Jessica Trouten is a CFP® affiliated with Hightower Advisors with one year of experience in financial advising. Her prior work includes roles at PNC Private Bank, Cubic Enterprises, Nestle USA, and HDI Landing Gear USA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with capabilities that include discretionary portfolio management, financial planning, and access to alternative investments.

Peter Kamel is a financial advisor at PNC Wealth Management based in Cleveland, OH, holding a Series 66 designation with 11 years of industry experience. He has worked at PNC Investments since 2018 and previously spent three years at Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an employee-only pilot. Their investment approach involves algorithm-driven risk assessment and the use of approved model strategies managed or delegated by third parties, focusing on mutual funds and ETFs with annual rebalancing.

David De Salvo is a CFP® and Series 66-licensed advisor with three years of industry experience. He is currently with Clearstead Advisory Solutions and previously worked at Balanced Wealth Group LLC and Ameriprise Financial Services. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, and family office services. The firm employs an institutional investment process featuring portfolio analytics, manager research, and strategic asset allocation across various investment vehicles, supported by in-house capabilities such as the ClearAccess platform and proprietary Direct Indexing strategies.

Christopher Leben is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. He has previously worked with Equitable Advisors and Axa Advisors, LLC, and also spent eight years at Willoughby South High School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account designed for employees with PNC Bank online-banking credentials. The firm employs third-party strategists and investment delegates to manage portfolios using mutual funds and ETFs, with annual rebalancing and no direct trading or margin use by clients.

Nicholas Mccreary is a Certified Financial Planner® at MAI Capital Management, LLC with eight years of industry experience. He has worked at MAI Capital Management since 2021 and previously held roles at HW Financial Advisors and Commonwealth Financial Network. MAI Capital Management provides investment management, integrated 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 manages $72.3 billion in assets and offers customized portfolio management across various strategies, combining in-house and third-party resources to meet client objectives.

James Musengo is a CFP® with over 30 years of industry experience, currently serving as a financial advisor at VALIC Financial Advisors since 2002. He has also held a position at Agia since 2022 and worked at the University of Akron from 2024 to 2025. Outside of advising, he is involved with the R J Musengo Irrevocable Trust dated 2001. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that 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 unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to serve a broad client base.

Daniel Jacobs is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65, Series 63, and Series 66 licenses with three years of industry experience. He previously worked for Key Bank NA for 20 years before joining MAI Capital Management in 2025. 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 diverse range of investment strategies and integrates financial planning, tax, and bill-pay services, with $72.3 billion in assets under management as of May 2026.

Bianca Marcellino is a financial advisor at The Huntington Investment Company with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Ameriprise, KeyBank, Fidelity Investments, Bank of America, Merrill, and Thrivent Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture approach combining third-party sub-managers and affiliate model offerings, providing portfolio management, trade execution, and custodial services.

Frank Preziuso is a CFP® with 21 years of industry experience, currently with Lincoln Investment. His prior roles include positions at Capital Analysts, Agia, and a 16-year tenure at Valic Financial Advisors. He serves as a volunteer board member for Akron Children’s Roundtable, a hospital-focused nonprofit. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Douglas Burns is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Key Investment Services LLC and KeyBanc Capital Markets Inc. Burns is currently affiliated with Stratos Wealth Partners, LPL Financial LLC, and Stratos Wealth Securities. 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, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Jason Cohen is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has been with Stratos Wealth Partners, Ltd and LPL Financial, LLC since 2014. 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 provide discretionary and non-discretionary portfolio management and specialized consulting.

Jason Fousek is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at PNC investments and PNC Wealth Management since 2016 and was previously involved with Kidd Productions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital platform that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.

Mindy Qua is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at LPL Financial LLC, McDonald Partners LLC, UBS Financial Services, and KeyBanc Capital Markets Inc. She serves on the board of Valley Lutheran Church, a nonprofit organization in Chagrin Falls, Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, portfolio management, access to model portfolios and third-party managers, and retirement plan consulting, with an investment approach that combines individualized asset allocation and active monitoring through a network of adviser representatives.

Maura Hagan is a financial advisor with Guardian Life and holds a Series 66 credential. She has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Her prior work experience includes positions in financial services and manufacturing sectors. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Derek Sullivan is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Fifth Third Bank, ROCKET Mortgage, and Progressive. Outside of his advisory duties, he is a co-owner of Sullivan Vending LLC and participates as a crafter and seller on Etsy. Fifth Third Securities, Inc. serves a diverse client base of individuals and institutions through investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, which includes a range of investment strategies from mutual funds and ETFs to separately managed accounts with tax-overlay and direct indexing options.

Joseph Mckeon is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2009. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs a model-driven ETF investment approach alongside separately managed accounts and unified managed account solutions, with additional capabilities in fiduciary services, insurance, mortgage brokerage, and affiliated financial services.

Lee Friedman is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Arbor Point Advisors, Cedar Brook Financial, Securities America Advisors, and the firm he co-owns, Friedman, Leavitt & Associates, Inc., an accounting business that is now in the process of winding down accounts receivable. He also refers clients for life insurance through ASH Brokerage. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and municipalities. The firm provides a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and custody primarily through Schwab and Fidelity.

Kathryn Louttit is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding 18 years of industry experience. She has previously worked at CBIZ Financial Solutions, Inc. and LPL Financial, 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, managed programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

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.