Daniel Fuller is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining Citizens Securities in 2019. Outside of his advisory work, Fuller is active in community organizations, serving as assistant governor of a Rotary Club, president of a Lions Club, and president of the board for the Sylvan Chorale. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm provides a digital advisory program that uses proprietary algorithms for ETF-based portfolios, alongside managed accounts and commission-based brokerage activity.

Sarah Rossi is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with 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 plans through a network of financial professionals. The firm offers multiple wrap programs and integrates model-based portfolio management with custodial and trade execution services provided by Pershing.

Jonathan Merckens is a CFP® with 25 years of industry experience, currently serving at Commonwealth Financial Network and Donald M. Graham & Associates since 2011. He has been a member of the U.S. Air Force since 2003. Merckens serves on the board of the Erie-Ottawa Regional Airport Authority. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Dennis Champa is a financial advisor at \u0026PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he is involved in managing a rental property business in Ohio. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Nickolas Morgan is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Tony Volante State Farm for two years. Outside of his financial advising role, he is involved with Iheart Media as a board operator, handling podcast audio editing and soundboard operation. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, through investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Cameron Gatsch is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. Prior to joining Commonwealth, he worked at Summit Financial Strategies and Peak Retirement Planning. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Richard Muccio is a financial advisor with GWN Securities Inc. in Westlake, Ohio, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at GWN Securities since 2007 and also operates RMM Financial. Outside of advisory work, he is actively involved in the health insurance industry, serving as past president of the Northeast Ohio Health Underwriters Association and holding leadership roles with the Ohio and National Associations of Health Underwriters, including creating and teaching insurance continuing education classes. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Ashley Graham is a financial advisor with Stratos Wealth Partners, Ltd, holding 17 years of industry experience. She has worked with firms including Mayfield Financial Services and Cambridge Investment Research Inc before joining Stratos Wealth Partners and LPL Financial in 2017. Graham is also a notary in Lakewood, Ohio. 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, offering customized portfolio management through an open-architecture approach that integrates multiple third-party platforms and managers.

Justin Bradford is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. He has previously worked at PNC Investments and currently supports a social media marketing company as an appointment setter. 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 broad network of financial professionals. The firm uses a multi-provider model for portfolio management and integrates closely with KeyCorp affiliates for a range of investment and advisory services.

Giuseppe Calabrese is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and four years of industry experience. He has worked at Key Investment Services LLC since 2021 and has been with KeyBank since 2016. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a broad network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and portfolio design by its Chief Investment Office and third-party managers, offering a range of wrap programs alongside custodial and insurance services.

Joseph Skarda is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities, Chase Investment Services Corp., Banc One Securities Corporation, and Ameriprise. Outside of his advisory role, he is a passive investor in thoroughbred horse racing through an interest in a racing management LLC. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm employs a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Daniel Mullett is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds the Series 66 designation and has worked in various roles at Key Investment Services and KeyBank since 2016, in addition to earlier experience with LPL Financial and Equitable Advisors. Outside of advising, he has partial ownership in a family construction company and holds a limited partnership in a real estate entity, though he does not actively manage these businesses. 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 uses a multi-provider model integrating discretionary and non-discretionary portfolio management with services offered through affiliated entities including KeyBank and KeyBanc Capital Markets.

Pui San Reynolds is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Citizens 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 uses a multi-provider platform integrating discretionary and non-discretionary investment models and offers services including custodial, trade execution, and ancillary insurance products.

Karim Shady is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at FIFTH THIRD SECURITIES, Fifth Third Bank, and Credit Agricole Bank of Egypt. 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 offerings and integrates services from KeyCorp affiliates, including investment banking and municipal advisory.

Matthew Hisey is a financial advisor at Foundations Investment Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Virtue Capital Management, LLC for 11 years. Outside of his advisory role, he owns The College Funding Connection, LLC, which provides college financial aid consulting. Foundations Investment Advisors offers financial planning and portfolio management to a broad client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis with tailored advice delivered through a large network of affiliated offices.

Jeremy Southworth is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he has worked in various roles including positions at Fifth Third Bank, Charter Communications, and Herbalife International, where he has been involved as a distributor in the health and wellness sector. Additionally, he serves as a Youth/Young Adult Pastor at LaGrange Church of God. 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 distinctive services such as direct indexing and tax-overlay, supported by its affiliation with Fifth Third Bank and a multi-tiered operational structure.

Christina Santone is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and totaling 23 years of industry experience. Her previous roles include positions at MML Investors Services and Mass Mutual Life Insurance 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 clients through a large network of financial professionals. The firm uses a multi-provider model with discretionary implementation and offers a range of wrap-fee programs supported by affiliated insurance products and custodial services.

Michael Gregory is a financial advisor at Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has been in the industry since 2026, with prior experience at LPL Financial LLC and Equitable Advisors, LLC. His background includes roles with Ohio International Consulting Program and Ohio University Integrated Business Cluster. 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 a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture, IAR-driven model that integrates multiple third-party platforms and managers for customized portfolio management and planning services.

Tyler Ankrom is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Stratos Wealth Partners, Ltd and has prior experience at LPL Financial. Ankrom has held roles in educational and recreational organizations, including Miami University and Portage Country Club. He is also involved with Wobdale LLC, a non-investment-related business. 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 a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, third-party manager programs, and outsourced CIO solutions. Their model emphasizes independent advisor management and an open-architecture approach that integrates multiple third-party platforms and managers.

Robert Bove is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes multiple tenures at Stratos Wealth Partners and LPL Financial, as well as roles at Strategic Investment Solutions, Purshe Kaplan Sterling Investments, Pension Portfolio Management, LLC, and Waterstone Financial Group, Inc. Outside of advisory roles, he has a business entity for tax and investment purposes and involvement in real estate activities. 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, offering a range of financial planning and portfolio management services through an IAR-driven, open-architecture model that integrates multiple third-party platforms and managers.