Michael Conley is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise from 2000 to 2013. Conley serves on the City of Highland Heights Board of Building and Zoning Appeals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Robert Mcguigan is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with Hantz Financial Services, Inc. since 2013. Hantz Financial Services serves a wide range of clients, including high-net-worth individuals, pension plans, charitable and corporate entities, and business owners. The firm’s investment approach primarily uses ETF-based model portfolios across various risk levels, supplemented by third-party managers and technology-driven solutions such as automated tax-loss harvesting and AI-assisted data aggregation.

Daniel Midgley is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 33 years of industry experience. Prior to joining Fifth Third Securities in 2017, he worked at U.S. Bancorp Investments, Inc. for 13 years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options that combine third-party portfolio managers and advisor-managed strategies, with features such as direct indexing and tax-overlay services.

Phillip Rini is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Fifth Third Securities, and Natcity Investments. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2015. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment advisory services through an IAR-driven, open-architecture platform.

Deanna Green is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. She has five years of industry experience, including positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she owns Green Pearl Designs, a small business focused on designing and selling 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 select IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping platforms, featuring point-in-time financial plans and optional managed account solutions.

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. He is currently with Osaic Advisory Services, LLC and has held prior roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America. He is a principal owner of Arbor Group Advisors, LLC, a local marketing and services firm supporting Advisor Group companies. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and nonprofit entities with a variety of investment management and financial planning services. The firm utilizes multiple program models and third-party platforms, offering clients access to diverse investment strategies and solutions.

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 at SPC with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Parkland Securities, Corsaro Insurance Group, Princor Financial Services Corporation, 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 supports a large advisory network and offers tailored, discretionary investment advice through various account programs.

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 and has 21 years of industry experience. Prior to joining Osaic in 2024, Barry worked at Arbor Point Advisors, Cedar Brook Financial Partners, Securities America Advisors, and other firms. Barry’s background includes corporate retirement plan design, implementation, and management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of services including 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.

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® professional affiliated with &Partners, with experience working at multiple firms since 2022. His prior roles include positions at Davenport Wealth Management, Commonwealth Financial Network, and Bucholtz & Germo. He also has experience in fixed insurance sales conducted during business hours. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services. The firm employs a variety of analytical approaches and manages assets both directly and through third-party managers under its dual registration as a registered investment adviser and broker-dealer.

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 63 and Series 65 licenses and previously spent 25 years at Edward Jones before joining Farther in 2025. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of a web and mobile platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models and algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, individual 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.