Benjamin Plummer is a financial advisor with Eagle Strategies (NY Life) based in Aurora, OH, holding a Series 66 designation and three years of industry experience. He has worked with firms including Vines Financial Group LLC d/b/a V Financial Partners and NYLIFE Securities LLC. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Liam Guiney is a CFP® professional with 28 years of industry experience. He has worked at Stratos Wealth Partners, Ltd and LPL Financial since 2016, following roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory and portfolio management services through an independent advisor-driven model.

Nicholas Kearney is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2017, joining Schwab Wealth Advisory in 2025. Prior to this, he was employed at MRI Software for one year. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes standard asset-allocation models and internal research tools to tailor recommendations, executing trades only with client authorization.

Kevin Pietrzyk is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Marcum Wealth LLC and Strategic Wealth Partners. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Emily Shacklett is a financial advisor with Hightower Advisors, holding the PFS™ designation and Series 66 license, with 18 years of industry experience. She has worked at Hightower Advisors since 2019 and previously spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.

Kevin Baumberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2014. Baumberger serves as a board member of Cornerstone of Hope, a bereavement organization, contributing to strategic planning and organizational growth. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm offers various advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Marla Petti is a CFP® and PFS™ credentialed advisor at MAI Capital Management, LLC with 10 years of industry experience. She has previously worked at Commonwealth Financial Network, HW Financial Advisors, and Cornerstone Family Office. Petti serves on the Finance Advisory Committee for the City of Beachwood. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers customized portfolio management strategies and integrates financial planning, tax, and bill-pay services in many relationships.

Eric Beahn is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including prior roles at LPL Financial, PNC Wealth Management, and Amfin Investment Services. Beahn also has an operational and compliance role with Stratos Wealth Advisors, LLC. 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 high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions, delivering a range of advisory services through independent and affiliated representatives using an open-architecture investment approach.

Michael Bryan is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2016. Outside of finance, he owns a commercial and residential pressure washing business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with investment decisions made only upon client authorization.

John Geretz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Guardian Life Insurance Company of America since 2013 and Park Avenue Securities since 2014. Park Avenue Securities, a wholly owned subsidiary of Guardian Life Insurance Company of America, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

John Palguta is a CFP® with 24 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH. 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 $72.3 billion in assets and offers customized portfolio management across various strategies through in-house and third-party resources.

Robert Moore is a financial advisor with Truist Advisory Services in Cleveland, OH, holding a Series 66 designation and 29 years of industry experience. His career includes roles at Suntrust Advisory Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, and KeyBanc Capital Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christine Pauletta is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. She holds the Series 65 designation and has been with MAI Capital Management since 2014. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into many client relationships.

Nicole Zidlicky is a financial advisor at MAI Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Cetera Advisors and Velocity Advisors. MAI Capital Management, LLC provides investment management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into client relationships.

Richard Juarbe is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and over 26 years of industry experience. He previously worked at The Prudential Insurance Company of America and LPL Financial. Juarbe is also a commissioned notary public in the state of Ohio. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach with discretionary and non-discretionary portfolio management and integrates multiple third-party platforms and managers.

Ernest Mishne is a financial advisor at Oppenheimer with Series 63 and Series 65 designations and 36 years of industry experience. He has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 31 years. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services, including discretionary and non-discretionary portfolio management and retirement planning.

Allen Dengler is a financial advisor at Clearstead and Clearstead Advisory Solutions in Cleveland, OH, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HPM Partners LLC, PNC Bank, and AXA Advisors, LLC. Dengler joined Clearstead and its predecessor Hartland & Co., LLC in 2022. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, applying institutional disciplines and specialized investment strategies such as Direct Indexing and access to private pooled funds.

Jonathon Mahilo is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated advisory services since 2014. Outside of his advisory role, he is a co-founder of Pocket Eight LLC, a graphic design business. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Andrew Burger is a CFA® charterholder with six years of industry experience. He is currently with Cerity Partners LLC and previously worked at Clearstead and PNC. He serves as the Manager and President of a special purpose vehicle investing in the Ohio High Growth Investment Opportunities Fund LP. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors, with approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing customized and diversified portfolio strategies.

Anthony Grisanti is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at PNC Investments, Bank of America, Merrill, The Huntington Investment Company, and TD Ameritrade. He is currently based in Mayfield Heights, OH. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.