Maryjo Morello is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked at several firms including LPL Financial LLC and Stratos Wealth Partners, LTD. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers a range of financial planning and portfolio management solutions using both firm- and third-party models, combining active and passive strategies across varying risk profiles.

Jeremy Clark is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Arbor Point Advisors, Beacon Financial Advisory LLC, Lincoln Investment, and Capital Analysts Incorporated. He serves on the board of directors for the Greater Cleveland Sports Hall of Fame. Osaic Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of programs and services, including representative-managed accounts, third-party manager programs, retirement plan consulting, and access to alternative investments, utilizing various investment strategies and platform relationships.

John Marino is a CFP® professional with 21 years of industry experience. He has worked at Hartland & Co. since 2011 and is currently affiliated with Clearstead Advisory Solutions in Beachwood, OH. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships and utilizes a disciplined investment process that includes portfolio analytics, strategic asset allocation, and a proprietary Direct Indexing strategy.

Amanda Sass is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2019 before joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment solutions through its Private Advisor model and consolidated investment platform.

Glenn Hoehnen is a financial advisor with Eagle Strategies (NY Life) in Lyndhurst, OH, holding Series 65 and Series 63 licenses with 20 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities for over two decades and operates businesses focused on brokering non-registered insurance products. Hoehnen is also a passive investor in cryptocurrency and energy-related ventures. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types tailored to client objectives, with a focus on non-discretionary assets and retirement plan advisory relationships.

Louis Trivisonno is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Marcum Wealth and ProEquities, Inc. He also serves as Vice President of Fixed Insurance at Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Adam Jacobs is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2009. Outside of his advisory role, Jacobs is involved with the Greater Cleveland Food Bank’s Community Engagement and Philanthropy Committee, serves on the finance committee of the Cleveland Racquet Club, and is a national approved High Performance Driver Education instructor with the Porsche Club of America. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services across various asset classes, combining discretionary and non-discretionary management with custody of client assets.

Connor Butler is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Stratos Wealth Partner and PM Graphics. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm focuses on ETF-based model portfolios supplemented by third-party managers and offers integrated advisory, brokerage, mortgage, and insurance services.

Ronald Quaranta III is a CFA® charterholder currently with Corient, where he has worked since 2026. He has prior experience at Vivaldi Capital Management and Paragon Advisors, Inc., and was involved in operating Caffe Capri Italian Bar & Grille for 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, with capabilities in private funds and alternative investments.

Bryan Blackburn is a CFP® professional with 16 years of industry experience, currently with Sanctuary Advisors, LLC. His prior roles include positions at Carnegie Investment Counsel, McDonald Partners LLC, Wells Fargo Clearing, and Schwab Wealth Advisory. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers investment advisory and financial planning services through a large network of independent advisers, utilizing a range of portfolio management strategies and analytical approaches.

Michael Zembala is a financial advisor at Stratos Wealth Partners, Ltd with 44 years of industry experience. He has been with Stratos Wealth Partners since 2010 and was previously affiliated with LPL Financial and Osaic FA, Inc. Outside of his advisory role, he is licensed to conduct sales and servicing of various fixed insurance products. 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 a range of services such as advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture, IAR-driven model that integrates multiple third-party platforms and managers to provide customized portfolio management aligned with client goals.

Pete Angelokostopoulos is a financial advisor at PNC Wealth Management with 19 years of industry experience. He has been with PNC Investments since 2014 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, primarily investing in mutual funds and ETFs with annual rebalancing.

Norman Merhaut is a financial advisor at GWN Securities Inc. with 45 years of industry experience. He holds a Series 63 designation and has worked at firms including Planmember Securities Corporation and Northern Life Insurance Company. Merhaut is also president of NJM Inc., a company focused on marketing fixed annuities. GWN Securities provides investment advisory services to individual and corporate clients through managed accounts, financial planning, and third-party manager selection, utilizing a combination of model-based allocations and discretionary portfolio management. The firm is notable for its use of market-timing and momentum-based strategies in certain legacy programs.

William Garten is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Stratos Wealth Partners since 2011 and previously held positions at LPL Financial, Merrill, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory role, Garten is a published poet with five books released through an independent publisher and serves as CEO of Garten Financial Group and Garten Marketing LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm 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 such as portfolio management, financial planning, third-party manager programs, and outsourced CIO solutions. Their open-architecture investment approach integrates multiple platforms and managers to customize portfolios aligned with client goals.

Terence Sullivan is a financial advisor at Corient with 20 years of industry experience. He worked at Paragon Advisors, Inc. for 28 years before joining Corient in 2024. 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 combines in-house strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools.

Timothy Carneval is a CFP® professional with 18 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies through both in-house and third-party managers and offers integrated financial planning, trust administration, and insurance services.

Pamela Vanone is a financial advisor with Kestra Advisory, holding a Series 66 credential and bringing 23 years of industry experience. She has been with Kestra Advisory since 2016 and has also been associated with Kestra Investment Services, LLC since 2006. She serves as a financial advisor and retirement plan consultant through Magis Advisory Group, LLC, focusing on financial planning, retirement plan management, and related services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Brian Adams is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments LLC and Huntington Investment Company. Adams has been with Fifth Third Securities and Fifth Third Bank since 2019. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account Platform, incorporating various portfolio management strategies and tax-efficient options.

Kaitlin Compernolle is a Series 66-licensed financial advisor with three years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial and held roles in digital marketing and counseling services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model that utilizes various investment strategies and third-party managers to align client goals with tailored portfolio solutions.

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.