Maura Hagan is a financial advisor at Guardian Life with two years of industry experience. She holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, ongoing consulting, and access to proprietary and third-party investment solutions through a combination of advisor-led discretionary management and model-based strategies.

Derek Sullivan is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history including Fifth Third Bank, ROCKET Mortgage, and Progressive. Outside of his advisory role, he is a co-owner of a vending machine business and also engages in online craft sales as a mentor. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of portfolio management programs via the Passageway Managed Account Platform. The firm is a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with over 900 advisors.

Joseph Mckeon is a ChFC® credentialed financial advisor with 17 years of industry experience, currently practicing at Hantz Financial Services, Inc. in Independence, OH, where he has been since 2009. His practice is solely with Hantz Financial Services, a firm known for combining advisory and broker-dealer activities alongside mortgage and insurance product sales. Hantz Financial Services serves a broad range of clients, including high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios supplemented by third-party managers and Direct Indexing, using an asset-allocation framework with periodic rebalancing, monitoring, and automated tax-loss harvesting features.

Lee Friedman is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked with firms including Arbor Point Advisors, Cedar Brook Financial, and Securities America Advisors. Friedman is also a partner in Friedman & Leavitt Financial, an entity involved in investments. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing multiple strategies and platform relationships to support its institutional and enterprise-scale operations.

Kathryn Louttit is a financial advisor with Stratos Wealth Partners, Ltd. in Beachwood, Ohio, holding 18 years of industry experience. She has worked at LPL Financial, LLC and CBIZ Financial Solutions in various roles since 2012. 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 uses an open-architecture, IAR-driven model offering discretionary and non-discretionary portfolio management, integrating multiple third-party platforms and managers.

Chase Pegrim is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds the Series 66 designation and has worked previously at AGIA, Doordash, Kroger, Do It Best Corp, and The Ohio State University. Outside of advising, he is also registered as an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Ryan Catanese is a CFP® with seven years of industry experience and has been with MAI Capital Management, LLC for ten years. He is based in Cleveland, OH, and focuses on wealth management and investment services at the firm. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio management strategies and serves both product-sponsor and advisory roles, managing significant assets and affiliated private funds.

Justin Horton is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 63 designation and has 22 years of experience in the industry. Prior to joining Stratos in 2010, he worked at LPL Financial and Osaic FA, Inc. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Arick Hedin is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC Investments LLC and The Leaders Group Inc, among other roles. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online offering available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed with mutual funds and ETFs, with execution and oversight delegated to third-party providers.

Eric Haddad is a financial advisor with Fifth Third Securities, Inc. in Cleveland, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Fifth Third Securities since 2002. Outside his advisory role, he manages a rental property. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on its Passageway Managed Account platform, utilizing third-party portfolio managers and various investment strategies.

Charles Grimm is a CFP® with nine years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2023. Prior to joining MAI, he spent 14 years with Key Investment Services LLC and Key Bank NA. Outside of his advisory role, he works as an independent basketball referee for high school and college games. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management through multiple strategies and integrates financial planning and other services into many client relationships.

Bradley Weemhoff is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and Lincoln Investment Planning, LLC. He is also licensed to sell insurance and has advisory experience as a registered office assistant. Osaic Advisory Services, LLC serves a broad 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, integrating fundamental and technical analysis with platform partnerships to deliver diversified strategies.

Anthony Carsel is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2023, following a three-year tenure at R. Karras Asset Management & Planning, LLC. Prior to his advisory career, he spent four years at Precision Environmental Co. 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, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services into many relationships.

Philip Amos is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® and Series 66 designations and with 27 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Osaic FA, Inc. He is active in his community, serving as chair of One Lorain County and treasurer for the Lorain County Community College Foundation Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, serving clients that include large institutional investors and sovereign wealth funds.

Peter Butler is a financial advisor with NewEdge Advisors in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management and Ameriprise Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, including centralized due diligence and the use of artificial intelligence in certain business operations.

Patrick Manning is a financial advisor with Guardian Life and Park Avenue Securities, holding 14 years of industry experience. He has been with Park Avenue Securities since 2012 and with Guardian Life Insurance Company since 2008. Outside of his advisory work, he serves on the City Club of Cleveland Programming Committee and participates as a voting location deputy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, charitable organizations, and retirement plan sponsors. The firm offers tailored financial planning and consulting through advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party solutions.

Kevin Obrien is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 65 credentials and having 31 years of industry experience. His prior firms include Morgan Stanley, UBS Financial Services, and Merrill. He is admitted to practice law in Ohio, although his bar status is currently inactive. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm 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 institutions, and utilizes an open-architecture investment approach with discretionary and non-discretionary portfolio management.

Michael Smith is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at TIAA-CREF since 2014, with prior roles at Charles Schwab, Merrill, and Ameriprise. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated group utilizing affiliated funds.

Jeffrey Yokiel is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at PNC Investments since 2020 and previously spent four years at Key Investment Services. Outside the financial sector, he was employed by Towne Park Valet for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that utilizes algorithmic risk assessment and discretionary model accounts with annual rebalancing. The firm’s approach includes delegated portfolio implementation and limits direct client trading or financial planning within this digital product.

Kristen Hummel is a financial advisor with PNC Wealth Management in Cleveland, OH, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with PNC investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an employee-only digital offering that uses algorithmic risk assessments to recommend portfolio strategies implemented via mutual funds and ETFs with annual rebalancing.