Nathaniel Fullmer is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Primerica Advisors, Crosscountry Mortgage, and Edward Jones. Outside of finance, he is the owner of Cleveland Sauce Company LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and delegates portfolio implementation to approved strategists.

Kurt Nye Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2014. He is a board member of the United Way of Greater Cleveland, where he assists in reviewing investment portfolios and participates in board meetings. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, and retirement plan consulting to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated companies.

Sherri Kitzberger is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. She holds a Series 66 designation and has been affiliated with Stratos Wealth Partners and LPL Financial since 2012. Kitzberger is also involved in the sale and service of fixed insurance products, including fixed annuities and various types of life and health insurance. 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, employing an IAR-driven, open-architecture model that integrates multiple third-party platforms and managers to deliver customized and actively monitored portfolio solutions.

John Zaller is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with MAI Capital Management, LLC since 2016. Outside of his advisory role, he serves as treasurer for the City Mission of Cleveland and is president of the City Mission Endowment Foundation, where he oversees financial records and investment portfolios. 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 high-net-worth individuals, families, institutions, and foundations. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing a variety of private funds and affiliated investment vehicles.

Michael Conley is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise from 2000 to 2013. Conley serves on the City of Highland Heights Board of Building and Zoning Appeals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Jean Thornburg is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist offering for employees. This program uses algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Robert Provance is a financial advisor with Lincoln Investment in Independence, OH. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 27 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked at Legend Advisory Corporation, Legend Equities Corporation, and MSI Financial Services, Inc. He is also engaged in the sales and service of health insurance. Lincoln Investment is a large enterprise investment advisory and broker-dealer serving a broad client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services supported by an in-house Investment Management & Research team and a layered advisory model.

Susanne Swanson is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously held roles at PNC Investments and PNC Bank from 2009 to 2017. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed options.

Alexander Bryan is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and The Prudential Insurance Company of America. Prior to his financial career, he was employed in various roles including in the food service industry. 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, financial planning, and outsourced CIO solutions through a model that integrates multiple third-party platforms and sub-advisors.

William Romano is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has been in the industry since 2026. Prior to his financial career, he spent over 30 years with the Medina and City of Akron Fire Departments. 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 wide range of clients including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customized portfolio management and financial planning through an open-architecture platform that integrates multiple third-party managers and services.

Edward Wilson is a financial advisor at Stratos Wealth Partners, Ltd with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is also involved in a home-based settlement consulting business. 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 other institutional clients. The firm operates an IAR-driven model with an open-architecture investment approach, integrating multiple third-party platforms and managers to provide customized portfolio management and a range of financial planning and outsourced CIO solutions.

John Ruebsteck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. He has worked at PNC Investments since 2018 and previously spent four years at LPL Financial and Stratos Wealth Partners. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy currently available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to approved third-party strategists.

Gregory Badowski is a CFP® with 15 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 a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships.

Michael Leichner is a financial advisor with Eagle Strategies (New York Life) based in Pepper Pike, OH, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2013 and also operates Leichner Financial Group, Inc., which brokers non-registered insurance products in addition to New York Life products and services. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advisory solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Daniel Midgley is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 33 years of industry experience. Prior to joining Fifth Third Securities in 2017, he worked at U.S. Bancorp Investments, Inc. for 13 years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options that combine third-party portfolio managers and advisor-managed strategies, with features such as direct indexing and tax-overlay services.

Lisa Matuszny is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds a Series 65 license and has prior experience with Avantax Planning Partners. In addition to her advisory role, Ms. Matuszny is a shareholder and CPA at Hobe & Lucas Certified Public Accountants, Inc., where she supervises employees, reviews tax returns and financial statements, and handles firm management duties. She also serves on the board of Spice Field Kitchen, assisting with budgeting, financial statement analysis, and fundraising for the organization’s educational food system programs. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services within a diversified investment process tailored to client objectives and risk tolerance.

Sarah Hannibal is a CFA® charterholder based in Beachwood, Ohio, with 21 years of industry experience. She is currently an advisor at Wealthspire Advisors and previously worked at Walden Wealth Partners, LLC for nine years and GEM Asset Management, LLC for eleven years. Outside of financial advisory, she is a managing partner at Mendoza Partners, LLC, a wine-producing business. Wealthspire Advisors LLC is an SEC-registered firm managing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations with a wealth management approach modeled on institutional asset allocation frameworks and supported by an active investment committee.

Deanna Green is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. She has five years of industry experience, including positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she owns Green Pearl Designs, a small business focused on designing and selling crochet items at local markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping platforms, featuring point-in-time financial plans and optional managed account solutions.

Rhonda Mccurry is a financial advisor at Lincoln Investment with 36 years of industry experience. She holds a Series 63 designation and has worked at firms including Legend Advisory Corporation, Legend Equities Corporation, Valic Financial Advisors, and MSI Financial Services. Outside of financial advising, she assists with auto build and repair of race cars and coordinates fix-and-flip real estate projects as a learning experience. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history serving educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, employing an in-house Investment Management & Research team to develop model portfolios and adaptive strategies while maintaining a largely advisor-led approach.

Mark Fullerman is a financial advisor with PNC Wealth Management in Cleveland, Ohio. He holds a Series 66 credential and has 17 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. The firm uses algorithmic risk assessments and approved third-party strategists to implement investment strategies primarily through mutual funds and ETFs.