Evan Potts is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Commonwealth and MJ Baker Financial Advisors in 2025. Potts is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, investment management, technology, and compliance support, enabling advisors to offer a broad range of securities and insurance products alongside discretionary model portfolios managed by the firm’s Investment Management and Research team.

Ishmael Thomas is a financial advisor at Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Rocket Mortgage, and Enterprise Rent-a-Car. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Thomas Petrus is a financial advisor with Independent Financial Partners in Avon Lake, OH, holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked for Key Investment Services LLC for 14 years before joining Independent Financial Partners in 2022. Petrus is also involved as an agent in fixed insurance sales and service. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base with both individualized and centralized investment management options, and it has notable expertise in retirement-plan advisory and pension consulting.

Michael Baker is a Series 66-licensed financial advisor with 27 years of industry experience. He is affiliated with Commonwealth Financial Network and has operated Mj Baker Financial Advisors since 2011. Prior to that, he worked at Cetera Wealth Services, LLC for 11 years. He is also a co-owner of M. J. Baker and Associates Inc, a tax services firm. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting nearly 2,900 advisors and managing over $200 billion in assets. The firm provides a range of managed-account programs, access to third-party managers, and comprehensive back-office services.

Mary Lynn Thornton is a Series 66 licensed financial advisor with 29 years of industry experience. She has been with PNC Wealth Management since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and approved third-party strategists to manage portfolios primarily with mutual funds and ETFs.

Michael Cusick is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Rocky River, Ohio, with three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Prudential, among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program using algorithm-driven ETF portfolios and a Managed Account program, and operates as a broker-dealer and insurance agency.

Aric Gordon is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Stratos Wealth Partners in 2025, he worked at LPL Financial LLC and The 4:8 Group, and spent eight years at Northwest Bank. 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, and retirement plan consulting through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies across multiple custodians.

Paul Muskin is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at PNC Investments, PNC Bank, N.A., and Key Investment Services, LLC. Outside of finance, he has been a professional musician performing with The Muskin Band since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to select employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Jacob Fozio is an advisor at The Huntington Investment Company with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Huntington National Bank and Apple Inc. Outside of his advisory role, he has worked seasonally at an Apple Store. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary offerings, managing accounts through various strategies and platforms including Envestnet MAS.

Darrius Davis is a Series 66 registered advisor with Citizens Securities, Inc., based in Rocky River, OH, and has two years of industry experience. His prior roles include positions at LPL Enterprise, Edward Jones, United Wholesale Mortgage, and Flagstar Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Steven Clark is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Clark Wealth Management since 2015, alongside his roles at Brookstone Capital Management and Clark Financial Services. Outside of his advisory work, he is the president of the Lakewood Rocky River Rotary and is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, delivering primarily discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts with various strategies.

Robert Fries is a financial advisor with Stratos Wealth Partners, Ltd in Westlake, OH, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at LPL Financial, Key Investment Services, and Morgan Stanley. Outside of his advisory work, he coaches basketball for Monroeville Local Schools. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

Barbara Whitmore is a financial advisor with Eagle Strategies (NY Life) based in North Ridgeville, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Eagle Strategies since 2011 and has worked with New York Life Insurance Company since 2002. Outside of advisory services, she is involved in insurance brokering for non-registered products through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Nina Di Palma is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes roles at Marcum Wealth, Mid Atlantic Clearing & Settlement Corp., and several other firms over the past decade. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment strategy blending passive and active managers and offers a wide range of implementation tools and services through a large advisor network.

Scott Ziska is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and over 25 years of industry experience. He has been with Stratos Wealth Partners since 2010 and previously worked at LPL Financial and Osaic FA, Inc. 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 wrap and non-wrap programs, and access to model portfolios and third-party manager solutions through a large network of investment adviser representatives.

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.