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.

Anthony Fleming is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked with Key Investment Services LLC and KeyBank since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection while providing recommendations and oversight, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Rhonda Mccurry is a financial advisor with Lincoln Investment, holding a Series 63 designation and 36 years of industry experience. She has previously worked with Legend Advisory Corporation and Legend Equities Corporation. Outside of advising, she is involved in auto build and repair on race cars and has experience coordinating fix-and-flip real estate properties as a learning endeavor. 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 a range of financial planning and retirement plan services, utilizing strategic and tactical investment approaches managed by an in-house Investment Management & Research team.

Chandler Groves is a financial advisor with Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Fidelity Investments and Imber Wealth Advisors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Jason Christopoulos is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, and Fifth Third Securities. Outside of advising, he is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Mark Fullerman is a financial advisor with PNC Wealth Management in Cleveland, Ohio. He holds a Series 66 credential and has 17 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. The firm uses algorithmic risk assessments and approved third-party strategists to implement investment strategies primarily through mutual funds and ETFs.

Tanya Knight is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked within the KeyBank and Key Investment Services organizations since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight within the KeyCorp group.

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.

Margie Carpenter is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Farther Finance Advisors, LLC since 2022 and previously spent 12 years at Bell Tower Advisors, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses a Modern Portfolio Theory-based approach implemented via bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

William Bernardi is a financial advisor with The Huntington Investment Company based in Cleveland, OH. He holds a Series 66 designation and has 23 years of industry experience. His prior work includes 13 years at Key Investment Services LLC and a recent tenure at Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers alongside proprietary Private Bank strategies.

Aaron Jameyson is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Citizens Securities and its affiliated entities since 2019, with prior experience at PNC Bank and Marsh Plating. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Michael Primerano is a CFP® with 23 years of industry experience. He is currently with Osaic Advisory Services, LLC and has held prior roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America. He is a principal owner of Arbor Group Advisors, LLC, a local marketing and services firm supporting Advisor Group companies. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and nonprofit entities with a variety of investment management and financial planning services. The firm utilizes multiple program models and third-party platforms, offering clients access to diverse investment strategies and solutions.

Trevor Allburn is a CFP® professional currently at Corient with 10 years of industry experience, including a decade at Paragon Advisors, Inc. prior to joining Corient in 2024. He is based in Shaker Heights, OH. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and offers affiliated private fund capabilities and related platforms.

Madeline Rowe is a CFP® professional at Wealthspire Advisors with four years of industry experience. She has worked at Walden Wealth Partners/Wealthspire Advisors since 2022 and previously spent four years at John Carroll University and Mercer Area High School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and integrates third-party platforms for managing held-away retirement assets.

Kenneth Kowall is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing seven years of industry experience. He has also been associated with LPL Financial since 2017 and operates Kowall & Company, which provides accounting and tax preparation services. 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 who utilize a combination of proprietary and third-party strategies.

Lawrence Sapp Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with PNC investments since 2015. Outside of his advisory role, he is involved as an owner and trustee of non-investment-related rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategist currently available to select employees. The firm utilizes algorithm-driven risk assessment and approved third-party model strategies to manage investments primarily with mutual funds and ETFs.

Daniel Guenther is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2014. Outside of his advisory role, he is the owner of Guenther Properties, LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing monitoring within the KeyCorp group.

Brian Weigel is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Allstate Insurance Co and Citizens Securities, Inc. He has been with Key Investment Services since 2018. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm focuses on client-directed investment strategy selection supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Michael Dearden is a financial advisor with Clearstead Advisory Solutions in Beachwood, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Hartland & Co. since 2011. Clearstead serves affluent private clients and institutional clients with investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that includes portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Richard Ahrens is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Clearstead Advisory Solutions and has held prior roles at Independence Wealth Advisors, MAI Capital Management, and Strategic Wealth Partners. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, and family office administration. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and employs institutional investment disciplines with a combination of mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.