Michelle Laverty is a financial advisor with Stratos Wealth Partners, Ltd, holding 12 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory services delivered through affiliated and independent representatives with an open-architecture investment approach.

Sherri Clay is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services within a Private Advisor model, also operating as a registered broker-dealer with capabilities in investment banking and alternative investments.

Dominic Corso is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of advising, he owns Onward Enterprises LLC, an e-commerce business focused on building brands. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating as both an investment adviser and registered broker-dealer with access to alternative investments and integrated trust and insurance capabilities.

Lisa D'amico is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 27 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Quinn Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management, working as part of the Jones Wealth Management Team serving clients in Canfield and Columbus, Ohio. He brings a focus on goals-based wealth management, helping clients navigate the complexities of their financial lives to build desired lifestyles and legacies. Quinn began his career in Chicago in 2014 at a boutique wealth management firm and completed the CERTIFIED FINANCIAL PLANNER® certification courses at DePaul University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree in Finance from Miami University, where he also studied abroad in Luxembourg and participated in an international business program in Asia. Outside of his professional work, Quinn is involved with the Bexley Schools Finance Advisory Council and City Year Columbus. He lives in Bexley, Ohio with his wife Molly and their goldendoodle Harlow. His personal interests include traveling, tennis, running, and activities on the water.

Ryan Mckay is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Rockefeller Financial LLC and previously worked at Merrill for 12 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and it is notable for operating as a registered broker-dealer with capabilities in placement and investment banking services.

Sandra Stack Potjunas is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 34 years of industry experience. She has been with Fifth Third Securities since 2007 and previously worked at Chase Investment Services Corp. Fifth Third Securities serves a diverse range of clients, including individual, high-net-worth, and institutional investors, through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

David Farragher is a CFP® professional with 18 years of industry experience. He currently works at Citizens Securities, Inc. and previously spent 13 years at The Huntington Investment Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while Citizens Securities also operates as a broker-dealer and insurance agency.

Jeffrey Chahine is a financial advisor with Eagle Strategies (NY Life) in Canfield, OH, holding a Series 63 license and over 21 years of industry experience. He has been with Eagle Strategies since 2013 and is also president and shareholder of his own CPA firm, Jeffrey J. Chahine, CPA, Inc., which he has operated since 1995. Outside of finance, he serves as Chief Financial Officer for Trilogy Asset Investments, Inc., a real estate development company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs, emphasizing tailored recommendations and managing a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.

Joel McBurney is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with PNC investments since 2009, including roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven model selection and outsourced portfolio implementation via mutual funds and ETFs.

Melissa Cox is a Series 66-licensed financial advisor with 17 years of industry experience. She currently works at Empower Advisory Group and Empower Financial Services, having previously held roles at Ameriprise Financial and Purshe Kaplan Sterling Investments. Outside of her advisory role, she owns and operates two investment-related holding companies focused on buying and selling real estate. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Cade Kreps is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network since 2023 and has prior experience with W3 Wealth Management and Tolmiros Financial Designs. Commonwealth Financial Network is a nationally registered broker/dealer and investment adviser supporting approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad range of advisory support, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Garrett Frank is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Legend Advisory LLC. In addition to his advisory work, he is involved in selling and servicing fixed annuity products as an agent for several life insurance companies. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services supported by an in-house Investment Management & Research team and utilizes a mix of advisor-led and firm-managed strategies.

Nicole Jervis is a financial advisor with Stratos Wealth Partners, Ltd, holding the Series 63 and Series 65 designations and having 24 years of industry experience. She has worked with Stratos Wealth Partners since 2015 and previously with The Huntington Investment Company from 2010 to 2016. Outside of her advisory role, she is co-owner of Jervis Insurance Agency and Jervis Insurance Group, LLC, which engage in insurance and tax preparation services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an IAR-driven model that offers discretionary and non-discretionary portfolio management using a broad open-architecture platform integrating multiple third-party managers and overlay strategies.

Michael Tringhese is a CFP® professional with 23 years of experience in the financial services industry. He currently works at PNC Wealth Management and has previously held roles at Wells Fargo Clearing Services LLC, Allstate Insurance Company, and The Huntington Investment Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio available to select employees. The firm employs approved model strategies using mutual funds and ETFs, with portfolio implementation managed by third parties.

Matthew Oaks is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and eight years of industry experience. He previously worked at Simplicity Wealth, LLC and Horter Investment Management. Outside of his advisory role, Oaks is involved in promoting and educating about Electronic Caregiver, an AI-powered virtual caregiving service. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

John Christman is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for twelve years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Marcus Hernandez is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith, Inc. He is the owner and financial advisor of Cabot Family Office and serves as president of the board for the nonprofit Foundation Fuente De Amor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, compliance testing, employee education, and advisor-managed accounts.

David Moliterno is a Series 65 credentialed advisor affiliated with United Planners Financial Services of America, where he has worked since 2026. He has over a decade of experience in financial services, including running Moliterno Insurance & Financial Services LLC since 2016 and operating independently since 2012. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs a network of independent Investment Adviser Representatives and offers both advisory and brokerage services using a mix of custodians and third-party money managers.

Mason Glinn is a financial advisor at Commonwealth Financial Network with a CFA® designation and Series 63 license. He has worked in the financial services industry since 2021, previously with W3 Wealth Management and Tolmiros Financial Designs. His professional background also includes roles outside finance, such as positions at Best Buy and Howland Pizza Works. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.