Stephen Malbasa is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds a Series 63 designation and has worked at Cerity Partners since 2016. Prior to that, he was with S&S Financial Ventures LLC for 13 years. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection using proprietary quantitative screens alongside third-party managers and individual securities.

Nicholas Gatins is a financial advisor at Hightower Advisors in Cleveland, OH, holding a Series 65 designation. He joined Hightower Advisors in 2026 and has prior work experience at Signet Jewelers, PCC Airfoils, West Virginia University Foundation, West Virginia University, and Washington & Jefferson College. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm offers comprehensive portfolio management, financial planning, and retirement consulting services, supported by proprietary research and operational tools.

Greg Smith is a financial advisor at The Huntington Investment Company with 27 years of industry experience. He held a position at Key Investment Services LLC for 10 years before joining Huntington in 2024. Outside of his advisory role, he serves as an assistant football coach at Elyria Catholic High School. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model, offering multiple wrap-fee programs and combining third-party and proprietary portfolio management strategies.

Kenneth Burr Jr. is a financial advisor at Key Investment Services LLC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2012. The firm serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, emphasizing client-directed investment strategy selection combined with ongoing monitoring and third-party due diligence. Key Investment Services operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

David Karbon is a CFP® with 21 years of industry experience, currently serving at Citizens Securities, Inc. since 2005. In addition to his advisory role, he is the Chief Financial Officer at ALP Music, LLC, where he oversees financial statements and consults on projects on a profit-sharing basis. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services.

Peter Devito is a CFP® professional with 19 years of industry experience. He has been with Hightower Advisors since 2019 and previously worked at WealthTrust Fairport, LLC for 12 years. He is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, using a combination of affiliated and third-party managers alongside proprietary research and various investment vehicles.

Bradley Norton is a CFA® charterholder with eight years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Winfield Associates and Victory Capital 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 institutions. The firm manages over $72 billion in assets and offers customized portfolio management across various strategies, combining financial planning and tax services with multiple investment vehicles.

Todd Winchell is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at The Huntington Investment Company, Huntington National Bank, LPL Financial LLC, Five Star Bank, and Citizens Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Douglas Crowl is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for eight years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and due diligence, while leveraging corporate affiliations within the KeyCorp group.

Anthony Zak is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Commonwealth Financial Network, MJ Baker Financial Advisors, and PNC Investments. Outside of advising, he is a co-owner of a rental property in Lakewood, Ohio. 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 investment choices supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with multiple financial service affiliations.

Alan Fullenkamp is a Series 66 licensed financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He has 25 years of industry experience, including over 20 years with Key Investment Services. Outside of his advisory role, he is active in community service as a committee member and board member with local Boy Scouts organizations and the St. Rose School Endowment. 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 investment model selection supported by non-binding recommendations and ongoing oversight, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

Regina Lewis is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she focuses on helping clients develop personalized strategies to pursue their financial goals. She works closely with clients to understand their priorities and create tailored plans addressing retirement planning, investing, funding education, and managing unexpected expenses. Regina holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Her educational background includes a high school diploma from Ellison High School, an associate’s degree from Wayne County Community College, and a bachelor’s degree from Walsh College. Her approach emphasizes simplicity and transparency in wealth planning to support clients through their financial journeys.

Renee Kapanke is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Kapanke has been with Fifth Third Securities since 2013 and has also worked with Fifth Third Bank since 2012. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers a range of discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with features such as direct indexing and tax-overlay services.

Bryan Blackburn is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Carnegie Investment Counsel, McDonald Partners LLC, and Wells Fargo Advisors. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a variety of portfolio management and consulting services through a network of over 400 independent investment adviser representatives, employing multiple analytical approaches and fiduciary standards.

Pete Angelokostopoulos is a financial advisor at PNC Wealth Management with 19 years of industry experience. He has been with PNC Investments since 2014 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, primarily investing in mutual funds and ETFs with annual rebalancing.

Joshua Tremmel is a financial advisor with Citizens Securities, Inc. in Rocky River, Ohio, holding a Series 66 designation and having 10 years of industry experience. Prior to Citizens Securities, he worked at Eagle Strategies and New York Life Insurance and related entities between 2016 and 2020. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. Its advisory offerings include a digital advisory program that uses proprietary algorithms and a client risk-tolerance questionnaire to recommend ETF-based portfolios, alongside managed account services and commission-based brokerage.

Ronald Bellamy is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Empower Advisory Group, Wells Fargo Bank, and AXA Advisors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and model portfolio offerings. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers, with ongoing monitoring and supervisory oversight.

Timothy Carneval is a CFP® professional with 18 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, 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 through both in-house and third-party managers and offers integrated financial planning, trust administration, and insurance services.

David Frimel is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses, and has 23 years of industry experience. He has been with PNC since 2010. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithmic risk assessment and investments in mutual funds and ETFs with annual rebalancing.

Courtney Jinjika is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Their career has included roles at KeyBank and Key Investment Services LLC since 2001. 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 investment choices supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.