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 Series 66-licensed financial advisor with 34 years of industry experience. He has been with Fifth Third Securities, Inc. since 2017 and previously worked at U.S. Bancorp Investments, Inc. from 2004 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 program types on its Passageway Managed Account platform, allowing clients to choose from advisor-directed models, SMA strategies, tax overlay services, and direct-indexing options.

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.

Phillip Rini is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Fifth Third Securities, and Natcity Investments. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2015. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment advisory services through an IAR-driven, open-architecture platform.

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 at Empower Advisory Group with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and US Bank. Outside of her financial advisory work, she owns Green Pearl Designs, a business selling and designing 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 Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach includes point-in-time financial plans and optional managed account solutions tied to Empower’s recordkeeping and administrative platforms.

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.

Kip Hoover is a financial advisor with Kestra Advisory Services LLC in Willoughby Hills, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Kestra since 2016 and also owns a business operating under the DBA names Otium Financial Planners and Medicarestore65.com. Outside of his advisory work, he is involved with Life Line Church in Madison, Ohio, assisting members with budgeting related to stewardship pledges. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

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.

Janet Bauer is a financial advisor with Osaic Advisory Services, LLC in Aurora, OH, holding 21 years of industry experience. She has previously worked at Lincoln Financial Advisors Corp, Beacon Financial Group, Inc., and Private Client Services. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a wide range of programs and investment strategies, combining fundamental and technical analysis with platform integrations and third-party manager collaborations.

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.