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 credentials and with 29 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2010 and previously worked at Morgan Stanley from 2001 to 2010. Stratos Wealth Partners 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 individuals, retirement plans, corporations, nonprofits, and other institutions, employing an open-architecture model that integrates multiple third-party platforms and managers to deliver customized portfolio management and planning services.

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.

Matthew Olver is a CFP® with 25 years of industry experience. He has worked at HPM Partners LLC since 2016 and previously spent 15 years at Spero-Smith Investment Advisers, Inc. He is based in Cleveland, OH and is currently affiliated with Cerity Partners LLC. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and uses a client-specific investment framework that combines quantitative screening, manager selection, and periodic rebalancing with access to alternative and private market solutions.

William Proper is a financial advisor at Corient with 23 years of industry experience. He previously worked at Vivaldi Capital Management, LLC and Pease & Associates, CPAs, and operated The Proper Analysis Corporation for 27 years. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

David Lockman is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Mid Atlantic Financial Management, The Huntington Investment Company, Huntington National Bank, and LPL Financial. 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 investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs.

Kenneth Renfro is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 17 years of industry experience. He has worked at Stratos and LPL Financial since 2011 and previously spent two years with Morgan Stanley. In addition to his advisory role, he provides tax preparation services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an open-architecture investment approach with both discretionary and non-discretionary portfolio management, integrating multiple third-party platforms and sub-advisors to deliver customized investment solutions.

Megan Raleigh is a financial advisor with Fifth Third Securities, Inc. in Cleveland, OH, holding a Series 66 designation and 23 years of industry experience. She has been with Fifth Third Securities since 2003. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program, offering a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.

Zachary Stanley is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes six years at UBS. He is involved with the Cleveland Sight Center, where he advises and assists with the organization's strategic vision. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a broad range of investment and placement services through a consolidated investment platform.

Michael Mc Keown is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously spent 19 years with Aurum Wealth Management Group LLC before joining Wealth Enhancement Advisory Services in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Jason Armstrong is a financial advisor with PNC Wealth Management in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and implements investments via approved strategies focused on mutual funds and ETFs.

Ian Murphy is a CFP® with six years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has previously worked at Morgan Stanley Smith Barney LLC and Tailored Management. Murphy is based in Chagrin Falls, Ohio. Stratos Wealth Partners, Ltd. 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 services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture platform.

John Mooney is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services and KeyBanc Capital Markets Inc. Outside of his advisory role, he is a partner in a residential real estate investment partnership. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, and it operates uniquely as both a registered investment advisor and broker-dealer.

Jeffrey Concepcion is a financial advisor at Stratos Wealth Partners, Ltd with 37 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial and Stratos Investment Management. Outside of his advisory role, Concepcion is involved with Cooper's Cruise and Charters, LLC, which operates boat charter activities. Stratos Wealth Partners, Ltd 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, offering a range of investment management and financial planning services through an open-architecture platform featuring multiple third-party managers and customized portfolio solutions.

Shane Justice is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has been with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2015. Outside of advisory work, he serves as a Unit Field Trainer, recruiting and training insurance agents and is CEO of Justice League Financial Consulting Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities, with oversight from its parent company, CNO Financial Group.

Jacob Burnett is a CFP® professional with five years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Ancora Family Wealth Advisors, Inverness Securities, Oatey Company, Cleveland State University, and The Ohio State University. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including individuals, families, sports professionals, trusts, and institutions. The firm manages a diverse range of strategies and offers integrated financial planning and trust services, overseeing $72.3 billion in assets under management as of May 2026.

Craig Petti is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He has held positions at MAI Capital Management since 2021 and previously worked at Commonwealth Financial Network and HW Financial Advisors. He holds the Series 63 designation. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 investment strategies implemented through both in-house and third-party managers.

Chaim Schur is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and beginning his industry career in 2026. He previously worked at Marcum Wealth and Lucky Currency Services and has experience in higher education at Ono College. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and offers diversified, risk-class based investment solutions combining passive and active management with oversight from an internal Investment Committee.

Caitlin Monahan is a financial advisor at Clearstead with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at UBS Financial Services and Fidelity, where she worked for a total of 11 years before joining Clearstead. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm applies institutional disciplines with a range of investment strategies, managing approximately $33.9 billion in assets across over 4,300 client relationships.