Brandon Rozanski is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at John Dovich & Associates and Fidelity Brokerage Services LLC. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

James Hayes is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Constellation Wealth Advisors and Pegasus Partners Ltd. He is based in Cincinnati, OH. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio management strategies supported by in-house managers and third-party sub-advisers.

Dillon Christensen is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and Bel Air Investment Advisors LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Mark Roberts is a financial advisor at MAI Capital Management, LLC with 33 years of industry experience. He holds a Series 63 designation and previously spent 28 years at WaterStone Investment Counsel, LLC before joining MAI Capital Management in 2024. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

Sheena Dee Pauley is a CFP® professional with 11 years of experience in financial advising. She currently works at MAI Capital Management, LLC and previously spent seven years at PNC Bank. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a wide range of portfolio strategies and integrates financial planning and tax services into many client relationships.

Patrick Mayberry is a CFP® and CFA® with 23 years of industry experience. He currently works at MAI Capital Management, LLC and previously spent 27 years at Lanham O'Dell & Company, Inc. He holds Series 63 and Series 65 licenses. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services for a diverse client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages assets across various strategies and offers additional services such as trust administration and insurance through affiliated entities.

Angela Jamar is a financial advisor at MAI Capital Management, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Woodbury Financial Services, OSAIC, and JL Schneider & Associates. Outside of her advisory role, she serves as a trustee for her family's personal trust. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and trusts. The firm employs a range of investment strategies and offers trust and insurance administration services, managing over $72 billion in assets as of May 2026.

Nicholas Srmag is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. He holds the CFA® designation and Series 66 license and has been with MAI Capital Management since 2016. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning and related services, overseeing $72.3 billion in assets as of May 2026.

David Niehaus is a CFA® charterholder at MAI Capital Management, LLC with four years of industry experience. He has held prior roles at Madison Wealth Management, Fifth Third Bank, and Mercer Consultants. Niehaus is based in Cincinnati, OH. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and offers trust and insurance services, managing $72.3 billion in assets as of May 2026.

Nicole Hanson is a CFP® with 16 years of industry experience. She is currently with MAI Capital Management, LLC, where she has worked since 2025. Before joining MAI, she spent eight years at Concentric Wealth Management LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Kaiwen Liu is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds the CFP® designation and the Series 66 license. His previous roles include positions at Whittier Trust Company, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management strategies across various asset classes and integrates financial planning and tax services in many client relationships.

Steven Trax is a CFP® with 21 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2019. He previously worked for 12 years at Mtx Wealth Management, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, combining in-house management with third-party advisers and integrated financial planning services.

Adam Aldrich is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and LPL Financial LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across various strategies and incorporates financial planning and tax services into many client relationships.

Ari Wiener is a CFP® with nine years of industry experience, currently serving at MAI Capital Management, LLC. His prior roles include positions at Investment Planning Associates, TIAA-CREF, Charles Schwab Investment Advisory, and ThomasPartners. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.

Audra Nay is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Traverso Chambers Private Wealth Management, Wells Fargo Advisors, and First Republic Investment Management. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of portfolio strategies and integrates financial planning and tax services, serving both advisory and product-sponsor roles.

Bradley Williams is a financial advisor at MAI Capital Management, LLC with 16 years of industry experience. He holds a Series 65 designation and previously worked at Lowe Wealth Advisors, LLC and Wilmington Trust Investment Advisors, Inc. before joining MAI Capital Management in 2025. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies and integrates financial planning and tax services while managing $72.3 billion in assets under management as of May 2026.

Alan Henning is a CFA® charterholder with 21 years of experience in the financial industry. He has worked at MAI Capital Management, LLC since 2024 and previously spent 19 years at Madison Financial Advisors. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, and institutional clients. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies, integrating financial planning and related services.

Lynne Lawrence is a Series 65 registered advisor with MAI Capital Management, LLC in Cleveland, OH, where she has worked for 10 years. She has nine years of industry experience. Outside of her advisory role, she is the vice president and co-owner of Lawrence Tile Inc., a tile installation business. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within many client relationships.

Noel Vonuelos is a CFP® professional with 10 years of industry experience. He currently works at MAI Capital Management, LLC and has prior experience at Mariner Wealth Advisors, JPMorgan Chase Bank, J.P. Morgan Securities, Mercer Allied Company, L.P., and The Ayco Company, L.P. He also held a role at the University of California early in his career. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a diverse range of portfolio strategies implemented through in-house managers and third-party advisers.

Andrew Palmer is a financial advisor at MAI Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining MAI Capital Management in 2025, he worked at Evoke Advisors, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. Outside of finance, Palmer serves as an ambassador for a medical practice focused on promoting health. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services, serving both in advisory roles and as a product sponsor with over $72 billion in assets under management.