Douglas Haught is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Valmark Financial Group and Graydon Compliance Solutions, as well as positions at Miami University. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Michael Zembala is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and over 44 years in the industry. He has been with Stratos Wealth Partners since 2010 and has prior experience at LPL Financial and Osaic FA, Inc. Outside of his advisory role, he is licensed to sell and service fixed insurance products, including annuities and various types of insurance. Stratos Wealth Partners serves a diverse clientele of individuals and institutions, offering financial planning, portfolio management, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, providing a comprehensive platform that includes both discretionary and non-discretionary account management.

Joshua Tremmel is a financial advisor with Citizens Securities, Inc. in Rocky River, Ohio, holding a Series 66 designation and having 10 years of industry experience. Prior to Citizens Securities, he worked at Eagle Strategies and New York Life Insurance and related entities between 2016 and 2020. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. Its advisory offerings include a digital advisory program that uses proprietary algorithms and a client risk-tolerance questionnaire to recommend ETF-based portfolios, alongside managed account services and commission-based brokerage.

William Garten is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior experience includes roles at Merrill, Wells Fargo Clearing, and Prudential Equity Group. Outside of advisory services, he is a published poet with five books released through an independent publisher and serves as CEO of Garten Financial Group and Garten Marketing LLC. 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, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Ronald Bellamy is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Empower Advisory Group, Wells Fargo Bank, and AXA Advisors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and model portfolio offerings. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers, with ongoing monitoring and supervisory oversight.

Terence Sullivan is a financial advisor at Corient with 19 years of industry experience. He worked for Paragon Advisors, Inc. for 28 years before joining Corient. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Timothy Carneval is a CFP® professional with 18 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies through both in-house and third-party managers and offers integrated financial planning, trust administration, and insurance services.

Courtney Jinjika is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Their career has included roles at KeyBank and Key Investment Services LLC since 2001. 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 supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Samuel Trecaso is a Series 65 licensed financial advisor at CWM, LLC with two years of industry experience. He previously worked at Wells Trecaso Financial Group and has a background in business roles spanning several industries. Trecaso serves as a board member of the Italian American Professional & Business Club, a nonprofit focused on promoting Italian-American community involvement, culture, heritage, and family. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Brian Adams is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments LLC and Huntington Investment Company. Adams has been with Fifth Third Securities and Fifth Third Bank since 2019. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account Platform, incorporating various portfolio management strategies and tax-efficient options.

David Harry is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc., bringing seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., J.B. Harry and Associates, and a brief tenure at Missing Mountain Brewing Co. He has also been involved with Habitat for Humanity East Central Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and offers investment recommendations without exercising discretionary trading authority.

Kaitlin Compernolle is a Series 66-licensed financial advisor with three years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial and held roles in digital marketing and counseling services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model that utilizes various investment strategies and third-party managers to align client goals with tailored portfolio solutions.

Laura Bowe is a financial advisor at Key Investment Services LLC with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked with Key Investment Services since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group, maintaining connections with KeyBank and KeyBanc Capital Markets.

Regan Puzzitiello is a financial advisor at Key Investment Services LLC with a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services, Regan worked at Equitable Advisors and Charles Schwab. Key Investment Services LLC serves individuals, trusts, estates, and businesses through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing portfolio monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Jeffrey Forcina is a financial advisor with PNC Wealth Management in Hudson, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with PNC Investments since 2014, including roles at PNC Bank from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed investment models.

Daniel Goldfarb is a CFP® and ChFC® with 19 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at Personal Capital Advisors Corporation, LPL Financial, and Planned Financial Services. Outside of his advisory work, he serves as Secretary on the Board of Directors for the Solon Chamber of Commerce and is the founder of College Consultants Group, an education consulting business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Linda Graham is a financial advisor with Fifth Third Securities, Inc. in Bainbridge, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities since 2001 and concurrently with Fifth Third Bank since 1999. 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 combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and specialized features such as direct indexing and tax-overlay services.

Jeffrey Kerbler is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2013, following a prior role at Osaic FA, Inc. from 2003 to 2005. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory services that span equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Dillon Giardini is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual. He is also appointed as an agent to sell non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a large network of advisors, utilizing discretionary unified managed accounts and third-party UMA model managers.

Joseph Milford is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). He has also worked with JAM Wealth Partners LLC, Capital Edge Insurance & Financial Services, Inc., and Vines Financial Group LLC. Milford volunteers on the Investment Committee for the Sisters of the Humility of Mary. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers a variety of program types, with a majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.