Douglas Butler is a CFA® charterholder with 22 years of experience in the financial industry. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, he serves on the Investment Committee of the YMCA of Greater Cleveland, participating in the evaluation of investment managers for the organization's endowment fund. 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 high-net-worth individuals, families, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services within many client relationships.

Cynthia Ciccotti is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Key Investment Services and its predecessor firm since 2014. Outside of her advisory work, she manages rental real estate properties. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing monitoring within the KeyCorp group.

Bradley Schlang is a financial advisor at Osaic Advisory Services, LLC with 30 years of industry experience. He holds a Series 63 designation and has worked at firms including Arbor Point Advisors and Securities America Advisors. Schlang serves on several nonprofit boards, including as a trustee and finance committee member for Wingspan Care Group and Bellefaire JCB, and is involved with the Jewish Federation of Cleveland and Mt. Sinai Health Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, with portfolios constructed using proprietary and third-party platforms.

Greg Goldfeder is a CFA® charterholder with 16 years of industry experience. He is currently with Corient, where he has worked since 2026, following prior roles at Vivaldi Capital Management and Proper Analysis Corp. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Charles Melsher is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Key Investment Services since 2005 and has additional professional experience dating back to 1992 with Sbhu. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap‑fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and maintaining supervisory oversight through due diligence and review processes.

John Hollis is a financial advisor with Primerica Advisors in Beachwood, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance since 2012. Outside of his advisory work, Hollis is involved in several business ventures, including serving as president of HaHa Dumpsters LLC and holding investments in product innovation through Blazor Inc LLC. Primerica Advisors serves a broad retail client base, offering transaction-based brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a variety of proprietary and third-party investment strategies and supports multiple advisory programs and account-level services.

Joseph Suster is a financial advisor at &PARTNERS with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bucholtz & Germo, TrueHarbor LLC, Commonwealth Financial Network, and various other organizations. &PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

David Bucholtz Jr. is a CFP® professional with 31 years of industry experience. He is currently with \u0026Partners and has previously worked at Michael Germo Dba Financial Planning Resources, Bucholtz \u0026 Germo, and Commonwealth Financial Network. In addition to his advisory work, he is president and owner of Bucholtz Consulting, LLC, which operates securities and insurance businesses, and he also provides tax preparation services. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan services through a combination of proprietary and third-party strategies, using a variety of analytical approaches.

Sara Majer is a financial advisor with Benjamin F. Edwards & Company, Inc. in Mentor, Ohio, holding a Series 66 designation and 20 years of industry experience. She has been with Benjamin F. Edwards since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies managed internally and by third parties.

Laray Cash is a Series 66-licensed financial advisor at Key Investment Services LLC with three years of industry experience. Prior to joining Key Investment Services, Laray worked at Key Corp for six years. 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 model selection combined with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Scott Snow is a CFP® with 26 years of industry experience. He has been with Clearstead since 2022 and previously operated his own advisory firm, Scott Snow (Financial Advisors) LLC, from 2005 to 2022. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and uses an institutional investment process across a range of strategies and account types.

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.

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.

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 with Key Investment Services LLC based in Brooklyn, Ohio. She holds Series 63 and Series 66 registrations and has 18 years of industry experience. Her prior work includes positions with KeyBank dating back to 2016. 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 brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while offering access to third-party discretionary managers and maintaining supervisory oversight.

Derek Stover is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KeyBank and Northwestern Mutual in various advisory roles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by financial professional recommendations and provides access to third-party discretionary managers, along with ongoing monitoring and supervisory oversight.

James Sheahen is a Series 66-licensed financial advisor with Key Investment Services LLC. He has two years of experience in the industry and previously worked at KeyBank for 37 years. Outside of his advisory role, he serves as the treasurer for political campaigns for Tom Bullock, a Lakewood, Ohio councilman, in a non-compensated capacity. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers various investment programs and emphasizes client-directed model selection while overseeing third-party advisory products and discretionary managers.