Mindy Qua is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at LPL Financial and McDonald Partners LLC. Qua serves as a board member of Valley Lutheran Church, a nonprofit organization in Chagrin Falls, OH. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Maura Hagan is a financial advisor with Guardian Life and holds a Series 66 credential. She has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Her prior work experience includes positions in financial services and manufacturing sectors. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Derek Sullivan is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Fifth Third Bank, ROCKET Mortgage, and Progressive. Outside of his advisory duties, he is a co-owner of Sullivan Vending LLC and participates as a crafter and seller on Etsy. Fifth Third Securities, Inc. serves a diverse client base of individuals and institutions through investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, which includes a range of investment strategies from mutual funds and ETFs to separately managed accounts with tax-overlay and direct indexing options.

Joseph Mckeon is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2009. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs a model-driven ETF investment approach alongside separately managed accounts and unified managed account solutions, with additional capabilities in fiduciary services, insurance, mortgage brokerage, and affiliated financial services.

Lee Friedman is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked with firms including Securities America Advisors and Arbor Point Advisors. He is also a partner in Friedman & Leavitt Financial Position, an investment-related entity. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, using a variety of program models and platforms.

Kathryn Louttit is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding 18 years of industry experience. She has worked at LPL Financial, LLC since 2021 and previously held roles at CBIZ Investment Advisory Services, LLC and CBIZ Financial Solutions, Inc. from 2012 to 2021. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians and sub-advisors.

Chase Pegrim is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds the Series 66 designation and has worked previously at AGIA, Doordash, Kroger, Do It Best Corp, and The Ohio State University. Outside of advising, he is also registered as an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Ryan Catanese is a CFP® with seven years of industry experience and has been with MAI Capital Management, LLC for ten years. He is based in Cleveland, OH, and focuses on wealth management and investment services at the firm. 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 offers a range of customized portfolio management strategies and serves both product-sponsor and advisory roles, managing significant assets and affiliated private funds.

Justin Horton is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. He holds a Series 63 designation and has been with Stratos Wealth Partners since 2010, also maintaining an affiliation with LPL Financial since 2009. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Nicholas Mcrandal is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2023. His prior experience includes roles at Snap Medical Industries LLC and teaching positions at Mercyhurst University and Fox Chapel School District. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of managed-account programs with features such as direct indexing and tax-overlay services.

Franklin Walter II is a financial advisor with Lincoln Investment in Independence, OH, holding a Series 65 credential and 24 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked for Legend Equities Corporation for seven years. He is also involved with the Robert F. Provance Agency as a certified independent broker, focusing on Medicare plans education and enrollments. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice services, managing both in-house and third-party investment strategies through a combination of strategic and dynamic approaches.

Charles Grimm is a CFP® with nine years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2023. Prior to joining MAI, he spent 14 years with Key Investment Services LLC and Key Bank NA. Outside of his advisory role, he works as an independent basketball referee for high school and college games. MAI Capital Management, LLC 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, and institutional clients. The firm offers customized portfolio management through multiple strategies and integrates financial planning and other services into many client relationships.

Bradley Weemhoff is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. His work history includes prior roles at Arbor Point Advisors, Securities America, Inc., Lincoln Investment Planning, LLC, and Beacon Financial Partners. He is also licensed to sell insurance and has served as a registered office assistant in an advisory capacity. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and access to alternative investments through various program models and third-party platforms.

Anthony Carsel is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2023, following a three-year tenure at R. Karras Asset Management & Planning, LLC. Prior to his advisory career, he spent four years at Precision Environmental Co. 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 individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services into many relationships.

Peter Butler is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Mid Atlantic Financial Management, Inc. and Ameriprise Financial Services, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party manager strategies supported by technology tools and centralized due diligence.

Patrick Manning is a financial advisor with Primerica Advisors, based in Beachwood, OH, with 13 years of industry experience. He has been associated with Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2008. Outside of his advisory work, he serves on the City Club of Cleveland Programming Committee and is active as a voting location deputy. Park Avenue Securities serves a diverse retail client base, including individual investors, high-net-worth clients, charitable organizations, and corporate entities, offering both brokerage and advisory services. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account types and financial planning solutions.

Kevin Obrien is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with both firms since 2010. Obrien is also admitted to practice law in Ohio, though his bar status is inactive. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Michael Smith is a financial advisor with TIAA-CREF, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also provides advisory services for donor-advised funds and operates within a vertically integrated group using affiliated funds.

John Krajnik is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 18 years of industry experience, including roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of finance, he contributes automotive advice on Pelicanparts.com and has co-authored two books, Retire Like a Shark and Retire Abundantly. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting. The firm manages portfolios using asset allocation across mutual funds, ETFs, and individual securities, with regular rebalancing and reviews.

Brian Tammaro is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Key Investment Services and PNC Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.