Thomas Petrus is a financial advisor with Independent Financial Partners in Avon Lake, OH, holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked for Key Investment Services LLC for 14 years before joining Independent Financial Partners in 2022. Petrus is also involved as an agent in fixed insurance sales and service. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base with both individualized and centralized investment management options, and it has notable expertise in retirement-plan advisory and pension consulting.

Michael Baker is a Series 66-licensed financial advisor with 27 years of industry experience. He is affiliated with Commonwealth Financial Network and has operated Mj Baker Financial Advisors since 2011. Prior to that, he worked at Cetera Wealth Services, LLC for 11 years. He is also a co-owner of M. J. Baker and Associates Inc, a tax services firm. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting nearly 2,900 advisors and managing over $200 billion in assets. The firm provides a range of managed-account programs, access to third-party managers, and comprehensive back-office services.

Aric Gordon is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Stratos Wealth Partners in 2025, he worked at LPL Financial LLC and The 4:8 Group, and spent eight years at Northwest Bank. 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, utilizing both proprietary and third-party strategies across multiple custodians.

Robert Moser is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Cetera, TCF National Bank, Equitable Advisors, AXA Advisors, and Edward Jones. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs utilizing an open-architecture model that incorporates third-party sub-managers, affiliate model offerings from its Private Bank, and overlay services, with portfolio management and custodial services primarily provided through National Financial Services.

Barbara Whitmore is a financial advisor with Eagle Strategies (NY Life) based in North Ridgeville, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Eagle Strategies since 2011 and has worked with New York Life Insurance Company since 2002. Outside of advisory services, she is involved in insurance brokering for non-registered products through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Nina Di Palma is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes roles at Marcum Wealth, Mid Atlantic Clearing & Settlement Corp., and several other firms over the past decade. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment strategy blending passive and active managers and offers a wide range of implementation tools and services through a large advisor network.

Jarrett Mehalik is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Avon, OH, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. Outside of his advisory role, he manages a rental property unrelated to his investment activities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, providing clients with options ranging from mutual funds and ETFs to separately managed accounts and direct indexing.

John Landers is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services LLC, Pruco Securities, Prudential Insurance Company of America, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and third-party strategists for portfolio implementation.

Gary Gilbert is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including roles at Securities America Advisors, Securities Service Network, and running his own firm, Gary M Gilbert and Associates LLC. He is also involved in tax preparation and serves as a trustee for a family trust. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.

Roger Ramirez is a financial advisor with SPC in Avon Lake, Ohio, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2007. Outside of his advisory role, Ramirez serves as a mentor coordinator for a local networking group, participates on the fundraising committee for St. Edward High School athletic teams, and is a Republican Party precinct committee member in Lorain County, Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

Susan Schaufele is a financial advisor with Independent Financial Group, LLC in Westlake, OH, holding a Series 66 designation and 25 years of industry experience. She has worked at Independent Financial Group since 2016 and previously held positions at Foothill Securities, Fintegra, Sanders Morris, SMH Capital Advisors, and Ferris, Baker Watts. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models with a blend of passive and active investment strategies tailored to client risk profiles.

John Estes is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Ameriprise Financial Services, First Merit Bank, and LPL Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture investment model combining third-party and proprietary strategies, including multiple wrap-fee programs on the Envestnet MAS platform.

Greg Smith is a financial advisor at The Huntington Investment Company with 27 years of industry experience. He held a position at Key Investment Services LLC for 10 years before joining Huntington in 2024. Outside of his advisory role, he serves as an assistant football coach at Elyria Catholic High School. 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 employs an open-architecture investment model, offering multiple wrap-fee programs and combining third-party and proprietary portfolio management strategies.

Renee Kapanke is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Kapanke has been with Fifth Third Securities since 2013 and has also worked with Fifth Third Bank since 2012. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers a range of discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with features such as direct indexing and tax-overlay services.

Gregory Guluzian is a financial advisor with Principal Financial Services, holding a Series 63 designation and 15 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he is involved in fixed life and annuities insurance activities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Cole Gest is a financial advisor at RBC Rochdale, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Charles Schwab, and Northwestern Mutual. RBC Rochdale serves a diverse client base that includes high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis to construct tailored portfolios across various asset classes.

Shawn Brunner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth since 2011 and is also associated with MJ Baker & Associates, where he has been active since 2006. Outside of his advisory roles, he co-owns and manages commercial real estate through a private entity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, technology, and compliance.

David Meler is a financial advisor at Stratos Wealth Partners, Ltd with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, The 4:8 Group, and Purshe Kaplan Sterling Investments. Stratos Wealth Partners serves a diverse range of individual and institutional clients, providing financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting. The firm’s platform combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting a wide variety of client needs through a large network of investment adviser representatives.

Ameer Richardson is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2005. Outside of his advisory role, he owns and manages rental properties, which he states do not interfere with his professional duties. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and distinctive features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its municipal-advisor registration.

Timothy Mclaughlin is a financial advisor with Kestra Advisory and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Murray Ridge Housing Corporation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and a range of investment solutions, managing approximately $79.8 billion in assets and serving clients such as large institutional investors and sovereign wealth funds.