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.

Joshua Ayers is a financial advisor with Transamerica Financial Advisors in Kirtland, OH, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at World Financial Group, Equitable Advisors, Ameriprise Financial Services, and Duquesne Light Company, where he also serves as a union representative. He is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Sarah Lange is a Series 66-licensed financial advisor with Valic Financial Advisors in Chardon, Ohio. She has seven years of experience at Valic, preceded by eight years at American International Group. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing optional overlay services for portfolio customization.

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.

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.

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.

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.

Dennis Ibold is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience and holds a Series 66 designation. He has been with Centaurus Financial since 2016. Outside of his advisory role, he operates Ibold Wealth Management, a non-investment related branding and marketing entity. Centaurus Financial provides advisory and brokerage services to a diverse range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers various financial planning and portfolio management solutions, including discretionary and non-discretionary arrangements, and employs multiple investment analysis techniques.

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.

Wesley Morgan is a financial advisor with Eagle Strategies (NY Life) based in Mentor, OH, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Eagle Strategies since 2021 and has operated Morgan Financial Solutions since 2016, focusing on brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Samantha Escobedo is a financial advisor with Hantz Financial Services, Inc. She holds Series 66 and Series 63 licenses and has 10 years of industry experience. She has been with Hantz Financial Services since 2015. 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, retirement plan consulting, and a range of model-based ETF strategies and separately managed accounts.

Stella Arnaut is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019, following six years at JPM Chase. Outside of her advisory role, she is involved in window sales and construction supply sales through two separate businesses. Fifth Third Securities provides brokerage and investment advisory services 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.

Grace Himmelright is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with multiple firms, including a longstanding role at Transamerica Financial Advisors since 2012. Outside of her advisory work, she is involved in financial education as an instructor with the Heartland Institute of Financial Education and owns Insure With Grace, LLC, a health insurance sales business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

John Hyneman is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Ameriprise Financial Services, Agia, Valic Financial Advisors, and Prudential Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that includes third-party and affiliate investment strategies.

Tracy Scott is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. She holds Series 65 and Series 63 designations and has been affiliated with Fifth Third Bank since 1996. Fifth Third Securities, Inc. serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, through advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account Platform, utilizing third-party portfolio managers and offering various strategies such as mutual fund and ETF models, SMAs, and direct-indexing options.

Nancy Kitson is a financial advisor with Fifth Third Securities, Inc. in Painesville, Ohio. She holds Series 63 and Series 65 designations and has 31 years of industry experience. Her prior roles include positions at Key Investment Services, LLC and Fifth Third Bank. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering access to various managed account programs primarily via Fidelity’s Managed Account Xchange. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting a range of investment strategies including mutual funds, SMAs, and direct indexing.

Denes Chapo III is a financial advisor at Fifth Third Securities, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2017, following a decade at U.S. Bancorp Investments, Inc. Fifth Third Securities, Inc. 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 optional tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Derek Sullivan is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Fifth Third Bank, ROCKET Mortgage, and Progressive. Outside of his advisory duties, he is a co-owner of Sullivan Vending LLC and participates as a crafter and seller on Etsy. Fifth Third Securities, Inc. serves a diverse client base of individuals and institutions through investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, which includes a range of investment strategies from mutual funds and ETFs to separately managed accounts with tax-overlay and direct indexing options.

Jason Stockmaster is a financial advisor with Eagle Strategies (NY Life) based in Mentor, Ohio. He holds Series 66 and Series 63 licenses and has 16 years of industry experience. He is the owner of Stockmaster Financial Group and is involved in brokering non-registered insurance products. Outside of his advisory role, he volunteers managing vacation cottage rentals and owns a farm where he oversees crop and livestock production. Eagle Strategies serves both individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Cynthia Foresta is a financial advisor at The Huntington Investment Company with 31 years of industry experience. She holds a Series 66 designation and previously worked at Key Investment Services LLC for 18 years. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations and corporations. The firm offers advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party and proprietary investment models within an open-architecture framework.