Daniel Mullaney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory role, he is involved in fixed insurance activities separate from Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of proprietary and third-party investment strategies and supports multiple account-level services such as lending solutions and donor-advised funds.

Joshua Lontoc is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Thrivent Financial. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Mc Kayla Hajjar is a Series 66-licensed financial advisor with Stratos Wealth Partners, Ltd., bringing one year of industry experience. Her background includes roles at LPL Financial LLC and Stratos Wealth Partners, as well as prior experience in the food service industry with companies such as Picks at PLX / Smoke on the Water, Kitchen Social, and A&W Restaurants / TJ's Drive-In. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model-based portfolios, financial planning services, retirement plan consulting, and employs an open-architecture investment approach integrating multiple external platforms and third-party managers.

Stephen Cribley is a CFP® professional with 23 years of industry experience. He is currently with OSAIC Advisory Services, LLC and has previously worked at Private Client Services, Beacon Financial Group, Inc., and Lincoln Financial Advisors. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a mix of proprietary guidance and third-party platforms.

Judith Tengler is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Signator Investors, Inc. Tengler provides investment advisory services through multiple independent firms, including her current role at Stratos Wealth Partners. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, with an emphasis on active asset allocation and use of both affiliated and third-party sub-advisors.

Jonathan Lapine is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at W3 Wealth Advisors, LLC, W3 Wealth Management, LLC, ValMark Advisers, Inc., and Valmark Securities, Inc. Lapine is also the owner of Tolmiros Financial LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and back-office support, including investment management, compliance, and practice-management services. The firm provides advisors with access to various securities and insurance products and manages discretionary model portfolios through its Investment Management and 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.

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.

Scott Andrews is a financial advisor with Eagle Strategies (NY Life) in Independence, OH, holding Series 65 and Series 63 licenses with 23 years of industry experience. His prior work includes roles at MPA Benefits, Mark Petro and Associates, and Andrews Financial Group. Andrews also operates Leichner Financial Group, Inc., through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joseph Zarlinga is a CFP® professional with 26 years of industry experience. He has been with Stratos Wealth Partners, Ltd since 2010 and has concurrently maintained an affiliation with LPL Financial since 2009. Zarlinga also owns an LLC used for payroll purposes. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Joseph Pilla is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Outside of his advisory role, Pilla serves as treasurer and board member of a local camping association and is involved in charitable board activities, as well as engaging in accounting and tax services, real estate consulting, and retail jewelry business partnerships. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm focuses on client-directed implementation and oversight with a non-discretionary investment model and manages a majority of its assets on this basis.

Elias Ladon is a financial advisor with TLG Advisors, Inc. based in Beachwood, OH, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at GT Securities, Inc., Finalis Securities LLC, Colorado Financial Service Corporation, and has been the founder, owner, and president of Enterprise Development Resources, Inc., where he focuses on business consulting related to operations, valuation, and sales of private businesses. Ladon is also a licensed real estate agent working independently to facilitate property sales and leasing. TLG Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary services. The firm emphasizes manager selection and monitoring within diversified portfolios and provides a digital investment program, Starlight Portfolios, tailored by risk assessment and managed through various platforms and sub-advisors.

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.

Joseph Salem is a financial advisor with Guardian Life, holding a Series 63 designation and 18 years of industry experience. He has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2008. Salem is also the author of a personal finance book for young couples, published in 2019. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, pension, charitable, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs with discretionary and non-discretionary options.

Paula Strumbly is a financial advisor with Independent Financial Group, LLC and holds a Series 63 designation. She has 21 years of industry experience, including ten years at Stratos Wealth Partners, Ltd and extensive tenure at LPL Financial, LLC. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house model portfolios and third-party managers across multiple custodial platforms.

Shannon Barry is a financial advisor with Osaic Advisory Services, LLC, holding 20 years of industry experience. Prior to joining Osaic in 2024, Barry worked at Arbor Point Advisors and Cedar Brook Financial Partners, among other firms. Barry’s experience includes corporate retirement plan design and management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and relationships with custodians like Schwab and Fidelity.

Milan Markovic is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Stratos Wealth Partners, he held positions at Stratos Investment Management, LLC, and has experience working in various roles including at Normandy High School and Cleveland State University. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, serving over 24,000 clients through about 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, and a range of financial planning services, employing an open-architecture investment approach that integrates multiple platforms and tools.

Marquis Lewis is a CFP® and Series 65-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cleveland, OH. He has two years of industry experience, including prior roles at Marcum Wealth. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Laurie Longstreth is a Series 63-licensed financial advisor with 25 years of industry experience. She has worked at Independent Financial Partners since 2012 and previously held roles at LPL Financial Corporation. Laurie is based in Cleveland, OH. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.