Michael Gregory is a financial advisor at Stratos Wealth Partners, Ltd with Series 66 credentials. He has been in the industry since 2025, previously working at Equitable Advisors, 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 wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

James Schroeder is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Key Investment Services in 2026, he worked at The Huntington Investment Company and Fidelity in various advisory roles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment model selection combined with ongoing monitoring and due diligence of third-party advisory products, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Todd Stout is a financial advisor at Lincoln Investment with 40 years of industry experience. He has held positions at Lincoln Investment since 2017 and previously worked for 14 years at Legend Equities Corporation. Outside of his advisory role, he serves as president of Diversified Wealth Management Company, Inc. and is a sales associate offering health care benefits through Health Karma. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services, utilizing both strategic and tactical investment approaches across discretionary and non-discretionary programs.

Christine Boehnlein is a financial advisor at Sequoia Financial Group, L.L.C. with 20 years of industry experience. She has worked at Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2016, and previously at RAV Financial from 2006 to 2016. Boehnlein serves as Director of Private Client Services within Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model allocations and custom portfolio solutions supported by fundamental, technical, and cyclical analysis, along with third-party research and due diligence.

Jamon Higley is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Key Investment Services, he worked in various roles including positions at Uber Technologies, Inc. and DoorDash Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs and model portfolio offerings. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence of third-party advisory products.

Tyler Colton is a CFP® affiliated with MAI Capital Management, LLC in Cleveland, OH. He has experience working at several firms including Clearstead and Fairport Wealth, with a total industry tenure beginning in 2016. His background also includes roles at CPA firms such as Corrigan Krause CPAs and Arnett Carbis Toothman. 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 high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships, with $72.3 billion in assets under management as of May 31, 2026.

Evan Pinney is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Capital Analysts and Lincoln Investment. Outside of his advisory work, he coaches high school and youth lacrosse teams. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Erica Stark is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. She has worked with the firm since 2016 and is also the owner of Taxes Accounting Payroll & Planning LLC, where she provides tax preparation services. Additionally, she has experience working with Tailgate USA. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm uses model-driven and asset-allocation strategies, employing both proprietary and third-party managed programs, and operates as part of an enterprise with several hundred advisors managing approximately $4.07 billion in assets.

Richard Buoncore is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MAI since 2014. Outside of his advisory role, he serves on the audit committees for two Blue Owl trusts and is an advisory board member for Anderson-DuBose Company, a distribution center for restaurants. MAI Capital Management provides investment management, wealth management, retirement planning, and family-office services to a diverse clientele, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and tax services into client relationships.

Thomas Kehoe is a CFP®, ChFC®, and Series 63 holder with 29 years of industry experience. He has worked at Independent Financial Group, LLC since 2016 and previously spent ten years at MSI Financial Services, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services using both firm- and third-party models, combining passive and active investment exposures across various risk profiles.

Ryan Bergen is a CFP® professional with one year of industry experience, currently serving at MAI Capital Management, LLC in Cleveland, OH. Prior to joining MAI Capital Management in 2022, he spent four years in full-time education. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a range of clients including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers diverse portfolio strategies supported by in-house managers and third-party advisers, as well as trust and insurance administration services.

Ted Smola is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dillon Peterson is a financial advisor with Ameriprise in Medina, Ohio, holding a Series 66 credential. He has been with Ameriprise since 2025 and previously worked at Shields Strategic Wealth, Park Place Technologies, Oakview Dermatology, and Ohio University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing planning for clients approaching or in retirement, incorporating asset allocation, tax-aware withdrawal strategies, and Social Security claiming options.

Nicholas Gelder is a financial advisor with J.P. Morgan Securities in Independence, Ohio, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with J.P. Morgan since 2019, previously working at Northwestern Mutual and Nationwide Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Patricia Orantek is a financial advisor at Merrill with 20 years of industry experience. She has held her current role at Merrill since 2009 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Garra is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Kyle was an Assistant Manager at Huntington National Bank from 2015 to 2022. Kyle's professional experience spans various roles within the financial services industry, focusing on investment consulting and financial planning. He aims to understand clients' unique circumstances, priorities, and goals to collaborate on creating personalized financial plans. His approach considers the complete financial picture and caters to individual preferences to develop effective strategies. Further details regarding Kyle's education, credentials, personal interests, and community involvement have not been provided.

Todd Rohrer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 35 years of industry experience. His prior roles include positions at Valic Financial Advisors, Peak Brokerage Services, Blackridge Asset Management, and Prudential. He is also an independent insurance agent for various companies through HFS Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals with a range of discretionary and non-discretionary investment solutions.

Scott Tinter is a financial advisor with Primerica Advisors in Strongsville, OH, holding a Series 63 designation and 22 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2003. Outside of his advisory role, he is involved with AK Management Group, LLC, where he acts as a lender focused on real estate investing activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts, primarily under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

William Zufall III is a Series 66-registered advisor with Raymond James Financial, based in Medina, Ohio, and has 26 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors since 2009 and also operates Zufall Financial Services. Outside of his advisory role, Zufall serves as the Head Girls Soccer Coach at Highland Local Schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance through unique affiliations and specialized advisory programs.

John Paul Gromofsky is a financial advisor with Cambridge Investment Research Advisors in Richfield, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Cambridge, he worked at Sotera Health Company and Sherwin Williams Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals who utilize various portfolio management and platform solutions.