John Ruebsteck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. He has worked at PNC Investments since 2018 and previously spent four years at LPL Financial and Stratos Wealth Partners. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy currently available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to approved third-party strategists.

Eric Parker is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. His career includes roles at Key Investment Services LLC, Key Bank - KPB, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Key Private Bank. 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 uses a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services provided by Pershing.

Francis Anello is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He holds a Series 63 designation and has worked previously at Morningstar Investment Management LLC, Lineweaver Wealth Advisors, LLC, Triad Advisors, and Charles Schwab. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios composed exclusively of selected T. Rowe Price mutual funds and ETFs. The firm employs asset-location strategies, tax-aware rebalancing, and Monte Carlo simulations for retirement income planning.

Brad Wilk is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds a Series 66 credential and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also a partner in BKG3, LLC, a real estate investment entity. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model with discretionary implementation and non-discretionary client selection, and integrates services from KeyCorp affiliates across banking and capital markets.

Nicole Welsh is a financial advisor with Citizens Securities, Inc. in Lakewood, OH, holding Series 63 and Series 65 credentials and with 11 years of industry experience. She has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Gregory Badowski is a CFP® with 15 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships.

James Vitou is a CFP® with seven years of industry experience, currently serving at AE Wealth Management, LLC. He previously worked at Horter Investment Management, LLC and Aon Risk Solutions, and has been a partner at Vitou Financial Services, LLC since 2018. Vitou also presents retirement seminars as an Associate of Financial Consultants. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual clients, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and operates a large-scale platform managing nearly $50 billion in assets across more than 127,000 clients.

Shawn Brunner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He has been with Commonwealth since 2011 and also owns MJ Baker Financial Advisors, through which he conducts securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Lisa Matuszny is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds a Series 65 license and has prior experience with Avantax Planning Partners. In addition to her advisory role, Ms. Matuszny is a shareholder and CPA at Hobe & Lucas Certified Public Accountants, Inc., where she supervises employees, reviews tax returns and financial statements, and handles firm management duties. She also serves on the board of Spice Field Kitchen, assisting with budgeting, financial statement analysis, and fundraising for the organization’s educational food system programs. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services within a diversified investment process tailored to client objectives and risk tolerance.

Carl Hendrix is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 21 years of industry experience, including roles at Principal Securities, Principal Life Insurance Company, Empower, and STANDARD. He also serves as a bank officer at Principal Bank & Trust Company, supporting retirement plan account relationships across insurance, broker-dealer, and bank trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Kimberly Barley is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes roles at Charter One Bank and Citizens Securities Inc. Kimberly is based in Brooklyn, Ohio. Key Investment Services LLC is an SEC-registered adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates while relying on a multi-provider model for portfolio implementation and manager oversight.

Anthony Fleming is a financial advisor with Key Investment Services LLC in Brooklyn, OH. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Fleming has been with Key Investment Services and KeyBank since 2014. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider model combining platforms like Envestnet with portfolio designs from its Chief Investment Office and third-party managers, delivering primarily non-discretionary investment solutions alongside custodial and ancillary insurance services.

Rhonda Mccurry is a financial advisor at Lincoln Investment with 36 years of industry experience. She holds a Series 63 designation and has worked at firms including Legend Advisory Corporation, Legend Equities Corporation, Valic Financial Advisors, and MSI Financial Services. Outside of financial advising, she assists with auto build and repair of race cars and coordinates fix-and-flip real estate projects as a learning experience. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history serving educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, employing an in-house Investment Management & Research team to develop model portfolios and adaptive strategies while maintaining a largely advisor-led approach.

Chandler Groves is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Imber Wealth Advisors. 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 employs a multi-provider model with discretionary implementation and offers multiple wrap programs supported by affiliated insurance products and custodial services.

Jason Christopoulos is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, and Fifth Third Securities. Outside of advising, he is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Mark Fullerman is a financial advisor with PNC Wealth Management in Cleveland, Ohio. He holds a Series 66 credential and has 17 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. The firm uses algorithmic risk assessments and approved third-party strategists to implement investment strategies primarily through mutual funds and ETFs.

Tanya Knight is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at various KeyBank and Key Investment Services entities since 2016. 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 plan clients through a network of financial professionals. The firm uses a multi-provider model combining third-party portfolio strategists and in-house due diligence, with services including multiple wrap programs and integration with KeyCorp affiliates for additional financial capabilities.

Jonathan Clark is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds a Series 65 designation and has operated Clark Wealth Management since 2015 and Clark Financial Services since 2004. Clark is also licensed as a life and health insurance agent in Ohio, offering life, long-term care, and health insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Aaron Jameyson is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Citizens Securities and its affiliated entities since 2019, with prior experience at PNC Bank and Marsh Plating. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Matthew Vegel is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Creative Planning. He has four years of industry experience, including prior roles at Sequoia Financial Group, Paragon Estate Planners, and Paragon Tax Planners. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and tax-efficient techniques, managing approximately $295.6 billion in client assets.