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.

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.

Candace Kyer is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services for 14 years. She is also a commissioned Notary Public in Ohio, providing notary services on a volunteer basis. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and charitable and municipal organizations, offering a range of brokerage, advisory, and financial planning services.

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.

Justin Horton is a financial advisor with Stratos Wealth Partners, Ltd in Chagrin Falls, OH, holding a Series 63 designation and 21 years of industry experience. He has worked with Stratos Wealth Partners since 2010 and has prior experience at LPL Financial, LLC and Osaic FA, Inc. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting. The firm’s investment approach combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, serving clients through a large network of investment adviser representatives.

Curtis Aiken is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and Series 65 licenses, with 22 years of industry experience. He previously worked at MSI Financial Services, Inc. from 2008 to 2016 before joining Commonwealth, where he has been since 2016. He also spends a small portion of his time engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, with portfolios implemented through either internally managed models or outsourced platforms.

Nicholas Mcrandal is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2023. His prior experience includes roles at Snap Medical Industries LLC and teaching positions at Mercyhurst University and Fox Chapel School District. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of managed-account programs with features such as direct indexing and tax-overlay services.

Michael Sidoti is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and 27 years of industry experience. He has worked at Hornor Townsend and Kent since 2007 and has been associated with Penn Mutual Life Insurance Company in two separate periods totaling 18 years. Outside of his advisory role, Sidoti serves as president of the Sand Court Condo Association in Fairlawn, OH. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice through a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Renee Brandes is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2016 and joined Schwab Wealth Advisory Inc. in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its wealth advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Franklin Walter II is a financial advisor with Lincoln Investment in Independence, OH, holding a Series 65 credential and 24 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked for Legend Equities Corporation for seven years. He is also involved with the Robert F. Provance Agency as a certified independent broker, focusing on Medicare plans education and enrollments. 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 a range of financial planning and retirement plan advice services, managing both in-house and third-party investment strategies through a combination of strategic and dynamic approaches.

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.

Chad Schleh is a CFP® professional with five years of experience in financial advising, currently working at Sequoia Financial Group, L.L.C. in Akron, OH since 2024. Prior to joining Sequoia, he held roles at PNC Bank and its investments division, as well as Citizens Securities Inc. and Citizens Bank, N.A. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management overseen by an Investment Policy Committee and uses a variety of investment vehicles, supported by regular research, due diligence, and quarterly portfolio reviews.

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.

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 Primerica Advisors, based in Beachwood, OH, with 13 years of industry experience. He has been associated with Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2008. Outside of his advisory work, he serves on the City Club of Cleveland Programming Committee and is active as a voting location deputy. Park Avenue Securities serves a diverse retail client base, including individual investors, high-net-worth clients, charitable organizations, and corporate entities, offering both brokerage and advisory services. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account types and financial planning solutions.

Kevin Obrien is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and Merrill. He is admitted to practice law in Ohio, although his status with the Ohio Bar is currently inactive. 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, and retirement plan consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

Michael Smith is a financial advisor with TIAA-CREF, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also provides advisory services for donor-advised funds and operates within a vertically integrated group using affiliated funds.

Shawn Berthelot is a financial advisor with Cetera Planning Partners and holds a Series 66 designation. He has 22 years of industry experience, with prior roles at firms including TD Ameritrade and Avantax Planning Partners. In addition to his advisory work, he serves as president of Western Reserve Business Consulting, a small business consulting firm. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing diversified investment strategies aligned with client objectives and risk tolerance.