Arcie Petty is a financial advisor at Simplicity Wealth with four years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Edward Jones and Huntington National Bank. Outside of advisory roles, Petty is a member of The Dawson LLC, a business focused on coaching. Simplicity Wealth serves a diverse client base including individuals, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, and offers services such as model portfolio management, tax optimization, and a third-party Model Manager due diligence process.

Eugene Welsh Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 32 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2014 to 2019 and has been involved with Professional Management Inc. since 1980, providing tax preparation services for corporate and personal returns. He is also a partner at Strophic, Inc., which manages operations for Aria Financial Group. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and is notable for its predominance of non-discretionary assets under management.

David Ptacek is a financial advisor with Ta-Check Financial Ltd. in Fairview Park, OH, holding a Series 63 designation and over 31 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years with SII Investments, Inc. In addition to his advisory role, he owns and operates a tax preparation and accounting business. Ta-Check Financial Ltd. provides investment advisory services primarily through referring clients to third-party asset managers and supporting those relationships via solicitor arrangements. The firm offers portfolio consultations and ongoing account servicing while delegating portfolio management and trading authority to selected third-party managers.

Matthew Matheney is a financial advisor with First Heartland Consultants, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining First Heartland Capital Inc., he worked at Park Avenue Investment Advisory LLC and Guardian Life Insurance Company. In addition to his advisory role, he operates a legal practice through The Law Office of Matthew Matheney LLC. First Heartland Consultants provides advisory services to a diverse client base including individual investors, employer-sponsored retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Matthew Hisey is a financial advisor at Foundations Investment Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Virtue Capital Management, LLC for 11 years. Outside of his advisory role, he owns The College Funding Connection, LLC, which provides college financial aid consulting. Foundations Investment Advisors offers financial planning and portfolio management to a broad client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis with tailored advice delivered through a large network of affiliated offices.

Alexander Sterba is a financial advisor with Manning & Napier Advisors, LLC, holding CFP®, Series 65, and Series 63 designations and seven years of industry experience. He has worked with Manning & Napier since 2022 and previously held roles at Marcum Wealth, LLC and Aurum Wealth Management Group. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including pension plans and government entities, while also managing separately managed accounts and offering retirement plan services. The firm uses a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Kimberly Bish is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 25 years of industry experience. She has worked at KeyBank since 2006 and joined Key Investment Services in 2015. Outside of her advisory role, she volunteers as a speaker for the Ohio Department of Education. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment strategy selection while providing recommendations and ongoing oversight, and it operates within the KeyCorp group alongside affiliated financial entities.

James Matthews is a financial advisor at Key Investment Services LLC in Brooklyn, OH, holding Series 65 and Series 63 licenses with one year of industry experience. His background includes roles at KeyBank, W&S Brokerage Services, and Western Southern Life. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring and supervisory oversight within the KeyCorp group.

Dan Romano is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, he is an owner and landlord of a rental property through PAMJ Group LLC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

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.

Matthew Mowchan is a financial advisor at Fifth Third Securities, Inc. with 31 years of industry experience. He has been with Fifth Third Securities since 1999 and holds Series 63 and Series 66 licenses. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs and portfolio management options via the Passageway platform, combining direct indexing, tax overlay services, and other strategies.

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.

Joel Larson is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and with two years of industry experience. He has worked at KeyBank and Equitable Advisors, LLC, among other firms. Outside of his advisory role, Larson is the sole owner of JRL Homes LLC, a property management company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Robert Miller is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and 41 years of industry experience. Prior to joining Key Investment Services in 2023, he worked at UBS Financial Services Inc. from 2015 to 2023. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and conducts due diligence on third-party advisory products while leveraging affiliations within the KeyCorp group.

Hugo Vazquez Alcala is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He joined Key Investment Services LLC and KeyBank NA in 2024. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment selection and provides oversight and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Richard Dyson is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, Ameriprise Financial Services, PNC Investments, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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.

Joseph Macfarlane is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has 33 years of industry experience, including 13 years at C.L. King & Associates and several years with KeyBank and Key Investment Services. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporations through various programs, including wrap-fee advisory, model portfolios, and separately managed accounts. The firm focuses on client-directed model selection combined with ongoing monitoring and offers access to third-party discretionary managers within the KeyCorp group.