Bradley Weemhoff is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. His work history includes prior roles at Arbor Point Advisors, Securities America, Inc., Lincoln Investment Planning, LLC, and Beacon Financial Partners. He is also licensed to sell insurance and has served as a registered office assistant in an advisory capacity. 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, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and access to alternative investments through various program models and third-party platforms.

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.

Philip Amos is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and Series 66 license, and has 26 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2006 and is co-founder and president of Magis Advisory Group, LLC. Outside of his advisory work, Amos serves as treasurer of the Lorain County Community College Foundation Board, chairs the One Lorain County board, and is a regional emeritus soccer referee for OHSAA and USSF. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services including fiduciary oversight, plan design, investment advice, and employee education. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Cynthia Foresta is a financial advisor at The Huntington Investment Company with 31 years of industry experience. She holds a Series 66 designation and previously worked at Key Investment Services LLC for 18 years. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations and corporations. The firm offers advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party and proprietary investment models within an open-architecture framework.

David Cross is a financial advisor at The Huntington Investment Company with 17 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Bank and various Huntington entities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, employing an open-architecture model that integrates third-party sub-managers, affiliate model offerings, and overlay services.

Peter Butler is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Mid Atlantic Financial Management, Inc. and Ameriprise Financial Services, Inc. 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 variety of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party manager strategies supported by technology tools and centralized due diligence.

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 LPL Financial and Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with both firms since 2010. Obrien is also admitted to practice law in Ohio, though his bar status is inactive. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

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.

Jeffrey Yokiel is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 registrations and having nine years of industry experience. His career includes roles at PNC Investments and Key Investment Services. Outside of finance, he was involved with Towne Park Valet for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Kristen Hummel is a financial advisor with PNC Wealth Management in Cleveland, OH, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with PNC investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an employee-only digital offering that uses algorithmic risk assessments to recommend portfolio strategies implemented via mutual funds and ETFs with annual rebalancing.

John Krajnik is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 18 years of industry experience, including roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of finance, he contributes automotive advice on Pelicanparts.com and has co-authored two books, Retire Like a Shark and Retire Abundantly. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting. The firm manages portfolios using asset allocation across mutual funds, ETFs, and individual securities, with regular rebalancing and reviews.

Brian Tammaro is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Key Investment Services and PNC Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

James Smith is a financial advisor with MAI Capital Management, LLC in Cleveland, OH. He holds a Series 65 designation and has 11 years of industry experience, all with MAI Capital Management since 2014. 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 offers customized portfolio management across multiple strategies and integrates financial planning and related services into many client relationships.

Thomas Compernolle is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including prior roles at Ameriprise Financial Services and LPL Financial. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Thomas Sill is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2015. Sill serves as a Township Trustee for Madison Ohio Township. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, digital discretionary model account pilot. The firm utilizes algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Tyler Banyasz is a Series 66-licensed advisor at Fifth Third Securities, Inc. in Cleveland, OH, with one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Cambridge Investment Research, Inc. Outside of finance, he has worked in hospitality and recreation, including at Firehouse Grille & Pub and Stroud's Run State Park. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple managed account programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of portfolio management strategies including mutual funds, SMAs, tax-overlay, and direct indexing.

Scott Kinsell is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2010. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Patrick Cernosky is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. He has been with PNC Investments since 2016 and also maintains an ongoing role with Barhype, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessments to guide portfolio strategies executed via mutual funds and ETFs, with oversight delegated to third-party managers.

Mark Van Drunen is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with MAI Capital Management, LLC since 2021 and previously worked at Linsco/Private Ledger for 14 years. Based in Cleveland, OH, he is part of a large enterprise firm with over 300 advisors. MAI Capital Management, LLC provides 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 $72.3 billion in assets and offers a range of customized portfolio strategies supported by in-house and third-party managers, integrating financial planning and tax services within many client relationships.