Brian Tammaro is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Key Investment Services and PNC Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Richard Parsson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to his current role, he worked at Citizens Securities from 2015 to 2022. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a platform that includes discretionary managed accounts, direct indexing, and access to various fund strategist programs.

James Smith is a financial advisor with MAI Capital Management, LLC in Cleveland, OH. He holds a Series 65 designation and has 11 years of industry experience, all with MAI Capital Management since 2014. 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 offers customized portfolio management across multiple strategies and integrates financial planning and related services into many client relationships.

Thomas Compernolle is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including prior roles at Ameriprise Financial Services and LPL Financial. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Kathryn Senn is a CFP® with seven years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She has worked at Sequoia Financial Advisors, LLC and Sikich Capital Management, and has a background that includes experience at Waite & Son Funeral Home and the University of Akron. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Annelise Mccauley is a CFP® with 20 years of experience in financial advising, currently serving as Managing Director of Family Wealth at Sequoia Financial Group, L.L.C. She has been with Sequoia in various capacities since 2005. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house and third-party investment strategies, supported by an Investment Policy Committee and extensive research resources.

Mark Van Drunen is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with MAI Capital Management, LLC since 2021 and previously worked at Linsco/Private Ledger for 14 years. Based in Cleveland, OH, he is part of a large enterprise firm with over 300 advisors. MAI Capital Management, LLC provides 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 $72.3 billion in assets and offers a range of customized portfolio strategies supported by in-house and third-party managers, integrating financial planning and tax services within many client relationships.

Nate Holley is a financial advisor with PNC Wealth Management in Medina, OH, holding a Series 66 designation and 13 years of industry experience. He has been with PNC in various roles since 2016, including positions at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

Jonathan Merckens is a CFP® with 25 years of industry experience, currently serving at Commonwealth Financial Network and Donald M. Graham & Associates since 2011. He has been a member of the U.S. Air Force since 2003. Merckens serves on the board of the Erie-Ottawa Regional Airport Authority. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

David Lockman is a financial advisor with NewEdge Advisors holding a Series 66 designation and 24 years of industry experience. Prior to joining NewEdge in 2021, he worked at Mid Atlantic Financial Management, The Huntington Investment Company, Huntington National Bank, and LPL Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides comprehensive portfolio management, financial planning, retirement plan consulting, and access to both in-house and third-party investment strategies, utilizing technology platforms and centralized due diligence to support advisor and client needs.

Jacob Burnett is a CFP® professional with five years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Ancora Family Wealth Advisors, Inverness Securities, Oatey Company, Cleveland State University, and The Ohio State University. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including individuals, families, sports professionals, trusts, and institutions. The firm manages a diverse range of strategies and offers integrated financial planning and trust services, overseeing $72.3 billion in assets under management as of May 2026.

Craig Petti is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He has held positions at MAI Capital Management since 2021 and previously worked at Commonwealth Financial Network and HW Financial Advisors. He holds the Series 63 designation. MAI Capital Management 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 institutional clients. The firm manages $72.3 billion in assets and offers a range of investment strategies implemented through both in-house and third-party managers.

Brian Becka is a financial advisor with Lincoln Investment, holding 16 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains an affiliation with Royalton Financial Group since 2009. Outside of his advisory roles, he works as an associate planner at Valued Capital Advisors, focusing on investment planning and insurance sales. 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 both advisor-managed and firm-managed investment programs, employing a mix of strategic and dynamic investment approaches.

Naomi Dagostino is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and a Series 63 license, with 29 years of industry experience. She has worked with firms including Eagle Strategies, Insight Financial Associates, Naomi R. D'Agostino Insurance and Financial Services, Nylife Securities Inc., and New York Life Insurance Company. Outside of her advisory work, she volunteers with the Bath Volunteers for Service and the Bath Business Association, and serves as an educator for the Summit County Employees Lunch and Learn Program. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers various advisory programs, with the majority of assets managed on a non-discretionary basis.

Matthew Jones is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining MAI in 2024, he worked at AllianceBernstein Private Wealth Management for three years and was involved with the Greater Cleveland Sports Commission. MAI Capital Management provides investment and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies along with financial planning and trust administration services.

Jeremy Southworth is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he has worked in various roles including positions at Fifth Third Bank, Charter Communications, and Herbalife International, where he has been involved as a distributor in the health and wellness sector. Additionally, he serves as a Youth/Young Adult Pastor at LaGrange Church of God. 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 and distinctive services such as direct indexing and tax-overlay, supported by its affiliation with Fifth Third Bank and a multi-tiered operational structure.

Michael Gregory is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has been in the industry since 2026. His prior experience includes roles at LPL Financial LLC and Equitable Advisors, LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with around 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services, operating on an open-architecture platform that integrates multiple external providers and solutions.

Christine Boehnlein is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, Ohio, with 19 years of industry experience. She has been with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2016. Boehnlein also serves as Director of Private Client Services at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, employing a range of investment vehicles from mutual funds and ETFs to private and alternative investments.

Tyler Colton is a CFP® affiliated with MAI Capital Management, LLC in Cleveland, OH. He has experience working at several firms including Clearstead and Fairport Wealth, with a total industry tenure beginning in 2016. His background also includes roles at CPA firms such as Corrigan Krause CPAs and Arnett Carbis Toothman. 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, with $72.3 billion in assets under management as of May 31, 2026.

Evan Pinney is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 66 designation with two years of industry experience. Prior to joining Sequoia Financial Group in 2024, he worked at Capital Analysts and Lincoln Investment. Outside of his advisory role, he coaches lacrosse for high school and youth teams, including serving as head coach at Revere High School. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and extensive research resources.