Robert Marquardt is a CFP® professional with 32 years of industry experience, currently serving with PNC Wealth Management. He previously worked at Wells Fargo Clearing for 10 years. His spouse owns a holistic health program focused on Parkinson’s disease. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies managed by PNC or third-party strategists.

Stephen Jones is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot for employees that uses algorithm-driven risk assessments and approved model strategies executed with mutual funds and ETFs.

Terrence McKelvey is a ChFC®-credentialed financial advisor with 15 years of industry experience, currently with Stratos Wealth Partners, Ltd, where he has worked since 2016. His prior experience includes roles at The Mutual Fund Store and Merrill. Outside of finance, he is involved in acting and owns a related business in North Hollywood, California. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services through independent and affiliated advisors using an open-architecture platform that integrates multiple third-party investment managers.

Josephine Trotta is a financial advisor at Carson Wealth with 24 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Pathfinder Wealth Advisors, TIAA-CREF, UBS Financial Services, and Merrill. Carson Wealth is an SEC-registered investment adviser with over 650 advisors managing approximately $50.6 billion. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that develops model portfolios and provides tailored solutions such as custom indexing and alternative investments.

Theodore Lorenzen is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and bringing 36 years of industry experience. His career includes roles at Securities America Advisor Inc., Arbor Point Advisors, and Cedar Brook Financial Partners. Lorenzen has been involved in insurance sales and disability insurance for Ohio educators as a partner in the Ohio Educators Planning Group. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and consulting services, utilizing multiple strategies and platform integrations that distinguish its enterprise-scale operations.

Robert Coode is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Valmark Securities Inc, Marcum Wealth, LLC, and ProEquities, Inc. He is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research and offers a range of financial planning, asset management, and specialized retirement consulting services.

Andrew Connors is a CFP® with 23 years of industry experience and is currently with Hightower Advisors, where he has worked since 2019. Prior to joining Hightower, he spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies and operational features.

Patrick Hudec is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2013. His prior experience includes positions at Stifel and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across various portfolio types.

Carly Perusek is a Series 65-licensed financial advisor at Wealthspire Advisors with one year of industry experience. Prior to joining Wealthspire, she worked at JMS Financial Solutions and JPMorganChase. Her background also includes roles in education and university consulting. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporations, pension plans, and nonprofits. The firm utilizes an institutional-style asset allocation framework implemented through diverse investment vehicles and offers comprehensive wealth management, financial planning, and retirement consulting services.

Robert Smith is a financial advisor at Cerity Partners LLC with 30 years of industry experience. He worked at Spero-Smith Investment Advisers, Inc. for 20 years before joining Cerity Partners in 2016. He serves on the board and several committees at University Hospitals Health System and is a member of the endowment investment committee at Ohio Northern University. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that includes proprietary quantitative screening, asset allocation, and access to alternative and private market solutions.

Stephen Malbasa is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds the Series 63 designation and has worked at Cerity Partners since 2016, following a prior role at S&S Financial Ventures LLC. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Nicholas Gatins is a financial advisor at Hightower Advisors in Cleveland, OH, holding a Series 65 designation. He joined Hightower Advisors in 2026 and has prior work experience at Signet Jewelers, PCC Airfoils, West Virginia University Foundation, West Virginia University, and Washington & Jefferson College. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm offers comprehensive portfolio management, financial planning, and retirement consulting services, supported by proprietary research and operational tools.

Kent Spotts is a financial advisor with SPC, holding the CFP® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at SPC since 2016 and previously held roles at Ameriprise and Ameriprise Advisor Services. Outside of advising, Spotts works as a ski instructor at Brandywine Resort. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through programs such as SIGMA Managed Account and the Axis Platform.

Nicholas Meyer is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and John Ertz. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach and offers various programs such as advisor-managed portfolios, financial planning, and outsourced CIO solutions.

Christine Jemison is a financial advisor at Corient with 18 years of industry experience. She previously worked at Paragon Advisors, Inc. for 25 years before joining Corient in 2024. Jemison serves as a board member of Lakewood Catholic Academy. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Nathan Reyes is a Series 66-licensed financial advisor at PNC Wealth Management with 20 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering that utilizes algorithm-driven risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.

Peter Devito is a CFP® professional with 19 years of industry experience. He has been with Hightower Advisors since 2019 and previously worked at WealthTrust Fairport, LLC for 12 years. He is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, using a combination of affiliated and third-party managers alongside proprietary research and various investment vehicles.

Bradley Norton is a CFA® charterholder with nine years of industry experience. He currently works at MAI Capital Management, LLC and has prior experience at Winfield Associates and Victory Capital Management. 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 and integrates financial planning and tax services, also serving as an investment adviser to a registered mutual fund and multiple private funds.

Joshua Halter is a financial advisor with Lincoln Investment in Cleveland, OH. He holds the Series 66 designation and has one year of industry experience. Prior to joining Lincoln Investment, he worked at LPL Enterprise and Pruco Securities LLC, and has a background that includes roles in education and customer service. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Todd Winchell is a financial advisor with PNC Wealth Management based in Cleveland, OH. He holds Series 63 and Series 66 licenses and has 11 years of industry experience, including prior roles at The Huntington Investment Company, LPL Financial LLC, Five Star Bank, and Citizens Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments and investment models managed by PNC or third-party strategists.