David Bosak is a CFP® professional at Hightower Advisors with seven years of industry experience. He previously worked at Fairport for five years before joining Hightower Advisors in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Duane Lipps Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Cleveland, OH, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Equity Services, Inc. since 2014. Outside of his advisory role, he is a sole proprietor selling items through online resources. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

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 prior work experience in education and retail, including roles at Franklin University and PetSmart. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm’s investment approach emphasizes model-driven ETF strategies and incorporates third-party money managers, alternative investments, and advanced technology tools such as generative AI for client data analysis.

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 13 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services and LPL Financial. Outside of his advisory role, he is involved with North Star Appraisal Solutions, an appraisal services business. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2019. Prior to joining Hightower, she worked for 12 years at WealthTrust Fairport, LLC. Hightower Advisors offers investment advisory and planning services to a broad range of individual and institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its extensive network of Advisor Practices. The firm’s advisory approach emphasizes manager selection, multi-manager solutions, and utilizes proprietary research and various investment vehicles including mutual funds, ETFs, and alternative investments.

Nicholas Mueller is a financial advisor at Integrity Alliance, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and Independence Wealth Advisors. Integrity Alliance serves a diverse client base ranging from individual investors to corporations and qualified retirement plans, managing approximately $5.4 billion in client assets through a large network of over 300 independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Jeffrey Sokolowski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at KeyBank and First Commonwealth Bank. 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 investment model selection with ongoing monitoring and operates within the KeyCorp group, maintaining affiliated relationships with KeyBank and KeyBanc Capital Markets.

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 12 years of industry experience. He has been with Stratos Wealth Partners since 2014 and has also been associated with LPL Financial since 2013. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Jennifer Kahl is a Series 66-licensed financial advisor with 23 years of industry experience, currently with NewEdge Advisors. She has worked at NewEdge Advisors and NewEdge Securities since 2019 and previously spent eight years with Mid Atlantic Financial Management. Outside of her advisory role, she co-owns and advises clients through The Kahl Group, LLC, a financial planning and advisory business. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities.

David Leavitt is a financial advisor with Osaic Advisory Services, LLC, holding 27 years of industry experience. He has worked at firms including Arbor Point Advisors and Cedar Brook Financial. Outside of his advisory work, he serves as an executive board member and past president of Congregation Shaarey Tikvah, a small synagogue. Osaic Advisory Services, LLC provides investment management and financial planning to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse advisory programs that utilize both proprietary and third-party platforms, with custody primarily arranged through Schwab and Fidelity.

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 career includes roles at KeyBank, Huntington National Bank, The Huntington Investment Company, and LPL Financial. 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 investment decisions supported by financial professional recommendations and performs due diligence and supervisory oversight across its offerings.

David Albin is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Independent Financial Group, and Cetera. Outside of his advisory role, he is involved with a technology services company called DeepThink Labs and maintains authorship of a niche online publication focused on pest prevention. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into a single account, leveraging both advisor-managed and model-based portfolios with active monitoring and asset allocation across various custodians.

Matthew Moore is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services and KeyBank since 2019. Prior to his financial career, he held positions at Best Buy and Firehouse Subs. Key Investment Services LLC serves individuals—including high-net-worth clients—trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection supported by non-binding recommendations and ongoing oversight.

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 previously worked at Thrivent Financial, Tradefull, and in the North Canton Hoover School System. 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 investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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.