Jonathan Clark is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds a Series 65 designation and has operated Clark Wealth Management since 2015 and Clark Financial Services since 2004. Clark is also licensed as a life and health insurance agent in Ohio, offering life, long-term care, and health insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Aaron Jameyson is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Citizens Securities and its affiliated entities since 2019, with prior experience at PNC Bank and Marsh Plating. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Michael Primerano is a CFP® with 23 years of industry experience. He is currently with Osaic Advisory Services, LLC and has held prior roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America. He is a principal owner of Arbor Group Advisors, LLC, a local marketing and services firm supporting Advisor Group companies. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and nonprofit entities with a variety of investment management and financial planning services. The firm utilizes multiple program models and third-party platforms, offering clients access to diverse investment strategies and solutions.

Trevor Allburn is a CFP® professional currently at Corient with 10 years of industry experience, including a decade at Paragon Advisors, Inc. prior to joining Corient in 2024. He is based in Shaker Heights, OH. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and offers affiliated private fund capabilities and related platforms.

Madeline Rowe is a CFP® professional at Wealthspire Advisors with four years of industry experience. She has worked at Walden Wealth Partners/Wealthspire Advisors since 2022 and previously spent four years at John Carroll University and Mercer Area High School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and integrates third-party platforms for managing held-away retirement assets.

Kenneth Kowall is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing seven years of industry experience. He has also been associated with LPL Financial since 2017 and operates Kowall & Company, which provides accounting and tax preparation services. 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 who utilize a combination of proprietary and third-party strategies.

Lawrence Sapp Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with PNC investments since 2015. Outside of his advisory role, he is involved as an owner and trustee of non-investment-related rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategist currently available to select employees. The firm utilizes algorithm-driven risk assessment and approved third-party model strategies to manage investments primarily with mutual funds and ETFs.

Daniel Guenther is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2014. Outside of his advisory role, he is the owner of Guenther Properties, LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing monitoring within the KeyCorp group.

Brian Weigel is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Allstate Insurance Co and Citizens Securities, Inc. He has been with Key Investment Services since 2018. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm focuses on client-directed investment strategy selection supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Michael Dearden is a financial advisor with Clearstead Advisory Solutions in Beachwood, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Hartland & Co. since 2011. Clearstead serves affluent private clients and institutional clients with investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO 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 various investment vehicles.

Richard Ahrens is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Clearstead Advisory Solutions and has held prior roles at Independence Wealth Advisors, MAI Capital Management, and Strategic Wealth Partners. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, and family office administration. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and employs institutional investment disciplines with a combination of mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

Chinh Nguyen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His career includes roles at KeyBank NA, Columbia Wealth Advisors, Raymond James Financial Services, Cetera, Steward Partners Investment Solutions, and Umpqua Bank. 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-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and performing regular due diligence and supervisory oversight.

Jon Pawlowski is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 66 credentials. He has 17 years of industry experience, including prior roles at Key Investment Services LLC and LPL Financial. He operates through both Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, managed programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives utilizing both proprietary and third-party strategies.

Nicholas Tancabel is a CFP® and ChFC® credentialed financial advisor at MAI Capital Management, LLC with six years of industry experience. He previously worked at WCG Wealth Advisors, LLC and Treloar & Heisel, LLC. MAI Capital Management, LLC offers 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 $72.3 billion in assets and employs a customized approach to portfolio management across multiple asset classes, combining in-house management with third-party advisers and unified managed accounts.

Justin Luiza is a CFP® at MAI Capital Management, LLC with experience starting in 2024. Prior to joining MAI Capital, he was affiliated with The Ohio State University and Cuyahoga Valley Christian Academy. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Joseph Fleming is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021 and previously spent nine years at KeyBank. Park Avenue Securities serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, offering various proprietary and third-party investment programs alongside financial and business consulting.

John Ruby is a CFP® with 19 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. He previously worked at Mercer Global Advisors Inc. from 2015 to 2018. Outside of his advisory role, he has experience managing rental property. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves as adviser to both mutual funds and private investment vehicles.

Timothy Novak is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he is involved as an owner and landlord of a rental property in Cleveland, Ohio. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Kenneth Fox Jr. is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Prior to joining Hightower in 2022, he worked at LPL Financial LLC and ValMark Advisors, Inc. among other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Conner Peine is a financial advisor at Oppenheimer with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bread Financial, Amazon, and The Church of Jesus Christ of Latter Day Saints. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of investment programs and advisory services, including both discretionary and non-discretionary portfolio management, strategic asset allocation, and consulting.