Rene Mercadante is a financial advisor with Fifth Third Securities, Inc. in Mayfield Heights, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Fifth Third Securities since 2002. 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 provides multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Nancy Andrefsky is a financial advisor with Stratos Wealth Partners, Ltd, holding 14 years of industry experience. She has been associated with both Stratos Wealth Partners, Ltd and LPL Financial since 2008 and 2012, respectively. Her roles include administrative responsibilities within Fundamentum, LLC and Stratos Wealth Advisors, Ltd, both registered investment advisors. 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, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Robert Heksch is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with Stratos Wealth Partners, Ltd, where he has worked since 2010, and also associated with LPL Financial, LLC since 2009. His prior experience includes roles at Silver Mountain Capital Partners LLC, FSC Securities Corporation, and Aspen Management Group Ltd. Heksch’s other business activities include work related to life, disability, and long-term care insurance as well as fixed annuities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, investment management, and retirement consulting through a large network of advisors using a combination of proprietary and third-party strategies, offering both discretionary and non-discretionary account management across multiple platforms and custodians.

Melissa Engbert is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Bridgeview Wealth Partners, LLC. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Engbert is based in Independence, OH. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.

Michael Kelly is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2012. In addition to his advisory role, he is president of Kelly's Tax Service, which prepares income tax returns for individuals and small businesses. Kelly also has a background in insurance sales, including life insurance and fixed annuities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer‑sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor‑managed and firm‑managed investment programs, utilizing strategic and tactical approaches overseen by its Investment Management & Research team.

Jacob Zakor is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 16 years of industry experience. He has worked at PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses approved investment strategies managed by PNC or third-party strategists. The firm’s approach includes algorithm-driven risk assessment and portfolio implementation via mutual funds and ETFs with annual rebalancing.

Wes Hawkins is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 65 credential and bringing 10 years of industry experience. His prior roles include positions at LPL Financial, Sikich Financial, and BCG Wealth Advisors. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations by providing financial planning, advisor-managed wrap and non-wrap programs, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to both proprietary and third-party investment strategies through a large network of investment adviser representatives.

Anna Alexander is a financial advisor with Transamerica Financial Advisors in Kirtland, OH, holding Series 65 and Series 63 licenses and 21 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has experience with multiple other firms, including Pinnacle Financial Services and UnitedHealthcare Medicare Solutions. Outside of advisory work, she is involved in various roles related to Medicare insurance sales and student loan referral services. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Timothy Dempsey is a CFP®, CFA®, and Series 66 credentialed advisor with six years of industry experience. He has worked at MAI Capital Management, LLC since 2021 and previously at MGO Inc. from 2016 to 2021. He also spent four years at John Carroll University. 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 offers customized portfolio management across multiple asset classes and serves in both product-sponsor and advisory roles, managing over $72 billion in assets as of mid-2026.

Jason Craciun is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, where he has been employed since 2010. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities related to retirement plan recommendations.

Michael Krupa is a financial advisor with The Huntington Investment Company in Parma, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes roles at Ameriprise and KeyBank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models, with portfolio management and custodial services provided through National Financial Services.

Jason Putman is a CFP®, CFA®, and Series 63 credentialed financial advisor affiliated with MAI Capital Management, LLC, with 14 years of industry experience. He has been with MAI Capital Management since 2014. MAI Capital Management, LLC provides a range of investment management and wealth advisory services to individual, family, and institutional clients, including high-net-worth individuals and pension plans. The firm offers customized portfolio management across multiple asset classes and integrates financial planning and tax services into client relationships.

Travis Smythe is a CFA® charterholder with 10 years of industry experience. He is affiliated with Stratos Wealth Partners, Ltd and has held prior roles at LPL Financial, Capital One, and several other firms. Outside of his advisory work, he is involved with Tulsa Oktoberfest. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and corporations, offering a wide range of financial planning and portfolio management services through a large network of investment adviser representatives. The firm integrates proprietary and third-party strategies and supports both discretionary and non-discretionary account management across multiple custodians.

Eric Wulff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at Marcum Wealth, LLC for 19 years before joining Wealth Enhancement Advisory Services in 2025. Outside of his advisory role, he serves as Vice President of the Exit Planning Exchange in Cleveland, Ohio. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Alexander Bruemmer is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at KeyBank NA since 2016. Bruemmer is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, operating as part of the KeyCorp group with connections to affiliated banking and capital market entities.

Kristy O'Driscoll is a financial advisor at Key Investment Services LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and Key Bank during her career. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions with non-binding recommendations and ongoing oversight, operating within the KeyCorp group and collaborating closely with affiliated entities.

Emily Erhart is a financial advisor at Clearstead Advisory Solutions with three years of industry experience. She holds a Series 65 designation and has previously worked at Cbiz, Valmark, Cohen & Co, and the University of Akron. Clearstead serves both affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across a 59-advisor team and employs an institutional approach to portfolio management, utilizing a variety of investment vehicles and proprietary strategies.

Ryan Keenan is a CFA® charterholder with nine years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Citizens Capital Markets, Inc. and Ernst & Young. MAI Capital Management 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 offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Ryan Glinn is a CFP®-designated financial advisor with nine years of industry experience. He is currently affiliated with Commonwealth Financial Network and Tolmiros Financial Designs, having previously worked with firms including W3 Wealth Advisors and ValMark Advisers. In addition to advisory work, he spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance, while offering access to discretionary model portfolios and customized investment solutions.

James Eismon is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Lincoln Investment. His prior experience includes roles at Capital Analysts, Agia, and a long tenure at Valic Financial Advisors. He is a board trustee and finance committee member at the University of Mount Union. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management solutions, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.