Timothy Mclaughlin is a financial advisor with Kestra Advisory and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Murray Ridge Housing Corporation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and a range of investment solutions, managing approximately $79.8 billion in assets and serving clients such as large institutional investors and sovereign wealth funds.

Joy Mitchell is a financial advisor with Janney Montgomery Scott in Elyria, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Janney Montgomery Scott since 2005. 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 and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Brian Kahl is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 designations. He has 35 years of industry experience, including roles at Mid Atlantic Capital Corp since 2006. Outside of his advisory work, he serves as Vice President of consulting for Virtus and is President and Advisor of The Kahl Group, LLC, which provides investment advisory and management services. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Nancy Buck is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Janney Montgomery Scott since 2005. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Michael Petrus is a financial advisor at Independent Financial Partners with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Brighthouse Financial and Nordson Corporation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Robert Wilber is a financial advisor with SPC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2010. Outside of his advisory role, he is an owner of the Financial Mentoring Foundation and serves as a Notary Public in Lorain County, Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Derrick Cope is a financial advisor with Fifth Third Securities, Inc. in Brunswick, Ohio, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. 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 subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated corporate structure.

Tom Burchell is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Citizens Securities, Inc., where he has worked since 2020, and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s investment approach includes a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Jennifer Kahl is a Series 66-licensed financial advisor with 23 years of industry experience, currently with NewEdge Advisors. She has worked at NewEdge Advisors and NewEdge Securities since 2019 and previously spent eight years with Mid Atlantic Financial Management. Outside of her advisory role, she co-owns and advises clients through The Kahl Group, LLC, a financial planning and advisory business. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities.

Stephen Dzurec is a financial advisor at Stratos Wealth Partners, Ltd with 22 years of industry experience. He holds a Series 63 designation and has previously worked at Cetera Advisor Networks, Purshe Kaplan Sterling Investments, Strategic Investment Solutions, Inc., and LPL Financial. Outside of his advisory role, he operates Stephen Dzurec Financial Planning and is involved in non-variable insurance sales and notary services. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers a Strategic Wealth Management platform with open-architecture portfolio solutions and emphasizes active monitoring and asset allocation across multiple custodians, utilizing both affiliated and third-party sub-advisors.

Mary Terry is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2005, with additional experience at Cambridge Investment Research Advisors and True North Investment Partners, where she is the owner. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Michael Syrowski is a financial advisor with Principal Financial Services based in Avon Lake, Ohio. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior work history includes roles at Principal Securities, Principal Life Insurance, Nationwide Investment Services Corporation, and Pentegra Distributors, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gary Sprecher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 16 years before joining Commonwealth and True North Investment Partners in 2023. Sprecher has been involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, compliance, and practice-management support, enabling advisors to construct portfolios from a broad array of securities and insurance products.

Morgan Woods is a financial advisor with Commonwealth Financial Network in Avon Lake, Ohio, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Commonwealth, Woods held roles at MJ Baker Financial Advisors and Citizens Bank, among others. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Scott Clark is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Clark is based in Westlake, Ohio. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm employs algorithm-driven risk assessment and outsourced portfolio implementation using mutual funds and ETFs.

Ryan White is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, PNC Investments, and Citizens Bank. 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 combining third-party sub-managers and proprietary Private Bank portfolios, primarily offering wrap-fee programs through the Envestnet MAS platform.

Daniel Hogan is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and over 40 years of industry experience. Prior to joining Huntington in 2017, he worked at Keybanc Capital Markets Inc. for 18 years and has been with Ameriprise Financial Services since 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, corporations, and business entities. The firm utilizes an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models with a range of wrap-fee programs offered through the Envestnet platform.

Kasey Walton is a financial advisor with Bankers Life Advisory Services, Inc. based in Westlake, OH. She holds Series 65 and Series 63 licenses and has six years of industry experience. Walton has worked at Bankers Life and its affiliated entities since 2016, including Bankers Life Securities and Bankers Life & Casualty, where she also serves as an insurance agent providing life and health insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analyses to tailor asset allocations and manage portfolios based on clients’ goals and risk tolerances.

Kevin Kozlowski is a financial advisor with Fifth Third Securities, Inc. in Westlake, Ohio. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Kozlowski has been with Fifth Third Securities and Fifth Third Bank since 2011. 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 options and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Austin Millar is a financial advisor at PNC Wealth Management with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked previously at Fidelity Brokerage Services and PNC Bank. His background includes roles outside finance, such as with Ohio Basketball and HR Block. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio strategy available by invitation to certain employees. The firm uses algorithm-driven risk assessment and delegated portfolio management within these programs.