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 with Eagle Strategies (NY Life) based in Beachwood, OH. He holds a Series 65 and Series 63 registration and has one year of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company, and he has experience in the automotive industry with Axelrod Buick GMC and Spitzer Buick GMC Parma. 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 manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Ulery is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience, including his current role at Park Avenue Securities since 2011. Outside of his advisory work, he is involved with Probity Finance, LLC, which manages business expenses and payroll for his assistant. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of tailored financial planning and consulting services, combining advisor-led and model-based strategies alongside proprietary and third-party platforms.

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.

Richard Cinalli Jr. is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 66 licenses and offering 35 years of industry experience. He has been with Valic Financial Advisors since 1991 and also served as an agent with Agia since 2022. Outside of his advisory role, he has worked as a head hockey coach for Nordonia High School. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts supported by centralized technology and model solutions.

Jason Petroff is a financial advisor with Fifth Third Securities, Inc. in Cleveland, OH, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Fifth Third Securities since 2014 and also works with Fifth Third Bank. Outside of his advisory role, he is involved in small-scale online art sales. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program and combines its status as a broker-dealer, SEC-registered investment adviser, and municipal advisor with a corporate affiliation to Fifth Third Bank.

Richard Anderson is a financial advisor with Osaic Advisory Services, LLC, holding 41 years of industry experience. His career includes roles at Arbor Point Advisors and Securities America, Inc. He has worked primarily in investment advisory capacities and has been affiliated with Osaic since 2024. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and consulting services, utilizing multiple investment strategies and platform relationships to support its clients.

Chandler Vegel is a CFP® professional at MAI Capital Management, LLC with one year of industry experience. He has worked at MAI Capital Management since 2022, including during the firm’s transition and growth periods. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management strategies and integrates financial planning and tax services, managing over $72 billion in assets as of mid-2026.

John Brown is a financial advisor at Stratos Wealth Partners, Ltd. based in Beachwood, OH, with 14 years of industry experience. He holds a Series 63 credential and previously operated John D. Brown CPA, Inc. for nine years. Brown also manages a closely held entity for tax and investment purposes outside of his advisory role. 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 advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers and specialized portfolio features.

Jordan Stefanko is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and one year of industry experience. His work history includes multiple roles at Fifth Third Securities and Fifth Third Bank, as well as positions at Ohio State University and Mission BBQ. 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 integrates its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Martin Gannon is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 16 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessments to implement discretionary portfolios with mutual funds and ETFs.

Kevin Rogers is a CFP® professional with one year of industry experience, currently advising at PNC Wealth Management. Prior to joining PNC, he worked at JP Morgan Chase and The Huntington Investment Company. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that implements approved investment strategies via mutual funds and ETFs with annual rebalancing.

Robert Karras is a CFP® and ChFC® with 26 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023. Prior to this, he operated R Karras Asset Management & Planning, LLC for 15 years. 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, institutional clients, and trusts. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies supported by both in-house and third-party management.

Nimita Naik is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Her prior roles include positions at Clearstead, The Huntington National Bank, and Citizens Bank. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

David Rubis is a financial advisor at Clearstead Advisory Solutions with nine years of industry experience. He holds a Series 65 designation and has worked at Clearstead Advisors, Hightower Advisors, WealthTrust Fairport, HPM Partners, and Spero-Smith Investment Advisers. Outside of his advisory role, he serves as the Director of Finance for the Polish Veteran's Alliance Inc., a nonprofit organization in Cleveland, Ohio. Clearstead serves affluent private clients and institutional clients by providing 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 using portfolio analytics, manager research, and strategic asset allocation across a range of investment vehicles.

Mark Breen is a financial advisor with Kestra Advisory who holds Series 65 and Series 63 licenses and has 35 years of industry experience. He has been associated with Kestra Advisory since 2016 and previously worked at Osaic FA, Inc. from 2003 to 2005. Outside of his advisory role, he owns Total Benefits Advisors, providing consulting and advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm provides fiduciary consulting, plan design, investment advice, and employee education while serving large institutional investors and offering a range of third-party managed solutions.