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.

Michele Ferrara is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 16 years. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Ian Mccloud is a financial advisor with PNC Wealth Management in Tallmadge, Ohio, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PNC Investments since 2014 and held roles at PNC Bank between 2014 and 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing.

Joseph Dazey is a CFP® with 28 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC in Akron, Ohio. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2008. Outside of his advisory role, he serves as a board member for a homeowners association in Hilton Head Island, South Carolina. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Norman Cook is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63, 65, and 66 licenses with 12 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Wealthstone Inc. He serves as Executive Vice President of Corporate Development at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies, employing a mix of mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers, with decisions guided by fundamental, technical, and cyclical research.

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.

Denis Kazalac is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 22 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2019, he worked at Citizens Securities, Inc. for eight years. Outside of his advisory role, he manages rental properties in Brooklyn, Ohio. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

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.

Joseph Beswick is a financial advisor with Fifth Third Securities, Inc. in Berea, Ohio. He holds a Series 66 designation and has 26 years of industry experience, including 22 years with Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

John Ciocca is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include eight years at Citizens Securities, Inc. and a brief tenure at Fred Martin Superstore. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Judith Tengler is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Signator Investors, Inc. Tengler provides investment advisory services through multiple independent advisor firms. Stratos Wealth Partners serves a diverse mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm’s approach combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies delivered through a large network of investment adviser representatives.

Craig Anderson is a financial advisor with Commonwealth Financial Network in Hudson, Ohio. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Kingdom Title Company and University Hospitals. Anderson is also co-owner of RCCA Development Group, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and operational support, while offering a range of investment solutions including discretionary model portfolios and personalized indexing options.

James Thompson is a financial advisor at Sequoia Financial Group, L.L.C. in Beachwood, Ohio, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at CBIC Private Wealth Management, Citizens Securities, Inc., and Citizens Bank. Thompson serves as Vice President of Family Wealth at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Debra Friend is a financial advisor at Lincoln Investment with 37 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Legend Equities Corporation and Valic Financial Advisors. 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, utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.

Christopher Baker is a financial advisor with MAI Capital Management, LLC in Cleveland, OH, holding a Series 63 designation and 26 years of industry experience. He worked at Winfield Associates, Inc. for 25 years before joining MAI Capital Management, where he has been since 2022. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across diverse strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Spenser Vago is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Stratos in 2025, he worked at Virtue Capital Management, LLC and Horter Investment Management. He is also the owner of Vago Insurance Agency, an employee benefits and insurance firm he has operated since 1999. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party investment strategies.

Donna Thrane is a financial advisor with MAI Capital Management, LLC, holding a PFS™ designation along with Series 63 and Series 65 licenses. She has eight years of industry experience, including roles at RSM US Wealth Management LLC and Wellspring Financial Advisors. Outside of MAI, she is also associated with Choreo, LLC. 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 that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within client relationships.

Cassandra Oliver is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Sequoia Financial Group, L.L.C. and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and PNC. Outside of her advisory role, she is an independent consultant for Rodan + Fields, marketing skincare and cosmetic products. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee to guide portfolio construction and rebalancing.

Michael Marrapese is a CFA® charterholder and holds the Series 63 designation, with 16 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023, following a seven-year tenure at MarketCipher Partners LLC. MAI Capital Management, LLC provides discretionary and non-discretionary 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 manages a broad range of strategies through in-house portfolio managers and third-party sub-advisers, and offers integrated financial planning, tax, and trust services.

Diane Dodson is a CFP® professional with 8 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. She also operates Diane Dodson, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers a platform that supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.