Sean Hesch is a financial advisor with NewEdge Advisors in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management, KMC Wealth Management, and Cambridge Investment Research. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, using multiple program structures and technology tools to support advisor and client needs.

Michael Buroker is a CFP® professional with 26 years of industry experience, currently affiliated with Key Investment Services LLC. His prior experience includes roles at Schwab Private Client Investment Advisory, TIAA, UBS Financial Services, and other firms. He is based in Brooklyn, Ohio. 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 uses a multi-provider platform and integrates services with KeyCorp affiliates to offer a range of wrap programs along with custodial and trade execution services.

Alexander Berk is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KeyBank and CoverMyMeds. Outside of his advisory role, he is involved in selling art merchandise through Red Bubble Inc. and manages a wellness business that offers ballet, fitness, and arts lessons. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider model and offers a range of wrap programs supported by affiliated banking and capital markets entities.

Erica Acheson Dunay is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked primarily within KeyBank and its affiliated firms since 2017, and prior to that was with Fifth Third Securities and Wells Fargo Clearing. Outside of her advisory role, she serves on the boards of several organizations, including Lake Erie College National Alumni Board and Maple Leaf Community Residences, and participates in local community groups such as the Downtown Painesville Organization. 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 plans through a network of financial professionals. The firm utilizes a multi-provider model involving platform services from Envestnet and portfolio design by internal and third-party managers, with a focus on non-discretionary model selection and wrap fee programs.

Aaron Nuti is a financial advisor with Hightower Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Hightower Advisors since 2019 and previously at WealthTrust Fairport, LLC from 2012 to 2019. Based in Cleveland, OH, Nuti’s career has focused on providing advisory services within established wealth management firms. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager portfolio solutions, combining affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Michael Cusick is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Rocky River, Ohio, with three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Prudential, among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program using algorithm-driven ETF portfolios and a Managed Account program, and operates as a broker-dealer and insurance agency.

Matthew Carino is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and over 21 years of industry experience. He has worked at Key Investment Services since 2009 and previously held positions at The Huntington Investment Company, Chase Investment Services Corp., and Morgan Stanley DW Inc. 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 plans through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary offerings and integrates services from KeyCorp affiliates to support its investment and advisory capabilities.

William Ostrowski is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles outside the financial industry, such as involvement with Egriu for Congress and positions at John Carroll University and Dashs Markets. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers multiple wrap programs, integrating services from KeyCorp affiliates and third-party managers to deliver both discretionary and non-discretionary investment solutions.

Adam Aussem is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 credentials, and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co, as well as academic positions at Ashland University and Cleveland State University. Outside of his advisory career, he has experience as a self-employed professional and worked in gig economy roles with Uber and DoorDash. Eagle Strategies serves a diverse clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client and plan sponsor objectives and manages the majority of its assets on a non-discretionary basis.

Luis Mancipe is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to his current role, he worked with Wells Fargo Clearing and Wells Fargo Advisors. 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 plan clients through a network of financial professionals. The firm uses a multi-provider model for discretionary implementation and portfolio design, integrating with KeyCorp affiliates to offer a range of investment, advisory, and risk management services.

Joseph Reynolds is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Citigroup, New York Life Insurance Company, NYLIFE Securities LLC, PNC Investments, and Merrill. He is based in Brooklyn, Ohio. 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 plan clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary strategies and offers services integrated with KeyCorp affiliates, combining investment, banking, and risk management capabilities.

Douglas Butler is a CFA® charterholder with 22 years of experience in the financial industry. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, he serves on the Investment Committee of the YMCA of Greater Cleveland, participating in the evaluation of investment managers for the organization's endowment fund. 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, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services within many client relationships.

Cynthia Ciccotti is a financial advisor at Key Investment Services LLC with 25 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at ValMark Advisers, Inc. and Northwestern Mutual Investment Management. Outside of her advisory work, she manages a rental real estate business. 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 clients through a multi-provider platform and a network of financial professionals.

Aric Gordon is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Stratos in 2025, he worked at LPL Financial LLC and The 4:8 Group, and spent eight years at Northwest Bank. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Charles Melsher is a financial advisor at Key Investment Services LLC with 36 years of industry experience. He has been with Key Investment Services since 2005 and also maintains a role at Sbhu since 1992. He holds Series 63 and Series 65 designations. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory solutions to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider platform and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Paul Muskin is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at PNC Investments, PNC Bank, N.A., and Key Investment Services, LLC. Outside of finance, he has been a professional musician performing with The Muskin Band since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to select employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Laray Cash is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Key Corp for six years before joining Key Investment Services. 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 platform with discretionary and non-discretionary portfolio management options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Scott Snow is a CFP® with 26 years of industry experience. He has been with Clearstead since 2022 and previously operated his own advisory firm, Scott Snow (Financial Advisors) LLC, from 2005 to 2022. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and uses an institutional investment process across a range of strategies and account types.

Paul Combs is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He co-owns Bridgeview Wealth Partners, LLC, where he has worked since 2019, and previously spent over 30 years with Foresters Financial and its advisory arm. Commonwealth Financial Network supports 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 a variety of program structures and delivers back-office support in operations, trading, compliance, and practice management.

Michael Kalinoski is a financial advisor with Hightower Advisors and holds a Series 65 designation. He has been with Hightower Advisors since 2017 and previously worked at PNC Bank from 2014 to 2017. Based in Cleveland, OH, Kalinoski is relatively new to the industry with zero years of experience reported. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers, and incorporates proprietary research and a variety of investment vehicles in its approach.