Dennis Sheflyand is a financial advisor with PNC Wealth Management in Pepper Pike, OH, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs. One notable offering is the Portfolio Solutions Strategist Digital program, an invitation-only, discretionary online model account that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

John Lagattuta is a financial advisor with Centaurus Financial, Inc. in Cleveland, OH. He holds Series 63 and Series 65 designations and has 36 years of industry experience. Prior to joining Centaurus Financial in 2022, he worked at American Portfolios Advisors and American Portfolios Financial Services for over a decade. Outside of his advisory role, he is the owner of Candletrap, a company developing a safety device for extinguishing candles, and is involved as a general contractor for a residential construction project. Centaurus Financial, Inc. serves a broad client base including individuals, families, small businesses, corporations, trusts, and foundations, providing financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm offers both discretionary and non-discretionary arrangements and employs a variety of analytical approaches, including fundamental, technical, bottom-up, and top-down analysis.

Mitchell Axelrod is a financial advisor with Eagle Strategies (NY Life) based in Beachwood, OH. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company and has a background in automotive sales, including nearly a decade at Axelrod Buick GMC. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm operates within the New York Life affiliate structure and emphasizes tailored, largely non-discretionary advisory solutions across multiple program types.

Thomas Ulery is a Series 66-licensed financial advisor with Primerica Advisors, based in Beachwood, OH, and has 14 years of industry experience. He has worked at Park Avenue Securities since 2011 and has been affiliated with Guardian Life Insurance Company of America since 2005. Outside of his advisory role, he manages Probity Finance, LLC, which handles business expenses and payroll for his assistant. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across a range of account types and supports lending and credit facilities tied to advisory accounts.

John Attaway is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Merrill and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for PNC employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Richard Cinalli Jr. is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 66 licenses and offering 35 years of industry experience. He has been with Valic Financial Advisors since 1991 and also served as an agent with Agia since 2022. Outside of his advisory role, he has worked as a head hockey coach for Nordonia High School. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts supported by centralized technology and model solutions.

Jason Petroff is a financial advisor with Fifth Third Securities, Inc. in Cleveland, OH, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Fifth Third Securities since 2014 and also works with Fifth Third Bank. Outside of his advisory role, he is involved in small-scale online art sales. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program and combines its status as a broker-dealer, SEC-registered investment adviser, and municipal advisor with a corporate affiliation to Fifth Third Bank.

Richard Anderson is a financial advisor with Osaic Advisory Services, LLC, holding 41 years of industry experience. His career includes positions at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors, Inc. He has not engaged in life insurance sales in recent years. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager selection.

Chandler Vegel is a CFP® professional with four years of experience at MAI Capital Management, LLC. Prior to joining MAI, he held various roles outside the financial industry, including positions at Enterprise Rent-A-Car, Panera, and Chick-Fil-A. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

John Brown is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 63 designation and has been associated with Stratos Wealth Partners and LPL Financial since 2012. Prior to that, he operated John D. Brown CPA, Inc. for nine years. Stratos Wealth Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Jordan Stefanko is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and one year of industry experience. His work history includes multiple roles at Fifth Third Securities and Fifth Third Bank, as well as positions at Ohio State University and Mission BBQ. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm integrates its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Martin Gannon is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 16 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessments to implement discretionary portfolios with mutual funds and ETFs.

Robert Karras is a CFP® and ChFC® with 26 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023. Prior to this, he operated R Karras Asset Management & Planning, LLC for 15 years. 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, institutional clients, and trusts. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies supported by both in-house and third-party management.

Nimita Naik is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Her prior roles include positions at Clearstead, The Huntington National Bank, and Citizens Bank. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

David Rubis is a financial advisor at Clearstead Advisory Solutions with nine years of industry experience. He holds a Series 65 designation and has worked at Clearstead Advisors, Hightower Advisors, WealthTrust Fairport, HPM Partners, and Spero-Smith Investment Advisers. Outside of his advisory role, he serves as the Director of Finance for the Polish Veteran's Alliance Inc., a nonprofit organization in Cleveland, Ohio. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process using portfolio analytics, manager research, and strategic asset allocation across a range of investment vehicles.

Donald Jereb is a financial advisor with Lincoln Investment in Independence, OH, holding 37 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Advisory Corporation from 2017 to 2019. 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 tactical approaches across discretionary and non-discretionary programs.

Christopher Isabella is a financial advisor at Hightower Advisors with 25 years of industry experience. He holds the PFS™ designation and has worked at Hightower Advisors since 2019, following a 12-year tenure at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on manager selection, proprietary research, and solutions that may include mutual funds, ETFs, alternative investments, and custom indexing.

Terrell Cannon is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior experience includes roles at ETC Brokerage Services, Citizens Securities, The Huntington Investment Company, and Fifth Third Securities. Outside of his advisory work, he is involved in refereeing baseball and basketball. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Deanna Roeger is a Series 66-licensed financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She has worked with several firms including McDonald Partners LLC and Heritage Financial Partners, LLC prior to joining MAI Capital Management in 2022. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of investment strategies and integrates financial planning, tax, and trust services, managing $72.3 billion in assets as of May 31, 2026.

Lawrence Spyke is a financial advisor with PNC Wealth Management, holding Series 63 and 65 licenses and five years of industry experience. He previously worked at KeyBank and Progressive Casualty Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist program for employees that utilizes algorithm-driven risk assessments and model portfolios managed by PNC or third-party strategists.