Richard Cinalli Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Valic Financial Advisors since 1991 and also holds a position as a head hockey coach at Nordonia High School, where he teaches skating and hockey to students. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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, possessing 41 years of industry experience. His prior firms include Arbor Point Advisors and Securities America, Inc. He has indicated limited involvement in life insurance sales and has primarily focused on investment-related advisory roles. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of services including investment management, financial planning, and retirement plan consulting. The firm offers multiple program models and employs a combination of proprietary and third-party platforms to manage client portfolios.

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 Series 63-licensed financial advisor with Stratos Wealth Partners, Ltd, based in Beachwood, OH. He has 13 years of industry experience and has worked with Stratos Wealth Partners and LPL Financial since 2012. Prior to that, he operated John D. Brown CPA, Inc. for nine years. He is also involved with Brown Capital Management LLC, a business entity for tax and investment purposes. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

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 firms including Hightower Advisors LLC, WealthTrust Fairport, LLC, HPM Partners LLC, and Spero-Smith Investment Advisers, Inc. 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 investors by providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs an investment process that incorporates portfolio analytics, manager research, and strategic asset allocation across various account types, utilizing mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

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.

Rene Mercadante is a financial advisor with Fifth Third Securities, Inc. in Mayfield Heights, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Fifth Third Securities since 2002. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Nancy Andrefsky is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. She has worked at LPL Financial since 2012 and has been with Stratos Wealth Partners since 2008. She holds administrative roles in related registered investment advisory entities, including Fundamentum, LLC, where she supports discretionary asset management as a sub-advisor. Stratos Wealth Partners provides advisory services to a broad client base, including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts and supports both advisor-managed and model-based portfolios.

Robert Heksch is a CFP® professional with 36 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd since 2010 and is also affiliated with LPL Financial, LLC. His background includes providing investment advisory services and offering life, disability, long-term care insurance, and fixed annuities. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Melissa Engbert is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Bridgeview Wealth Partners, LLC. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Engbert is based in Independence, OH. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.

Michael Kelly is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2012. In addition to his advisory role, he is president of Kelly's Tax Service, which prepares income tax returns for individuals and small businesses. Kelly also has a background in insurance sales, including life insurance and fixed annuities. 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 financial planning, retirement plan advice, and both advisor‑managed and firm‑managed investment programs, utilizing strategic and tactical approaches overseen by its Investment Management & Research team.