Sarah Hannibal is a CFA® charterholder with 20 years of industry experience. She is currently a financial advisor at Wealthspire Advisors and has been with Walden Wealth Partners, LLC since 2015. Outside of her advisory role, she is a managing partner of Mendoza Partners, LLC, a wine production business. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations, offering a range of wealth management and financial planning services. The firm employs a relationship-driven, customized investment approach with diversified asset allocation and ongoing portfolio reviews.

Kimberly Barley is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Charter One Bank and Citizens Securities Inc. She is based in Brooklyn, Ohio. 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 strategy selection combined with ongoing monitoring and due diligence of third-party advisory products.

Deanna Green is a financial advisor at Empower Advisory Group with four years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and US Bank. Outside of finance, 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 delivers integrated services tied to its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and savings rates in its financial planning approach.

Rhonda Mccurry is a financial advisor with Lincoln Investment, holding a Series 63 designation and 36 years of industry experience. She has previously worked with Legend Advisory Corporation and Legend Equities Corporation. Outside of advising, she is involved in auto build and repair on race cars and has experience coordinating fix-and-flip real estate properties as a learning endeavor. 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 a range of financial planning and retirement plan services, utilizing strategic and tactical investment approaches managed by an in-house Investment Management & Research team.

Chandler Groves is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include various positions at Fidelity Investments and Imber Wealth Advisors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment choices supported by non-binding advisor recommendations and conducts due diligence on third-party advisory products while providing supervisory oversight and periodic rebalancing.

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.

Tanya Knight is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with KeyBank and Key Investment Services since 2016. 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 selection and provides ongoing monitoring and due diligence of third-party advisory products.

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 Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Farther Finance Advisors, LLC since 2022 and previously spent 12 years at Bell Tower Advisors, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses a Modern Portfolio Theory-based approach implemented via bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

William Bernardi is a financial advisor with The Huntington Investment Company based in Cleveland, OH. He holds a Series 66 designation and has 23 years of industry experience. His prior work includes 13 years at Key Investment Services LLC and a recent tenure at Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers alongside proprietary Private Bank strategies.

Michael Primerano is a CFP® with 23 years of experience in the financial services industry. He is currently with OSAIC Advisory Services, LLC and has previously worked at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America. Primerano is a principal at Arbor Group Advisors, a local marketing and services group for Advisor Group related companies. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and related solutions, utilizing multiple program models and both proprietary and third-party platforms.

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 at Wealthspire Advisors with four years of industry experience. She has worked at Walden Wealth Partners/Wealthspire Advisors since 2022 and previously spent four years at John Carroll University and Mercer Area High School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and integrates third-party platforms for managing held-away retirement assets.

Kenneth Kowall is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding a Series 66 designation and six years of industry experience. He has been with Stratos Wealth Partners since 2019 and also has affiliations with LPL Financial and Kowall & Company, where he provides tax preparation and accounting services. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans, utilizing an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios.

Lawrence Sapp Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with PNC investments since 2015. Outside of his advisory role, he is involved as an owner and trustee of non-investment-related rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategist currently available to select employees. The firm utilizes algorithm-driven risk assessment and approved third-party model strategies to manage investments primarily with mutual funds and ETFs.

Daniel Guenther is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Key Investment Services since 2014. Outside of his advisory work, he is the owner of Guenther Properties, LLC. 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 model selection and ongoing monitoring, while maintaining due diligence and supervisory oversight through its affiliated entities.

Brian Weigel is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allstate Insurance Co and Citizens Securities, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Michael Dearden is a financial advisor with Clearstead Advisory Solutions in Beachwood, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Hartland & Co. since 2011. Clearstead serves affluent private clients and institutional clients with investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that includes portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

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.

Chinh Nguyen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Columbia Wealth Advisors, Raymond James Financial Services, Cetera, Steward Partners Investment Solutions, and Umpqua Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliations that facilitate integrated financial services.