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.

Joseph Zarlinga is a Certified Financial Planner® with 27 years of industry experience, currently serving at Stratos Wealth Partners, Ltd since 2010. He also maintains an affiliation with LPL Financial dating back to 2009 and previously worked at Osaic FA, Inc. from 2000 to 2009. Zarlinga owns SARZAR, LLC, an entity used for payroll management. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, nonprofits, and institutional clients, offering services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

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.

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.

James Magyari is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has two years of industry experience, including prior roles at Lincoln Financial Advisors Corporation and Aegis Consulting. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

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.

Tracy Anton is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including positions at UBS Financial Services, Merrill, and Concorde Investment Services. She is based in Chardon, Ohio. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.

Nicholas Vogel is a financial advisor at Hantz Financial Services, Inc. in Willoughby, OH, holding a Series 66 license and bringing seven years of industry experience. His prior roles include positions at Hantz Tax & Business and Hantz, Titus, Urbanksi. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party money managers and direct indexing, and integrates brokerage, mortgage, and insurance services through affiliated entities.

Corey Sarosy is a CFP® professional with 27 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2011. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 advisory and brokerage services, including wrap-fee programs, financial planning, retirement and investment management consulting, and utilizes proprietary and third-party strategies with both discretionary and non-discretionary managed solutions.

Joanna Lograsso is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and several years of experience in the industry, including roles at Marcum Wealth, St. Claire Advisors, LLC, and Paragon Advisors, Inc. She is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Joshua Ayers is a financial advisor with Transamerica Financial Advisors in Kirtland, Ohio, holding Series 63 and Series 65 licenses and with four years of industry experience. Prior to joining Transamerica in 2023, he worked at World Financial Group and Equitable Advisors, among other firms. He is also a union representative for Duquesne Light Company. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary investment options.

Sarah Lange is a Series 66-licensed financial advisor with Valic Financial Advisors in Chardon, Ohio. She has seven years of experience at Valic, preceded by eight years at American International Group. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing optional overlay services for portfolio customization.