Joseph Maukonen is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Edward Jones, Scottrade Inc., Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he serves as an executor for his parents' estate. Park Avenue Securities LLC serves a broad retail client base with a range of brokerage and advisory services, including proprietary model portfolios and third-party investment platforms. The firm manages approximately $15 billion in regulatory assets and offers both discretionary and non-discretionary account management options.

Susan Berchak is a financial advisor at Key Investment Services LLC with 36 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Scottrade, Inc. for 15 years before joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers while maintaining ongoing monitoring and supervisory oversight.

Jon Stamberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having been with New York Life Insurance Company and Nylife Securities Inc. since 2003. In addition to his advisory work, he is appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client goals and maintains a predominantly non-discretionary asset base.

Elizabeth De Nitto is a CFP® professional with four years of industry experience. She is currently a Vice President, Family Wealth and Financial Advisor at Sequoia Financial Group, L.L.C., where she has worked since 2021. Prior to joining Sequoia, she spent sixteen years at Paragon Advisors, Inc. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with an Investment Policy Committee that oversees portfolio construction and rebalancing.

Dennis Marvin is a CFP® certificant with 38 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., where he has worked since 2026, and also operates Marvin Wealth Management. His prior experience includes a long tenure at LPL Financial beginning in 1997. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, providing financial planning, advisor-managed programs, and retirement consulting through a broad network of investment adviser representatives. The firm employs a combination of proprietary and third-party strategies alongside active portfolio management across multiple custodians.

Brenna Paananen is a CFP® professional with seven years of experience at Walden Wealth Partners/Wealthspire Advisors and three years prior experience at the University of Akron. She is currently affiliated with Wealthspire Advisors in Beachwood, OH. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers wealth management, financial planning, retirement-plan consulting, and trustee services.

Guerschom Altidor is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His work history includes roles at KeyBank and PNC Wealth Management. Outside of finance, he has experience as a product operations educator at Lululemon. 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-directed investment decisions combined with ongoing oversight and access to third-party discretionary managers within the KeyCorp group.

Mark Bock is a financial advisor with Hantz Financial Services, Inc. He holds the Series 63 designation and has 31 years of industry experience, including 27 years with Hantz Financial Services. Outside of his advisory role, he manages a family investment portfolio and estate planning through Bock Family, LLC. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios combined with access to third-party managers and tax-aware strategies, operating both discretionary and non-discretionary mandates.

Theresa Sdrakas is a financial advisor with Fifth Third Securities, Inc. in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Fifth Third Securities since 2010 and has worked at Fifth Third Bank since 2000. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Jenna Oriani is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Sequoia, she spent five years at Normandy Catering and several years in educational roles at Chardon High School and Chardon Middle School. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolios overseen by an Investment Policy Committee and employs various investment vehicles such as mutual funds, ETFs, private funds, and third-party managers.

Jennifer Zorman is a Series 66-licensed financial advisor with PNC Wealth Management, where she has worked since 2015. She has 21 years of industry experience and is based in Strongsville, Ohio. Outside of her advisory role, she serves as Treasurer of the Still Meadow Home Owners Association. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot discretionary model account that uses algorithm-driven risk assessments and approved third-party strategies for portfolio implementation.

Garret Keibler is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporations. The firm offers a variety of advisory programs and emphasizes client-directed model selection while providing ongoing monitoring and due diligence of third-party advisory products.

Codi Pizer is a financial advisor at The Huntington Investment Company with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Huntington Investment Company since 2013, including roles at Huntington National Bank. Prior to this, she was with Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities. The firm uses an open-architecture investment model that combines third-party and proprietary offerings, with advisory programs featuring wrap fees covering portfolio management and related services.

Diane Gilger is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. She has 12 years of industry experience, having worked previously at LPL Financial and Firstmerit Bank, N.A. Ms. Gilger is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment decisions while providing non-binding recommendations and ongoing monitoring.

Michelle Pipcak is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 11 years of industry experience. Her prior work includes roles at Edward Jones and Equity Trust Company. Outside of advising, she works part-time as a nighttime office cleaner. 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-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Michael Liskay is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at KeyBank and Fifth Third Securities. Key Investment Services LLC serves a broad client base including individuals, trusts, estates, small businesses, and corporations through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding advisor recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Samer Hilal is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes positions at J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley Dw Inc. He is also the owner of Samer Hilal Wealth LLC, a business entity established for tax and investment purposes. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Laurence Dunlap is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Agia and Lincoln Financial Advisors Corporation. Outside of his advisory work, he is the managing member of Bull and Bear Enterprises, LLC, a company used for accounting purposes. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts with centralized technology and model solutions to support its extensive client base.

Lawrence De Baltzo is a financial advisor with Cetera Planning Partners in Independence, Ohio, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Planning Partners, Inc. for four years. In addition to his advisory role, he is a shareholder and heads the tax and business valuation departments at Hobe & Lucas, Certified Public Accountants, Inc., where he provides accounting, consulting, and tax services. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services alongside a diversified investment approach tailored to clients’ objectives and risk tolerance.

Sean Housel is a financial advisor at The Huntington Investment Company with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Key Investment Services, PNC Investments, and KeyBanc Capital Markets. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other 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.