Shannon Barry is a financial advisor with Osaic Advisory Services, LLC who holds 21 years of industry experience. Prior to joining Osaic in 2024, she worked at Arbor Point Advisors, Cedar Brook Financial Partners, Securities America Advisors, and LPL Financial. Barry also provides services related to corporate retirement plan design and management. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing various strategies and platform partnerships to support its clients.

Eric Sanow is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with 15 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and manages portfolios through approved strategies executed with mutual funds and ETFs.

Milan Markovic is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has been with Stratos since 2026. His prior work experience includes roles at Stratos Investment Management, LLC and various positions outside the financial industry, such as at Normandy High School and Cleveland State University. 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 customized portfolio management through an open-architecture platform that integrates multiple third-party managers.

Brian Bruscino is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Suntrust Advisory Services, U.S. Bancorp Investments, Citizens Securities, and Natcity Investments. He is based in Cleveland, OH. 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, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Kevin Davenport is a financial advisor with Commonwealth Financial Network in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he serves as a board member for the City of Berea Planning Commission. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Marquis Lewis is a CFP® and Series 65-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cleveland, OH. He has two years of industry experience, including prior roles at Marcum Wealth. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Laurie Longstreth is a financial advisor with Independent Financial Partners in Cleveland, OH, holding a Series 63 designation and 26 years of industry experience. She has worked at several firms, including LPL Financial Corporation and A. G. Edwards & Sons, Inc. Laurie has a background supporting administrative and trading activities through related business entities connected to Independent Financial Partners. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm’s decentralized advisory model allows advisors to set individual investment strategies while also offering centralized asset management and retirement-plan consulting services.

Michael Vantusko is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. 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 institutions, offering a range of advisory services through an open-architecture model that integrates multiple third-party platforms and managers.

Jordan Bitterman is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at LPL Financial and PNC Investments. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a broad range of clients including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutional investors. The firm operates an open-architecture model, leveraging multiple third-party platforms and managers to provide discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions.

Jeffrey Stark is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, Stark serves as a board member for the HELP Foundation, providing advice on the foundation’s investments. MAI Capital Management, LLC provides investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across various asset classes, integrating financial planning and tax services while serving in both advisory and product-sponsor capacities.

Eileen Burkhart is a CFP®-designated financial advisor with 37 years of industry experience, currently affiliated with Clearstead and Clearstead Advisory Solutions in Cleveland, OH. Her prior experience includes roles at Raymond James & Associates, EMB & Co LLC, Clearstead Advisors, and Commonwealth Financial Network, as well as operating her own firm, Eileen M. Burkhart & Company, LLC. She is also involved in selling fixed insurance under her own private entity and serves as president of Eileen M. Burkhart & Company, LLC. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets, applying institutional investment disciplines across a range of account types and utilizing proprietary strategies such as Direct Indexing.

Andrew Grannis is a Series 66-licensed financial advisor at Independent Financial Partners with 10 years of industry experience. He has worked at Independent Financial Partners since 2016 and previously spent three years at LPL Financial, LLC. Grannis is also involved with Blueprint Financial Corporation, a registered investment advisory firm based in Cleveland, OH. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves a diverse client base, including individuals, charitable organizations, corporations, and high-net-worth clients, and offers a decentralized advisory model alongside formal retirement-plan and pension consulting capabilities.

Andrew Marusic is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, with 14 years of industry experience. He holds the Series 63 designation and has previously worked at Commonwealth Financial Network and Hw Financial Advisors. Marusic has been with MAI Capital Management since 2021. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated companies.

Isaac Bushen is a CFP®-certified financial advisor with one year of industry experience, currently with &PARTNERS. His prior experience includes roles at Commonwealth Financial Network, Bucholtz & Germo, and Davenport Wealth Management. Outside of advising, he is involved in fixed insurance sales. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, employing a range of analytical strategies and both proprietary and third-party models, with capabilities as a registered investment adviser, broker-dealer, and municipal advisor.

Brandon Dunn is a financial advisor with Wealth Enhancement Advisory Services, LLC in Cleveland, OH. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group in 2025, he worked at Marcum Wealth, LLC for five years and AdviseMe National Advisors for four years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach blending passive and active strategies overseen by an internal Investment Committee.

Matthew Slain is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory work, Slain serves as a board member for the nonprofit Milestones and participates in civic duties on the City of Mayfield Heights Board of Zoning/Housing Appeals. 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, combining custody, execution, and brokerage capabilities with investment advice.

Alexander Jeffries is a financial advisor at Hightower Advisors with a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2025, he held roles at Eileen M. Burkhart & Co., Commonwealth Financial Network, and Valmark Securities. Outside of his advisory work, Jeffries serves as Executive Secretary and Membership Director of the Cleveland Memorial Society, a nonprofit focused on providing resources and negotiating lower-cost funeral arrangements. Hightower Advisors offers investment advisory and planning services to individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers. The firm supports a range of strategies and asset types, with particular expertise in institutional mandates and international investment considerations.

Jennifer Stoll is a CFP® with 17 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having previously worked at PNC Investments for 12 years. She is based in Cleveland, OH. 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 uses a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Lauren Coverdale is a financial advisor with Stratos Wealth Partners, Ltd. She holds the Series 66 designation and has five years of industry experience. Her prior work includes roles at LPL Financial LLC and positions outside of finance such as with Sherwin Williams and Breakwall BBQ. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment approach that integrates multiple third-party platforms and managers.

Thomas Jesser is a financial advisor with Principal Financial Services in Independence, OH, holding a Series 63 designation and over 31 years of industry experience. He has been with Principal Securities Incorporated since 1995 and with Principal Life Insurance Company since 1998. Jesser also operates The Jesser Group, his own practice since 2004. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.