Jordan Bitterman is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has two years of industry experience. Prior to joining Stratos Wealth Partners in 2025, he worked at LPL Financial and PNC Investments, and he has experience in higher education from Bowling Green State University. Stratos Wealth Partners provides advisory services to a broad range of clients, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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® with 37 years of industry experience, currently affiliated with Clearstead Advisory Solutions in Cleveland, OH. She is president and owner of Eileen M. Burkhart & Company, LLC and has been associated with Commonwealth Financial Network since 2002. Her other business activities include selling fixed insurance and serving as a trustee for her company’s 401(k) profit sharing plan. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm applies institutional investment disciplines across portfolios and offers a proprietary Direct Indexing strategy, managing approximately $33.9 billion in assets for over 4,300 client relationships.

Andrew Grannis is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and IFP Securities. He is also involved with Blueprint Financial Corporation, a registered investment advisor based in Cleveland, Ohio. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

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® designated financial advisor with &PARTNERS, having started his industry career in 2022. He has worked previously at Davenport Wealth Management and Commonwealth Financial Network. His experience includes fixed insurance sales conducted during business hours. &PARTNERS serves a diverse client base including individual investors, institutional clients, retirement plans, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing the Envestnet platform and a mix of proprietary and third-party investment strategies.

Gary Linn is a Series 66-credentialed advisor with 28 years of industry experience. He has been with Key Investment Services LLC since 2006. Linn serves as president of the Bethany Lutheran School Endowment Fund. Key Investment Services LLC is an SEC-registered investment adviser that offers wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage products to individuals, trusts, estates, and businesses. The firm emphasizes client-directed investment selection and provides oversight through due diligence and supervisory review processes.

Brandon Dunn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Marcum Wealth, LLC, Adviseme National Advisors, and Equity Trust Company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active management, strategic asset allocation, and both quantitative and fundamental research.

Matthew Slain is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Slain serves as a board member for Milestones Non-Profit and participates in local government as a member of the City of Mayfield Heights Board of Zoning/Housing Appeals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services primarily through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm’s advisory model focuses on client-directed implementation and oversight with a significant portion of client assets managed on a non-discretionary basis.

Joshua Wagner is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Enterprise, The Prudential Insurance Company of America, and Fifth Third Securities. Joshua is a member of the Defiance Area Chamber of Commerce and serves as budget keeper for Defiance Christian Academy. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed investment selection with ongoing monitoring and access to third-party discretionary managers, while operating within the KeyCorp group and maintaining multiple affiliated financial service relationships.

Bruce Murphy is a financial advisor at Principal Financial Services with 37 years of industry experience. He holds a Series 63 designation and has worked with Falling Water Financial Group Inc since 2010, alongside his longstanding role at Princor Financial Services Corporation since 1995. Outside of investment advisory, he is involved in a business that assists business owners with group medical, dental, disability, and life insurance benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm’s investment approach includes direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Carlos Robert is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. He has been with KeyBank NA since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring and due diligence of third-party advisory products.

Alexander Jeffries is a financial advisor at Hightower Advisors with a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2025, he held roles at Eileen M. Burkhart & Co., Commonwealth Financial Network, and Valmark Securities. Outside of his advisory work, Jeffries serves as Executive Secretary and Membership Director of the Cleveland Memorial Society, a nonprofit focused on providing resources and negotiating lower-cost funeral arrangements. Hightower Advisors offers investment advisory and planning services to individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers. The firm supports a range of strategies and asset types, with particular expertise in institutional mandates and international investment considerations.

David D'arienzo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His career history includes multiple roles within Key Investment Services and KeyBank dating back to 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed and unified managed accounts, as well as brokerage and insurance products offered via affiliated entities. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, alongside ongoing monitoring and supervisory oversight.

Jennifer Stoll is a CFP® with 17 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having previously worked at PNC Investments for 12 years. She is based in Cleveland, OH. 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 uses a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Iryna Pikuleva is a financial advisor with Citizens Securities, Inc., holding a Series 66 credential and beginning her advisory career in 2026. She has prior experience with Pearls Hope and has been affiliated with Citizens Bank since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory options including a digital advisory program and a Managed Account program.

Lauren Coverdale is a Series 66-licensed financial advisor with Stratos Wealth Partners, Ltd. She has four years of industry experience, including roles at LPL Financial LLC and a brief tenure at Sherwin Williams. Lauren has also worked in entrepreneurial and educational settings prior to her advisory career. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of portfolio management and financial planning services, utilizing an open-architecture model that integrates multiple external platforms and emphasizes both advisor-managed and model-based strategies.

Thomas Jesser is a financial advisor with Principal Financial Services in Independence, OH, holding a Series 63 designation and offering 30 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Principal Securities Incorporated since 1995, while leading The Jesser Group since 2004. Outside of his advisory role, he is involved in selling and servicing individual and group medical insurance, fixed annuities, disability, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Reece Tatchell is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and previously worked in education roles at John Carroll University, Sylvania Northview High School, and McCord Middle School. 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 direction in model selection and provides access to third-party discretionary managers, alongside ongoing monitoring and supervisory oversight.

Ryan Thibault is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments, LLC and LPL Financial. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. 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.