Natalie Black is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 14 years of industry experience. She has worked with Stratos Wealth Partners and LPL Financial since 2015, following prior roles at Morgan Stanley and Ameriprise. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory services through an open-architecture platform and a combination of affiliated and third-party managers.

Roger Miller is a financial advisor with Lincoln Investment in Independence, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of finance, he works as a bus operator for Summit County Transit Service. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm employs an in-house Investment Management & Research team to develop strategic model portfolios and offers advisor-led consulting, financial planning, and access to third-party managers through various platform options.

Joseph Pearl is a CFP®-designated financial advisor with eight years of industry experience, currently with Stratos Wealth Partners, Ltd. and LPL Financial LLC since 2025. Before joining Stratos, he spent seven years at Northwestern Mutual in various roles. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture investment approach that integrates multiple third-party platforms and managers.

Mark O'sickey Jr. is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years. O'sickey is a Series 66 license holder and is co-owner of Magnolia Partners, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

Michael Friedlander is a CFP® with 24 years of industry experience, currently serving as an advisor at Kestra Advisory since 2019. His prior experience includes roles at The Prudential Insurance Company of America and Trustmont Financial Group. He holds board membership at Otium Financial Planners, where he provides oversight and strategic direction. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Erin Vick is a financial advisor with Eagle Strategies (New York Life) based in Independence, OH, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Eagle Strategies since 2018 and also operates Vines Financial Group LLC d/b/a V Financial Partners. Outside of her advisory role, she is active as an insurance broker specializing in non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Ashley Costello is a CFP®-certified financial advisor with 12 years of industry experience, currently with Mariner. Her prior experience includes roles at Sequoia Financial Group and Royal Alliance. Outside of her advisory work, she has served as an on-air personality on a local AM radio show, discussing general public interest topics. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and internal portfolio management team, with a notable integration of tax and accounting services.

John Mc Inerney Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes positions at LPL Financial and HSBC Securities (USA) Inc. prior to joining Key Investment Services in 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services, integrating with affiliated companies to provide additional investment and advisory capabilities.

Mickele Vianello is a Series 66-licensed financial advisor with one year of industry experience, currently with Key Investment Services LLC. Prior to her current role, she worked at KeyBank NA and held positions in credit union services, senior living, and education. She also has experience with a music-related business venture. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a diverse client base including individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider platform with discretionary and non-discretionary strategies and integrates services from KeyCorp affiliates.

Jenna Gordon is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, The Huntington National Bank, Infinex Investments, First Commonwealth Bank, and KeyBank. Outside of her advisory work, she owns and manages a vending machine business serving the Medina County Juvenile Jail. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with portfolio management and model-based advisory products, utilizing a multi-provider platform and oversight from the Key Wealth Chief Investment Office and third-party managers.

Daniel Mullaney is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been associated with both firms since 2015. Outside of his advisory role, he is involved in fixed insurance activities beyond Guardian Life. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs.

Joshua Lontoc is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has three years of industry experience and previously worked at firms including J.P. Morgan Securities LLC and Thrivent Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through discretionary and non-discretionary mandates, combining advisor-led management with model-based strategies and access to proprietary and third-party platforms.

Mc Kayla Davis is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. She holds a Series 66 designation and has worked at Stratos Wealth Partners, LPL Financial LLC, and previously held positions outside of financial services in food and hospitality businesses. 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 other institutional clients, employing an open-architecture approach that integrates multiple third-party platforms and managers to provide customized portfolio management and specialized planning services.

Stephen Cribley is a CFP® professional with 23 years of industry experience, currently advising at Osaic Advisory Services, LLC. His prior roles include positions at Lincoln Financial Advisors, Beacon Financial Group, Inc., and Private Client Services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and working with both proprietary and third-party platforms.

Jena Viock is a Series 66-licensed financial advisor with 23 years of industry experience. She has worked at Key Investment Services LLC since 2015 and has a concurrent tenure at KeyBank beginning in 1998. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Judith Tengler is a financial advisor at Stratos Wealth Partners, Ltd with over 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and Signator Investors, Inc. Tengler is involved with Private Advisor Group, LLC, providing investment advisory services through this independent firm in addition to her role at Stratos Wealth Partners. Stratos Wealth Partners 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 institutional clients, employing an open-architecture approach that integrates multiple third-party platforms and managers.

Jonathan Lapine is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at W3 Wealth Advisors, LLC, W3 Wealth Management, LLC, ValMark Advisers, Inc., and Valmark Securities, Inc. Lapine is also the owner of Tolmiros Financial LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and back-office support, including investment management, compliance, and practice-management services. The firm provides advisors with access to various securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Jessica Rorar is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Key Investment Services LLC since 2026 and has held positions at Key Bank and Valmark Securities, Inc. previously. She is based in Brooklyn, Ohio. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model and offers various wrap programs with custodial and trade execution services.

Debra Friend is a financial advisor with Lincoln Investment in Independence, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her prior roles include positions at Legend Equities Corporation and Valic Financial Advisors. She has been with Lincoln Investment since 2017. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm offers financial planning, advisor-led consulting, and portfolio management through strategic model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Angel Kelley is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 23 years of industry experience. Prior to joining Key Investment Services in 2019, Angel worked at ValMark Advisers, Inc., LPL Financial, and other firms. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs supported by a multi-provider model, combining portfolio management and model-based advisory products with custodial and trade execution services.