Marco Frabotta is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Winbridge Partners, LLC and Zappitelli Financial Services. Outside of advising, he was involved with Ideas to Go, Inc. for five years. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering financial planning, wealth management, and a range of portfolio strategies centered on diversified ETFs and tax-aware implementations.

Anthony Berg is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and having 10 years of industry experience. His career includes roles at The Huntington National Bank and Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm uses an open-architecture model combining third-party managers with proprietary offerings and sponsors multiple wrap-fee programs on the Envestnet MAS platform.

Louis Loparo is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Planning Partners, Inc. Outside of his advisory role, he serves as treasurer for the Euclid Schools Foundation and participates in community efforts through the Northern Ohio Italian American Foundation. He is also a shareholder at Hobe & Lucas Certified Public Accountants, Inc., which provides accounting, tax, and consulting services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with offerings that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services alongside a diversified investment approach tailored to clients’ objectives and risk tolerance.

Michael Kilgore is a financial advisor with Eagle Strategies (NY Life) in Lyndhurst, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Eagle Strategies since 2017 and is also a partner at Precision Financial Solutions. Kilgore is involved as an insurance broker, appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Matthew Mcdonald is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and 12 years of industry experience. He previously worked at AJ Wealth LLC from 2014 to 2022 before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Randall Keller is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 17 years of industry experience. His prior experience includes over a decade with Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, Keller is a partner in Navarre Dentistry, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships utilizing both proprietary and third-party model portfolios, as well as a hybrid digital advisory solution.

Janene Culmo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Key Investment Services in various roles since 2016. Outside of her advisory work, she provides financial and other assistance for her mother. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and offers access to third-party discretionary managers alongside periodic rebalancing, reporting, and supervisory oversight.

Bruce Hartzmark is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Fahnestock & Co., Inc. since 1988. Hartzmark is a member of University Hospitals of Cleveland Digestive Health Institute Leadership Counsel. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios, while maintaining custody of client assets and operating both broker-dealer and advisory businesses.

Richard Evans is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at KeyBank, Quicken Loans, Valic Financial Advisors, and WBC Group. Outside of his advisory work, he bartends at restaurants in the Akron and Hudson, Ohio areas. 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-directed model selection supported by ongoing monitoring and due diligence, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Joanna Lograsso is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and several years of experience in the industry, including roles at Marcum Wealth, St. Claire Advisors, LLC, and Paragon Advisors, Inc. She is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Joshua Ayers is a financial advisor with Transamerica Financial Advisors in Kirtland, OH, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at World Financial Group, Equitable Advisors, Ameriprise Financial Services, and Duquesne Light Company, where he also serves as a union representative. He is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Gianpaolo Sferrella is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Republic Finance, the Ohio Department of Taxation, and community involvement with the YMCA of Central Ohio. He has also held positions in education and retail, including at Bowling Green State University and Dairy Queen. 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-directed investment selection combined with professional recommendations and ongoing oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Sheena Dee Pauley is a CFP® professional with 11 years of experience in financial advising. She currently works at MAI Capital Management, LLC and previously spent seven years at PNC Bank. MAI Capital Management, LLC 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 a wide range of portfolio strategies and integrates financial planning and tax services into many client relationships.

Michael Fairchild is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. from 2019 to 2025. His prior work includes a one-year role at DRAINSCAPES and four years at Bryant University. 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-directed investment choices with ongoing monitoring and also intermediates access to third-party discretionary managers.

Jackson Roskow is a financial advisor at Guardian Life with a Series 66 designation and no prior industry experience. His work history includes roles at Park Avenue Securities since 2025 and Guardian Life Insurance Company since 2024, as well as positions outside the financial industry at Canterbury Country Club, Kent State University, Hamburg Brewing Company, and Orchard Park School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and investment advisory programs.

Michael Stuneck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 licenses and bringing 29 years of industry experience. He has been with PNC since 2014. Outside of his advisory role, he is active as a freelance musician. PNC Wealth Management offers retail brokerage and advisory services through several model‑based programs, including an invitation‑only online discretionary model account pilot that combines algorithmic risk assessment with portfolio strategies managed by PNC or third-party strategists.

Adam Pollack is a financial advisor at Stratos Wealth Partners, Ltd with 12 years of industry experience. He has been with Stratos since 2014 and previously worked at LPL Financial starting in 2013. Outside of advising, he held a role at Advanced Wound Concepts Inc for nine years. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with active monitoring and access to proprietary and third-party strategies.

Mark Ventura is a CFP® with 10 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial since 2023. His prior roles include positions at Morgan Stanley, PNC Investments, and Charles Schwab. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, providing financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies, offering both discretionary and non-discretionary account management across multiple custodians.

Nilufar Barak is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Barak has been with Key Investment Services LLC and KeyBank NA since 2024. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through a variety of managed accounts and wrap-fee programs. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and coordinated oversight across its programs.

Theresa Flynn is a financial advisor at PNC Wealth Management with 27 years of industry experience. She holds a Series 63 designation and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees, which uses algorithmic assessments to recommend investment strategies implemented via mutual funds and ETFs.