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 bringing 29 years of industry experience. His previous roles include positions at SunTrust Advisory Services, SunTrust Investment Services, Wells Fargo Clearing, and KeyBanc Capital Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting 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.

Andrew Burger is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Cerity Partners LLC. Prior to joining Cerity Partners, he worked at Clearstead for five years and held roles at PNC for two years. He is also the Manager and President of a special purpose vehicle created to invest in the Ohio High Growth Investment Opportunities Fund LP. Cerity Partners advises a diverse client base, including individuals, families, institutions, and foundations, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and a client-specific investment approach that incorporates both third-party and direct investment strategies, with access to alternative and private market solutions for qualified clients.

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.

Tracy Anton is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including positions at UBS Financial Services, Merrill, and Concorde Investment Services. She is based in Chardon, Ohio. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.

Jamie Turk is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 25 years of industry experience. His prior roles include positions at ProEquities, Inc. and Osaic FA, Inc. He also operates Jamie Turk Inc., a business used for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise firm 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 such as financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an IAR-driven, open-architecture model integrating multiple investment platforms and managers.

Nicholas Vogel is a financial advisor at Hantz Financial Services, Inc. in Willoughby, OH, holding a Series 66 license and bringing seven years of industry experience. His prior roles include positions at Hantz Tax & Business and Hantz, Titus, Urbanksi. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party money managers and direct indexing, and integrates brokerage, mortgage, and insurance services through affiliated entities.

Dana Hastings is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Prosperity Capital Advisors, McDonald Partners LLC, and UBS Financial Services prior to joining Hightower in 2019. Based in Cleveland, OH, Hastings has a broad background in wealth management and financial planning. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management as well as retirement plan consulting and other financial services.

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 bringing 11 years of industry experience. She has worked at Suntrust Advisory Services and Suntrust Investment Services since 2020, and previously at U.S. Bancorp Investments, US BANK, and Citizens Securities. In addition to her advisory role, she serves as a notary public. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, implementing advice through discretionary and non-discretionary arrangements supported by AI-enabled equity research and integrated inter-affiliate platforms.

Gregory Mayernik is a Series 63-licensed advisor with 43 years of industry experience. He has been with GWN Securities Inc. since 2007 and has prior experience at H.C. Meyer, Inc., Midwest Annuity and Investment Company, G.G. Mayernik, Inc., and Northern Life Insurance Company. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, employing both affiliated and unaffiliated sub-advisers. The firm utilizes a range of strategies including market-timing and momentum-based approaches within its portfolio management.

Robert Yurgalewicz is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with nine years of industry experience. His work history includes roles at PNC Investments since 2019 and prior positions at JP Morgan Securities LLC, JP Morgan Chase Bank, Edward Jones, and Equity Trust Company. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an employee pilot. The firm uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Marco Frabotta is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Winbridge Partners, LLC and Zappitelli Financial Services. Outside of his advisory roles, he was involved with Ideas to Go, Inc. for five years. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios and incorporates various technologies and third-party managers to support portfolio management and client service.

Louis Loparo is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Planning Partners. Loparo is also involved as treasurer of the Euclid Schools Foundation and participates in the Northern Ohio Italian American Foundation’s membership retention and marketing committee. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates services such as tax planning, bookkeeping, payroll support, and estate planning through affiliated providers, employing a diversified investment approach aligned with client objectives and risk tolerance.