Matthew Mcdonald is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and 12 years of industry experience. He previously worked at AJ Wealth LLC from 2014 to 2022 before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Randall Keller is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 17 years of industry experience. His prior experience includes over a decade with Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, Keller is a partner in Navarre Dentistry, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships utilizing both proprietary and third-party model portfolios, as well as a hybrid digital advisory solution.

Chad Stertzbach is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Citizens Bank, River City Mortgage, Quicken Loan, and Huntington National Bank. He also serves as a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and an insurance agency.

Bruce Hartzmark is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Fahnestock & Co., Inc. since 1988. Hartzmark is a member of University Hospitals of Cleveland Digestive Health Institute Leadership Counsel. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios, while maintaining custody of client assets and operating both broker-dealer and advisory businesses.

Joanna Lograsso is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and several years of experience in the industry, including roles at Marcum Wealth, St. Claire Advisors, LLC, and Paragon Advisors, Inc. She is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Steven Goodman is a financial advisor with Hornor, Townsend & Kent, LLC in Solon, Ohio, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at both Penn Mutual Life Insurance Company and Hornor Townsend and Kent since 2007. Outside of his advisory role, Goodman is involved in life insurance brokerage through 21st Century Financial and participates as a partner in a firm providing training and support for disability and long-term care insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside tailored investment advice.

Sheena Dee Pauley is a CFP® professional with 11 years of experience in financial advising. She currently works at MAI Capital Management, LLC and previously spent seven years at PNC Bank. 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 offers a wide range of portfolio strategies and integrates financial planning and tax services into many client relationships.

Sarah Lange is a Series 66-licensed financial advisor with Valic Financial Advisors in Chardon, Ohio. She has seven years of experience at Valic, preceded by eight years at American International Group. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing optional overlay services for portfolio customization.

Jackson Roskow is a financial advisor at Guardian Life with a Series 66 designation and no prior industry experience. His work history includes roles at Park Avenue Securities since 2025 and Guardian Life Insurance Company since 2024, as well as positions outside the financial industry at Canterbury Country Club, Kent State University, Hamburg Brewing Company, and Orchard Park School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and investment advisory programs.

Adam Pollack is a financial advisor with Stratos Wealth Partners, Ltd., holding 12 years of industry experience. He has worked at Stratos Wealth Partners since 2014 and at LPL Financial since 2013. His prior experience includes a role at Advanced Wound Concepts Inc. from 2010 to 2019. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach, integrating multiple third-party platforms and managers, and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions.

Mark Ventura is a CFP® with 10 years of experience in the financial services industry. He currently works at Stratos Wealth Partners, Ltd. and LPL Financial, having previously been affiliated with Morgan Stanley, PNC Investments, and Charles Schwab. 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 a range of services from financial planning to outsourced CIO solutions using an open-architecture investment model.

Jonathan Abbuhl is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bendix Commercial Vehicle Systems and involvement with organizations such as Providence Church and Bowling Green State University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and discretionary investment management. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

David Bosak is a CFP® professional at Hightower Advisors with seven years of industry experience. He previously worked at Fairport for five years before joining Hightower Advisors in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Duane Lipps Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Cleveland, OH, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Equity Services, Inc. since 2014. Outside of his advisory role, he is a sole proprietor selling items through online resources. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Jessica Palmer is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, and Merrill. Palmer operates as an independent investment advisor through Stratos Wealth Partners. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors managing around $18.6 billion in assets. 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 integrating multiple third-party managers.

Nicholas Srmag is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. He holds the CFA® designation and Series 66 license and has been with MAI Capital Management since 2016. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning and related services, overseeing $72.3 billion in assets as of May 2026.

Ryan Patton is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Key Investment Services. Outside of advisory work, he is involved with North Star Appraisal Solutions, an appraisal services business. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory solutions through an open-architecture platform that integrates multiple third-party managers and overlays tailored portfolio management to client goals.

Shivani Singh is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and has worked at several firms including DXC Technology and New York Life. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Emily Drake is a CFP® with 26 years of industry experience. She has worked at Hightower Advisors since 2019 and previously held roles at WealthTrust Fairport, Fairport Asset Management, and Roulston & Co Inc. She is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering manager selection, multi-manager solutions, and access to both proprietary and third-party investment options. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions through a comprehensive advisory model.

Joyce Zak is a financial advisor at Hightower Advisors with seven years of industry experience. She previously worked at WealthTrust Fairport, LLC for 19 years. Zak is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates mutual funds, ETFs, alternative investments, and custom indexing.