Martha Royan is a Series 65-licensed financial advisor with Transamerica Financial Advisors, bringing 14 years of industry experience. She has held multiple roles concurrently, including ownership of MWR Consulting, LLC, and participation in several consulting and referral activities related to Medicare, estate law, and student loan restructuring. Royan is also involved in life coaching through Life Mastery Consulting and health insurance sales with Champion Health and Cornerstone Senior Marketing. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, and charitable organizations, utilizing model portfolios and third-party managers as part of its advisory approach. The firm supports clients through a large advisor network and multiple program platforms, with regulatory assets under management around $1.7 billion.

Daniel Goldfarb is a CFP® and ChFC® with 19 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at Personal Capital Advisors Corporation, LPL Financial, and Planned Financial Services. Outside of his advisory work, he serves as Secretary on the Board of Directors for the Solon Chamber of Commerce and is the founder of College Consultants Group, an education consulting business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Linda Graham is a financial advisor with Fifth Third Securities, Inc. in Bainbridge, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities since 2001 and concurrently with Fifth Third Bank since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and specialized features such as direct indexing and tax-overlay services.

Luke Washburn is a financial advisor with Kestra Advisory in Cleveland, OH, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Washburn Asset Management LLC and Ameriprise Financial Services, Inc., as well as service in the United States Army Reserve for over two decades. Outside of finance, he works intermittently as a freelance musician and trumpet player. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Jeffrey Kerbler is a financial advisor with Oppenheimer & Co. Inc, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Dillon Giardini is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual. He is also appointed as an agent to sell non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a large network of advisors, utilizing discretionary unified managed accounts and third-party UMA model managers.

Joseph Milford is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). He has also worked with JAM Wealth Partners LLC, Capital Edge Insurance & Financial Services, Inc., and Vines Financial Group LLC. Milford volunteers on the Investment Committee for the Sisters of the Humility of Mary. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers a variety of program types, with a majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

James Albanese is a CFP® and ChFC® with 34 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through its affiliated entities, including a trust-only bank and in-house tax and business consulting services.

Marc Schrade is a financial advisor with PNC Wealth Management, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs. Their Portfolio Solutions Strategist Digital Offering is an invitation-only, employee pilot program that uses algorithm-driven model strategies implemented via mutual funds and ETFs.

Nathaniel Fullmer is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Primerica Advisors, Crosscountry Mortgage, and Edward Jones. Outside of finance, he is the owner of Cleveland Sauce Company LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and delegates portfolio implementation to approved strategists.

Kurt Nye Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2014. He is a board member of the United Way of Greater Cleveland, where he assists in reviewing investment portfolios and participates in board meetings. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, and retirement plan consulting to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated companies.

Sherri Kitzberger is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. She holds the Series 66 designation and has been with Stratos Wealth Partners and LPL Financial since 2012. In addition to her advisory role, she is involved in the sale and service of fixed insurance products. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers a Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

John Zaller is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with MAI Capital Management, LLC since 2016. Outside of his advisory role, he serves as treasurer for the City Mission of Cleveland and is president of the City Mission Endowment Foundation, where he oversees financial records and investment portfolios. MAI Capital Management 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, institutions, and foundations. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing a variety of private funds and affiliated investment vehicles.

Michael Conley is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 26 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Conley serves as a non-profit board member for the City of Highland Heights Board of Building and Zoning Appeals. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, leveraging a network of investment adviser representatives and access to third-party asset managers and proprietary model portfolios.

Jean Thornburg is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist offering for employees. This program uses algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Robert Provance is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with Lincoln Investment since 2017. He previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he is involved in the sales and service of health insurance. 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 retirement plan advice, managing portfolios through both strategic and tactical investment approaches.

Susanne Swanson is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and 21 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously at PNC Investments and PNC Bank from 2009 to 2017. Fifth Third Securities, Inc. 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 and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Alexander Bryan is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and The Prudential Insurance Company of America. Outside of finance, he has experience in the restaurant industry, including a role at Nagoya Japanese Steakhouse. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, serving more than 24,000 clients through about 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager access, and various financial planning services, operating with an open-architecture investment approach that integrates multiple external platforms and tools.

William Romano is a financial advisor at Stratos Wealth Partners, Ltd. He holds the Series 66 credential and began his advisory career in 2026. Prior to joining the financial industry, he served with the City of Akron Fire Department for 28 years and the Medina Fire Department for 8 years. 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 a range of investment and financial planning services using an open-architecture approach that integrates external platforms and third-party managers.

John Ruebsteck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. He has worked at PNC Investments since 2018 and previously spent four years at LPL Financial and Stratos Wealth Partners. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy currently available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to approved third-party strategists.