Steven Wolken Jr. is a financial advisor at Clearstead Advisory Solutions with 18 years of industry experience. He holds a Series 65 designation and has been with Hartland & Co. since 2011. Based in Cleveland, OH, Wolken's background includes extensive work within the financial advisory sector. Clearstead serves both affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, using a disciplined investment approach that incorporates portfolio analytics, manager research, and strategic asset allocation.

Gregory Meador is a financial advisor with Valic Financial Advisors in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Valic Financial Advisors since 2008 and is also associated with Agia, where he serves as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Roger Miller is a financial advisor with Lincoln Investment in Independence, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of finance, he works as a bus operator for Summit County Transit Service. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm employs an in-house Investment Management & Research team to develop strategic model portfolios and offers advisor-led consulting, financial planning, and access to third-party managers through various platform options.

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. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at LPL Financial, Purshe Kaplan Sterling Investments, and Mass Mutual Life Insurance Company. He also served at St. Basil the Great Church for three years. Stratos Wealth Partners 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, offering a range of services such as financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture model and active portfolio management.

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 with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes positions at LPL Financial and HSBC Securities (USA) Inc. prior to joining Key Investment Services in 2016. 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 through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services, integrating with affiliated companies to provide additional investment and advisory capabilities.

Mickele Vianello is a Series 66-licensed financial advisor with one year of industry experience, currently with Key Investment Services LLC. Prior to her current role, she worked at KeyBank NA and held positions in credit union services, senior living, and education. She also has experience with a music-related business venture. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a diverse client base including individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider platform with discretionary and non-discretionary strategies and integrates services from KeyCorp affiliates.

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 Myers is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 65 registrations 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 is an SEC-registered investment adviser providing portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap-fee programs supported by a multi-provider model and integrates offerings from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Jena Viock is a Series 66-licensed financial advisor with 23 years of industry experience. She has worked at Key Investment Services LLC since 2015 and has a concurrent tenure at KeyBank beginning in 1998. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Judith Tengler is a financial advisor at Stratos Wealth Partners, Ltd with over 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and Signator Investors, Inc. Tengler is involved with Private Advisor Group, LLC, providing investment advisory services through this independent firm in addition to her role at Stratos Wealth Partners. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture approach that integrates multiple third-party platforms and managers.

Jessica Rorar is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Key Investment Services LLC since 2026 and has held positions at Key Bank and Valmark Securities, Inc. previously. She is based in Brooklyn, 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 plan clients through a network of financial professionals. The firm uses a multi-provider model and offers various wrap programs with custodial and trade execution services.

Debra Friend is a financial advisor with Lincoln Investment in Independence, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her prior roles include positions at Legend Equities Corporation and Valic Financial Advisors. She has been with Lincoln Investment since 2017. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm offers financial planning, advisor-led consulting, and portfolio management through strategic model portfolios and third-party managers, supported by an in-house 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.

Angel Kelley is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 23 years of industry experience. Prior to joining Key Investment Services in 2019, Angel worked at ValMark Advisers, Inc., LPL Financial, and other firms. 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 offers multiple wrap programs supported by a multi-provider model, combining portfolio management and model-based advisory products with custodial and trade execution services.

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 at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Virtue Capital Management, LLC and Horter Investment Management. Vago is also the owner of Vago Insurance Agency, an employee benefits and insurance firm operating since 1999. 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, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Donna Thrane is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has eight years of industry experience, including prior roles at Choreo, LLC and RSM US Wealth Management 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 high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of strategies and delivery methods tailored to client objectives and oversees more than $72 billion in assets under management.

Andrew Webb is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His previous roles include positions at Merrill, Morgan Stanley, Wells Fargo Clearing, Berkshire Bank, and KeyBank NA. 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 uses a multi-provider platform model and integrates services from KeyCorp affiliates, offering a range of wrap programs alongside custodial and trade execution services.