Diane Dodson is a CFP® professional with 8 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. She also operates Diane Dodson, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers a platform that supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Joseph Salem is a financial advisor with Guardian Life, holding a Series 63 designation and 18 years of industry experience. He has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2008. Salem is also the author of a personal finance book for young couples, published in 2019. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, pension, charitable, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs with discretionary and non-discretionary options.

Jalan January is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Key Investment Services, he held positions at Huntington National Bank, Huntington Private Bank, and several other organizations across various industries. January has experience in community involvement through his work with the Jewish Community Center. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model for portfolio implementation and maintains integration with KeyCorp affiliates for various financial services.

Paula Strumbly is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 21 years of industry experience. Her prior roles include positions at Stratos Wealth Partners, Ltd and LPL Financial, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both passive and active investment exposures through various platforms and third-party programs.

Shannon Barry is a financial advisor with Osaic Advisory Services, LLC and has 21 years of industry experience. Prior to joining Osaic in 2024, Barry worked at Arbor Point Advisors, Cedar Brook Financial Partners, Securities America Advisors, and other firms. Barry’s background includes corporate retirement plan design, implementation, and management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Franco Miranda Alves is a financial advisor at Citizens Securities, Inc. based in Rocky River, OH, holding a Series 66 credential with three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other roles in the financial sector. Citizens Securities serves individual and high-net-worth investors by providing investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory platform using proprietary algorithms for ETF-based portfolios, alongside commission-based brokerage and managed account programs.

Eric Sanow is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with 15 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and manages portfolios through approved strategies executed with mutual funds and ETFs.

Michael Buchanan is a financial advisor at Key Investment Services LLC with 26 years of industry experience. His background includes roles at J.P. Morgan Securities, Valic Financial Advisors, PNC Wealth Management, Chase Investment Services, LPL Financial, and Merrill. He holds Series 63 and Series 65 designations. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation by Envestnet and offers various wrap-fee programs supported by affiliated insurance products.

Milan Markovic is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has been with Stratos since 2026. His prior work experience includes roles at Stratos Investment Management, LLC and various positions outside the financial industry, such as at Normandy High School and Cleveland State University. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor 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 customized portfolio management through an open-architecture platform that integrates multiple third-party managers.

Brian Bruscino is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Suntrust Advisory Services and Suntrust Investment Services since 2020, as well as at U.S. Bancorp Investments from 2012 to 2020. Truist Advisory Services offers 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 platform and manager arrangements.

Kevin Davenport is a financial advisor with Commonwealth Financial Network in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he serves as a board member for the City of Berea Planning Commission. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Marquis Lewis is a CFP® and Series 65-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cleveland, OH. He has two years of industry experience, including prior roles at Marcum Wealth. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Laurie Longstreth is a financial advisor with Independent Financial Partners, holding a Series 63 designation and 25 years of industry experience. She has worked at IFP Securities, LLC since 2019, Independent Financial Partners since 2012, and LPL Financial Corporation from 2010 to 2019. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Sofia Carter is a financial advisor at Key Investment Services LLC with 12 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Huntington National Bank, and Bank of America. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary options and integrates services from KeyCorp affiliates to support investment and advisory activities.

Jordan Bitterman is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at LPL Financial and PNC Investments. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a broad range of clients including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutional investors. The firm operates an open-architecture model, leveraging multiple third-party platforms and managers to provide discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions.

Jeffrey Stark is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, Stark serves as a board member for the HELP Foundation, providing advice on the foundation’s investments. MAI Capital Management, LLC provides investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across various asset classes, integrating financial planning and tax services while serving in both advisory and product-sponsor capacities.

Eileen Burkhart is a CFP®-designated financial advisor with 37 years of industry experience, currently affiliated with Clearstead and Clearstead Advisory Solutions in Cleveland, OH. Her prior experience includes roles at Raymond James & Associates, EMB & Co LLC, Clearstead Advisors, and Commonwealth Financial Network, as well as operating her own firm, Eileen M. Burkhart & Company, LLC. She is also involved in selling fixed insurance under her own private entity and serves as president of Eileen M. Burkhart & Company, LLC. Clearstead serves 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, applying institutional investment disciplines across a range of account types and utilizing proprietary strategies such as Direct Indexing.

Andrew Grannis is a Series 66-licensed financial advisor at Independent Financial Partners with 10 years of industry experience. He has worked at Independent Financial Partners since 2016 and previously spent three years at LPL Financial, LLC. Grannis is also involved with Blueprint Financial Corporation, a registered investment advisory firm based in Cleveland, OH. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves a diverse client base, including individuals, charitable organizations, corporations, and high-net-worth clients, and offers a decentralized advisory model alongside formal retirement-plan and pension consulting capabilities.

Andrew Marusic is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, with 14 years of industry experience. He holds the Series 63 designation and has previously worked at Commonwealth Financial Network and Hw Financial Advisors. Marusic has been with MAI Capital Management since 2021. 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 a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated companies.

Isaac Bushen is a CFP® professional affiliated with &Partners, with experience working at multiple firms since 2022. His prior roles include positions at Davenport Wealth Management, Commonwealth Financial Network, and Bucholtz & Germo. He also has experience in fixed insurance sales conducted during business hours. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services. The firm employs a variety of analytical approaches and manages assets both directly and through third-party managers under its dual registration as a registered investment adviser and broker-dealer.