Nicholas D'abate is a financial advisor with PNC Wealth Management in Hudson, OH, holding Series 66 and Series 63 designations and three years of industry experience. He previously worked at JPMorgan Chase Bank and KeyBank, among other firms. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and employs mutual funds and ETFs with annual rebalancing.

Katrina Russo is a financial advisor at The Huntington Investment Company with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at PNC Investments and multiple positions within The Huntington National Bank and The Huntington Investment Company. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model that incorporates third-party sub-managers and affiliate models, offering various wrap-fee programs and custodial services through National Financial Services.

Tyson Vines is a financial advisor with Eagle Strategies (NY Life) in Aurora, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been associated with Eagle Strategies and related New York Life entities since 2012 and operates Vines Financial Group, LLC d/b/a V Financial Partners since 2017. Vines serves on the Ohio University Finance Advisory Council, which connects finance professionals with academia to ensure curriculum relevance. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, 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 majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Colin Lewis is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds a Series 66 designation and has worked at Huntington and its affiliates since 2018, following seven years at PNC Investments. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services, offering a range of wrap-fee programs on the Envestnet MAS platform that combine third-party and proprietary investment models.

Heather Johancen is a financial advisor at The Huntington Investment Company with six years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles at Huntington since 2016. Outside of her advisory work, Heather participates as a delivery driver for a local delivery service. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm employs an open-architecture investment model combining third-party managers and proprietary offerings, delivering a range of wrap-fee programs primarily on the Envestnet MAS platform.

Julee Mott is a financial advisor at Stratos Wealth Partners, Ltd with 20 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2010, concurrently serving at Stratos Wealth Partners. Prior to that, she was with RBC Capital Markets Corporation from 2009 to 2016. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. 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.

Edward Balaj is a financial advisor with The Huntington Investment Company who holds Series 63 and Series 65 designations and has 38 years of industry experience. He has been with The Huntington Investment Company since 1995 and was previously with Ameriprise Financial Services, LLC. Outside of finance, he is a co-owner and dance instructor at 2 LEFT FEET POSITION, a ballroom dance instruction business. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model combining third-party sub-managers and proprietary strategies, with portfolio management supported by custodial services via National Financial Services.

Hunter Boardwine is a financial advisor with PNC Wealth Management in Stow, Ohio, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining PNC, he worked at Empower Advisory Group, J.P. Morgan Securities, and JPMorgan Chase Bank among other firms. Outside of financial services, he owns Trash Ease LLC, a waste collection business registered in Ohio. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available as an invitation-only pilot for employees. The firm uses algorithm-driven model selection and delegates portfolio management and proxy voting to third-party specialists.

Shawn Cohen is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 designations and has three years of industry experience. He has worked at several financial institutions, including Fifth Third Bank and Wells Fargo Bank, prior to his current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Candace Kyer is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services for 14 years. She is also a commissioned Notary Public in Ohio, providing notary services on a volunteer basis. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and charitable and municipal organizations, offering a range of brokerage, advisory, and financial planning services.

Curtis Aiken is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience, including ten years at Commonwealth Financial Network. Curtis also spends a small portion of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a wide range of managed account programs, third-party asset manager access, and comprehensive back-office services.

James Sciortino is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PNC Investments since 2017, following prior roles at Mass Mutual Investors Services and MSI Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation to employees with PNC Bank online credentials. The firm uses algorithmic risk assessment and third-party managers to implement investment strategies focused on mutual funds and ETFs.

Mei Chen Goodson is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the Series 66 designation and previously worked for UBS Financial Services Inc. for 16 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Daniel Piero is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with OSAIC Advisory Services, LLC. His prior roles include positions at Private Client Services, Beacon Financial Group, Lincoln Financial Group, and experience with the Pro Football Hall of Fame and The Roman Guy. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodians like Schwab and Fidelity.

Melissa Hamilton is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Charles Schwab and Werab Enterprises LLC, as well as a six-year period at Kent State University. 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 through an open-architecture model, combining third-party sub-managers with affiliate private bank models, and provides portfolio management supported by institutional broker-dealer and municipal advisor affiliations.

Brian Cline is a financial advisor at Edward Jones in Hudson, OH with 24 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including Cookson Peirce & Co., Inc., Citizens Securities Inc., The Leaders Group Inc., and Allstate Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith Lucas is a CFP® with 30 years of industry experience, currently advising at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. He serves as a trustee on the board of the Tallmadge Foundation. Ameriprise is a large institutional firm offering retirement-income planning services targeted to individuals approaching or in retirement with substantial investable assets. Its approach combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team in partnership with financial advisors.

Linda Porter is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors, Morgan Stanley, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals.

Donald Barrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2006. Barrett also operates a business under the name Barrett Financial Group in Kent, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Pervis Stepney is a financial advisor at Fidelity with 24 years of industry experience. He holds a Series 66 designation and has been associated with Fidelity Investments since 2000, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI and algorithmic techniques in its investment process.