David Albin is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including LPL Financial LLC and Independent Financial Group, LLC. Outside of his advisory role, he is involved with several non-investment related ventures including authorship and technology services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture model integrating multiple third-party platforms and sub-advisors, with a focus on customized portfolio management aligned to client goals.

Kimberly Jennings is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has been with Fifth Third Securities since 2020 and has worked with Fifth Third Bank since 2017. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Thomas Seifert is a financial advisor with Hightower Advisors, holding the PFS™ and Series 66 designations and bringing 19 years of industry experience. He worked at WealthTrust Fairport, LLC for 12 years before joining Hightower Advisors in 2019. Hightower provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial entities. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a range of investment vehicles and operational support tailored to both domestic and international clients.

Rory McCarthy is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bill McCarthy & Associates. Rory is also involved with Agia as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts with a focus on technology-driven solutions and serves nearly 300,000 clients with over 1,200 advisors.

Dale Puruczky is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Stratos Wealth Partners since 2012 and previously spent over two decades at LPL Financial, with a three-year tenure at Raymond James & Associates. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory services through an open-architecture platform incorporating multiple third-party managers.

Lynne Lawrence is a Series 65 registered advisor with MAI Capital Management, LLC in Cleveland, OH, where she has worked for 10 years. She has nine years of industry experience. Outside of her advisory role, she is the vice president and co-owner of Lawrence Tile Inc., a tile installation business. 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, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within many client relationships.

Richard Damico is a financial advisor at Hightower Advisors with seven years of industry experience. He holds the Series 63 designation and previously worked at Fairport Asset Management for ten years before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm’s approach includes multi-manager solutions, proprietary research, and a variety of investment vehicles, serving clients that include pension plans, charitable organizations, corporations, and insurance companies.

Mark Mallia Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Bankers Life Advisory Services, Inc. since 2016. He also holds a branch sales manager role with Bankers Life, overseeing operations for offices in Cleveland North and Akron, Ohio. Outside of his advisory and management duties, Mallia is a board member of his local homeowners association, contributing to community governance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create customized asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Kurt Ringenbach is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd. He has been with Stratos and LPL Financial since 2011 and previously worked at Cetera Wealth Services and Osaic FA. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach and offers a range of services including financial planning, third-party manager programs, and outsourced CIO solutions.

Adam Baker is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and Prudential Insurance Company of America. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a unique combination of bank affiliation and municipal-advisor registration.

John Hlay is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. He holds a Series 63 designation and has worked at Stratos Wealth Partners since 2010. Prior to that, he was with LPL Financial and Aspen Management Group Ltd. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that integrates multiple third-party platforms and sub-advisors, offering customized portfolio management and a range of financial planning and investment solutions.

Callan Templeton is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and two years of industry experience. Prior to joining Stratos, he worked at LPL Financial and Marcum LLP, and has an academic background from Case Western Reserve University. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, and outsourced CIO solutions. Its model supports independent advisory representatives using an open-architecture approach with multiple third-party platforms and managers.

Owen Morrow is a financial advisor with Clearstead and Clearstead Advisory Solutions in Cleveland, OH. He holds a Series 65 designation and has six years of industry experience. Prior to joining Clearstead in 2026, he worked at Cerity Partners LLC for seven years, Summit Wealth Partners, LLC for one year, and was employed at THE Ohio State University for four years. Clearstead serves affluent private clients and institutional clients, offering 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 that includes portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.

Benjamin Sayer is a CFA® charterholder with eight years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2017, including a prior role at PNC Capital Advisors from 2013 to 2017. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, combining in-house management with third-party sub-advisers and unified managed account models.

Dennis Sheflyand is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at PNC Investments since 2009, with prior roles at Natcity Investments and Ameriprise. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model selection and third-party management, primarily serving employees with online banking credentials.

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 at Eagle Strategies (NY Life) based in Beachwood, OH, with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with NYLIFE Securities LLC, New York Life Insurance Company, and operated in the automotive industry for nearly a decade. Axelrod is also associated with Eisner Gohn Group LLC, through which he sells New York Life products and services. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kaija Bruveris is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank SSB, Summit Wealth Management LLC, Equitable Advisors, and Merrill. Outside of her advisory role, she owns Nourishing Energy LLC, a small business focused on growing sunflowers and creating handmade crafts such as candles. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment approach is based on Charles Schwab’s asset-allocation models and internal research, with services tailored to clients’ goals and risk tolerance.

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.