Marla Petti is a CFP® and PFS™ credentialed advisor with 10 years of industry experience, currently with MAI Capital Management, LLC since 2021. She previously worked at Commonwealth Financial Network and HW Financial Advisors from 2016 to 2020. 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, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Eric Beahn is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at Stratos Wealth Partners since 2013 and previously held roles at LPL Financial, PNC Wealth Management, and Amfin Investment Services. Beahn divides his time between advisory roles at Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting, delivered through a large network of investment adviser representatives who offer both discretionary and non-discretionary portfolio management.

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 his advisory role, he owns a commercial and residential pressure washing business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab and does not directly charge clients fees.

John Geretz is a financial advisor with Primerica Advisors based in Beachwood, OH, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at Park Avenue Securities since 2014 and at Guardian Life Insurance Company of America since 2013. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports a variety of account-level services.

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 at Truist Advisory Services with 28 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver investment solutions.

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 at Stratos Wealth Partners, Ltd with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stratos Wealth Partners and LPL Financial since 2018, following previous roles at The Prudential Insurance Company of America and Pruco Securities. He is also a commissioned notary in the State of Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

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 with Schwab Wealth Advisory in Richfield, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab and its affiliated Schwab Wealth Advisory unit since 2014. Outside of his advisory role, he is a co-founder of Pocket Eight LLC, a graphic design services business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise 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.

Brayden Makar is a financial advisor at Oppenheimer with a Series 66 designation and approximately one year of industry experience. Prior to joining Oppenheimer, he worked at DWR Financial / Turney Tax and has experience in hospitality through Ethos Hospitality Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers various advisory programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Jamie Turk is a financial advisor at Stratos Wealth Partners, Ltd with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, ProEquities, and Osaic FA. He also operates Jamie Turk Inc., a business entity for tax and investment purposes. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, providing financial planning, portfolio management, and specialized consulting through a large network of investment adviser representatives. The firm offers a combination of active asset allocation, proprietary and third-party strategies, and access to multiple custodians and platforms.

Dana Hastings is a financial advisor at HighTower Advisors with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at HighTower Advisors since 2019, following previous roles at Fairport and Prosperity Capital Advisors. HighTower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with a focus on manager selection and multi-manager solutions. The firm utilizes both affiliated and third-party managers and employs proprietary research and a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.

Gregory Augustine is a financial advisor at Oppenheimer with 35 years of industry experience and holds a Series 66 designation. He has worked at Oppenheimer since 2011 and previously spent 12 years at PRUCO Securities, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Katherine Trivisonno is a financial advisor with Truist Advisory Services in Cleveland, OH, holding Series 65 and Series 63 licenses and having 11 years of industry experience. Her prior roles include positions at Suntrust Advisory Services, Suntrust Investment Services, U.S. Bancorp Investments, US BANK, and Citizens Securities. She also serves as a notary public. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Blake Rawson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd since 2010. He previously worked at Merrill from 1999 to 2010. Outside of his advisory role, he is involved with Bourbon-Tracker.com, a website he operates. 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, combining individualized asset allocation with access to proprietary and third-party strategies.