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 ChFC® credentialed financial advisor with 27 years of industry experience, currently with Lincoln Investment since 2017. He previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he is involved in the sales and service of health insurance. 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 advice, managing portfolios through both strategic and tactical investment approaches.

Susanne Swanson is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and 21 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously at PNC Investments and PNC Bank from 2009 to 2017. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Alexander Bryan is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds a Series 66 license and has previously worked at LPL Financial LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, Bryan has experience in the food service industry, including a role at Nagoya Japanese Steakhouse. Stratos Wealth Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

William Romano is an advisor at Stratos Wealth Partners, Ltd., holding a Series 66 designation with one year of industry experience. Prior to entering the financial industry, he served nearly three decades in fire departments, including the City of Akron and Medina Fire Departments. Stratos Wealth Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

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.

Eric Parker is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 registrations and 14 years of industry experience. His career includes roles at Key Investment Services, Key Bank, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Key Private Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, offering access to third-party discretionary managers and performing due diligence and supervisory oversight.

Brad Wilk is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. Wilk is also an owner and partner of BKG3, LLC, a real estate entity. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and brokerage products. The firm emphasizes client-directed investment model selection and provides access to third-party discretionary managers with ongoing oversight and reporting.

Robert Mcguigan is a financial advisor at Hantz Financial Services, Inc. in Willoughby, Ohio, holding a Series 66 designation with 11 years of industry experience. He has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and provides a range of financial planning, wealth management, and fiduciary services.

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.

Phillip Rini is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Stratos Wealth Partners since 2015 and previously held roles at LPL Financial, Wells Fargo Clearing, Fifth Third Securities, and Natcity Investments. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation and active monitoring with access to proprietary and third-party strategies.

Sarah Hannibal is a CFA® charterholder with 21 years of industry experience. She is currently with WealthSpire Advisors and has held previous roles at Walden Wealth Partners, LLC and GEM Asset Management, LLC. Outside of her financial advisory work, she is a managing partner at Mendoza Partners, LLC, a wine production business. WealthSpire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors serving individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using mutual funds, ETFs, private investments, and separate account managers under centralized due diligence and monthly oversight.

Kimberly Barley is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her career includes roles at KeyBank, Citizens Securities Inc., and nearly three decades at Charter One 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 other investment products. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group and maintaining relationships with affiliated banking and capital markets entities.

Deanna Green is a financial advisor with Empower Advisory Group in Mayfield Heights, OH, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Empower Financial Services since 2023 and previously held roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of advisory work, she owns Green Pearl Designs, a small business that sells and designs crochet items at local markets. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plans and Empower Premier IRA and retail brokerage clients. The firm delivers integrated services closely tied to its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Anthony Fleming is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked with Key Investment Services LLC and KeyBank since 2014. 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 while providing recommendations and oversight, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

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 with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Fidelity Investments and Imber Wealth Advisors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.