Adrian Phipps is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an employee pilot. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Sean Deasy is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at VALIC Financial Advisors since 2002. He also holds a role with Agia involving non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering discretionary managed-account programs, financial planning, and brokerage services.

Daniel Dolin is a financial advisor at PNC Wealth Management in Cleveland, OH, with 24 years of industry experience. He has been with PNC Investments since 2009 and holds Series 63 and Series 66 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online discretionary model account for employees that utilizes approved model strategies and annual rebalancing.

Raelene Nickerson is a financial advisor with Lincoln Investment in Independence, OH, holding a Series 63 designation and 34 years of industry experience. Her prior work includes roles at MSI Financial Services, Mass Mutual Life Insurance Company, MML Investors Services, and Legend Advisory Corporation. She is a retired employee of MetLife and receives renewals for permanent life insurance policies written during her employment there. Lincoln Investment Planning, LLC serves a broad range of clients including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm’s investment approach combines in-house strategic portfolio construction with advisor-led management and access to third-party managers, operating under a fiduciary standard for ERISA and retirement advice.

Brandon Bleile is a financial advisor with MAI Capital Management, LLC in Cleveland, OH. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining MAI, he worked at KeyBanc Capital Markets, Livelsberger Financial Advisory, Sherwin-Williams, Foot & Ankle Center of Ohio, and Ashland University. MAI Capital Management provides 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 investment strategies and integrates financial planning and tax services across client relationships.

Karen Luckoski is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked with KeyBank and Key Investment Services 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 uses a multi-provider model combining discretionary implementation with strategist portfolio design and offers various wrap programs alongside custodial and trade execution services.

Derek Stover is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 credentials and has four years of industry experience. His prior work includes roles at KeyBank and Northwestern Mutual. 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 plans through a network of financial professionals. The firm uses a multi-provider model combining discretionary implementation and strategist portfolios, with integration across KeyCorp affiliates offering additional advisory and capital markets services.

Darrius Davis is a Series 66 registered advisor with Citizens Securities, Inc., based in Rocky River, OH, and has two years of industry experience. His prior roles include positions at LPL Enterprise, Edward Jones, United Wholesale Mortgage, and Flagstar Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

James Sheahen is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 66 designation and previously worked at KeyBank for 37 years. Outside of his advisory role, he serves as a non-compensated treasurer for the political campaigns of Tom Bullock, a City of Lakewood councilman. 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 offers multiple wrap programs and utilizes a multi-provider model combining in-house and third-party portfolio management, with custodial services carried out by Pershing.

Kevin Ruscher is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio. He holds a Series 66 designation and has 25 years of industry experience. His prior experience includes roles at Nationwide Insurance and Cetera Advisor Networks. Outside of advisory work, he is involved in land development through Bear Tracks Mountain, LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and maintains a large asset base managed primarily on a non-discretionary basis.

Robert Kowalewski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and firms such as Weslee Trillow and John Ertz. 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 offers portfolio management and model-based advisory products, utilizing a multi-provider platform that integrates discretionary implementation by Envestnet and portfolio design by both internal and third-party managers.

Raluca Frangulea is a financial advisor at PNC Wealth Management with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PNC Investments since 2009. 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’s approach relies on algorithmic risk assessment and employs approved model strategies executed via mutual funds and ETFs.

Mark Malnar is a financial advisor at GWN Securities Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with GWN Securities since 2016. Malnar also serves as president of JKM Financial Inc., a financial advisory service offering life, health, accident insurance, and annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses both model-based and tactical strategies, including market-timing and momentum-based approaches.

Joseph Palko is a CFP® professional with 18 years of industry experience. He has worked at MAI Capital Management, LLC since 2022 and previously spent nine years at McDonald Partners LLC. He holds the Series 66 designation. MAI Capital Management, LLC offers 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 employs a range of portfolio strategies and integrates financial planning, tax, and bill-pay services, managing $72.3 billion in assets as of May 31, 2026.

John Silvis III is a financial advisor with Hightower Advisors in Cleveland, OH, holding a Series 63 designation and seven years of industry experience. Before joining Hightower in 2019, he spent 13 years at Fairport Asset Management. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Spencer Roule is a financial advisor with Cerity Partners LLC in Cleveland, OH, holding a Series 65 designation and seven years of industry experience. He has been with Cerity Partners since 2018 and previously worked at Marsh, Berry & Company, Inc. and John Carroll University. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens alongside various investment options to build client programs.

Steven Clark is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Clark Wealth Management since 2015, alongside his roles at Brookstone Capital Management and Clark Financial Services. Outside of his advisory work, he is the president of the Lakewood Rocky River Rotary and is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, delivering primarily discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts with various strategies.

Griffin Lusk is a financial advisor with Valic Financial Advisors in Independence, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Valic Financial Advisors in 2023, he worked at Whitaker-Myers Wealth Managers, Ltd. from 2020 to 2022. He is also an appointed agent for AIGA, selling non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Filkins is a Series 66-licensed financial advisor with 14 years of industry experience, currently with Key Investment Services LLC in Brooklyn, Ohio. She has been with Key Investment Services in various capacities since 2010. 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 employs a multi-provider model for portfolio implementation and offers clients discretionary and non-discretionary investment options integrated with KeyCorp affiliates.

Robert Fries is a financial advisor with Stratos Wealth Partners, Ltd in Westlake, Ohio, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at LPL Financial, Key Investment Services, and Morgan Stanley. Outside of his advisory work, Fries serves as a basketball coach for Monroeville Local Schools. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture investment model that integrates multiple third-party platforms and managers, with advisor-managed portfolios and a variety of planning and outsourcing solutions.