Jarrett Mehalik is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Avon, OH, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. Outside of his advisory role, he manages a rental property unrelated to his investment activities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, providing clients with options ranging from mutual funds and ETFs to separately managed accounts and direct indexing.

John Landers is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services LLC, Pruco Securities, Prudential Insurance Company of America, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and third-party strategists for portfolio implementation.

Gary Gilbert is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including roles at Securities America Advisors, Securities Service Network, and running his own firm, Gary M Gilbert and Associates LLC. He is also involved in tax preparation and serves as a trustee for a family trust. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.

Sandra Centa is a CFA® charterholder and holds a Series 63 license, with 15 years of experience in the financial industry. She is currently with HSBC Securities (USA) Inc., where she has worked since 2022, having previously held positions at Truist Bank, Truist Securities, SunTrust Robinson Humphrey, and BB&T. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm uses a model-based investment approach supported by global asset management partners and offers specialized programs such as Offshore Spectrum for non-resident clients.

Roger Ramirez is a financial advisor with SPC in Avon Lake, Ohio, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2007. Outside of his advisory role, Ramirez serves as a mentor coordinator for a local networking group, participates on the fundraising committee for St. Edward High School athletic teams, and is a Republican Party precinct committee member in Lorain County, Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

Susan Schaufele is a financial advisor with Independent Financial Group, LLC in Westlake, OH, holding a Series 66 designation and 25 years of industry experience. She has worked at Independent Financial Group since 2016 and previously held positions at Foothill Securities, Fintegra, Sanders Morris, SMH Capital Advisors, and Ferris, Baker Watts. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models with a blend of passive and active investment strategies tailored to client risk profiles.

John Estes is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Ameriprise Financial Services, First Merit Bank, and LPL Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture investment model combining third-party and proprietary strategies, including multiple wrap-fee programs on the Envestnet MAS platform.

Greg Smith is a financial advisor at The Huntington Investment Company with 27 years of industry experience. He held a position at Key Investment Services LLC for 10 years before joining Huntington in 2024. Outside of his advisory role, he serves as an assistant football coach at Elyria Catholic High School. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model, offering multiple wrap-fee programs and combining third-party and proprietary portfolio management strategies.

Renee Kapanke is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Kapanke has been with Fifth Third Securities since 2013 and has also worked with Fifth Third Bank since 2012. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers a range of discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with features such as direct indexing and tax-overlay services.

Gregory Guluzian is a financial advisor with Principal Financial Services, holding a Series 63 designation and 15 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he is involved in fixed life and annuities insurance activities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Cole Gest is a financial advisor at RBC Rochdale, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Charles Schwab, and Northwestern Mutual. RBC Rochdale serves a diverse client base that includes high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis to construct tailored portfolios across various asset classes.

Shawn Brunner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth since 2011 and is also associated with MJ Baker & Associates, where he has been active since 2006. Outside of his advisory roles, he co-owns and manages commercial real estate through a private entity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, technology, and compliance.

Kenneth Fox Jr. is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Prior to joining Hightower in 2022, he worked at LPL Financial LLC and ValMark Advisors, Inc. among other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

David Meler is a financial advisor at Stratos Wealth Partners, Ltd with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, The 4:8 Group, and Purshe Kaplan Sterling Investments. Stratos Wealth Partners serves a diverse range of individual and institutional clients, providing financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting. The firm’s platform combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting a wide variety of client needs through a large network of investment adviser representatives.

Ameer Richardson is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2005. Outside of his advisory role, he owns and manages rental properties, which he states do not interfere with his professional duties. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and distinctive features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its municipal-advisor registration.

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 at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mid Atlantic Capital Corp since 2006. Outside of his advisory roles, Kahl serves as Vice President of business development at Virtus and is President of The Kahl Group, LLC, an investment advisory and management firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, combining in-house manager selection and third-party strategies supported by technology and centralized due diligence.

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.

Clint Rickett is a CFP® with 22 years of experience in the financial industry. He currently works at &PARTNERS and previously spent 17 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of clients, including high-net-worth individuals and institutional entities, offering investment management, financial and tax planning, and retirement plan consulting through both registered adviser and broker-dealer platforms. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Michael Petrus is a financial advisor at Independent Financial Partners with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Independent Financial Partners, he worked at Brighthouse Financial and held positions at several other firms. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform offering both individualized and centralized investment management, with a notable focus on retirement-plan advisory and pension consulting services.