Katherine Trivisonno is a financial advisor with Truist Advisory Services in Cleveland, OH, holding Series 65 and Series 63 licenses and having 11 years of industry experience. Her prior roles include positions at Suntrust Advisory Services, Suntrust Investment Services, U.S. Bancorp Investments, US BANK, and Citizens Securities. She also serves as a notary public. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Blake Rawson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd since 2010. He previously worked at Merrill from 1999 to 2010. Outside of his advisory role, he is involved with Bourbon-Tracker.com, a website he operates. 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 programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Andrew Maimona is a CFP®-certified financial advisor with 27 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Hudson Wealth Management, and previously worked at Stratos Wealth Partners, LTD and LPL Financial. Outside of his advisory work, he is co-owner and president of a family restaurant, The Basement in Brimfield, Ohio. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, serving both retail and institutional clients.

Teresa Cotman is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Eaglehead Manufacturing for ten years, where she remains a co-owner. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining third-party portfolio managers and advisor-directed strategies.

Robert Yurgalewicz is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with eight years of industry experience. His work history includes roles at PNC Investments since 2019, as well as positions at JP Morgan Securities LLC, JP Morgan Chase Bank, Edward Jones, and Equity Trust Company. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithmic risk assessment and implements investment strategies via mutual funds and ETFs with annual rebalancing.

Geoffrey James is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. Prior to his current role starting in 2017, he worked at Wells Fargo Clearing, Wachovia Bank, N.A., and Wells Fargo Advisors. Outside of finance, he is the CEO and owner of The Up All Nighters LLC, a music production company. 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 model selection and provides access to discretionary managers, combined with periodic rebalancing and supervisory oversight.

Michael Dempsey is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab & Co., Inc. since 2006. Outside of his advisory role, he owns and manages rental property in Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with clients maintaining final trading decisions and SWAI conducting annual account reviews.

Christopher Brown is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Huntington Insurance and The Huntington Investment Company since 1998. Outside of his advisory role, he serves as a board member and committee member at Parkside Church. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers with proprietary Private Bank models.

Marco Frabotta is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Winbridge Partners, LLC and Zappitelli Financial Services. Outside of advising, he was involved with Ideas to Go, Inc. for five years. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering financial planning, wealth management, and a range of portfolio strategies centered on diversified ETFs and tax-aware implementations.

Anthony Berg is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and having 10 years of industry experience. His career includes roles at The Huntington National Bank and Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm uses an open-architecture model combining third-party managers with proprietary offerings and sponsors multiple wrap-fee programs on the Envestnet MAS platform.

Louis Loparo is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Planning Partners, Inc. Outside of his advisory role, he serves as treasurer for the Euclid Schools Foundation and participates in community efforts through the Northern Ohio Italian American Foundation. He is also a shareholder at Hobe & Lucas Certified Public Accountants, Inc., which provides accounting, tax, and consulting services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with offerings that include 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.

Michael Kilgore is a financial advisor with Eagle Strategies (NY Life) in Lyndhurst, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Eagle Strategies since 2017 and is also a partner at Precision Financial Solutions. Kilgore is involved as an insurance broker, appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Matthew Mcdonald is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and 12 years of industry experience. He previously worked at AJ Wealth LLC from 2014 to 2022 before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Randall Keller is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 17 years of industry experience. His prior experience includes over a decade with Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, Keller is a partner in Navarre Dentistry, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships utilizing both proprietary and third-party model portfolios, as well as a hybrid digital advisory solution.

Chad Stertzbach is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Citizens Bank, River City Mortgage, Quicken Loan, and Huntington National Bank. He also serves as a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and an insurance agency.

Janene Culmo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Key Investment Services in various roles since 2016. Outside of her advisory work, she provides financial and other assistance for her mother. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and offers access to third-party discretionary managers alongside periodic rebalancing, reporting, and supervisory oversight.

Bruce Hartzmark is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Fahnestock & Co., Inc. since 1988. Hartzmark is a member of University Hospitals of Cleveland Digestive Health Institute Leadership Counsel. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios, while maintaining custody of client assets and operating both broker-dealer and advisory businesses.

Richard Evans is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at KeyBank, Quicken Loans, Valic Financial Advisors, and WBC Group. Outside of his advisory work, he bartends at restaurants in the Akron and Hudson, Ohio areas. 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 supported by ongoing monitoring and due diligence, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Joanna Lograsso is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and several years of experience in the industry, including roles at Marcum Wealth, St. Claire Advisors, LLC, and Paragon Advisors, Inc. She is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Gianpaolo Sferrella is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Republic Finance, the Ohio Department of Taxation, and community involvement with the YMCA of Central Ohio. He has also held positions in education and retail, including at Bowling Green State University and Dairy Queen. 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 selection combined with professional recommendations and ongoing oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.