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 at Lincoln Investment with 24 years of industry experience. He holds a Series 65 designation and has worked previously at Legend Equities Corporation and MSI Financial Services, Inc. Walter also serves as a National and Carrier Product certified independent broker involved in Medicare plans education and enrollments. Lincoln Investment Planning, LLC is an enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm uses an in-house Investment Management & Research team to develop model portfolios and strategies, offering advisor-led consulting and a variety of platform options.

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.

Zachary Gerber is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has worked at Sequoia Financial Group, L.L.C. since 2022 and was previously employed at NCA Financial Planners. Prior to his advisory career, he spent six years in full-time education and three years at John Carroll University. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

James Weaver is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Sequoia Financial Advisors and Sequoia Financial Group in 2021, he worked at Key Bank for 11 years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

John Krajnik is a financial advisor with NewEdge Advisors and holds the Series 66 designation. He has 19 years of industry experience, including prior roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of his advisory work, he contributes automotive advice on Pelicanparts.com and is a co-author of the books *Retire Like a Shark* and *Retire Abundantly*. 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 advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to provide tailored investment solutions.

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 at Private Advisor Group, LLC with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at LPL Financial LLC, Ameriprise Financial Services Inc., Equitable Advisors, and Signator Investors, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through both discretionary and non-discretionary approaches. The firm employs a fiduciary-based advisory model, utilizing a variety of investment strategies and technology platforms while often implementing advice via third-party managers and turnkey asset management programs.

Kathryn Senn is a CFP® with seven years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She has worked at Sequoia Financial Advisors, LLC and Sikich Capital Management, and has a background that includes experience at Waite & Son Funeral Home and the University of Akron. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Scott Kinsell is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Stratos and LPL Financial since 2010 and previously worked at Morgan Stanley and its affiliates from 2001 to 2010. Stratos Wealth Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, operating on multiple platforms and custodians to support both discretionary and non-discretionary account management.