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.

Mordechai Khaimov is a CFP® and Series 66 licensed advisor with four years of industry experience, currently with SEIA. He previously worked at Cedar Brook Group and Cadaret Grant & Co., Inc., among other firms. Khaimov is a licensed CPA and serves as a guest lecturer teaching financial literacy at a local high school. He is also involved in community organizations including the Jewish Federation of Cleveland and Anshei Lubavitch of Cleveland, where he holds board roles, and he owns a business focused on career coaching. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment process integrates strategic macro asset allocation with tactical adjustments supported by quantitative and qualitative research, offering both discretionary and primarily non-discretionary management.

Nicholas Guidos is a CFP® professional with one year of industry experience, currently serving as an Associate Advisor at SEIA. Prior to joining SEIA, he worked at Summit Financial Strategies, Cetera, and VLP Financial. He also serves as a Nextgen Committee Member on the George Mason University Financial Planning & Wealth Management Advisory Board. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset-allocation with tactical adjustments, employing both discretionary and non-discretionary management, with a majority of assets managed on a non-discretionary basis.

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.

Frank Legan is a financial advisor at SEIA with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors. Outside of his advisory work, he serves on the investment committee for the Sisters of Notre Dame and is an author of a financial book. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm employs a disciplined investment process combining strategic macro asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis.

Christine Sivak is a financial advisor with SEIA in Cleveland, OH, holding a Series 63 designation and bringing 22 years of industry experience. Her prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America. She also serves as Co-Chair of the Northeast Ohio chapter of the Women in Pensions Network, organizing networking events for industry professionals. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments based on quantitative and qualitative research, primarily managing assets on a non-discretionary basis.

Michael Lausin is a financial advisor with Lincoln Investment in Willoughby, OH, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Lincoln Investment since 2014. Outside of his advisory role, Lausin assists with administrative tasks at RKL Financial LLC and serves as an agent handling life insurance and fixed annuities. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team and third-party managers.

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.

Anthony Podojil is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Arbor Point Advisors and Cedar Brook Financial Partners. Outside of his advisory role, Podojil serves on the board of the Lake/Geauga Educational Assistance Foundation, acts as president of the board for ISTEM, a public education school, and is involved in educational consulting and nonprofit leadership. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base such as individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services including investment management, financial planning, and retirement plan consulting through multiple program models that utilize both proprietary and third-party platforms.

Bradley Schlang is a financial advisor at Osaic Advisory Services, LLC with 30 years of industry experience. He holds a Series 63 designation and has worked at firms including Arbor Point Advisors and Securities America Advisors. Schlang serves on several nonprofit boards, including as a trustee and finance committee member for Wingspan Care Group and Bellefaire JCB, and is involved with the Jewish Federation of Cleveland and Mt. Sinai Health Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, with portfolios constructed using proprietary and third-party platforms.

Joseph Suster is a financial advisor at &PARTNERS with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bucholtz & Germo, TrueHarbor LLC, Commonwealth Financial Network, and various other organizations. &PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

David Bucholtz Jr. is a CFP® professional with 31 years of industry experience. He is currently with \u0026Partners and has previously worked at Michael Germo Dba Financial Planning Resources, Bucholtz \u0026 Germo, and Commonwealth Financial Network. In addition to his advisory work, he is president and owner of Bucholtz Consulting, LLC, which operates securities and insurance businesses, and he also provides tax preparation services. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan services through a combination of proprietary and third-party strategies, using a variety of analytical approaches.

Sara Majer is a financial advisor at Benjamin F. Edwards & Company, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards since 2011, following prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management that combines proprietary strategies with third-party models.

Chad Mc Whorter is a CFP® with six years of industry experience, currently advising at Hantz Financial Services, Inc. since 2019. His prior work includes roles at the Center for Career Services and John Carroll University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Zachary Williams is a financial advisor at Wealth Enhancement Advisory Services, LLC with 15 years of industry experience. He holds a Series 63 designation and has worked at firms including Marcum Wealth, LLC, Appreciation Financial, and Cetera Advisors LLC. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Michael Van Himbergen is a CFP® with 23 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Aurum Wealth Management and ProEquities, Inc. 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, risk-class based investment approach that combines passive and active management, supported by an internal Investment Committee.

Leahmarie Lamonica is a financial advisor at Hantz Financial Services, Inc. in Willoughby, OH, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Hantz Financial Services since 2014, totaling 12 years at the firm. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios supplemented by third-party managers and employs a comprehensive asset-allocation framework with technology-assisted trade execution and tax-loss harvesting.

Gregory Resnick is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors, Axa Advisors, LLC, and Citizens Securities Inc. since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account available to select employees. The firm’s approach involves algorithm-driven portfolio recommendations and delegated portfolio implementation using mutual funds and ETFs.

Gregory Lopez is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Valmark Securities, Inc., Marcum Wealth, Global Retirement Partners, LLC, LPL Financial, LLC, Oswald Companies, and Girard Securities, Inc. He serves on the investment committee of the Cleveland Music Settlement. 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 financial planning, asset management, and specialized retirement consulting, employing a combined passive and active investment approach guided by an internal Investment Committee.