Joseph Zarlinga is a CFP® professional with 27 years of experience in the financial advisory industry. He has worked at Stratos Wealth Partners, Ltd since 2010 and has been affiliated with LPL Financial since 2009. Prior to that, he worked at Osaic FA, Inc. for nine years. He is the owner of SARZAR, LLC, a limited liability company used to facilitate payroll for his assistant. 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 wrap and non-wrap programs, and access to model portfolios and third-party manager solutions, delivering services through a large network of investment adviser representatives who provide ongoing portfolio management, financial planning, and specialized consulting.

Benjamin Plummer is a financial advisor with Eagle Strategies (NY Life) based in Aurora, OH, holding a Series 66 designation and three years of industry experience. He has worked with firms including Vines Financial Group LLC d/b/a V Financial Partners and NYLIFE Securities LLC. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

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.

Joshua Ayers is a financial advisor with Transamerica Financial Advisors in Kirtland, OH, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at World Financial Group, Equitable Advisors, Ameriprise Financial Services, and Duquesne Light Company, where he also serves as a union representative. He is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary program options.

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.

Mark Ventura is a CFP® with 10 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial since 2023. His prior roles include positions at Morgan Stanley, PNC Investments, and Charles Schwab. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, providing financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies, offering both discretionary and non-discretionary account management across multiple custodians.

Michael Cimperman is a CFP® professional with eight years of industry experience, currently serving at Stratos Wealth Partners, Ltd since 2021. His prior roles include positions at HRZ Management, LPL Financial, Charter Steel, and the University of Akron. He is based in Chagrin Falls, Ohio. 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 advisers who provide discretionary and non-discretionary portfolio management utilizing both proprietary and third-party strategies.

Kurt Ringenbach is a CFP® professional with 26 years of industry experience, currently serving at Stratos Wealth Partners, Ltd. He has worked with Stratos and LPL Financial since 2011 and previously held roles at Cetera Wealth Services, LLC and Osaic FA, Inc. 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, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

John Hlay is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 39 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and has prior experience with LPL Financial and Aspen Management Group Ltd. Hlay operates in the Chagrin Falls, Ohio area. 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, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Robert Heksch is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with Stratos Wealth Partners, Ltd, where he has worked since 2010, and also associated with LPL Financial, LLC since 2009. His prior experience includes roles at Silver Mountain Capital Partners LLC, FSC Securities Corporation, and Aspen Management Group Ltd. Heksch’s other business activities include work related to life, disability, and long-term care insurance as well as fixed annuities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, investment management, and retirement consulting through a large network of advisors using a combination of proprietary and third-party strategies, offering both discretionary and non-discretionary account management across multiple platforms and custodians.

Anna Alexander is a financial advisor with Transamerica Financial Advisors in Kirtland, OH, holding Series 65 and Series 63 licenses and 21 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has experience with multiple other firms, including Pinnacle Financial Services and UnitedHealthcare Medicare Solutions. Outside of advisory work, she is involved in various roles related to Medicare insurance sales and student loan referral services. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Dennis Ibold is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience and holds a Series 66 designation. He has been with Centaurus Financial since 2016. Outside of his advisory role, he operates Ibold Wealth Management, a non-investment related branding and marketing entity. Centaurus Financial provides advisory and brokerage services to a diverse range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers various financial planning and portfolio management solutions, including discretionary and non-discretionary arrangements, and employs multiple investment analysis techniques.

Tyson Vines is a financial advisor with Eagle Strategies (NY Life) in Aurora, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been associated with Eagle Strategies and related New York Life entities since 2012 and operates Vines Financial Group, LLC d/b/a V Financial Partners since 2017. Vines serves on the Ohio University Finance Advisory Council, which connects finance professionals with academia to ensure curriculum relevance. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Colin Lewis is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds a Series 66 designation and has worked at Huntington and its affiliates since 2018, following seven years at PNC Investments. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services, offering a range of wrap-fee programs on the Envestnet MAS platform that combine third-party and proprietary investment models.

Grace Himmelright is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with multiple firms, including a longstanding role at Transamerica Financial Advisors since 2012. Outside of her advisory work, she is involved in financial education as an instructor with the Heartland Institute of Financial Education and owns Insure With Grace, LLC, a health insurance sales business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Kyle Heksch is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial, LLC and Stratos Wealth Partners since 2012. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Bianca Marcellino is a financial advisor at The Huntington Investment Company with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Ameriprise, KeyBank, Fidelity Investments, Bank of America, Merrill, and Thrivent Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture approach combining third-party sub-managers and affiliate model offerings, providing portfolio management, trade execution, and custodial services.

Derek Sullivan is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Fifth Third Bank, ROCKET Mortgage, and Progressive. Outside of his advisory duties, he is a co-owner of Sullivan Vending LLC and participates as a crafter and seller on Etsy. Fifth Third Securities, Inc. serves a diverse client base of individuals and institutions through investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, which includes a range of investment strategies from mutual funds and ETFs to separately managed accounts with tax-overlay and direct indexing options.

Justin Horton is a financial advisor with Stratos Wealth Partners, Ltd in Chagrin Falls, OH, holding a Series 63 designation and 21 years of industry experience. He has worked with Stratos Wealth Partners since 2010 and has prior experience at LPL Financial, LLC and Osaic FA, Inc. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting. The firm’s investment approach combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, serving clients through a large network of investment adviser representatives.

Ian Murphy is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. Prior to joining Stratos and LPL Financial LLC in 2025, he worked at Morgan Stanley Smith Barney LLC and several other firms. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm’s model combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, supported by enterprise scale and a range of institutional and niche services.