Jeffrey Forcina is a financial advisor with PNC Wealth Management in Hudson, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with PNC Investments since 2014, including roles at PNC Bank from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed investment models.

Edward Wilson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is involved in Wilson Settlement Consulting, a home-based non-investment related activity. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a broad network of investment adviser representatives.

Jean Phelps is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She held a position at UBS Financial Services for 19 years prior to joining Janney Montgomery Scott in 2026. Phelps holds a Series 63 designation. Janney Montgomery Scott 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 that includes individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Janet Bauer is a financial advisor with Osaic Advisory Services, LLC, holding 21 years of industry experience. Her career includes roles at Lincoln Financial Advisors Corp, Beacon Financial Group, Inc., and Private Client Services. She has been with Osaic Wealth since 2026. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and lending solutions, utilizing multiple program models and a combination of proprietary and third-party platforms.

Joseph Nicholson is a financial advisor with The Huntington Investment Company in Stow, Ohio. He holds the Series 66 credential and has five years of industry experience. Prior to joining Huntington, he worked at Edward Jones and DoorDash, and he has also served as a substitute teacher in K-12 classrooms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through a range of wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party and affiliate portfolio strategies, offering discretionary account management and overlay services.

Morgan Goldthwaite is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 10 years of industry experience. Prior to joining Huntington, Goldthwaite worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2022. 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 approach that integrates third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.

Christopher Uren is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2023. His prior experience includes roles at Fifth Third Bank, Citizens Bank, Walmart, and Huntington Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both investment advisory and brokerage services. The firm provides access to a range of managed account programs through the Passageway platform, supporting various investment strategies from mutual funds to separately managed accounts.

Danny Horn is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His work history includes roles at Brokers International Financial Services, Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and WRP Investments. He is also the owner of a sole proprietorship, Senior Capital Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio approaches and custodial platforms to meet client needs.

Noel Becker is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He worked at UBS Financial Services for 19 years before joining Janney Montgomery Scott in 2026. Outside of his advisory role, he is the proprietor of LLCs involved in recreational land and residential property ownership. Janney Montgomery Scott 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 with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management.

Jennifer Thorne is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 licenses. She has 27 years of industry experience, including previous roles at Beacon Financial Group, Cambridge Investment Research, and Wells Fargo Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various advisory services through multiple program models, combining proprietary guidance with third-party platforms and managers.

Gavin Judge is a financial advisor with Commonwealth Financial Network based in Hudson, Ohio. He holds the Series 66 designation and has one year of industry experience, including prior roles at Valmark Securities, Applied Financial Concepts, and FinTeam Business Consulting. Before entering the financial industry, he operated a painting and repair business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm manages around $212.7 billion in client assets and provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Elizabeth Sharp is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds the Series 63 and Series 66 licenses and has 15 years of industry experience. Her work history is primarily with Fifth Third Securities and Fifth Third Bank. Outside of her advisory role, she owns and operates two small businesses, Depot No. 19, a seasonal baking venture, and Sharp's Cleaning Company, a residential and commercial cleaning service. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via the Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies including mutual fund and ETF models, separately managed accounts, and tax-overlay services.

Michele Ferrara is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 16 years. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Stephen Cribley is a CFP® professional with 23 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Private Client Services, Beacon Financial Group, Inc., and Lincoln Financial Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Craig Anderson is a financial advisor with Commonwealth Financial Network in Hudson, Ohio. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Kingdom Title Company and University Hospitals. Anderson is also co-owner of RCCA Development Group, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and operational support, while offering a range of investment solutions including discretionary model portfolios and personalized indexing options.

Heather Katzenmeyer is a financial advisor at The Huntington Investment Company with 26 years of industry experience. She holds a Series 66 credential and has previously worked at Raymond James Financial Advisors and Wells Fargo Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate private bank portfolios.

James Lupica is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and concurrently at LPL Financial since 2008, with prior experience at Wells Fargo Clearing. Lupica is also president of Lupica Enterprises, a company involved in condominium ownership and management. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a broad range of financial planning and investment services through a large network of advisers, combining personalized asset allocation with access to proprietary and third-party strategies across multiple custodians.

William Ferguson is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Global Retirement Partners, LLC, LPL Financial, LLC, Commonwealth Financial Network, PNC Wealth Management, Equitable Advisors, and Merrill. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives who utilize proprietary and third-party strategies and platforms.

Jeffery Bricker is a Series 63 licensed financial advisor with 33 years of industry experience. He has worked at Independent Financial Group, LLC since 2009, with prior experience at Waterstone Financial Group, Inc. and Raymond James Financial Services, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with ongoing due diligence across passive and active investment exposures.

Benjamin Caplinger is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Equitable Advisors LLC. Prior to his advisory roles, he spent over a decade at Sodexo. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and manages a separate Managed Account program, while also functioning as a broker-dealer and insurance agency.