Roger Miller is a financial advisor at Lincoln Investment with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment since 2017. In addition to his advisory work, he operates as a transit bus driver for Summit County Transit Service. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, employing both strategic and dynamic investment approaches.

Anjana Rao Ashok Kumar is a financial advisor at Citizens Securities, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Citizens Bank and Indian Overseas Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a separate Managed Account program, alongside commission-based brokerage activities.

Michele Ferrara is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 16 years. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Joseph Pearl is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He previously worked at Northwestern Mutual in various roles from 2017 to 2025 before joining Stratos and LPL Financial in 2025. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations, offering financial planning, portfolio management, and institutional consulting through a large network of advisors. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting a broad range of advisory and custody platforms.

Mark O'sickey Jr. is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years. O'sickey is a Series 66 license holder and is co-owner of Magnolia Partners, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

Denis Kazalac is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 22 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2019, he worked at Citizens Securities, Inc. for eight years. Outside of his advisory role, he manages rental properties in Brooklyn, Ohio. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

Erin Vick is a financial advisor with Eagle Strategies (New York Life) based in Independence, OH, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Eagle Strategies since 2018 and also operates Vines Financial Group LLC d/b/a V Financial Partners. Outside of her advisory role, she is active as an insurance broker specializing in non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Ashley Costello is a CFP®-certified financial advisor with 12 years of industry experience, currently with Mariner. Her prior experience includes roles at Sequoia Financial Group and Royal Alliance. Outside of her advisory work, she has served as an on-air personality on a local AM radio show, discussing general public interest topics. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and internal portfolio management team, with a notable integration of tax and accounting services.

John Mc Inerney Jr. is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and performs ongoing due diligence and supervisory oversight of third-party advisory products.

Mickele Vianello is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at KeyBank NA and Qualstar Credit Union, as well as involvement with "2 Jeffs on Music" and Northwest University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, emphasizing client-directed investment decisions and access to third-party discretionary managers within the KeyCorp group.

Joseph Beswick is a financial advisor with Fifth Third Securities, Inc. in Berea, Ohio. He holds a Series 66 designation and has 26 years of industry experience, including 22 years with Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Jenna Gordon is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at The Huntington Investment Company, The Huntington National Bank, Infinex Investments, Inc., First Commonwealth Bank, and KeyBank. Outside of her advisory role, she operates a vending machine business serving the Medina County Juvenile Jail. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions, conducts thorough due diligence on third-party products, and operates within the KeyCorp group, collaborating with affiliated banking and capital markets entities.

Daniel Mullaney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory role, he is involved in fixed insurance activities separate from Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of proprietary and third-party investment strategies and supports multiple account-level services such as lending solutions and donor-advised funds.

Joshua Lontoc is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Thrivent Financial. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Mc Kayla Davis is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. She holds the Series 66 designation and has worked at LPL Financial LLC and Stratos Wealth Partners. Prior to her advisory roles, she had experience in the hospitality sector with companies including Picks at PLX / Smoke on the Water and A&W Restaurants. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides a range of services such as financial planning, advisor-managed programs, model portfolios, and retirement plan consulting, utilizing a combined approach of individualized asset allocation and active monitoring with access to both proprietary and third-party investment strategies.

Jena Viock is a financial advisor at Key Investment Services LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at Key Investment Services since 2015 and KeyBank since 1998. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection while providing recommendations and oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Judith Tengler is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Signator Investors, Inc. Tengler provides investment advisory services through multiple independent advisor firms. Stratos Wealth Partners serves a diverse mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm’s approach combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies delivered through a large network of investment adviser representatives.

Jonathan Lapine is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at W3 Wealth Advisors, LLC, W3 Wealth Management, LLC, ValMark Advisers, Inc., and Valmark Securities, Inc. Lapine is also the owner of Tolmiros Financial LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and back-office support, including investment management, compliance, and practice-management services. The firm provides advisors with access to various securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Jessica Rorar is a CFP® and holds a Series 66 license with seven years of industry experience. She has worked at Key Investment Services LLC since 2026 and is concurrently employed at Key Bank, where she has served since 2022. Prior to that, she spent nine years at Valmark Securities, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and provides non-binding recommendations, ongoing monitoring, and supervisory oversight, operating within the KeyCorp group alongside affiliated financial entities.

Craig Anderson is a financial advisor with Commonwealth Financial Network in Hudson, Ohio. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Kingdom Title Company and University Hospitals. Anderson is also co-owner of RCCA Development Group, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and operational support, while offering a range of investment solutions including discretionary model portfolios and personalized indexing options.