William Casale is a financial advisor with The Huntington Investment Company, holding Series 66 and Series 63 licenses and having 10 years of industry experience. His prior roles include positions at Ameriprise, PNC Investments, PNC Bank, and JPMorgan Chase Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate offerings.

Katherine Cizmadia is a financial advisor with Key Investment Services LLC holding a Series 66 designation and beginning her industry experience in 2026. Her prior roles include positions at KeyBank National Association, North Star Advisory Group, and work in higher education institutions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Jacob Kucia is a financial advisor at FIFTH THIRD SECURITIES, Inc. in Cleveland, OH, holding a Series 66 designation with six years of industry experience. His previous work includes roles at Bank of America, Merrill, and Northwestern Mutual. He attended Case Western Reserve University and has experience both in higher education and financial services. FIFTH THIRD SECURITIES, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, including mutual fund/ETF models, SMA strategies, tax-overlay services, and direct indexing.

Ethan Silverman is a financial advisor at The Huntington Investment Company with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Ameriprise Financial Services, Morgan Stanley, E*Trade Securities, and Wells Fargo. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with a range of advisory and brokerage services. The firm uses an open-architecture model that combines third-party sub-managers and affiliate offerings with portfolio management, trade execution, and custodial services primarily delivered through wrap-fee programs.

Jeremy Himmelright is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has eight years of industry experience and a diverse work history that includes roles at Amazon and ownership of a home services company. He is also involved in Medicare consulting and marketing through multiple businesses related to insurance and financial services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, estates, and organizations. The firm utilizes model portfolios and third-party managers to deliver services through a large advisor network and multiple program platforms.

Timothy Shaw is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He has been with Key Investment Services since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as treasurer for a homeowners association. Key Investment Services LLC provides a range of advisory programs and investment solutions for individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers, supported by a Product Due Diligence Committee and supervisory oversight.

William Bohney is a CFP® with 25 years of industry experience and currently works at Citizens Securities, Inc. since 2024. He previously held advisory roles at Raymond James Financial Services Advisors and Valic Financial Advisors. Bohney serves as a trustee and immediate past president of the Perrysburg Rotary Community Foundation, where he also advises the board president. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Mark Lapsevich is a financial advisor with Lincoln Investment, holding 24 years of industry experience. In addition to his advisory role, he is a musician and band owner at Park Place Productions, a business he has operated since 1989. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and dynamic approaches across discretionary and non-discretionary programs.

Steven Wolken Jr. is a financial advisor at Clearstead Advisory Solutions with 18 years of industry experience. He holds a Series 65 designation and has been with Hartland & Co. since 2011. Based in Cleveland, OH, Wolken's background includes extensive work within the financial advisory sector. Clearstead serves both affluent private clients and institutional clients, 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, using a disciplined investment approach that incorporates portfolio analytics, manager research, and strategic asset allocation.

Ashton Stachowski is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Bankers Life, he worked with Cambridge Investment Research and Cantella & Co., Inc. Outside of his advisory role, Stachowski owns and operates Garden Girl Flower Farm, cultivating and selling cut flower bouquets at farmers markets in northeast Ohio. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation and tax-efficient strategies. The firm integrates fundamental, technical, and cyclical analysis to guide investment decisions and offers access to third-party submanagers through wrap programs.

Elaine Eisner is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has 22 years of industry experience and has been associated with New York Life Insurance Company and its affiliated entities since 2007. Eisner serves as Chair of the Investment Committee for the National Council of Jewish Women, Cleveland, and is also involved in leadership roles with the Community Fund Management Foundation and the Jewish Federation of Cleveland. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers customized advice through multiple program types and predominantly manages assets on a non-discretionary basis.

Gregory Meador is a financial advisor with Valic Financial Advisors in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Valic Financial Advisors since 2008 and is also associated with Agia, where he serves as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Natalie Black is a financial advisor with Stratos Wealth Partners, Ltd in Chagrin Falls, OH, holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at Morgan Stanley and Ameriprise. She has been with Stratos Wealth Partners and affiliated with LPL Financial since 2015. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering financial planning, portfolio management, and retirement consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and supports a range of fee arrangements and custodial platforms.

Roger Miller is a financial advisor at Lincoln Investment with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment since 2017. In addition to his advisory work, he operates as a transit bus driver for Summit County Transit Service. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, employing both strategic and dynamic investment approaches.

Anjana Rao Ashok Kumar is a financial advisor at Citizens Securities, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Citizens Bank and Indian Overseas Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a separate Managed Account program, alongside commission-based brokerage activities.

Joseph Pearl is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He previously worked at Northwestern Mutual in various roles from 2017 to 2025 before joining Stratos and LPL Financial in 2025. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations, offering financial planning, portfolio management, and institutional consulting through a large network of advisors. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting a broad range of advisory and custody platforms.

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® professional with 23 years of experience in the financial services industry. He has worked with Kestra Advisory since 2019 and previously held roles at The Prudential Insurance Company of America and Trustmont Financial Group. Friedlander serves as a board member at Otium Financial Planners, where he provides oversight to the company’s operations and strategic direction. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and other large institutional investors.

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.