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 at Stratos Wealth Partners, Ltd with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, ProEquities, and Osaic FA. He also operates Jamie Turk Inc., a business entity for tax and investment purposes. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, providing financial planning, portfolio management, and specialized consulting through a large network of investment adviser representatives. The firm offers a combination of active asset allocation, proprietary and third-party strategies, and access to multiple custodians and platforms.

Michael Wasylyshyn is a financial advisor at Sequoia Financial Group, L.L.C. with 36 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for over three decades at Royal Alliance Associates, Inc. and Financial Planners of Cleveland, Inc. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with ongoing oversight from an Investment Policy Committee.

William Venter III is a CFP® with 32 years of experience in financial advising. He has been with Sequoia Financial Group, L.L.C. since 2012 and with Sequoia Financial Advisors, LLC since 2003. His prior brokerage activities include residual commissions from past life and disability insurance cases. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by regular Investment Policy Committee oversight and external research.

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 previously worked at PNC Investments LLC for seven years. Outside of his advisory work, he serves as a Member At Large for the Avalon Estates Homeowners Association. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring and due diligence of third-party managers, operating within the KeyCorp group with close affiliations to KeyBank and KeyBanc Capital Markets.

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 and several other financial firms since 2017. Outside of his advisory role, he is involved as a club coach for a youth soccer organization. Key Investment Services LLC provides a range of advisory programs and investment products to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection and ongoing monitoring, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Chad Kuhns is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and having 16 years of industry experience. He has been with Key Investment Services since 2016, including its predecessor entities and related firms. Outside of his advisory role, Kuhns serves as Recreation Director for the City of Vermilion, organizing sports programs, and is an assistant football coach for Vermilion Local Schools. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm operates within the KeyCorp group and emphasizes client-directed investment selection supported by ongoing monitoring and due diligence.

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.

Holt Wallin is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to his current role, he completed his education at Oregon State University and held teaching positions at Mountainside High School and Highland Park Middle School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolio offerings, and managed accounts. The firm emphasizes client-directed investment selection supported by recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Benjamin Tegel is a Series 66-licensed financial advisor at Farther with 20 years of industry experience. He previously worked at Auxin Group Wealth Management for ten years before joining Farther Finance Advisors. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Blake Rawson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd since 2010. He previously worked at Merrill from 1999 to 2010. Outside of his advisory role, he is involved with Bourbon-Tracker.com, a website he operates. 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, combining individualized asset allocation with access to proprietary and third-party strategies.

Andrew Maimona is a CFP®-certified financial advisor with 27 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Hudson Wealth Management, and previously worked at Stratos Wealth Partners, LTD and LPL Financial. Outside of his advisory work, he is co-owner and president of a family restaurant, The Basement in Brimfield, Ohio. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, serving both retail and institutional clients.

William Sanders Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. He holds a Series 63 designation and has previously worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Sanders is also active as a life insurance agent through separate brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Geoffrey James is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. Prior to his current role starting in 2017, he worked at Wells Fargo Clearing, Wachovia Bank, N.A., and Wells Fargo Advisors. Outside of finance, he is the CEO and owner of The Up All Nighters LLC, a music production company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides access to discretionary managers, combined with periodic rebalancing and supervisory oversight.

Christian Moyer is a financial advisor at Hornor, Townsend & Kent, LLC with credentials including Series 63 and Series 65 licenses. He has been with Hornor, Townsend & Kent since 2024 and has prior experience working at Blu Dot Services and several educational institutions including the University of Akron and Chippewa schools. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a broad range of custody, execution, and brokerage services alongside investment advice.

Michael Dempsey is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab & Co., Inc. since 2006. Outside of his advisory role, he owns and manages rental property in Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with clients maintaining final trading decisions and SWAI conducting annual account reviews.

Christopher Brown is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Huntington Insurance and The Huntington Investment Company since 1998. Outside of his advisory role, he serves as a board member and committee member at Parkside Church. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers with proprietary Private Bank models.

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 advising, he was involved with Ideas to Go, Inc. for five years. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering financial planning, wealth management, and a range of portfolio strategies centered on diversified ETFs and tax-aware implementations.

Anthony Berg is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and having 10 years of industry experience. His career includes roles at The Huntington National Bank and Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm uses an open-architecture model combining third-party managers with proprietary offerings and sponsors multiple wrap-fee programs on the Envestnet MAS platform.

Louis Loparo is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Planning Partners, Inc. Outside of his advisory role, he serves as treasurer for the Euclid Schools Foundation and participates in community efforts through the Northern Ohio Italian American Foundation. He is also a shareholder at Hobe & Lucas Certified Public Accountants, Inc., which provides accounting, tax, and consulting services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with offerings that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services alongside a diversified investment approach tailored to clients’ objectives and risk tolerance.