Margie Carpenter is a CFP® professional with 18 years of industry experience. She is currently an advisor at Farther Finance Advisors, LLC, where she has worked since 2022, following a 12-year tenure at Bell Tower Advisors, LLC and earlier experience at MAI Capital Management, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs an investment approach grounded in Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing along with a range of asset classes and AI-supported advisor judgment.

Michael Primerano is a CFP® with 23 years of industry experience, currently with Osaic Advisory Services, LLC since 2024. He previously worked at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America. Primerano is also a principal owner of Arbor Group Advisors, a local marketing and services group supporting Advisor Group companies. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, and access to alternative investments, combining enterprise scale with platform integrations to deliver its services.

Trevor Allburn is a CFP® professional currently at Corient with 10 years of industry experience, including a decade at Paragon Advisors, Inc. prior to joining Corient in 2024. He is based in Shaker Heights, OH. 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 employs a goals-based, team investment approach combining in-house strategies with third-party managers and offers affiliated private fund capabilities and related platforms.

Madeline Rowe is a CFP® professional with four years of experience at Walden Wealth Partners, now operating as Wealthspire Advisors. She has two years of industry experience and previously worked at John Carroll University and Mercer Area High School. Wealthspire Advisors manages approximately $34.3 billion in assets and serves nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Kenneth Kowall is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, Ohio, holding a Series 66 designation and seven years of industry experience. He has worked with Stratos Wealth Partners since 2019 and has prior experience at LPL Financial dating back to 2017. Kowall also operates Kowall & Company, providing tax preparation and accounting services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser 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 customized portfolio management and open-architecture solutions that integrate multiple third-party platforms and managers.

Michael Dearden is a financial advisor at Clearstead with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Hartland & Co., Chess Financial Corp, and Cambridge Investment Research Advisors. Clearstead serves affluent private clients and institutional investors, managing approximately $33.9 billion in assets. The firm employs institutional investment disciplines and offers a range of services including financial planning, tax compliance, family office administration, and outsourced CIO solutions.

Richard Ahrens is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Clearstead Advisory Solutions and has held prior roles at Independence Wealth Advisors, MAI Capital Management, and Strategic Wealth Partners. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, and family office administration. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and employs institutional investment disciplines with a combination of mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

Jon Pawlowski is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior work includes a decade at Key Investment Services LLC and five years at LPL Financial. Stratos Wealth Partners is an SEC-registered enterprise adviser 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 from financial planning to outsourced CIO solutions through an open-architecture model that integrates multiple third-party platforms and managers.

Nicholas Tancabel is a CFP® and ChFC® credentialed financial advisor at MAI Capital Management, LLC with six years of industry experience. He previously worked at WCG Wealth Advisors, LLC and Treloar & Heisel, LLC. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated 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 $72.3 billion in assets and employs a customized approach to portfolio management across multiple asset classes, combining in-house management with third-party advisers and unified managed accounts.

Justin Luiza is a CFP® at MAI Capital Management, LLC with experience starting in 2024. Prior to joining MAI Capital, he was affiliated with The Ohio State University and Cuyahoga Valley Christian Academy. 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 individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Joseph Fleming is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and Series 66 credentials and five years of industry experience. His prior work includes nine years at KeyBank. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services.

John Ruby is a CFP® with 19 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. He previously worked at Mercer Global Advisors Inc. from 2015 to 2018. Outside of his advisory role, he has experience managing rental property. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves as adviser to both mutual funds and private investment vehicles.

Jodie Krueger is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 credentials and has seven years of industry experience. Prior to joining Benjamin F. Edwards & Co. in 2021, she worked at Oppenheimer & Co. Inc for 23 years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services.

Timothy Novak is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he is involved as an owner and landlord of a rental property in Cleveland, Ohio. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Conner Peine is a financial advisor at Oppenheimer with a Series 66 credential and less than one year of industry experience. His background includes roles with The Church of Jesus Christ of Latter Day Saints and work at Bread Financial and Amazon. He has also been involved with Brigham Young University and operated a custom landscape borders business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charities, and other entities. The firm offers a range of discretionary and non-discretionary investment programs and consulting services across multiple asset classes, maintaining custody of client assets while managing both advisory and broker-dealer businesses.

Lucas Good is a CFA® charterholder at MAI Capital Management, LLC with one year of industry experience. He previously worked at PNC Financial Services Group for five years and has a background that includes roles at The Ohio State University and Sweetbriar Golf Club. 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, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated investment vehicles.

Gregory Morris is a financial advisor at Guardian Life with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Guardian Life since 1988, including 27 years at its advisory arm. Morris also has a history with F & F Financial Advisory Group, where he provided insurance and financial services to individuals, executives, closely held businesses, and property and casualty companies. Guardian Life’s advisory subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and various operational tools to support tailored client relationships.

Sue Bigley is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 27 years of industry experience. Her prior firms include Cornerstone Asset Management Services, Inc., Cco Investment Services Corp, and Chase Investment Services Corp. She is also involved in fixed insurance products through a separate business entity, Kruger Consulting. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using both discretionary and non-discretionary strategies supported by fundamental and technical analysis.

James Gaudio is a CFP® and holds a Series 66 license, currently associated with Guardian Life and Park Avenue Securities. He has four years of industry experience, including roles at Guardian Life Insurance Company and Lifetime Financial Growth. His background also includes work related to education and camp administration. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with tailored client relationships that include financial planning, consulting, and access to insurance and alternative investment products.

Jacob Kucia is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cleveland, OH, holding a Series 66 designation and seven years of industry experience. His career includes roles at Fifth Third Bank, Bank of America, Merrill, and Northwestern Mutual. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through programs such as the Passageway Managed Account Platform. The firm provides multiple investment options, including advisor-directed models and separately managed accounts with strategies like tax-loss harvesting and direct indexing.