Cody Bales is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2023. Prior to his advisory role, his work history includes positions at Franklin University and PetSmart. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party managers, combining advisory services with brokerage, mortgage, and insurance distribution.

Nicholas Srmag is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. He holds the CFA® designation and Series 66 license and has been with MAI Capital Management since 2016. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning and related services, overseeing $72.3 billion in assets as of May 2026.

Ryan Patton is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Key Investment Services. Outside of advisory work, he is involved with North Star Appraisal Solutions, an appraisal services business. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory solutions through an open-architecture platform that integrates multiple third-party managers and overlays tailored portfolio management to client goals.

Shivani Singh is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and has worked at several firms including DXC Technology and New York Life. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Emily Drake is a CFP® with 26 years of industry experience. She has worked at Hightower Advisors since 2019 and previously held roles at WealthTrust Fairport, Fairport Asset Management, and Roulston & Co Inc. She is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering manager selection, multi-manager solutions, and access to both proprietary and third-party investment options. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions through a comprehensive advisory model.

Jeffrey Sokolowski is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Key Private Bank, KeyBank, and First Commonwealth Bank. 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 clients. The firm uses a multi-provider platform and integrates services from KeyCorp affiliates, offering a range of wrap programs and ancillary insurance products.

Joyce Zak is a financial advisor at Hightower Advisors with seven years of industry experience. She previously worked at WealthTrust Fairport, LLC for 19 years. Zak is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates mutual funds, ETFs, alternative investments, and custom indexing.

Christopher Radzinski is a financial advisor with Stratos Wealth Partners, Ltd., holding 13 years of industry experience. He has been with Stratos Wealth Partners since 2014 and is also affiliated with LPL Financial. Stratos Wealth Partners is an SEC-registered enterprise advisory 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 advisory and portfolio management services through an open-architecture platform integrating multiple third-party managers.

David Leavitt is a financial advisor with Osaic Advisory Services, LLC, holding 27 years of industry experience. His prior roles include positions at Arbor Point Advisors and Cedar Brook Financial. He serves as an executive board member and past president of Congregation Shaarey Tikvah. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a variety of advisory programs and investment services, utilizing both proprietary and third-party platforms.

Michael Cimperman is a CFP® professional with eight years of industry experience, currently serving at Stratos Wealth Partners, Ltd. since 2021. His prior work includes roles at HRZ Management, LPL Financial, Charter Steel, and the University of Akron. Stratos Wealth Partners is an SEC-registered enterprise advisor 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 through a model that emphasizes independent advisor management and an open-architecture investment approach.

John Rutkowski is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 18 years of industry experience. He has been associated with Guardian Life Insurance Co of America and Primerica Advisors since 2009. Outside of his advisory role, he works as an independent insurance agent. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms, supporting diverse account types and lending solutions.

Charles Scrattish Jr. is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 31 years of industry experience. His prior roles include positions at Huntington National Bank, The Huntington Investment Company, LPL Financial, and several other firms. 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 clients through a network of financial professionals. The firm operates a multi-provider model with both discretionary and non-discretionary management options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

David Albin is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including LPL Financial LLC and Independent Financial Group, LLC. Outside of his advisory role, he is involved with several non-investment related ventures including authorship and technology services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including high-net-worth 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 open-architecture model integrating multiple third-party platforms and sub-advisors, with a focus on customized portfolio management aligned to client goals.

Matthew Moore is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes multiple roles within KeyBank and Key Investment Services as well as prior experience in retail positions at Bestbuy and Firehouse Subs. 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 clients through a network of financial professionals. The firm uses a multi-provider platform with a focus on non-discretionary model portfolios and integrates services from KeyCorp affiliates.

Christopher Demuesy is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial, Tradefull, and in education at the North Canton Hoover School System. Key Investment Services LLC is an SEC-registered investment adviser that offers 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 employs a multi-provider model for portfolio management and oversight, and integrates services with KeyCorp affiliates, providing a range of investment and advisory solutions.

Kimberly Jennings is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has been with Fifth Third Securities since 2020 and has worked with Fifth Third Bank since 2017. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Thomas Seifert is a financial advisor with Hightower Advisors, holding the PFS™ and Series 66 designations and bringing 19 years of industry experience. He worked at WealthTrust Fairport, LLC for 12 years before joining Hightower Advisors in 2019. Hightower provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial entities. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a range of investment vehicles and operational support tailored to both domestic and international clients.

Thomas Murphy is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at J.P. Morgan Securities LLC and Edward C. Hawkins & Co., Ltd. before joining Key Investment Services and KeyBanc Capital Markets. 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 model with discretionary and non-discretionary portfolio management and integrates services from KeyCorp affiliates.

Rory McCarthy is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bill McCarthy & Associates. Rory is also involved with Agia as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts with a focus on technology-driven solutions and serves nearly 300,000 clients with over 1,200 advisors.

Ernest Cunningham III is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Ameriprise, Cetera Investment Advisors, and Edward Jones. Outside of his advisory role, he umpires athletic events for the Ohio High School Athletic Association during evenings and weekends. Key Investment Services LLC is an SEC-registered investment adviser that offers 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 model with both discretionary and non-discretionary management and integrates services from KeyCorp affiliates, including investment banking and municipal advisory capabilities.