Thomas Ulery is a Series 66-licensed financial advisor with Primerica Advisors, based in Beachwood, OH, and has 14 years of industry experience. He has worked at Park Avenue Securities since 2011 and has been affiliated with Guardian Life Insurance Company of America since 2005. Outside of his advisory role, he manages Probity Finance, LLC, which handles business expenses and payroll for his assistant. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across a range of account types and supports lending and credit facilities tied to advisory accounts.

Richard Cinalli Jr. is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 66 licenses and offering 35 years of industry experience. He has been with Valic Financial Advisors since 1991 and also served as an agent with Agia since 2022. Outside of his advisory role, he has worked as a head hockey coach for Nordonia High School. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts supported by centralized technology and model solutions.

Richard Anderson is a financial advisor with Osaic Advisory Services, LLC, holding 41 years of industry experience. His career includes positions at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors, Inc. He has not engaged in life insurance sales in recent years. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager selection.

Mark Wilcox is a CFP® professional with 25 years of experience in the financial services industry. He currently serves as an advisor at Commonwealth Financial Network and is the owner and president of Hudson Wealth Management, LLC. Prior to his current roles, he worked at Stratos Wealth Partners and LPL Financial for nine years. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a comprehensive platform with operations, trading, technology, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Chandler Vegel is a CFP® professional at MAI Capital Management, LLC with one year of industry experience. He has worked at MAI Capital Management since 2022, including during the firm’s transition and growth periods. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management strategies and integrates financial planning and tax services, managing over $72 billion in assets as of mid-2026.

John Brown is a financial advisor at Stratos Wealth Partners, Ltd. based in Beachwood, OH, with 14 years of industry experience. He holds a Series 63 credential and previously operated John D. Brown CPA, Inc. for nine years. Brown also manages a closely held entity for tax and investment purposes outside of his advisory role. 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 advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers and specialized portfolio features.

Kevin Rogers is a CFP® professional with one year of industry experience, currently advising at PNC Wealth Management. Prior to joining PNC, he worked at JP Morgan Chase and The Huntington Investment Company. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that implements approved investment strategies via mutual funds and ETFs with annual rebalancing.

Robert Karras is a CFP® and ChFC® with 26 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023. Prior to this, he operated R Karras Asset Management & Planning, LLC for 15 years. 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, institutional clients, and trusts. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies supported by both in-house and third-party management.

Nimita Naik is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Her prior roles include positions at Clearstead, The Huntington National Bank, and Citizens Bank. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

Donald Jereb is a financial advisor with Lincoln Investment in Independence, OH, holding 37 years of industry experience. He has worked at Lincoln Investment since 2017 and was previously with Legend Advisory Corporation from 2017 to 2019. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and access to third-party managers.

Christopher Isabella is a financial advisor at Hightower Advisors with 25 years of industry experience. He holds the PFS™ designation and has worked at Hightower Advisors since 2019, following a 12-year tenure at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on manager selection, proprietary research, and solutions that may include mutual funds, ETFs, alternative investments, and custom indexing.

Deanna Roeger is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at several firms, including McDonald Partners LLC, Heritage Financial Partners, LLC, and Cambridge Investment Research Advisors. Roeger has been with MAI Capital Management since 2022. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm manages a range of investment strategies and offers integrated financial planning and trust services, with $72.3 billion in assets under management as of May 2026.

Lawrence Spyke is a financial advisor with PNC Wealth Management, holding Series 63 and 65 licenses and five years of industry experience. He previously worked at KeyBank and Progressive Casualty Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist program for employees that utilizes algorithm-driven risk assessments and model portfolios managed by PNC or third-party strategists.

Rene Mercadante is a financial advisor with Fifth Third Securities, Inc. in Mayfield Heights, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Fifth Third Securities since 2002. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Nancy Andrefsky is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. She has been affiliated with LPL Financial since 2012 and with Stratos Wealth Partners since 2008. 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 broad mix of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture, IAR-driven model that incorporates multiple third-party platforms and managers.

Robert Heksch is a CFP® professional with 37 years of experience in the financial advisory industry. He is affiliated with Stratos Wealth Partners, Ltd, where he has worked since 2010, and also maintains a relationship with LPL Financial, LLC. His prior experience includes roles at Silver Mountain Capital Partners LLC and Aspen Management Group Ltd. He spends part of his time managing non-variable insurance products such as life, disability, and long-term care insurance. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services from financial planning to outsourced CIO solutions. Stratos utilizes an open-architecture investment approach that combines multiple third-party platforms and managers, supported by discretionary and non-discretionary portfolio management tailored to client goals.

Melissa Engbert is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Bridgeview Wealth Partners, LLC. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Engbert is based in Independence, OH. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.

Wes Hawkins is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has 11 years of industry experience. His prior roles include positions at Sikich Financial and BCG Wealth Advisors. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients, using an independent advisor model paired with an open-architecture investment approach that integrates multiple third-party platforms and managers.

Scott Payden is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 41 years of industry experience. He has been affiliated with various Ameritas entities since 2006 and is also the president and owner of Wallstreet Money Managers, Inc., an independent insurance agency specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions utilizing multiple program platforms and a broad investment product set.

Nicholas D'abate is a financial advisor at PNC Wealth Management with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, Key Investment Services, and Progressive Insurance. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees with existing PNC Bank online credentials. The firm uses algorithmic questionnaires to recommend risk bands and implements approved model strategies with mutual funds and ETFs.