Roger Miller is a financial advisor at Lincoln Investment with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment since 2017. In addition to his advisory work, he operates as a transit bus driver for Summit County Transit Service. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, employing both strategic and dynamic investment approaches.

Anjana Rao Ashok Kumar is a financial advisor at Citizens Securities, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Citizens Bank and Indian Overseas Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a separate Managed Account program, alongside commission-based brokerage activities.

David Meler is a financial advisor at Stratos Wealth Partners, Ltd with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, The 4:8 Group, and Purshe Kaplan Sterling Investments. Stratos Wealth Partners serves a diverse range of individual and institutional clients, providing financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting. The firm’s platform combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting a wide variety of client needs through a large network of investment adviser representatives.

Denis Kazalac is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 22 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2019, he worked at Citizens Securities, Inc. for eight years. Outside of his advisory role, he manages rental properties in Brooklyn, Ohio. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

Erin Vick is a financial advisor with Eagle Strategies (New York Life) based in Independence, OH, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Eagle Strategies since 2018 and also operates Vines Financial Group LLC d/b/a V Financial Partners. Outside of her advisory role, she is active as an insurance broker specializing in non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

John Mc Inerney Jr. is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and performs ongoing due diligence and supervisory oversight of third-party advisory products.

Mickele Vianello is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at KeyBank NA and Qualstar Credit Union, as well as involvement with "2 Jeffs on Music" and Northwest University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, emphasizing client-directed investment decisions and access to third-party discretionary managers within the KeyCorp group.

Joseph Beswick is a financial advisor with Fifth Third Securities, Inc. in Berea, Ohio. He holds a Series 66 designation and has 26 years of industry experience, including 22 years with Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Jenna Gordon is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at The Huntington Investment Company, The Huntington National Bank, Infinex Investments, Inc., First Commonwealth Bank, and KeyBank. Outside of her advisory role, she operates a vending machine business serving the Medina County Juvenile Jail. 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 direction in investment decisions, conducts thorough due diligence on third-party products, and operates within the KeyCorp group, collaborating with affiliated banking and capital markets entities.

Jena Viock is a financial advisor at Key Investment Services LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at Key Investment Services since 2015 and KeyBank since 1998. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection while providing recommendations and oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Judith Tengler is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Signator Investors, Inc. Tengler provides investment advisory services through multiple independent advisor firms. Stratos Wealth Partners serves a diverse mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm’s approach combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies delivered through a large network of investment adviser representatives.

Jessica Rorar is a CFP® and holds a Series 66 license with seven years of industry experience. She has worked at Key Investment Services LLC since 2026 and is concurrently employed at Key Bank, where she has served since 2022. Prior to that, she spent nine years at Valmark Securities, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and provides non-binding recommendations, ongoing monitoring, and supervisory oversight, operating within the KeyCorp group alongside affiliated financial entities.

Debra Friend is a financial advisor at Lincoln Investment with 37 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Legend Equities Corporation and Valic Financial Advisors. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.

Roberto Rizza is a financial advisor at Citizens Securities, Inc. with 36 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Citizens Securities since 2015. He is based in Rocky River, Ohio. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Stephen Shuman is a financial advisor at The Huntington Investment Company with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Ameriprise Financial Services and KeyBank. 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 investment model that incorporates third-party sub-managers and affiliate private bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.

Angel Kelley is a financial advisor at Key Investment Services LLC with 23 years of industry experience. She holds the Series 66 designation and has previously worked at Fifth Third Bank, Fifth Third Securities, and ValMark Advisers, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and offers access to third-party discretionary managers, alongside ongoing portfolio monitoring and supervisory oversight.

Christopher Baker is a financial advisor with MAI Capital Management, LLC in Cleveland, OH, holding a Series 63 designation and 26 years of industry experience. He worked at Winfield Associates, Inc. for 25 years before joining MAI Capital Management, where he has been since 2022. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across diverse strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Spenser Vago is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Stratos in 2025, he worked at Virtue Capital Management, LLC and Horter Investment Management. He is also the owner of Vago Insurance Agency, an employee benefits and insurance firm he has operated since 1999. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party investment strategies.

Donna Thrane is a financial advisor with MAI Capital Management, LLC, holding a PFS™ designation along with Series 63 and Series 65 licenses. She has eight years of industry experience, including roles at RSM US Wealth Management LLC and Wellspring Financial Advisors. Outside of MAI, she is also associated with Choreo, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within client relationships.

Andrew Webb is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Merrill from 2011 to 2023, Berkshire Bank from 2023 to 2024, and KeyBank NA since 2024. He has been with Key Investment Services LLC since 2025. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.