Anthony Basalla is a financial advisor at Cerity Partners LLC in Cleveland, OH, holding a Series 65 designation with 15 years of industry experience. He has been with Cerity Partners since 2017 and previously worked at Sigma Investment Counselors from 2014 to 2017. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Katherine Kelly is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding a Series 65 designation with three years of industry experience. She has worked at MAI Capital Management since 2019 and previously held positions at ValMark Securities, Inc. and Applied Financial Concepts, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services into client relationships.

Paul Shepherd is a CFP® and ChFC® with 16 years of industry experience, currently serving as an advisor at TLG Advisors, Inc. He has worked with The Leaders Group, Inc. and J L Thomas & Company, Inc. for the past 10 years. In addition to his advisory role, he is involved as a regional vice president and wholesaler with J L Thomas & Company, an insurance brokerage, and occasionally refers clients to a property and casualty insurance agency. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm specializes in investment supervisory services, portfolio management, and fiduciary services for ERISA-qualified plans, utilizing manager selection, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios.

Christopher Merrill is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services and KeyBank in various roles since 2016. Outside of his advisory work, he is a partial owner of an ice cream shop and has a realtor license in Michigan, primarily for personal use. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and related brokerage and insurance products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring within a network affiliated with KeyCorp and KeyBank.

Luka Matic is a CFP® professional with two years of industry experience, currently affiliated with MAI Capital Management, LLC. His prior roles include positions at Crown Point Financial Services, Ranpack, and John Carroll University. Outside of finance, he has experience related to Matic Farms. MAI Capital Management, LLC provides investment management, 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 manages a broad range of investment strategies through both in-house and third-party portfolio managers and offers additional services such as trust administration and insurance.

Jeffrey Carney is a financial advisor at PNC Wealth Management in N. Olmsted, OH, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Caroline Lukez Byrne is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has 20 years of industry experience, including roles at Eagle Strategies since 2014 and New York Life Insurance Co. since 2010. Outside of advisory work, she is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, with a focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

Timothy Mcbride is a financial advisor with PNC Wealth Management in Cleveland, OH. He holds Series 63 and Series 65 designations and has 28 years of industry experience. Mcbride has been with PNC Investments since 2013. 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 uses approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Angela Myers is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 65 registrations. Her prior experience includes roles at Fifth Third Securities, J.P. Morgan Securities, and Bank of America. Outside of her advisory work, Myers owns Goldie Brands LLC, a business that offers spray tan services. 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 model selection with financial professionals providing recommendations and oversight, and operates as part of the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Claude Smith is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Integrity Alliance since 2025 and previously held positions at Lion Street Advisors, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory role, he is the owner of Oswald Companies, which sells life, disability, and property insurance. Integrity Alliance, LLC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management approaches and utilizing multiple custodial platforms.

Brett Hilton is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Elios Financial Group, Sigma Financial Corporation, and John Carroll University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a variety of advisory programs and investment products. The firm emphasizes client direction in model strategy selection and provides access to third-party discretionary managers, while maintaining oversight through its Product Due Diligence Committee and supervisory reviews.

John Estes is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Ameriprise Financial Services, First Merit Bank, and LPL Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture investment model combining third-party and proprietary strategies, including multiple wrap-fee programs on the Envestnet MAS platform.

Stephen Jones is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot for employees that uses algorithm-driven risk assessments and approved model strategies executed with mutual funds and ETFs.

Brent Teague is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has prior experience at Oswald Financial, Inc., Global Retirement Partners, LLC, and LPL Financial, LLC, where he continues as a registered representative. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of financial planning services, advisor-managed and model portfolios, and retirement plan consulting, operating with an open-architecture approach that integrates multiple external platforms and tools.

Uriah Burke is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He previously worked at Fifth Third Securities, Inc. and Fifth Third Bank, N.A., and has a background that includes roles outside finance, such as auditor and consultant for a traffic control services firm. 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 investment decisions supported by financial professional recommendations and ongoing oversight, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Barbara Pal is a Series 66-registered advisor with Key Investment Services LLC, based in Brooklyn, Ohio, and has 21 years of industry experience. Her career includes over a decade at Securities America, Inc. and a long-term role at Burtoncarol (formerly CMI). She has worked with Key Investment Services in various capacities since 2020. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory and brokerage offerings, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides oversight through due diligence and supervisory review, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Andrew Connors is a CFP® with 23 years of industry experience and is currently with Hightower Advisors, where he has worked since 2019. Prior to joining Hightower, he spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies and operational features.

Samuel Plastow is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior work history includes several roles within KeyBank and CSE Federal Credit Union. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm operates within the KeyCorp group, working closely with affiliated entities to provide investment selection support and supervisory oversight.

Robert Smith is a financial advisor with Cerity Partners LLC in Cleveland, OH, holding 30 years of industry experience. He previously worked for Spero-Smith Investment Advisers, Inc. for 23 years before joining Cerity Partners in 2016. Smith serves on the board and several committees at University Hospitals Health System and is a member of the endowment investment committee for Ohio Northern University. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Stephen Malbasa is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He has been with Cerity Partners since 2016 and previously worked at Spero-Smith Investment Advisers, Inc. and S&S Financial Ventures LLC. He holds a Series 63 designation. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an investment approach that emphasizes diversified asset allocation and customized portfolios.