Alynne Strait is a CFP® with 16 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at Aurum Wealth Management Group LLC, Fidelity Brokerage Services LLC, Wells Fargo Clearing, and Edward Jones. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Robert Coode is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Valmark Securities Inc, Marcum Wealth, LLC, and ProEquities, Inc. He is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research and offers a range of financial planning, asset management, and specialized retirement consulting services.

Edward Rigo is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Benjamin F. Edwards since 2011. Outside of his advisory role, he serves as a trustee for the Judith M. Rigo Trust in Mentor, Ohio. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and various investment management services, utilizing a range of strategies monitored and rebalanced by an Investment Strategy Committee.

Nathan Reyes is a Series 66-licensed financial advisor at PNC Wealth Management with 20 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering that utilizes algorithm-driven risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.

Maryjo Morello is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked at several firms including LPL Financial LLC and Stratos Wealth Partners, LTD. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers a range of financial planning and portfolio management solutions using both firm- and third-party models, combining active and passive strategies across varying risk profiles.

Jeffrey Boardman is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Huntington in 2023, he worked at PNC Investments for seven years. The Huntington Investment Company serves individuals—including high-net-worth clients—as well as charitable organizations and businesses, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings from its Private Bank, providing portfolio management, trade execution, and custodial services.

Louis Trivisonno is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Marcum Wealth and ProEquities, Inc. He also serves as Vice President of Fixed Insurance at Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Connor Butler is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Stratos Wealth Partner and PM Graphics. Hantz Financial Services, Inc. serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm employs a diversified, ETF-centered investment approach with both discretionary and non-discretionary mandates and offers a range of financial planning, portfolio management, and related services supported by a broad network of affiliated financial activities.

Jason Green is a financial advisor at The Huntington Investment Company with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Ameriprise Financial Services, NYLIFE Securities LLC, and New York Life Insurance. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture investment model combining third-party sub-managers, proprietary private bank models, and overlay services to manage client portfolios.

Timothy Cohen is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Ameriprise, The Huntington National Bank, W&S Brokerage Services, and Western & Southern Life during his career. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that integrates third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs through the Envestnet MAS platform.

Martha Royan is a Series 65-licensed financial advisor with Transamerica Financial Advisors, bringing 14 years of industry experience. She has held multiple roles concurrently, including ownership of MWR Consulting, LLC, and participation in several consulting and referral activities related to Medicare, estate law, and student loan restructuring. Royan is also involved in life coaching through Life Mastery Consulting and health insurance sales with Champion Health and Cornerstone Senior Marketing. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, and charitable organizations, utilizing model portfolios and third-party managers as part of its advisory approach. The firm supports clients through a large advisor network and multiple program platforms, with regulatory assets under management around $1.7 billion.

Jose Albornoz is a financial advisor with Eagle Strategies (NY Life) in Painesville, OH, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His career includes roles at New York Life Insurance Co, Nylife Securities LLC, and Eagle Strategies, where he has been since 2022. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and benefit plans, and charitable organizations. The firm emphasizes tailored recommendations and offers multiple program types, with a majority of assets managed on a non-discretionary basis.

James Albanese is a CFP® and ChFC® with 34 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. Hantz Financial Services serves 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 offers expanded implementation capabilities through its affiliated entities, including a trust-only bank and in-house tax and business consulting services.

Michael Conley is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise from 2000 to 2013. Conley serves on the City of Highland Heights Board of Building and Zoning Appeals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

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.

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.

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.

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.

Kip Hoover is a financial advisor with Kestra Advisory Services LLC in Willoughby Hills, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Kestra since 2016 and also owns a business operating under the DBA names Otium Financial Planners and Medicarestore65.com. Outside of his advisory work, he is involved with Life Line Church in Madison, Ohio, assisting members with budgeting related to stewardship pledges. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Jodie Krueger is a financial advisor at Benjamin F. Edwards & Company, Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Oppenheimer & Co Inc for 23 years before joining her current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies managed internally and through third-party managers.