Deanna Green is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and US Bank. Outside of her financial advisory work, she owns Green Pearl Designs, a business selling and designing crochet items at local markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach includes point-in-time financial plans and optional managed account solutions tied to Empower’s recordkeeping and administrative platforms.

Kip Hoover is a financial advisor with Kestra Advisory Services LLC in Willoughby Hills, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Kestra since 2016 and also owns a business operating under the DBA names Otium Financial Planners and Medicarestore65.com. Outside of his advisory work, he is involved with Life Line Church in Madison, Ohio, assisting members with budgeting related to stewardship pledges. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Michael Primerano is a CFP® with 23 years of industry experience, currently with Osaic Advisory Services, LLC since 2024. He previously worked at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America. Primerano is also a principal owner of Arbor Group Advisors, a local marketing and services group supporting Advisor Group companies. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, and access to alternative investments, combining enterprise scale with platform integrations to deliver its services.

Jodie Krueger is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 credentials and has seven years of industry experience. Prior to joining Benjamin F. Edwards & Co. in 2021, she worked at Oppenheimer & Co. Inc for 23 years. 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 through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services.

Jeremy Himmelright is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has eight years of industry experience and a diverse work history that includes roles at Amazon and ownership of a home services company. He is also involved in Medicare consulting and marketing through multiple businesses related to insurance and financial services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, estates, and organizations. The firm utilizes model portfolios and third-party managers to deliver services through a large advisor network and multiple program platforms.

Michael Friedlander is a CFP® with 24 years of industry experience, currently serving as an advisor at Kestra Advisory since 2019. His prior experience includes roles at The Prudential Insurance Company of America and Trustmont Financial Group. He holds board membership at Otium Financial Planners, where he provides oversight and strategic direction. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Matthew Corsaro is a financial advisor with SPC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. His career includes long tenures at Princor Financial Services Corporation and his own Corsaro Insurance Group and Corsaro Insurance Agency. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary investment advice through a large network of advisors and partnerships with broker-dealers and third-party investment advisers.

Brittany Bittner is a CFP® with 14 years of industry experience, currently serving clients at Hantz Financial Services, Inc. in Willoughby, OH. She has been with Hantz Financial Services since 2011. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios, third-party money managers, and direct indexing within an asset-allocation framework, combining advisory and broker-dealer activities alongside mortgage and insurance product sales.

Paula Strumbly is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 21 years of industry experience. Her prior roles include positions at Stratos Wealth Partners, Ltd and LPL Financial, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both passive and active investment exposures through various platforms and third-party programs.

Shannon Barry is a financial advisor with Osaic Advisory Services, LLC who holds 21 years of industry experience. Prior to joining Osaic in 2024, she worked at Arbor Point Advisors, Cedar Brook Financial Partners, Securities America Advisors, and LPL Financial. Barry also provides services related to corporate retirement plan design and management. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing various strategies and platform partnerships to support its clients.

Marquis Lewis is a CFP® and Series 65-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cleveland, OH. He has two years of industry experience, including prior roles at Marcum Wealth. Wealth Enhancement Advisory Services offers 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 combining passive and active managers, supported by an internal Investment Committee.

Isaac Bushen is a CFP®-certified financial advisor with one year of industry experience, currently with &PARTNERS. His prior experience includes roles at Commonwealth Financial Network, Bucholtz & Germo, and Davenport Wealth Management. Outside of advising, he is involved in fixed insurance sales. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, employing a range of analytical strategies and both proprietary and third-party models, with capabilities as a registered investment adviser, broker-dealer, and municipal advisor.

Brandon Dunn is a financial advisor with Wealth Enhancement Advisory Services, LLC in Cleveland, OH. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group in 2025, he worked at Marcum Wealth, LLC for five years and AdviseMe National Advisors for four years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach blending passive and active strategies overseen by an internal Investment Committee.

Adam Adamo is a financial advisor at VOYA Financial Advisors, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with VOYA since 2014. In addition to his advisory role, he is an associate of The Verdi Group, a marketing entity for financial services, and serves as a trustee on the Board of Cornerstone Christian Academy. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to deliver mostly non-discretionary investment management with some discretionary options.

David Le Mond is a financial advisor at Farther with 26 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edward Jones for 25 years before joining Farther in 2025. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs proprietary model portfolios with algorithmic rebalancing, utilizing a range of assets including ETFs, mutual funds, equities, and fixed income.

Kevin Pietrzyk is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Marcum Wealth LLC and Strategic Wealth Partners. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Michael Germo is a financial advisor at &PARTNERS with 45 years of industry experience. He holds the CFP® designation and Series 63 license. His prior work includes over 30 years at Royal Alliance Associates, INC., followed by extensive tenure at Financial Planning Resources and Commonwealth Financial Network. Outside of advisory services, he provides tax preparation and accounting through Michael A. Germo Tax Services. &PARTNERS serves a diverse clientele including high-net-worth individuals, institutions, charitable organizations, and retirement plans. The firm offers a range of investment management and financial planning services, utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Robert Koeth is a financial advisor with Hantz Financial Services, Inc. in Willoughby, OH. He holds the ChFC® designation and Series 63 license, and has 56 years of industry experience, including 27 years with Hantz Financial Services. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, and operates with a structure combining advisory, broker-dealer, mortgage, and insurance services.

James Tracz Jr. is a financial advisor at &PARTNERS with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network, Ameriprise Financial Services, Inc., and Waddell & Reed, Inc. Tracz is also involved in fixed insurance sales, devoting a small portion of his business hours to this activity. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of services such as investment management, financial and tax planning, and retirement-plan consulting, utilizing both proprietary and third-party strategies through an established platform infrastructure.

Anthony Grisanti is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at PNC Investments, Bank of America, Merrill, The Huntington Investment Company, and TD Ameritrade. He is currently based in Mayfield Heights, OH. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.