Christopher Muirhead is a financial advisor at Hightower Advisors with 14 years of industry experience. He previously worked at Winslow Asset Management, Inc. for 11 years before joining Hightower in 2023. He holds a Series 63 designation and is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers, with capabilities that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

James Love is a financial advisor at PNC Wealth Management in Cleveland, Ohio, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC Investments since 2016. Outside of his advisory role, he serves as a board member for the Greentree HOA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that relies on algorithmic risk assessment and third-party implementation.

William Carroll is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has four years of industry experience. Prior to his advisory role, he worked at Texas de Brazil for four years. In addition to his advisory activities, Carroll is a licensed insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities, emphasizing periodic rebalancing and performance reviews.

John Hyneman is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Ameriprise Financial Services, Agia, Valic Financial Advisors, and Prudential Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that includes third-party and affiliate investment strategies.

Victor Roach is a financial advisor with TIAA-CREF in Beachwood, Ohio, holding a Series 66 designation and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Roach umpires youth baseball games for boys aged 9 to 20 in Ohio. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm offers a range of advisory services that include model portfolios, customized portfolio management, and fiduciary services with a vertically integrated approach.

Jules Blakely is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles. Blakely has also been a student since 2009. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, along with financial planning and consulting services.

Tracy Scott is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. She holds Series 65 and Series 63 designations and has been affiliated with Fifth Third Bank since 1996. Fifth Third Securities, Inc. serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, through advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account Platform, utilizing third-party portfolio managers and offering various strategies such as mutual fund and ETF models, SMAs, and direct-indexing options.

Dean Weemhoff is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC since 2024. His prior experience includes roles at Arbor Point Advisors, Securities America, Inc., and Lincoln Investment. He is also involved in insurance planning as part of the financial planning process. 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 offers comprehensive investment management, financial planning, and retirement consulting services, utilizing a mix of proprietary and third-party platforms to tailor portfolios and accommodate client restrictions.

Robert Tripp is a financial advisor at The Huntington Investment Company in Cleveland, OH, holding a Series 66 designation with 11 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, TD Ameritrade, and PNC Investments. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model combining third-party sub-managers and proprietary private bank offerings.

James Sophia Jr. is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and Merrill Lynch. In addition to his advisory work, he is a 1099 insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

Nancy Kitson is a financial advisor with Fifth Third Securities, Inc. in Painesville, Ohio. She holds Series 63 and Series 65 designations and has 31 years of industry experience. Her prior roles include positions at Key Investment Services, LLC and Fifth Third Bank. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering access to various managed account programs primarily via Fidelity’s Managed Account Xchange. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting a range of investment strategies including mutual funds, SMAs, and direct indexing.

Kent Mosher is a financial advisor at Stratos Wealth Partners, Ltd with 27 years of industry experience. He holds a Series 63 designation and has worked at Stratos since 2010, with prior experience at LPL Financial and Osaic FA, Inc. In addition to his advisory work, Mosher is the author of a book published in 2024. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, and retirement plan consulting through a broad network of investment adviser representatives, utilizing a combination of proprietary and third-party investment strategies.

Matthew Kolenich is a financial advisor at Clearstead with 21 years of industry experience. He holds a Series 63 designation and has previously worked at USI Securities, USI Advisors, Kestra Financial Services, and Chapman & Chapman Advisors. 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 and uses an investment process that combines portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.

Deborah Solomon is a financial advisor with Empower Advisory Group located in Woodmere, OH. She holds Series 63 and Series 66 licenses and has nine years of industry experience, including roles at GWFS Equities, Advised Assets Group, Charles Schwab, TD Ameritrade, Key Private Bank, Bank of America, Merrill, and Wells Fargo Advisors. Outside of her advisory work, she is the owner of Valiente Ventures, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns and operates through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Denes Chapo III is a financial advisor at Fifth Third Securities, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2017, following a decade at U.S. Bancorp Investments, Inc. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and optional tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Emily Ferguson is a financial advisor at The Huntington Investment Company with 21 years of industry experience. She holds the Series 66 designation and has worked previously at Ebix, Inc. and Key Investment Services LLC. 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 that integrates third-party managers and proprietary Private Bank strategies, offering various wrap-fee programs through the Envestnet MAS platform.

Anthony Sawtelle is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PNC Investments since 2011, including ten years at PNC Bank prior to his current role. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-appropriate portfolios managed with mutual funds and ETFs. The firm’s approach employs third-party strategists and emphasizes model-driven portfolio implementation with limited direct client trading.

Zachary Dahmen is a Series 66-licensed financial advisor at Primerica Advisors with four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been associated with Guardian Life Insurance Company since 2019. Dahmen also has experience with Lifetime Financial Growth and studied at The Ohio State University from 2015 to 2019. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Jeffrey Kitzberger is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and has concurrent experience with LPL Financial and Home Life Insurance Company. Kitzberger serves as a board member for the Make It Happen 4 BMD Foundation, a nonprofit organization. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Kyle Heksch is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial, LLC and Stratos Wealth Partners since 2012. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.