Donna Thrane is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has eight years of industry experience, including prior roles at Choreo, LLC and RSM US Wealth Management LLC. 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 employs a range of strategies and delivery methods tailored to client objectives and oversees more than $72 billion in assets under management.

Scott Andrews is a financial advisor with Eagle Strategies (NY Life) in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Leichner Financial Group, MPA Benefits, Mark Petro and Associates, and Andrews Financial Group. He is also active as an insurance broker, operating under Leichner Financial Group Inc for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored, primarily non-discretionary solutions delivered through a range of program types within an integrated New York Life affiliate structure.

Russell Sypen is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with PNC since 2009 and previously worked at Natcity Investments, Inc. from 2000 to 2009. Outside of finance, he is an owner and partner of Mazel Tov Cocktails LLC, operating The Spotted Owl. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and approved mutual fund and ETF strategies managed by PNC or third parties.

Joseph Zarlinga is a Certified Financial Planner® with 27 years of industry experience, currently serving at Stratos Wealth Partners, Ltd since 2010. He also maintains an affiliation with LPL Financial dating back to 2009 and previously worked at Osaic FA, Inc. from 2000 to 2009. Zarlinga owns SARZAR, LLC, an entity used for payroll management. 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 that includes individuals, high-net-worth clients, retirement plans, corporations, nonprofits, and institutional clients, offering services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Joseph Pilla is a financial advisor at Hornor, Townsend & Kent, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Outside of his advisory role, he serves as treasurer on the board of a local camping association and is involved in charitable activities as a board member of Club Molisani Charities. Additionally, he participates in several business ventures including insurance brokerage, real estate consulting, accounting and tax services, and retail jewelry operations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing clients with custody, execution, brokerage capabilities, and access to third-party asset managers under discretionary and non-discretionary account structures.

Elias Ladon is a financial advisor with TLG Advisors, Inc. based in Beachwood, OH, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at GT Securities, Inc., Finalis Securities LLC, Colorado Financial Service Corporation, and has been the founder, owner, and president of Enterprise Development Resources, Inc., where he focuses on business consulting related to operations, valuation, and sales of private businesses. Ladon is also a licensed real estate agent working independently to facilitate property sales and leasing. TLG Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary services. The firm emphasizes manager selection and monitoring within diversified portfolios and provides a digital investment program, Starlight Portfolios, tailored by risk assessment and managed through various platforms and sub-advisors.

Michael Marrapese is a CFA® charterholder and holds the Series 63 designation, with 16 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023, following a seven-year tenure at MarketCipher Partners LLC. MAI Capital Management, LLC 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 through in-house portfolio managers and third-party sub-advisers, and offers integrated financial planning, tax, and trust services.

Diane Dodson is a CFP® professional with 8 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. She also operates Diane Dodson, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers a platform that supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Joseph Salem is a financial advisor with Guardian Life, holding a Series 63 designation and 18 years of industry experience. He has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2008. Salem is also the author of a personal finance book for young couples, published in 2019. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, pension, charitable, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs with discretionary and non-discretionary options.

James Lupica is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and concurrently with LPL Financial since 2008, following an 11-year tenure at Wells Fargo Clearing. Outside of advisory work, he is president of Lupica Enterprises, a company involved in real estate management. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm 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 through an independent adviser representative model and an open-architecture investment platform integrating multiple third-party managers.

Shannon Barry is a financial advisor with Osaic Advisory Services, LLC and has 21 years of industry experience. Prior to joining Osaic in 2024, Barry worked at Arbor Point Advisors, Cedar Brook Financial Partners, Securities America Advisors, and other firms. Barry’s background includes corporate retirement plan design, implementation, and management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Eric Sanow is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with 15 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and manages portfolios through approved strategies executed with mutual funds and ETFs.

Milan Markovic is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has been with Stratos since 2026. His prior work experience includes roles at Stratos Investment Management, LLC and various positions outside the financial industry, such as at Normandy High School and Cleveland State University. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor 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 through an open-architecture platform that integrates multiple third-party managers.

Brian Bruscino is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Suntrust Advisory Services and Suntrust Investment Services since 2020, as well as at U.S. Bancorp Investments from 2012 to 2020. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Kevin Davenport is a financial advisor with Commonwealth Financial Network in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he serves as a board member for the City of Berea Planning Commission. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Marquis Lewis is a CFP® and Series 65-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cleveland, OH. He has two years of industry experience, including prior roles at Marcum Wealth. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Laurie Longstreth is a financial advisor with Independent Financial Partners, holding a Series 63 designation and 25 years of industry experience. She has worked at IFP Securities, LLC since 2019, Independent Financial Partners since 2012, and LPL Financial Corporation from 2010 to 2019. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Michael Vantusko is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor 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 institutions, offering a range of advisory services through an open-architecture model that integrates multiple third-party platforms and managers.

Jordan Bitterman is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at LPL Financial and PNC Investments. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a broad range of clients including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutional investors. The firm operates an open-architecture model, leveraging multiple third-party platforms and managers to provide discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions.

Jeffrey Stark is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, Stark serves as a board member for the HELP Foundation, providing advice on the foundation’s investments. MAI Capital Management, LLC provides investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across various asset classes, integrating financial planning and tax services while serving in both advisory and product-sponsor capacities.