Bradley Norton is a CFA® charterholder with eight years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Winfield Associates and Victory Capital Management. 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 institutions. The firm manages over $72 billion in assets and offers customized portfolio management across various strategies, combining financial planning and tax services with multiple investment vehicles.

Joshua Halter is a financial advisor with Lincoln Investment in Cleveland, OH, holding a Series 66 designation. He has been with Lincoln Investment since 2026 and has prior experience with LPL Enterprise and Pruco Securities LLC. Before entering financial services, he worked in various roles including at Cleveland State University and Chick-fil-A. 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 financial planning, retirement plan advice, and a range of managed portfolio programs using both strategic and dynamic investment approaches.

Todd Winchell is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at The Huntington Investment Company, Huntington National Bank, 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 discretionary model account available to employees with PNC Bank online credentials. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Douglas Crowl is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He worked at PNC Investments from 2015 to 2023 before joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides oversight and due diligence on third-party advisory products, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Maryjo Morello is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at LPL Financial LLC and Stratos Wealth Partners, LTD. She has served in investment advisory capacities through Stratos Wealth Partners, LTD. Independent Financial Group is a large integrated advisory and brokerage firm providing a range of investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, business owners, and plan sponsors. The firm combines in-house and third-party investment models and operates both as a registered investment adviser and an active broker-dealer.

Christopher Guest is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at LPL Financial, Hexion Inc., Technical Rubber Company, and Transperfect Inc. 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 a range of advisor-managed and model-based portfolios, financial planning services, and retirement plan consulting through an open-architecture approach integrating various external platforms and tools.

Jeremy Clark is a financial advisor at OSAIC Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Arbor Point Advisors, Securities America Inc, Beacon Financial Advisory LLC, Lincoln Investment, and Capital Analysts Incorporated. Clark serves on the Board of Directors for the Greater Cleveland Sports Hall of Fame. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers a range of investment and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

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 14 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 ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through its Rockefeller Global Family Office platform.

Glenn Hoehnen is a financial advisor with Eagle Strategies (NY Life) based in Lyndhurst, OH, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His career includes longstanding roles with New York Life Insurance Company and Nylife Securities, as well as ownership of Precision Insurance Solutions, LLC, and Precision Financial Solutions. Outside of advisory work, he is involved in brokering non-registered insurance products and has passive investments in cryptocurrency and energy sector opportunities. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with corporate and charitable plan sponsors within an integrated New York Life structure.

Jeffrey Boardman is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Huntington in 2023, he worked at PNC Investments for seven years. The Huntington Investment Company serves individuals—including high-net-worth clients—as well as charitable organizations and businesses, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings from its Private Bank, providing portfolio management, trade execution, and custodial services.

Anthony Zak is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Key Investment Services since 2021 and previously held positions at Commonwealth Financial Network, MJ Baker Financial Advisors, and PNC Investments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group, integrating services across affiliated banking and capital markets entities.

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.

Alan Fullenkamp is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2006. Outside of his advisory work, he serves as a committee member for the St. Rose Boy Scout Troop 167, is an executive council board member for the Erie Shores Council of the Boy Scouts of America, and participates on the St. Rose School Endowment committee. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and provides access to third-party discretionary managers while operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

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 & Co 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 member and high-performance driving instructor with the Porsche Club of America. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation with a combination of discretionary and non-discretionary management programs.

Connor Butler is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Stratos Wealth Partner and PM Graphics. Hantz Financial Services, Inc. serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm employs a diversified, ETF-centered investment approach with both discretionary and non-discretionary mandates and offers a range of financial planning, portfolio management, and related services supported by a broad network of affiliated financial activities.

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 15 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC and has previously worked at Carnegie Investment Counsel, McDonald Partners LLC, and Wells Fargo Advisors. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary solutions through a large network of independent advisers and emphasizes tailored investment strategies supported by ongoing monitoring and a range of managed account options.

Michael Zembala is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with LPL Financial since 2009 and Stratos Wealth Partners, Ltd since 2010. Outside of his advisory role, he is licensed to sell and service fixed insurance products, including annuities and various life and health insurances. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment delivery options supported by an in-house research team, combining large-scale advisory operations with various non-advisory product activities.

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.