Lisa Rosenthal is a CFP® and CFA® with 17 years of industry experience. She is currently with Ancora Private Wealth Advisors, LLC in Cleveland, OH, where she has worked since 2023. Her prior experience includes roles at Bank of America, Merrill Lynch, McDonald Partners LLC, and Morgan Stanley. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, combining top-down asset allocation with fundamental and technical security analysis to construct tailored portfolios.

Arthur Merriman III is a financial advisor at Carnegie Investment Counsel with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Carnegie Investment Counsel since 2014. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis and offers both discretionary and non-discretionary portfolio management.

Kevin Vaillancourt is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding a Series 63 designation and bringing 26 years of industry experience. His prior roles include positions at Inverness Securities LLC, CBIZ Investment Advisory Services, and Sequoia Financial Group, among others. Outside of advisory work, he is a seasonal ski instructor at Vail Resorts. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension and profit-sharing plans. The firm’s investment approach combines macro assessment with fundamental analysis and fixed-income structuring, using a mix of securities, mutual funds, ETFs, and alternative investments.

Lawrence Koval is a financial advisor with Lifemark Securities Corp. and holds 24 years of industry experience. He has previously worked at Berthel Fisher & Company Financial Services Inc and has been involved with Strategic Financial Solutions since 2004. Outside of finance, he is president of Cross Track Music, Inc., a record label engaged in music publishing, artist management, and booking. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored investment programs such as Unified Managed Accounts and Separately Managed Accounts, with a suitability-driven approach and accounts managed on both discretionary and non-discretionary bases.

Scott Cavell is a financial advisor at Archer Investment Corporation with 11 years of industry experience. He holds a Series 65 designation and has worked at Archer since 2014. In addition to his advisory role, Cavell is involved with Ohio Payroll Plus. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm manages approximately $900 million, offering both discretionary portfolio management and model-based strategies that utilize equities, fixed income, mutual funds, ETFs, and options.

Michael Santelli is a CFA® charterholder with 12 years of industry experience. He has been with Inverness Investment Group since 2014. Outside of his advisory role, he serves as treasurer of Enrico Properties, LLC, a real estate investment entity. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, utilizing a combination of top-down asset allocation and fundamental and technical security analysis to construct tailored portfolios.

Keith Vargo is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Carnegie Investment Counsel since 2017, following six years at Midwest Investment Management LLC. Vargo holds a Series 63 license and is based in Cleveland, OH. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Jack Malarik is a financial advisor at Simplicity Wealth with 18 years of industry experience. He previously worked at Summit Wealth Partners, LLC, and is the owner and president of Malarik Financial Services, Inc., a financial planning and marketing firm. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, supported by ongoing portfolio monitoring, independent manager oversight, and customizable overlays such as tax optimization.

Ryan Bartels is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Bartels is a co-founder and shareholder of a smartphone application company, Circuit Technologies, though he has no active duties there. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension and retirement plans. The firm employs a combination of top-down macro assessment and fundamental analysis across various investment vehicles, and operates within the Focus Financial Partners platform alongside affiliated entities that extend its service capabilities.

Chad Kreilick is a financial advisor at TFO Wealth Partners with four years of industry experience. He holds a Series 65 designation and has been associated with Tfo Tdc, LLC since 2010. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base, including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Anthony Constantine Jr. is a financial advisor at Lifemark Securities Corp. with 32 years of industry experience. He holds a Series 66 designation and has previously worked at Foresters Equity Services, Inc. and operates Constantine National Financial LLC. He has served as a District Deputy Grand Master of the 22nd Masonic District F&AM of Ohio and volunteers weekly in this charitable and fraternal organization. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, utilizing a variety of managed account programs and tailored risk assessments.

John Danch is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His work history includes roles at Inverness Securities, LLC, Source Insurance, Source Companies, and Safeguard Securities Inc. He is also self-employed in fixed insurance sales through Source Insurance. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion primarily for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, employing a comprehensive investment process that integrates top-down asset allocation with fundamental and technical security analysis.

Kenneth Boyd III is a financial advisor with Realta Investment Advisors, Inc., holding a Series 66 credential and 27 years of industry experience. He previously worked at Triad Advisors for 11 years before joining Realta Investment Advisors and its related entities in 2021. Outside of his advisory role, Boyd is involved in several business ventures including property management, home renovation marketing, technology consulting, and serves as board secretary for a nonprofit aiding transition orphans. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs individualized investment strategies based on client goals and risk tolerance, utilizing asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Gregory Halter is a CFA® charterholder with 26 years of industry experience. He has been with Carnegie Investment Counsel since 2019 and previously worked at Laurel Grove Capital, RE Advisers Corporation, and RE Investment Corporation. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a broad client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diverse investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Michael Lausin is a financial advisor at Lincoln Investment with 12 years of experience at the firm and six years in the industry. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Lausin works as an administrative assistant at RKL Financial LLC and is also licensed as an insurance agent handling life insurance, fixed annuities, and long-term care policies. 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 a range of financial planning and investment management services, utilizing both strategic and tactical approaches, and manages over $22 billion in advisory assets.

Michael Granito is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds the Series 66 designation. He has eight years of industry experience and previously worked at Marcum Wealth, LLC, ProEquities, Inc., and other firms. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Joseph Suster is a financial advisor at &PARTNERS with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Bucholtz & Germo, TrueHarbor LLC, and Commonwealth Financial Network. &PARTNERS serves a diverse client base including individual, institutional, and sovereign wealth fund clients, offering investment advisory and brokerage services along with financial planning, retirement plan consulting, and investment banking. The firm employs a mix of proprietary and third-party strategies across discretionary and non-discretionary portfolio management and operates with multiple registration statuses including RIA, broker-dealer, and municipal advisor.

David Bucholtz Jr. is a CFP® with 31 years of experience in the financial services industry. He is currently affiliated with &PARTNERS and has previously worked with Michael Germo Dba Financial Planning Resources, Bucholtz & Germo, and Commonwealth Financial Network. He is the president and owner of Bucholtz Consulting, LLC, a private entity operating securities and insurance business. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a combination of proprietary models, third-party manager solutions, and a range of analytical approaches across their portfolios.

Sara Majer is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She has been with Benjamin F. Edwards since 2011 and holds a Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services with a mix of firm-developed and third-party model strategies.

Chad Mc Whorter is a CFP® with six years of industry experience, currently serving with Hantz Financial Services, Inc. since 2019. Prior to that, he worked at the Center for Career Services and held roles at John Carroll University and Colonial Pharmacy. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, offering diversified ETF-centered portfolios, financial planning, and a range of wealth management and consulting services.