Rebecca Greene is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Fifth Third Securities in 2020, she worked at Citizens Bank and Citizens Securities, Inc. from 1999 to 2020. Outside of her advisory role, she is an owner and landlord of rental property in Lakewood, Ohio. 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 provides multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, featuring direct indexing and tax-overlay services.

Eric Woodfill is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Key Investment Services and The Huntington Investment Company. 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. The firm uses a multi-provider model combining discretionary implementation and third-party strategist portfolios, serving clients primarily through non-discretionary model selections.

Greydon Casalinova is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with VALIC Financial Advisors, Inc. and previously worked at Charles Schwab and Equitable Advisors. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of investment advisor representatives. The firm utilizes discretionary unified managed accounts and overlays for taxable equity sleeves, managing approximately $29.2 billion and serving close to 300,000 clients.

Anthony Basalla is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2017. Prior to that, he worked at Sigma Investment Counselors and Spero-Smith Investment Advisers, Inc. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Katherine Kelly is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding a Series 65 designation with three years of industry experience. She has worked at MAI Capital Management since 2019 and previously held positions at ValMark Securities, Inc. and Applied Financial Concepts, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services into client relationships.

Paul Shepherd is a financial advisor with TLG Advisors, Inc. in Cleveland, Ohio, holding CFP® and ChFC® designations and over 17 years of industry experience. He has worked at The Leaders Group, Inc. and J L Thomas & Company, Inc. since 2016 and was previously with SII Investments, Inc. from 2014 to 2016. Outside of advisory work, he is involved as a regional vice president and wholesaler at J L Thomas & Company, Inc. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering a range of investment supervisory and fiduciary services, including a digital direct-to-consumer program called Starlight Portfolios.

Christopher Merrill is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes multiple roles at Key Investment Services and KeyBank. Outside of finance, he is a part-owner of an ice cream shop and holds a Michigan real estate license, primarily for personal use. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a range of clients, including individuals, trusts, and institutional plans. The firm employs a multi-provider platform with both discretionary and non-discretionary management options and leverages its affiliation with KeyCorp entities for additional financial services.

Luka Matic is a CFP® professional with two years of industry experience, currently affiliated with MAI Capital Management, LLC. His prior roles include positions at Crown Point Financial Services, Ranpack, and John Carroll University. Outside of finance, he has experience related to Matic Farms. MAI Capital Management, LLC provides investment management, 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 manages a broad range of investment strategies through both in-house and third-party portfolio managers and offers additional services such as trust administration and insurance.

Jeffrey Carney is a financial advisor at PNC Wealth Management in N. Olmsted, OH, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Caroline Lukez Byrne is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has 20 years of industry experience, including roles at Eagle Strategies since 2014 and New York Life Insurance Co. since 2010. Outside of advisory work, she is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, with a focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

Timothy Mcbride is a financial advisor with PNC Wealth Management in Cleveland, OH. He holds Series 63 and Series 65 designations and has 28 years of industry experience. Mcbride has been with PNC Investments since 2013. 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 approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Angela Myers is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Fifth Third Securities, J.P. Morgan Securities LLC, and Bank of America. Outside of her advisory work, she owns and operates Goldie Brands LLC, a small business specializing in spray tans. 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 integrating discretionary and non-discretionary portfolio management, with a focus on wrap-fee programs supported by affiliated custodial and insurance services.

James Guy Jr. is a financial advisor with Lincoln Investment, holding a Series 63 designation and over 21 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Equities Corporation and Capital Analysts, LLC. Outside of his advisory role, he is involved in several community and nonprofit activities, including serving as board member and treasurer for multiple organizations, hosting a local podcast focused on the history and promotion of Warren, Ohio, and coaching youth track and field. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and 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 that constructs strategic model portfolios and employs third-party managers.

Brett Hilton is a Series 66 credentialed advisor at Key Investment Services LLC with three years of industry experience. His work history includes roles at John Carroll University, Elios Financial Group, and Sigma Financial Corporation. 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 utilizes a multi-provider platform and offers a range of wrap programs with custodial and trade execution services.

James Broderick is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior roles include positions at AllianceBernstein, Merrill, and Omega Pensions Inc. Broderick serves as a board member and co-chair of the donor development team for the Rocky River Education Foundation in Ohio. Stratos Wealth Partners 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 other institutional clients, utilizing an open-architecture investment approach with access to multiple third-party platforms and strategies.

Stephen Jones is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot for employees that uses algorithm-driven risk assessments and approved model strategies executed with mutual funds and ETFs.

Brent Teague is a financial advisor with Stratos Wealth Partners, Ltd in Strongsville, OH, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. His prior roles include positions at Oswald Financial, Inc., Global Retirement Partners, LLC, and LPL Financial, LLC. He is involved in Financial Wellness Partners, an affiliated business related to investment advisory services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model offering discretionary and non-discretionary portfolio management through customized or model portfolios, utilizing an open-architecture approach with multiple third-party platforms and managers.

Uriah Burke is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Key Investment Services, he worked at Fifth Third Securities, Fifth Third Bank, Goodyear, and University of Buffalo. Outside of his advisory role, he serves as an auditor and consultant for LS Traffic Control, a traffic control services company. 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. The firm uses a multi-provider model combining discretionary implementation and third-party strategist portfolios, with a focus on wrap-fee programs and integration with KeyCorp affiliates.

Barbara Pal is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. She has 21 years of industry experience, having worked primarily with Key Investment Services and Securities America, Inc. since 2004. 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 broad network of financial professionals. The firm employs a multi-provider model and integrates services with KeyCorp affiliates, offering a range of discretionary and non-discretionary investment solutions.

Andrew Connors is a CFP® with 23 years of industry experience and is currently with Hightower Advisors, where he has worked since 2019. Prior to joining Hightower, he spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies and operational features.