Joseph Granzier is a financial advisor at OneSeven with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors, LLC and Fortune Financial Services. Granzier serves as a board member for Malachi House, a nonprofit providing hospice services for the homeless, meals for the needy, and career counseling for the unemployed. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan advisory. The firm employs a primarily long-term investment approach with access to diversified portfolios, alternatives, and private placements, and is affiliated with MGO Inc., which expands its retirement-plan consulting capabilities.

Spencer Dieck is a financial advisor at Stratos Wealth Advisors LLC with 13 years of industry experience. He previously worked at Beacon Financial Advisory LLC and Beacon Financial Partners. In addition to his advisory role, he serves as a financial analyst at Pistone Wealth Advisors, focusing on investment analysis, trading, financial plan design, marketing, and client support. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers customized financial planning, portfolio management, and third-party manager programs tailored to client goals.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Nicholas Schwitzgebel is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at MyShyft, Butler University, Dartmouth College, and Keyfactor. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party advisory solutions.

Jason Borrasso is a financial advisor with Stratos Wealth Partners, Ltd., holding the Series 66 designation and bringing 16 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017 and previously held positions at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Edward Jones. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser managing approximately $18.6 billion in assets for a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and sub-advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and outsourced CIO solutions.

Kimberly Bish is a financial advisor with Key Investment Services LLC, holding the Series 66 designation and bringing 25 years of industry experience. She has worked within Key-related entities since 2003, including Key Bank and KeyBanc Capital Markets. Outside of her advisory role, she volunteers as a speaker for the Ohio Department of Education. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm uses a multi-provider model with discretionary and non-discretionary options, integrating services from affiliated KeyCorp entities and offering wrap-fee programs alongside custodial and ancillary insurance products.

James Matthews is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at KeyBank, W&S Brokerage Services, Western Southern Life, and Empower Behavioral Health. 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 for portfolio management and integrates with KeyCorp affiliates for additional investment and advisory services.

Matthew Rosner is a financial advisor with Guardian Life and Park Avenue Securities, holding five years of industry experience. He has been with Guardian Life since 2008 and Park Avenue Securities since 2018. Outside of his advisory work, he is involved in property management through Jaylene Development LLC. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a blend of advisor-led discretionary management and model-based strategies, supported by proprietary programs, third-party platforms, and access to insurance and alternative investment products.

Matthew Levine is a financial advisor with Independent Financial Partners holding Series 63 and Series 66 designations and 35 years of industry experience. He worked at key Investment Services LLC for 10 years before joining Independent Financial Partners in 2022. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with a multi-advisor platform, serving individual, charitable, corporate, and high-net-worth clients, and offers notable retirement-plan advisory and pension consulting capabilities.

Heather Pollack is a financial advisor at Osaic Advisory Services, LLC with 33 years of industry experience. She holds a Series 63 designation and has worked previously at Beacon Financial Group, Inc. and Lincoln Financial Advisors Corp., where she spent 20 years. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Joel Larson is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at KeyBank and Equitable Advisors. Outside of financial advising, he is the sole owner of JRL Homes LLC, a rental property management company. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm utilizes a multi-provider model with discretionary and non-discretionary services and integrates with KeyCorp affiliates for a range of financial and advisory capabilities.

Robert Miller is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at UBS Financial Services, Raymond James & Associates, and Morgan Keegan & Company. Key Investment Services LLC is an SEC-registered investment adviser that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model combining platform services from Envestnet with portfolio management from Key Wealth Chief Investment Office and third-party managers.

Hugo Vazquez Alcala is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has been with Key Investment Services LLC and KeyBank NA since 2024. 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 platform services from Envestnet and portfolio management strategies from Key Wealth Chief Investment Office and third-party managers.

Richard Ganim Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Metlife Securities, Grove Point Investments, Cetera Advisors, and Legacy Advisory Services. He has worked with Stratos Wealth Partners and LPL Financial since 2017. Stratos Wealth Partners is an SEC-registered enterprise with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as portfolio management, financial planning, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Jonathan Douglas is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.

Joseph Macfarlane is a financial advisor at Key Investment Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at C.L. King & Associates for 13 years. 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 combining discretionary platform implementation with strategist portfolios designed by internal and third-party managers, and it integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Sean Hesch is a financial advisor with NewEdge Advisors in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management, KMC Wealth Management, and Cambridge Investment Research. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, using multiple program structures and technology tools to support advisor and client needs.

Michael Buroker is a CFP® professional with 26 years of industry experience, currently affiliated with Key Investment Services LLC. His prior experience includes roles at Schwab Private Client Investment Advisory, TIAA, UBS Financial Services, and other firms. He is based in Brooklyn, Ohio. 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 and integrates services with KeyCorp affiliates to offer a range of wrap programs along with custodial and trade execution services.

Alexander Berk is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KeyBank and CoverMyMeds. Outside of his advisory role, he is involved in selling art merchandise through Red Bubble Inc. and manages a wellness business that offers ballet, fitness, and arts lessons. 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 plans. The firm utilizes a multi-provider model and offers a range of wrap programs supported by affiliated banking and capital markets entities.

Erica Acheson Dunay is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked primarily within KeyBank and its affiliated firms since 2017, and prior to that was with Fifth Third Securities and Wells Fargo Clearing. Outside of her advisory role, she serves on the boards of several organizations, including Lake Erie College National Alumni Board and Maple Leaf Community Residences, and participates in local community groups such as the Downtown Painesville Organization. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model involving platform services from Envestnet and portfolio design by internal and third-party managers, with a focus on non-discretionary model selection and wrap fee programs.