Timothy Schmoll is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Intersect Capital LLC and Procapita Partners, LLC. Outside of finance, he has a background in professional sports, having worked with Dover Athletic Football Club, Aldershot Town FC, and the New York Red Bulls. MAI Capital Management 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, managing $72.3 billion in assets as of May 2026.

Stuart Ashwood is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Mirae Asset Wealth Management (USA) and Four Points Advisors. MAI Capital Management provides a range of investment management and wealth management services to individuals, families, institutional clients, and others. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and ancillary services into client relationships.

Laura Hickman is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel, Benchmark Investments, LLC, and JMP Securities. 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- and ultra-high-net-worth individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Evan Stablein is a CFP® and holds a Series 66 license with one year of industry experience. He is currently with MAI Capital Management, LLC and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of financial advising, no additional activities are noted. 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 customizes portfolio management across various strategies and offers trust and insurance administrative services.

Jonathan Boyack is a financial advisor at MAI Capital Management, LLC with one year of industry experience. He holds the Series 65 designation and has held previous roles at firms including Evoke Advisors and Sepio Capital. 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 investment strategies and offers trust and insurance administration through its affiliates.

Estelle Zekoff is a CFP® professional with two years of industry experience, currently serving at MAI Capital Management, LLC since 2024. Prior to joining MAI, she worked at Madison Wealth Management and has experience in nonprofit work with the United Pet Fund. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, 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 administrative services within client relationships.

Nicholas Tancabel is a CFP® and ChFC® credentialed financial advisor at MAI Capital Management, LLC with six years of industry experience. He previously worked at WCG Wealth Advisors, LLC and Treloar & Heisel, LLC. MAI Capital Management, LLC offers 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 $72.3 billion in assets and employs a customized approach to portfolio management across multiple asset classes, combining in-house management with third-party advisers and unified managed accounts.

Justin Luiza is a CFP® at MAI Capital Management, LLC with experience starting in 2024. Prior to joining MAI Capital, he was affiliated with The Ohio State University and Cuyahoga Valley Christian Academy. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

John Ruby is a CFP® with 19 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. He previously worked at Mercer Global Advisors Inc. from 2015 to 2018. Outside of his advisory role, he has experience managing rental property. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves as adviser to both mutual funds and private investment vehicles.

Aaron Paolini is a ChFC®-designated financial advisor with MAI Capital Management, LLC, bringing two years of industry experience. He previously worked at WCG Wealth Advisors, LLC for six years and is involved with Treloar & Heisel, Inc., where he engages in fixed insurance and property and casualty insurance sales. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves in both product-sponsor and advisory roles, managing a broad array of investment vehicles.

Monika Mugg is a CFP® certificant with 20 years of industry experience, currently serving at MAI Capital Management, LLC. She has previously worked at Evoke Advisors and First Republic Securities Company. 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 customizes portfolio management and asset-allocation strategies using a variety of investment approaches and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Lucas Good is a CFA® charterholder at MAI Capital Management, LLC with one year of industry experience. He previously worked at PNC Financial Services Group for five years and has a background that includes roles at The Ohio State University and Sweetbriar Golf Club. MAI Capital Management, LLC 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 customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated investment vehicles.

Joy Puyear is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She holds the Series 66 designation and has worked at MAI Capital Management since 2022, following 15 years at INTERSECT CAPITAL, LLC (formerly Financial Horizons). She also serves as President of the Sun Valley Vineyards Homeowners Association. MAI Capital Management, LLC provides investment management, 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, integrating financial planning and tax services for its clients.

Leila Evans is a CFP® with 17 years of industry experience. She has worked at MAI Capital Management since 2021 and previously spent 12 years with Solamere Advisors and Capital Guardian, LLC. 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 institutions. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and related private funds.

Matthew Mathias is a financial advisor at MAI Capital Management, LLC in Naples, FL, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mwm Investment Consulting, LLC for 12 years before joining MAI Capital Management in 2021. 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 strategies through a combination of in-house management, third-party sub-advisers, and other investment vehicles.

Robert Hoffman is a CFA® charterholder with 21 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent 20 years at JW Coons Advisors, LLC. MAI Capital Management, LLC 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 $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other services into many client relationships.

Jeanne Marie Sands is a CFP® and Series 65 credentialed financial advisor with seven years of industry experience. She has worked at MAI Capital Management, LLC since 2024 and previously spent six years at Madison Wealth Management. MAI Capital Management, LLC 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 comprehensive financial planning and administrative services, with $72.3 billion in assets under management as of May 31, 2026.

David Williams is a CFP® with 30 years of industry experience. He is currently with MAI Capital Management, LLC and previously spent 39 years at Lanham, O'Dell & Company. MAI Capital Management, LLC provides discretionary and non-discretionary 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 across multiple investment strategies and integrates financial planning, tax, and administrative services into many client relationships.

Shawn Johnson is a financial advisor with MAI Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 25 years of industry experience. He has worked previously with WCG Wealth Advisors, LLC and Mml Investors Services Inc., and maintains ongoing business activities with Treloar & Heisel, LLC, which involves fixed insurance sales and related products. 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 customized approach to portfolio management and asset allocation across multiple strategies and offers additional services such as trust administration and insurance through affiliated entities.

Tyler Kahler is a financial advisor with MAI Capital Management, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining MAI Capital Management, he worked at Storey & Associates and served at the Stark County, Ohio Probate Court. He is also winding down a law practice through Kahler Law Office, LLC, and manages agricultural activities on a family ranch during his personal time. 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, institutional clients, and sports professionals. The firm employs a comprehensive approach across various asset classes and offers integrated financial planning, tax, and trust services, managing over $72 billion in assets as of mid-2026.