Andrew Burger is a CFA® charterholder with six years of industry experience. He is currently with Cerity Partners LLC and previously worked at Clearstead and PNC. He serves as the Manager and President of a special purpose vehicle investing in the Ohio High Growth Investment Opportunities Fund LP. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors, with approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing customized and diversified portfolio strategies.

Anthony Grisanti is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at PNC Investments, Bank of America, Merrill, The Huntington Investment Company, and TD Ameritrade. He is currently based in Mayfield Heights, OH. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Brayden Makar is a financial advisor at Oppenheimer with a Series 66 designation and approximately one year of industry experience. Prior to joining Oppenheimer, he worked at DWR Financial / Turney Tax and has experience in hospitality through Ethos Hospitality Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers various advisory programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Jamie Turk is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 25 years of industry experience. His prior roles include positions at ProEquities, Inc. and Osaic FA, Inc. He also operates Jamie Turk Inc., a business used for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise 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 institutional clients, offering a range of services such as financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an IAR-driven, open-architecture model integrating multiple investment platforms and managers.

John Vitou is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at MetLife and MetLife Investors Distribution Company. In addition to his advisory role, he is involved in insurance sales through Vitou Financial Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Stephen D'alessandro is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments LLC, PNC Wealth Management, and Natcity Investments, Inc. Outside of his advisory role, he serves as a Member At Large for the Avalon Estates homeowners association in North Ridgeville, Ohio. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary portfolio implementation and is integrated with KeyCorp affiliates that provide additional financial services and investment capabilities.

Nicholas Vogel is a financial advisor at Hantz Financial Services, Inc. in Willoughby, OH, holding a Series 66 license and bringing seven years of industry experience. His prior roles include positions at Hantz Tax & Business and Hantz, Titus, Urbanksi. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party money managers and direct indexing, and integrates brokerage, mortgage, and insurance services through affiliated entities.

Timothy Conway is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at KeyBank since 2017 and has been with Key Investment Services LLC since 2018. Outside of finance, he serves as a youth soccer club coach for World Class Soccer. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider platform combining discretionary and non-discretionary management, with integrated services from KeyCorp affiliates.

Dana Hastings is a financial advisor at HighTower Advisors with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at HighTower Advisors since 2019, following previous roles at Fairport and Prosperity Capital Advisors. HighTower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with a focus on manager selection and multi-manager solutions. The firm utilizes both affiliated and third-party managers and employs proprietary research and a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.

Corey Sarosy is a CFP® professional with 27 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2011. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, retirement and investment management consulting, and utilizes proprietary and third-party strategies with both discretionary and non-discretionary managed solutions.

Chad Kuhns is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Key Investment Services and KeyBank since 2016. Outside of his advisory role, Kuhns serves as the Recreation Director for the City of Vermilion, organizing sports programs, and also works as an assistant football coach for Vermilion Local Schools. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider platform and integrates with KeyCorp affiliates to deliver a range of investment solutions, primarily on a non-discretionary basis.

Gregory Augustine is a financial advisor at Oppenheimer with 35 years of industry experience and holds a Series 66 designation. He has worked at Oppenheimer since 2011 and previously spent 12 years at PRUCO Securities, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Katherine Trivisonno is a financial advisor with Truist Advisory Services in Cleveland, OH, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her work history includes roles at Suntrust Advisory Services, Suntrust Investment Services, U.S. Bancorp Investments, US BANK, and Citizens Securities. She also serves as a notary public. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager‑selection program utilizing both discretionary and non‑discretionary approaches supported by third‑party platforms and manager due diligence.

Gregory Mayernik is a Series 63-licensed advisor with 43 years of industry experience. He has been with GWN Securities Inc. since 2007 and has prior experience at H.C. Meyer, Inc., Midwest Annuity and Investment Company, G.G. Mayernik, Inc., and Northern Life Insurance Company. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, employing both affiliated and unaffiliated sub-advisers. The firm utilizes a range of strategies including market-timing and momentum-based approaches within its portfolio management.

Robert Yurgalewicz is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with nine years of industry experience. His work history includes roles at PNC Investments since 2019 and prior positions at JP Morgan Securities LLC, JP Morgan Chase Bank, Edward Jones, and Equity Trust Company. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an employee pilot. The firm uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Geoffrey James is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Key Investment Services and KeyBank since 2017 and previously held roles at Wells Fargo Clearing, Wachovia Bank, and Wells Fargo Advisors. Outside of finance, he is the CEO and owner of The Up All Nighters LLC, a music company that produces music for his band and other artists. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary model portfolios and integrates services from KeyCorp affiliates, including banking and investment-banking capabilities.

Marco Frabotta is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Winbridge Partners, LLC and Zappitelli Financial Services. Outside of his advisory roles, he was involved with Ideas to Go, Inc. for five years. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios and incorporates various technologies and third-party managers to support portfolio management and client service.

Louis Loparo is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Planning Partners. Loparo is also involved as treasurer of the Euclid Schools Foundation and participates in the Northern Ohio Italian American Foundation’s membership retention and marketing committee. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates services such as tax planning, bookkeeping, payroll support, and estate planning through affiliated providers, employing a diversified investment approach aligned with client objectives and risk tolerance.

Michael Kilgore is a financial advisor with Eagle Strategies (NY Life) in Lyndhurst, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Eagle Strategies since 2017 and is also a partner at Precision Financial Solutions. Kilgore is involved as an insurance broker, appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Matthew Mcdonald is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and 12 years of industry experience. He previously worked at AJ Wealth LLC from 2014 to 2022 before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.