Jesse Tatterson is a financial advisor with PNC Wealth Management in Sharon, PA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with PNC investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm’s approach uses algorithm-driven risk assessment and implements investments via approved models managed by PNC or third parties, primarily through mutual funds and ETFs.

Sidney Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in financial services since beginning his career with Merrill in 1982. His early roles included work at the Chicago Board of Trade and the foreign exchange trading desk in New York, which provided him with insights into market drivers. Over the years, he has managed pension, trust, and individual assets and currently offers discretionary portfolio management incorporating a range of individualized and third-party strategies. Sid holds a Bachelor's degree in Finance and Economics from Miami University of Ohio and has completed the Executive Education Program at the University of Chicago Booth School of Business. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized repeatedly by Barron's as one of the Top 1,200 Financial Advisors and by Forbes as a Best-In-State Wealth Advisor and as part of the Jones Wealth Management Group Best-in-State Wealth Management Team. Sidney is a founding member of the Boardman Schools Fund for Educational Excellence endowment and supports several community initiatives such as Making Kids Count and Beatitude House. He sponsors significant local events including one of Ohio's largest high school cross-country track meets. Sid resides in Boardman with his family and enjoys fishing, football, golfing, and reading.

Michelle Laverty is a financial advisor at Stratos Wealth Partners, Ltd with 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 wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning services under an open-architecture platform.

Sherri Clay is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and bringing 14 years of industry experience. Prior to joining Rockefeller Financial in 2026, she worked at Bank of America for five years and Merrill 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Lucas Rider is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals including high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and affiliate investment strategies.

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 his advisory work, he owns Onward Enterprises LLC, an e-commerce business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services, operating uniquely as both an investment adviser and a registered broker-dealer.

Lisa D'amico is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 27 years before joining Rockefeller Financial in 2026. 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 comprehensive portfolio management and financial planning services, operates as a registered broker-dealer, and provides placement and investment banking services through an integrated investment platform.

Anthony Kopesky is a financial advisor with PNC Wealth Management holding a Series 66 designation and currently has one year of industry experience. His prior work includes roles at PNC Bank, H&K Group, the U.S. Army, and C.W Price. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio service that uses algorithmic risk assessments and invests via mutual funds and ETFs with annual rebalancing.

Diane Patterson is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

John O'Neil III is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services and Signet Jewelers Inc. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers with proprietary Private Bank models, and provides management through various account structures and overlay 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.

Grant Abrams is a financial advisor at &Partners with 18 years of industry experience. He holds the Series 66 credential and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through discretionary and non-discretionary accounts, utilizing a variety of analytical approaches and both proprietary and third-party strategies.

Ryan Mckay is a financial advisor with ROCKEFELLER FINANCIAL LLC and holds a Series 66 designation. He has 10 years of industry experience, including 12 years at Merrill before joining Rockefeller Financial in 2026. 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, financial planning, and consulting services, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

David Farragher is a CFP® professional with 18 years of industry experience. He is currently with Citizens Securities, Inc. and previously worked at The Huntington Investment Company and The Huntington National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary advisory programs and is wholly owned by Citizens Bank, N.A.

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 at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and has worked previously at W3 Wealth Management, Tolmiros Financial Designs, and has experience associated with Youngstown State University and the University of Akron. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Garrett Frank is a financial advisor with Lincoln Investment, holding a Series 63 designation and 13 years of industry experience. He previously worked at Ameriprise Financial Services and Legend Advisory LLC before joining Lincoln Investment in 2017. Outside of his advisory role, he is also licensed as an agent to service and sell fixed annuity products with multiple insurance firms. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a comprehensive range of financial planning and investment management services through both discretionary and non-discretionary programs, utilizing a combination of in-house and third-party strategies overseen by its Investment Management & Research team.

Nicole Jervis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015. Outside of her advisory role, Jervis is co-owner of Jervis Insurance Agency and partner in Jervis Insurance Group, LLC, which provides insurance and tax preparation services. Stratos Wealth Partners offers advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm provides 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 across multiple custodians.