William Proper is a financial advisor at Corient with 23 years of industry experience. He previously worked at Vivaldi Capital Management, LLC and Pease & Associates, CPAs, and operated The Proper Analysis Corporation for 27 years. Corient provides investment advisory and financial planning services to 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 manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Kenneth Renfro is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 17 years of industry experience. He has worked at Stratos and LPL Financial since 2011 and previously spent two years with Morgan Stanley. In addition to his advisory role, he provides tax preparation services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an open-architecture investment approach with both discretionary and non-discretionary portfolio management, integrating multiple third-party platforms and sub-advisors to deliver customized investment solutions.

Megan Raleigh is a financial advisor with Fifth Third Securities, Inc. in Cleveland, OH, holding a Series 66 designation and 23 years of industry experience. She has been with Fifth Third Securities since 2003. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program, offering a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.

Zachary Stanley is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes six years at UBS. He is involved with the Cleveland Sight Center, where he advises and assists with the organization's strategic vision. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a broad range of investment and placement services through a consolidated investment platform.

Michael Mc Keown is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously spent 19 years with Aurum Wealth Management Group LLC before joining Wealth Enhancement Advisory Services in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Jason Armstrong is a financial advisor with PNC Wealth Management in Cleveland, OH. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, all with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses algorithmic questionnaires to recommend investment risk bands and allocates assets via approved model strategies.

Ian Murphy is a CFP® with six years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has previously worked at Morgan Stanley Smith Barney LLC and Tailored Management. Murphy is based in Chagrin Falls, Ohio. 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 financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture platform.

John Mooney is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at UBS Financial Services for 15 years before joining Rockefeller Financial, where he has been since 2022. Outside of advisory work, he is a partner in a residential real estate investment partnership. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides a range of portfolio management and financial planning services, operating as both a registered investment adviser and broker-dealer, with a focus on a Private Advisor model and a consolidated investment platform.

Jeffrey Concepcion is a financial advisor at Stratos Wealth Partners, Ltd with 37 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial and Stratos Investment Management. Outside of his advisory role, Concepcion is involved with Cooper's Cruise and Charters, LLC, which operates boat charter activities. Stratos Wealth Partners, Ltd 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 investment management and financial planning services through an open-architecture platform featuring multiple third-party managers and customized portfolio solutions.

Shane Justice is a financial advisor with Bankers Life Advisory Services, Inc. in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2015. Outside of advising, he recruits and trains insurance agents in life and health insurance sales as a Unit Field Trainer. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client objectives.

Chaim Schur is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and beginning his industry career in 2026. He previously worked at Marcum Wealth and Lucky Currency Services and has experience in higher education at Ono College. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and offers diversified, risk-class based investment solutions combining passive and active management with oversight from an internal Investment Committee.

Caitlin Monahan is a financial advisor at Clearstead with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at UBS Financial Services and Fidelity, where she worked for a total of 11 years before joining Clearstead. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm applies institutional disciplines with a range of investment strategies, managing approximately $33.9 billion in assets across over 4,300 client relationships.

David Hertl is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2013. His prior roles include positions at Invest Financial Corporation, FSC Securities Corporation, Osaic FA, Inc., and Banc One Securities Corporation. Hertl also volunteers as a co-coordinator for the Dave Ramsey Financial Peace University at Groveport United Methodist Church. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and other entities. The firm offers a range of investment programs and advisory services, focusing on both discretionary and non-discretionary management, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Benjamin Hill is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds a Series 66 designation and has worked with IFP Securities, LLC since 2019. Hill serves on the board of DCC Corp, participating in quarterly meetings. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Theresa Mystic is a financial advisor with Lincoln Investment in Cleveland, OH, holding Series 63, 65, and 66 licenses and over 39 years of industry experience. She has worked at several firms including PNC Wealth Management, Key Investment Services, AdamsLynch, Wells Fargo Clearing, A.G. Edwards & Sons, and KeyBanc Capital Markets. Outside of her advisory role, she serves as a catechist at St. Christopher Church and is involved in personal photography and part-time dog sitting. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house investment research team that constructs strategic model portfolios and AIM strategies.

Erica Cameron is a CFP® and holds a Series 65 license with 19 years of industry experience. She is currently with Cerity Partners LLC and previously worked at HPM Partners LLC and Spero-Smith Investment Advisers, Inc. She is based in Cleveland, OH. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm uses tailored asset allocation and proprietary quantitative screens alongside third-party managers and individual securities to build client portfolios.

Pamela Zelonis is a financial advisor with PNC Wealth Management in Cleveland, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven pilot program for employees that uses mutual funds and ETFs with annual rebalancing and no direct client trading or margin use.

Ryan Knotts is a CFP® professional with 16 years of experience in the financial services industry. He has been with PNC Wealth Management since 2014, working in the Cleveland, OH office. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation only to employees with PNC Bank online credentials. The firm utilizes approved model strategies managed by PNC or third-party strategists and executes investments primarily through mutual funds and ETFs with an emphasis on algorithm-driven portfolio selection and annual rebalancing.

Bryan Garber is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously operated as co-owner of Evexia Cafe & Market LLC. His prior work experience also includes over a decade at MT Industries DBA Sunless Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation. The firm’s approach uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs, focusing on automated portfolio management without individual security trading.

Christian Morton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Northwestern Mutual and a current affiliation with Guardian Life and Park Avenue Securities. He is involved with the St. Edward Alumni Association in a nonprofit capacity. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and nonprofit clients with brokerage services, financial planning, and investment advisory programs, offering both discretionary and non-discretionary advisory relationships through a range of proprietary and third-party models.