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.

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.

Jacob Fozio is an advisor at The Huntington Investment Company with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Huntington National Bank and Apple Inc. Outside of his advisory role, he has worked seasonally at an Apple Store. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary offerings, managing accounts through various strategies and platforms including Envestnet MAS.

Raelene Nickerson is a financial advisor with Lincoln Investment in Independence, OH, holding a Series 63 license and 34 years of industry experience. She has worked at Lincoln Investment since 2018 and has prior experience at Legend Advisory Corporation, MML Investors Services, and Mass Mutual Life Insurance Company. She is a retired employee of MetLife and continues to receive renewals from permanent life insurance policies written during her tenure there. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with specialized focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment management programs that include both discretionary and non-discretionary strategies, supported by a dedicated Investment Management & Research team.

Brandon Bleile is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at MAI Capital Management since 2019 and previously held positions at KeyBanc Capital Markets, Livelsberger Financial Advisory, Sherwin-Williams, Foot & Ankle Center of Ohio, and Ashland University. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, professional athletes, trusts, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and administrative services.

Karen Luckoski is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes multiple years at KeyBank and Key Investment Services LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Derek Stover is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at KeyBank and Northwestern Mutual. Key Investment Services LLC offers a range of advisory programs and investment solutions to individuals, trusts, estates, small businesses, and corporate clients, emphasizing client-directed investment profiles and model selection while providing access to third-party discretionary managers and ongoing portfolio oversight.

Darrius Davis is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Citizens Securities in 2026, he worked at LPL Enterprise and Edward Jones, among other firms. 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 features 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. Prior to joining Key Investment Services, he spent 37 years at KeyBank. Outside of his advisory work, he serves as a treasurer for a local political campaign in Lakewood, Ohio, a non-compensated role involving financial reporting to the county board of elections. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed investment model selection combined with ongoing monitoring and due diligence on third-party advisory products, operating within the KeyCorp group and affiliated with KeyBank and KeyBanc Capital Markets.

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 career includes previous roles at Northwestern Mutual Investment Services LLC, Weslee Trillow, and John Ertz. 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 strategy selection and provides access to third-party discretionary managers, supported by ongoing product due diligence and supervisory oversight.

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.