John Ciancibello is a financial advisor at MAI Capital Management, LLC with 24 years of industry experience. He has been with MAI Capital Management since 2014. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies implemented through in-house managers and third-party sub-advisers and integrates financial planning and tax services into many client relationships.

John Palguta is a CFP® with 24 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies through in-house and third-party resources.

Allison Werden is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Ownership Advisors, Inc., LPL Financial, LLC, and Charles Schwab. 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 that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers customized portfolio management across various strategies and integrates financial planning and other services, managing $72.3 billion in assets as of May 31, 2026.

Rafael Perez is a CFP® with 29 years of experience in the financial industry, currently serving at MAI Capital Management, LLC since 2021. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, with a long tenure at Fidelity Brokerage Services. He serves as an endowment committee member for The Church in Aurora, where he promotes the endowment fund and monitors its investment adviser. MAI Capital Management, LLC offers 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, institutional clients, and trusts. The firm employs a range of customized portfolio strategies and serves both as an investment adviser and product sponsor, managing substantial assets and affiliated private funds.