Heather Pollack is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and 33 years of industry experience. She previously worked at Lincoln National Life Insurance Company and Lincoln Financial Advisors Corp. for 20 years and has been with Beacon Financial Group since 2021. Since 2026, she has been affiliated with Osaic Advisory Services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a range of proprietary and third-party platforms and managers.

Matthew Kulla is a financial advisor with Principal Financial Services in Stow, OH, holding a Series 63 designation and six years of industry experience. His prior work includes roles at Northwestern Mutual and Principal Life Insurance Company. Outside of advising, he owns Kulla Industries LLC, a business involved in buying and reselling clothing online. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers various advisory programs with direct financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

Eric Stockley is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 18 years of industry experience. He has worked at The Huntington Investment Company since 2015 and was previously with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that incorporates third-party and affiliate investment strategies.

Michael Burrows is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 16 years before joining Janney in 2025. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Matthew Ruhl is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 credential and has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account available to employees. The firm uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Gavin Reaser is a financial advisor at OSAIC Institutions, INC. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Portage Community Bank and Infinex Investments, Inc. since 2021. Prior to that, he was employed at Tarkett and UH Portage Medical Center. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements. The firm’s notable features include a predominance of non-discretionary assets and a dual broker-dealer/adviser status, supporting both advisory and brokerage solutions.

Rose Beisner is a financial advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 designations and has been in the industry since 2022. Prior to her current role, she worked in various positions including at Caterology and Mission BBQ. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm provides multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves within a platform that includes features such as direct indexing and an optional tax-overlay service.

Deborah Anzelc is a CFP® with 18 years of experience, currently serving as an advisor at Independent Financial Group, LLC. She is also the owner of Anzelc & Associates, Inc., a CPA practice specializing in tax preparation and consulting, and holds a role as a board member at the Zanes Foundation, Inc. Additionally, she is involved in managing a local coffee house business, All 4 One Inc. LLC dba Peninsula Coffee House and Market. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base, including high-net-worth individuals, charities, corporations, and plan sponsors.

Jason Rodgers is a CFA® charterholder with 26 years of industry experience. He is currently with OSAIC Advisory Services, LLC and has previously worked at Beacon Financial Group, Lincoln Financial Advisors, Wellington Shields & Co. LLC, and Soleil Securities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary guidance alongside third-party platforms and managers.

Garret Ferrara is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 16 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, charities, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Michael Karder is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Headwaters Investment Counsel, and Candlewood Securities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with about 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting, utilizing an open-architecture investment approach that integrates various external platforms and tools.

Thomas D’Anniballe is a financial advisor at The Huntington Investment Company with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Ameriprise and The Pinnacle Group. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach that integrates third-party sub-managers and proprietary private bank models across a variety of wrap-fee programs.

Matthew Divita is a financial advisor with Lincoln Investment in Twinsburg, OH, holding Series 63 and Series 65 designations and having 22 years of industry experience. He has worked at Lincoln Investment since 2012 and also maintains a role at Capital Analysts Inc. Outside of his advisory work, he is president of Evolution Wealth Management, LLC, where he manages daily activities and trading. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and both advisor-managed and firm-managed investment programs, using a mix of strategic and tactical investment approaches.

Jeffrey Forcina is a financial advisor with PNC Wealth Management in Hudson, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with PNC Investments since 2014, including roles at PNC Bank from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed investment models.

Edward Wilson is a financial advisor at Stratos Wealth Partners, Ltd with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stratos Wealth Partners and LPL Financial since 2010. Outside of his advisory role, he is involved with Wilson Settlement Consulting, a home-based business he started in 1983. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Jean Phelps is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She held a position at UBS Financial Services for 19 years prior to joining Janney Montgomery Scott in 2026. Phelps holds a Series 63 designation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base that includes individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Janet Bauer is a financial advisor with OSAIC Advisory Services, LLC, holding 21 years of industry experience. She has worked with Beacon Financial Group, Lincoln Financial Advisors Corp, and various other firms throughout her career. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and additional services through multiple program models and utilizes both proprietary and third-party platforms for portfolio management.

Joseph Nicholson is a financial advisor with The Huntington Investment Company in Stow, Ohio. He holds the Series 66 credential and has five years of industry experience. Prior to joining Huntington, he worked at Edward Jones and DoorDash, and he has also served as a substitute teacher in K-12 classrooms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through a range of wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party and affiliate portfolio strategies, offering discretionary account management and overlay services.

Christopher Uren is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2023. His prior experience includes roles at Fifth Third Bank, Citizens Bank, Walmart, and Huntington Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both investment advisory and brokerage services. The firm provides access to a range of managed account programs through the Passageway platform, supporting various investment strategies from mutual funds to separately managed accounts.

Noel Becker is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He worked at UBS Financial Services for 19 years before joining Janney Montgomery Scott in 2026. Outside of his advisory role, he is the proprietor of LLCs involved in recreational land and residential property ownership. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management.