Karen Yorke Taylor is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Key Investment Services LLC since 2016. Outside of her advisory role, she serves as a board member on the finance team for Rise Ministry CDC in Cleveland, Ohio. 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 model and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Stanley Majkrzak is a CFP® with 27 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2021. He previously worked at Hw Financial Advisors and Commonwealth Financial Network for over two decades and was associated with Howard, Wershbale & Co, CPAs for 27 years. Majkrzak is a co-owner of IPS Bio, LLC, a private entity involved in investments unrelated to his advisory work. MAI Capital Management, LLC provides 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 offers a range of strategies and services, including discretionary and non-discretionary portfolio management, and manages $72.3 billion in assets as of May 2026.

Barbara Whitmore is a financial advisor with Eagle Strategies (NY Life) based in North Ridgeville, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Eagle Strategies since 2011 and has worked with New York Life Insurance Company since 2002. Outside of advisory services, she is involved in insurance brokering for non-registered products through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Michelle Hegarty is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Janney in 2022, she worked for McDonald Partners LLC for 10 years. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Nina Di Palma is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes roles at Marcum Wealth, Mid Atlantic Clearing & Settlement Corp., and several other firms over the past decade. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment strategy blending passive and active managers and offers a wide range of implementation tools and services through a large advisor network.

Scott Ziska is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and previously spent six years at Osaic FA, Inc. and has been associated with LPL Financial since 2009. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, providing a range of services such as financial planning and outsourced CIO solutions through an open-architecture platform that integrates multiple third-party managers.

Jarrett Mehalik is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. He has held positions at Fifth Third Securities and Fifth Third Bank since 2014, with prior experience at Ameriprise and Securities America Advisors. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of programs including mutual-fund/ETF models, SMA strategies, and tax-overlay services. The firm operates as a subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a large network of advisors and clients.

Timothy McKee is a Personal Financial Specialist (PFS™) with Stratos Wealth Partners, Ltd., bringing three years of industry experience. He previously worked at S&T Bank for 29 years and operates a CPA consulting practice, Timothy P. McKee, CPA. He is also involved in providing financial planning services through Financial Wellness Partners, LLC. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients, using a model that integrates multiple third-party platforms and managers to provide customized portfolio management and financial planning services.

Sidney Reyes is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Key Investment Services since 2015. 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. The firm uses a multi-provider model to deliver portfolio management and model-based advisory products, integrating offerings from KeyCorp affiliates and emphasizing primarily non-discretionary asset management through various wrap programs.

Stephen Rudolph is a financial advisor with MAI Capital Management, LLC in Cleveland, Ohio. He holds Series 63 and Series 66 credentials and has 28 years of industry experience. Prior to joining MAI Capital Management in 2021, he worked at Hw Financial Advisors and Commonwealth Financial Network from 1999 to 2021. He is also a co-owner of IPS Bio, LLC, a private entity involved in an investment in Biomendics, LLC. 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 individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated companies.

Scott Wise is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at PNC Investments, FIFTH THIRD SECURITIES, Natcity Investments, and Banc One Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party managed strategies implemented with mutual funds and ETFs.

Tyler Owens is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at KeyBank, Investment Distributors, Inc., Protective Life, and Concourse Financial Group Securities. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model combining third-party managers and internal strategists, with services that integrate custodial, trade execution, and insurance products.

Gabriel Phillips is a financial advisor at Key Investment Services LLC, holding a Series 66 designation. He has been in the industry since 2026 and has prior experience at Summit Financial Strategies and Huntington 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 with discretionary and non-discretionary strategies and offers integration with KeyCorp affiliates for due diligence, municipal advisory, and investment banking services.

Travis Stapleton is a financial advisor with Lincoln Investment, holding 18 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked for Legend Equities Corporation from 2011 to 2017. In addition to his advisory role, he is a licensed real estate representative involved in residential property transactions. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans such as 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through both advisor- and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.

John Landers is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services LLC, Pruco Securities, Prudential Insurance Company of America, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and third-party strategists for portfolio implementation.

Matthew Hennessy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with various KeyBank and Key Investment Services entities since 2015, along with Citizens Securities. 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 offers multiple wrap programs and integrates services from KeyCorp affiliates, combining discretionary and non-discretionary management with ancillary insurance products.

Jason Riley is a Series 66-licensed financial advisor at PNC Wealth Management with 20 years of industry experience. His prior roles include positions at MarshBerry Capital LLC, Aspiration Partners, Inc., and several divisions within PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account for employees that uses algorithmic risk assessment and outsourced portfolio management.

Estella Taylor Greene is a financial advisor at Key Investment Services LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services and KeyBank NA in 2025, she worked at TIAA-CREF from 2016 to 2025. 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 and uses a multi-provider model combining platform services from Envestnet with portfolios designed by internal and third-party managers.

Anthony Trunzo is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Fifth Third Securities since 2023 and has been affiliated with Fifth Third Bank since 2017. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of program types via the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a client base that includes high-net-worth individuals, corporations, trusts, and retirement accounts.

Julie Halladay is a financial advisor at Citizens Securities, Inc. in Cleveland, OH, holding a Series 66 designation. She began her career in the financial industry in 2026. Prior to joining Citizens Securities, she worked in various roles outside the financial sector, including positions at Mt Brighton, Citizens Bank, Home Depot, Long John Silvers, Target, and Pollo Tropical. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.