitoring and asset allocation across multiple custodians.

Terence Sullivan is a financial advisor at Corient with 19 years of industry experience. He worked for Paragon Advisors, Inc. for 28 years before joining Corient. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Timothy Carneval is a CFP® professional with 18 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 individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies through both in-house and third-party managers and offers integrated financial planning, trust administration, and insurance services.

Timothy Cohen is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Ameriprise, The Huntington National Bank, W&S Brokerage Services, and Western & Southern Life during his career. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that integrates third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs through the Envestnet MAS platform.

Pamela Vanone is a financial advisor with Kestra Advisory, holding a Series 66 credential and bringing 23 years of industry experience. She has been with Kestra Advisory since 2016 and has also been associated with Kestra Investment Services, LLC since 2006. She serves as a financial advisor and retirement plan consultant through Magis Advisory Group, LLC, focusing on financial planning, retirement plan management, and related services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Kaitlin Compernolle is a financial advisor at Private Advisor Group, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked with LPL Financial and in digital marketing and counseling roles. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and access to third-party asset managers and model portfolios.