Erica Acheson Dunay is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Her career includes multiple roles at KeyBank and Fifth Third Securities. Outside of her advisory work, Dunay serves on the boards of the Lake Erie College National Alumni Board, Downtown Painesville Organization, and Maple Leaf Community Residences, and she is involved in bookkeeping for two small businesses. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs and separately managed accounts. The firm emphasizes client-directed investment profiles and model selection while providing non-binding recommendations and ongoing oversight.

Aaron Nuti is a financial advisor with Hightower Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Hightower Advisors since 2019 and previously at WealthTrust Fairport, LLC from 2012 to 2019. Based in Cleveland, OH, Nuti’s career has focused on providing advisory services within established wealth management firms. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager portfolio solutions, combining affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Matthew Carino is a Series 66-licensed advisor at Key Investment Services LLC with 21 years of industry experience. He has been with Key Investment Services since 2009. 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 model selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

William Ostrowski is a Series 66-licensed financial advisor at Key Investment Services LLC with three years of industry experience. His background includes roles at Key Investment Services and involvement with Egriu for Congress and John Carroll University. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and product offerings. The firm emphasizes client direction in investment model selection while providing non-binding recommendations and ongoing monitoring, supported by a due diligence committee and affiliations within the KeyCorp group.

Michael Lausin is a financial advisor at Lincoln Investment with 12 years of experience at the firm and six years in the industry. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Lausin works as an administrative assistant at RKL Financial LLC and is also licensed as an insurance agent handling life insurance, fixed annuities, and long-term care policies. 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 tactical approaches, and manages over $22 billion in advisory assets.

Adriana Bastos Randall is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, Raymond James & Associates, and Thomas McDonald Partners. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Michael Granito is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds the Series 66 designation. He has eight years of industry experience and previously worked at Marcum Wealth, LLC, ProEquities, Inc., and other firms. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Luis Mancipe is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked at KeyBank and Wells Fargo in various roles since 2014. 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 investment decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Anthony Podojil is a financial advisor at OSAIC Advisory Services, LLC with 16 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Arbor Point Advisors and Cedar Brook Financial Partners. Outside of his advisory role, he serves as executive director of the Alliance for High Quality Education and holds board positions related to public education and state retirement systems in Ohio. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and other related services through multiple program models utilizing a range of proprietary and third-party platforms.

Joseph Reynolds is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Citigroup, New York Life Insurance Company, NYLife Securities LLC, and PNC Investments. He has been with Key Investment Services since 2021. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, while operating within the KeyCorp group and maintaining affiliated relationships with KeyBank and KeyBanc Capital Markets.

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 at Key Investment Services LLC with 25 years of industry experience. She holds a Series 66 designation and has been with Key Investment Services in various capacities since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, offering monitoring, rebalancing, and supervisory oversight across its offerings.

Bradley Schlang is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Arbor Point Advisors and Securities America Advisors, Inc. He serves as a trustee and finance committee member for several nonprofit boards, including Wingspan Care Group and Bellefaire JCB, and participates in local charitable advisory councils. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and nonprofits. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, combining proprietary and third-party platforms to tailor portfolio solutions.

Brenda Johnson is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is affiliated with Commonwealth Financial Network and BDS Financial Network, where she has worked since 2012 and 2014, respectively. Johnson is the sole owner of Brenda Johnson, LLC, a private entity established for tax purposes and securities business facilitation. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

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 credentials and offering 36 years of industry experience. He has been with Key Investment Services since 2005 and has concurrently worked with Sbhu since 1992. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account options, utilizing a client-directed approach combined with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated banking and capital markets entities.

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 credential and less than one year of industry experience. His prior roles include positions at Bucholtz & Germo, TrueHarbor LLC, and Commonwealth Financial Network. &PARTNERS serves a diverse client base including individual, institutional, and sovereign wealth fund clients, offering investment advisory and brokerage services along with financial planning, retirement plan consulting, and investment banking. The firm employs a mix of proprietary and third-party strategies across discretionary and non-discretionary portfolio management and operates with multiple registration statuses including RIA, broker-dealer, and municipal advisor.

David Bucholtz Jr. is a CFP® with 31 years of experience in the financial services industry. He is currently affiliated with &PARTNERS and has previously worked with Michael Germo Dba Financial Planning Resources, Bucholtz & Germo, and Commonwealth Financial Network. He is the president and owner of Bucholtz Consulting, LLC, a private entity operating securities and insurance business. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a combination of proprietary models, third-party manager solutions, and a range of analytical approaches across their portfolios.

Sara Majer is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She has been with Benjamin F. Edwards since 2011 and holds a Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services with a mix of firm-developed and third-party model strategies.