Jamie Turk is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 25 years of industry experience. His prior roles include positions at ProEquities, Inc. and Osaic FA, Inc. He also operates Jamie Turk Inc., a business used for tax and investment purposes. 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, offering a range of services such as financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an IAR-driven, open-architecture model integrating multiple investment platforms and managers.

Nicholas Vogel is a financial advisor at Hantz Financial Services, Inc. in Willoughby, OH, holding a Series 66 license and bringing seven years of industry experience. His prior roles include positions at Hantz Tax & Business and Hantz, Titus, Urbanksi. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party money managers and direct indexing, and integrates brokerage, mortgage, and insurance services through affiliated entities.

Dana Hastings is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Prosperity Capital Advisors, McDonald Partners LLC, and UBS Financial Services prior to joining Hightower in 2019. Based in Cleveland, OH, Hastings has a broad background in wealth management and financial planning. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management as well as retirement plan consulting and other financial services.

Corey Sarosy is a CFP® professional with 27 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2011. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, retirement and investment management consulting, and utilizes proprietary and third-party strategies with both discretionary and non-discretionary managed solutions.

Gregory Augustine is a financial advisor at Oppenheimer with 35 years of industry experience and holds a Series 66 designation. He has worked at Oppenheimer since 2011 and previously spent 12 years at PRUCO Securities, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Katherine Trivisonno is a financial advisor with Truist Advisory Services in Cleveland, OH, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked at Suntrust Advisory Services and Suntrust Investment Services since 2020, and previously at U.S. Bancorp Investments, US BANK, and Citizens Securities. In addition to her advisory role, she serves as a notary public. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, implementing advice through discretionary and non-discretionary arrangements supported by AI-enabled equity research and integrated inter-affiliate platforms.

Gregory Mayernik is a Series 63-licensed advisor with 43 years of industry experience. He has been with GWN Securities Inc. since 2007 and has prior experience at H.C. Meyer, Inc., Midwest Annuity and Investment Company, G.G. Mayernik, Inc., and Northern Life Insurance Company. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, employing both affiliated and unaffiliated sub-advisers. The firm utilizes a range of strategies including market-timing and momentum-based approaches within its portfolio management.

Robert Yurgalewicz is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with nine years of industry experience. His work history includes roles at PNC Investments since 2019 and prior positions at JP Morgan Securities LLC, JP Morgan Chase Bank, Edward Jones, and Equity Trust Company. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an employee pilot. The firm uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Marco Frabotta is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Winbridge Partners, LLC and Zappitelli Financial Services. Outside of his advisory roles, he was involved with Ideas to Go, Inc. for five years. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios and incorporates various technologies and third-party managers to support portfolio management and client service.

Louis Loparo is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Planning Partners. Loparo is also involved as treasurer of the Euclid Schools Foundation and participates in the Northern Ohio Italian American Foundation’s membership retention and marketing committee. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates services such as tax planning, bookkeeping, payroll support, and estate planning through affiliated providers, employing a diversified investment approach aligned with client objectives and risk tolerance.

Michael Kilgore is a financial advisor with Eagle Strategies (NY Life) in Lyndhurst, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Eagle Strategies since 2017 and is also a partner at Precision Financial Solutions. Kilgore is involved as an insurance broker, appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Matthew Mcdonald is a Series 65 licensed financial advisor at Cerity Partners LLC with 13 years of industry experience. He previously worked at AJ Wealth LLC, where he spent eight years before joining Cerity Partners in 2023. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Randall Keller is a financial advisor with Guardian Life, holding a Series 63 designation and 18 years of industry experience. His prior career includes roles at Northwestern Mutual as well as Park Avenue Securities, a subsidiary of Guardian Life, where he currently serves. Outside of finance, he is a partner in Navarre Dentistry, LLC. Park Avenue Securities, doing business as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and insurance products through its connection with Guardian Life.

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.

Joshua Ayers is a financial advisor with Transamerica Financial Advisors in Kirtland, Ohio, holding Series 63 and Series 65 licenses and with four years of industry experience. Prior to joining Transamerica in 2023, he worked at World Financial Group and Equitable Advisors, among other firms. He is also a union representative for Duquesne Light Company. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary investment options.

Steven Goodman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend And Kent since 2007. Outside of his advisory role, Goodman is involved in life insurance brokerage and supports advisors in obtaining disability and long-term care insurance products through his partnership at The Feijenbaum Agency. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a range of discretionary and non-discretionary account options.

Sheena Dee Pauley is a CFP® professional at MAI Capital Management, LLC with 12 years of industry experience. She has held roles at notable firms including PNC Bank, Morgan Stanley, and U.S. Bancorp Investments. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals ranging from high to ultra-high net worth, as well as institutional clients. The firm offers a range of customized 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 with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Canterbury Country Club, Kent State University, Hamburg Brewing Company, and Orchard Park School District. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, proprietary and third-party model portfolios, and access to insurance products and alternative investments.