Dexter James is a financial advisor with MAI Capital Management, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining MAI Capital Management in 2022. Outside of his advisory role, James serves on the City of Hudson Tax Incentive Review Council and the Hudson Community Foundation board of directors. 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 customized portfolio management across multiple strategies and serves in both advisory and product-sponsor roles, managing substantial assets and affiliated private investment vehicles.

David Brown is a financial advisor at PNC Wealth Management with 10 years of industry experience. He held previous roles at Robert Baird & Co. before joining PNC Investments in 2020. Outside of his advisory work, he serves as an Assistant Tackle Director for youth football and cheerleading programs. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessment to guide investment strategy implementation through mutual funds and ETFs, with portfolio management delegated to third parties.

Servaas Fick is an investment advisor representative at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Partners Financial Group and has held positions at The Ohio State University, Cleveland State University, Emerald Resource Group, and Wepex Geotechnical. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, supported by technology tools and centralized due diligence.

James Gaydosh is a financial advisor with Lincoln Investment and holds CFP® and Series 66 designations. He has 39 years of industry experience and has worked with Lincoln Investment since 2012. He is also the owner of Capital Analysts, Incorporated, a client support and office administration business, and serves as Vice Chair of Beat the Streets Cleveland, a nonprofit youth organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs that combine in-house and third-party strategies overseen by an Investment Management & Research team using both strategic and tactical approaches.

Nicholas Mccreary is a Certified Financial Planner® at MAI Capital Management, LLC with eight years of industry experience. He has worked at MAI Capital Management since 2021 and previously held roles at HW Financial Advisors and Commonwealth Financial Network. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including 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 and third-party resources to meet client objectives.

Daniel Jacobs is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65, Series 63, and Series 66 licenses with three years of industry experience. He previously worked for Key Bank NA for 20 years before joining MAI Capital Management in 2025. 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 diverse range of investment strategies and integrates financial planning, tax, and bill-pay services, with $72.3 billion in assets under management as of May 2026.

Michael Erdelyi is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 14 years of industry experience. His career includes roles at PNC Investments and Ameriprise Financial Services, LLC. Outside of his advisory work, he serves as Director of Flag Football for the St. Ambrose Athletic Boosters. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm employs an open-architecture model that combines third-party managers with affiliate offerings, serving clients through wrap-fee programs on the Envestnet MAS platform.

Joseph Mckeon is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2009. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs a model-driven ETF investment approach alongside separately managed accounts and unified managed account solutions, with additional capabilities in fiduciary services, insurance, mortgage brokerage, and affiliated financial services.

Tyler Gramsz is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, Equitable Advisors, Medical Mutual of Ohio, and the Federal Bureau of Investigation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account that utilizes approved investment strategies executed via mutual funds and ETFs.

Ryan Catanese is a CFP® with seven years of industry experience and has been with MAI Capital Management, LLC for ten years. He is based in Cleveland, OH, and focuses on wealth management and investment services at the firm. 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 customized portfolio management strategies and serves both product-sponsor and advisory roles, managing significant assets and affiliated private funds.

Paul Miller Jr. is a CFP® professional with 38 years of industry experience. He is currently with Commonwealth Financial Network, where he has worked since 2016. His prior experience includes positions at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to his advisory role, he is president and owner of Basis Point, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Austin Millar is a financial advisor at PNC Wealth Management with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked previously at Fidelity Brokerage Services and PNC Bank. His background includes roles outside finance, such as with Ohio Basketball and HR Block. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio strategy available by invitation to certain employees. The firm uses algorithm-driven risk assessment and delegated portfolio management within these programs.

Charles Grimm is a CFP® with nine years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2023. Prior to joining MAI, he spent 14 years with Key Investment Services LLC and Key Bank NA. Outside of his advisory role, he works as an independent basketball referee for high school and college games. 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, and institutional clients. The firm offers customized portfolio management through multiple strategies and integrates financial planning and other services into many client relationships.

Anthony Carsel is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2023, following a three-year tenure at R. Karras Asset Management & Planning, LLC. Prior to his advisory career, he spent four years at Precision Environmental Co. 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, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services into many relationships.

Peter Butler is a financial advisor with NewEdge Advisors in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management and Ameriprise Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, including centralized due diligence and the use of artificial intelligence in certain business operations.

Angelina Gerovac is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at McDonald Partners LLC and PNC Investments. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture investment approach combining third-party sub-managers and proprietary Private Bank models, offering various wrap-fee programs on the Envestnet MAS platform.

David Polly is a financial advisor with Key Investment Services LLC in Medina, OH, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Key Investment Services LLC since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Richard Parsson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to his current role, he worked at Citizens Securities from 2015 to 2022. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a platform that includes discretionary managed accounts, direct indexing, and access to various fund strategist programs.

James Smith is a financial advisor with MAI Capital Management, LLC in Cleveland, OH. He holds a Series 65 designation and has 11 years of industry experience, all with MAI Capital Management since 2014. 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 related services into many client relationships.

Mark Van Drunen is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with MAI Capital Management, LLC since 2021 and previously worked at Linsco/Private Ledger for 14 years. Based in Cleveland, OH, he is part of a large enterprise firm with over 300 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, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies supported by in-house and third-party managers, integrating financial planning and tax services within many client relationships.