Vincent Mars is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to employees. The firm utilizes algorithmic assessments to guide model selection and delegates portfolio implementation to third-party managers.

Megan Barnes is a Series 66 licensed financial advisor at &PARTNERS with nine years of industry experience. She has worked at several firms, including Wells Fargo Clearing, Private Client Services, and Lincoln Financial Advisors. Barnes holds a minority ownership interest in County Line Capital Partners, LLC, an investment entity. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary account management.

Samuel Hardin is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2025. Prior to this, he was employed at LM Kohn & Company from 2021 to 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Nancy Noga is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her prior work includes roles at LPL Financial and Northwest Bank before joining KeyBank and Key Investment Services in 2019. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model combining platform services from Envestnet with portfolio strategies designed by the Key Wealth Chief Investment Office and third-party managers.

Megan Robbins is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Key Investment Services for 14 years. Outside of her advisory role, Megan volunteers as a foster caregiver for senior and hospice dogs through the Friendship Animal Protective League. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Andrew Nothstine is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at WesBanco Securities, Inc. and a long tenure at Fifth Third Securities and Fifth Third Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model for portfolio management and due diligence.

Daniel Juliussen is a financial advisor at Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 66 licenses and has four years of industry experience. Juliussen has been with Key Investment Services LLC since 2023 and has also worked at Key Bank NA since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model for portfolio management and strategy implementation.

James Vitou is a ChFC® credentialed financial advisor with 10 years of experience at AE Wealth Management, LLC. He previously worked at Horter Investment Management for eight years and has been a founding partner of Vitou Financial Services since 1990, where he is involved in insurance sales. He also serves as a seminar presenter for the Association of Financial Consultants. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Nicholas Oskowski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at KeyBank, Bank of America, Merrill, and UBS Financial Services. Outside of finance, he is involved with Zero Drift, LLC, a wellness company focused on physical fitness, mental health, and personal development through social media content and affiliate marketing. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider platform with discretionary implementation, non-discretionary model selection, and integrates services from KeyCorp affiliates.

Jaimie Stachowiak is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Fifth Third Securities, Fifth Third Bank, Huntington Investment Company, and Huntington National Bank. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model and integrates services across KeyCorp affiliates, offering a range of wrap-fee programs with custodial and execution services.

John Jolliffe is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at PNC Investments since 2019, following roles at Citizens Securities Inc. and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies with mutual funds and ETFs.

Eric Dworznik is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments and Buckeye Business Products. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and integrates services from KeyCorp affiliates, offering a range of wrap programs and ancillary insurance products.

Steven Vale is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Huntington Investment Company, PNC Wealth Management, Firstmerit Advisors, Edward Jones, and Natcity Investments. He has been with Key Investment Services LLC for a total of 16 years across two periods. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and integrates services with KeyCorp affiliates, providing a range of investment and advisory capabilities primarily on a non-discretionary basis.

Burton Hotz is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at KeyCorp-KPB since 2011 and with Key Investment Services LLC since 2022. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform combining in-house and third-party portfolio strategies, offering mainly non-discretionary models alongside custodial and ancillary insurance services.

Michael Syrowski is a financial advisor with Principal Financial Services in Avon Lake, OH, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation and Pentegra Distributors, Inc. He has been with Principal since 2022. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Kelly is a financial advisor with Lincoln Investment in Parma, OH, holding a Series 63 designation and over 40 years of industry experience. He has been with Lincoln Investment since 2012 and also operates Kelly's Tax Service, where he prepares income tax returns for individuals and small businesses. Additionally, Kelly is a licensed agent involved in the sale of life insurance and fixed annuities. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and a multi-layered delivery model.

Jeffry Kennat is a CFP® with 25 years of industry experience, currently serving at Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors and Securities America Advisors. Outside of financial advising, he works as a tax preparer during income tax season and performs as a drummer in a band for hire. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Ryan Prokopius is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Citizens Securities since 2007 and previously worked at Chase Investment Services Corp. for one year. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and managed account services and operates as a broker-dealer and insurance agency.

Gary Sprecher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 16 years before joining Commonwealth and True North Investment Partners in 2023. Sprecher has been involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, compliance, and practice-management support, enabling advisors to construct portfolios from a broad array of securities and insurance products.

Andrew Timko is a financial advisor with Fifth Third Securities, Inc. in Parma Heights, Ohio. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including over two decades with Fifth Third Securities and Fifth Third Bank. 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 a large bank affiliation to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.