Emily Shacklett is a financial advisor with Hightower Advisors, holding the PFS™ designation and Series 66 license, with 18 years of industry experience. She has worked at Hightower Advisors since 2019 and previously spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.

Michael Germo is a financial advisor at &PARTNERS with 45 years of industry experience. He holds the CFP® designation and Series 63 license. His prior work includes over 30 years at Royal Alliance Associates, INC., followed by extensive tenure at Financial Planning Resources and Commonwealth Financial Network. Outside of advisory services, he provides tax preparation and accounting through Michael A. Germo Tax Services. &PARTNERS serves a diverse clientele including high-net-worth individuals, institutions, charitable organizations, and retirement plans. The firm offers a range of investment management and financial planning services, utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Robert Koeth is a ChFC® credentialed financial advisor with 55 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. The firm serves a diverse client base including individual investors, charitable organizations, corporate and business clients, and retirement plan sponsors. Hantz Financial Services employs a model-driven ETF investment approach combined with separately managed accounts and unified managed account solutions, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Kevin Baumberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2014. Baumberger serves as a board member of Cornerstone of Hope, a bereavement organization, contributing to strategic planning and organizational growth. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm offers various advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Marla Petti is a CFP® and PFS™ credentialed advisor with 10 years of industry experience, currently with MAI Capital Management, LLC since 2021. She previously worked at Commonwealth Financial Network and HW Financial Advisors from 2016 to 2020. Petti serves on the Finance Advisory Committee for the City of Beachwood. MAI Capital Management 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 offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Eric Beahn is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at Stratos Wealth Partners since 2013 and previously held roles at LPL Financial, PNC Wealth Management, and Amfin Investment Services. Beahn divides his time between advisory roles at Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting, delivered through a large network of investment adviser representatives who offer both discretionary and non-discretionary portfolio management.

James Tracz Jr. is a financial advisor at &PARTNERS with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network, Ameriprise Financial Services, Inc., and Waddell & Reed, Inc. Tracz is also involved in fixed insurance sales, devoting a small portion of his business hours to this activity. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of services such as investment management, financial and tax planning, and retirement-plan consulting, utilizing both proprietary and third-party strategies through an established platform infrastructure.

John Geretz is a financial advisor with Primerica Advisors based in Beachwood, OH, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at Park Avenue Securities since 2014 and at Guardian Life Insurance Company of America since 2013. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports a variety of account-level services.

John Palguta is a CFP® with 24 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, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies through in-house and third-party resources.

Robert Moore is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver investment solutions.

Christine Pauletta is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. She holds the Series 65 designation and has been 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 manages a broad range of strategies and integrates financial planning and tax services into many client relationships.

Nicole Zidlicky is a financial advisor at MAI Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Cetera Advisors and Velocity Advisors. MAI Capital Management, LLC provides investment management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into client relationships.

Richard Juarbe is a financial advisor at Stratos Wealth Partners, Ltd with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stratos Wealth Partners and LPL Financial since 2018, following previous roles at The Prudential Insurance Company of America and Pruco Securities. He is also a commissioned notary in the State of Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

Ernest Mishne is a financial advisor at Oppenheimer with Series 63 and Series 65 designations and 36 years of industry experience. He has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 31 years. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services, including discretionary and non-discretionary portfolio management and retirement planning.

Allen Dengler is a financial advisor at Clearstead and Clearstead Advisory Solutions in Cleveland, OH, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HPM Partners LLC, PNC Bank, and AXA Advisors, LLC. Dengler joined Clearstead and its predecessor Hartland & Co., LLC in 2022. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, applying institutional disciplines and specialized investment strategies such as Direct Indexing and access to private pooled funds.

Andrew Burger is a CFA® charterholder with six years of industry experience. He is currently with Cerity Partners LLC and previously worked at Clearstead and PNC. He serves as the Manager and President of a special purpose vehicle investing in the Ohio High Growth Investment Opportunities Fund LP. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors, with approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing customized and diversified portfolio strategies.

Anthony Grisanti is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at PNC Investments, Bank of America, Merrill, The Huntington Investment Company, and TD Ameritrade. He is currently based in Mayfield Heights, OH. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Brayden Makar is a financial advisor at Oppenheimer with a Series 66 designation and approximately one year of industry experience. Prior to joining Oppenheimer, he worked at DWR Financial / Turney Tax and has experience in hospitality through Ethos Hospitality Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers various advisory programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Tracy Anton is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including positions at UBS Financial Services, Merrill, and Concorde Investment Services. She is based in Chardon, Ohio. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.

Jamie Turk is a financial advisor at Stratos Wealth Partners, Ltd with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, ProEquities, and Osaic FA. He also operates Jamie Turk Inc., a business entity for tax and investment purposes. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, providing financial planning, portfolio management, and specialized consulting through a large network of investment adviser representatives. The firm offers a combination of active asset allocation, proprietary and third-party strategies, and access to multiple custodians and platforms.