Samuel Lupica is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and has prior experience at LPL Financial and Wells Fargo Clearing. Outside of advising, he is involved in an e-commerce business operated jointly with his spouse. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, access to model portfolios and third-party managers, and retirement plan consulting through a network of investment adviser representatives using a range of platforms and strategies.

Amanda Gehres is a CFP® professional with over a decade of experience in financial planning. She has worked at Sequoia Financial Group since 2025 and previously operated Gehres Financial Planning for 13 years. Her prior roles include positions at Nye Financial Group and Prudential. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm uses a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and comprehensive research resources.

John Landers is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services LLC, Pruco Securities, Prudential Insurance Company of America, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and third-party strategists for portfolio implementation.

Matthew Hennessy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at KeyBank and Citizens Securities, INC, among others, all within the KeyCorp group of companies. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, supported by a Product Due Diligence Committee and supervisory oversight, operating within the broader KeyCorp affiliated network.

Estella Taylor Greene is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She previously worked at TIAA-CREF and Tiaa for nine years before joining KeyBank NA and Key Investment Services in 2025. 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 investment strategy selection supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group alongside affiliated entities.

Anthony Trunzo is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Fifth Third Securities since 2023 and has been affiliated with Fifth Third Bank since 2017. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of program types via the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a client base that includes high-net-worth individuals, corporations, trusts, and retirement accounts.

Julie Halladay is a financial advisor at Citizens Securities, Inc. in Cleveland, OH, holding a Series 66 designation. She began her career in the financial industry in 2026. Prior to joining Citizens Securities, she worked in various roles outside the financial sector, including positions at Mt Brighton, Citizens Bank, Home Depot, Long John Silvers, Target, and Pollo Tropical. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Amy Valentine is a CFP® and CFA® certificant with nine years of experience in the financial services industry. She has worked at Key Investment Services LLC since 2023, with prior roles at Planned Financial Services, LPL Financial LLC, and Ameriprise Financial Services, Inc. She is based in Brooklyn, Ohio. 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 investment choices supported by professional recommendations, ongoing monitoring, and due diligence of third-party advisory products.

Gary Gilbert is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including roles at Securities America Advisors, Securities Service Network, and running his own firm, Gary M Gilbert and Associates LLC. He is also involved in tax preparation and serves as a trustee for a family trust. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.

Kevin Friday is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and also serves as president and owner of Centre for Financial and Retirement Planning, a financial planning and asset management firm he founded. He has worked in financial planning since 1993. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, portfolio management, and consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple custodians.

Veronica Mangione is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Key Investment Services and KeyBank since 2019, with prior experience at Park Ave Securities and Guardian. Outside of her advisory role, she serves as a school bus driver for Ichabod Crane Central Schools. 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 choices supported by non-binding recommendations and ongoing monitoring, with oversight provided by a Product Due Diligence Committee and connections within the KeyCorp group.

Anna Frehmeyer is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes roles at KeyBank and Citizens Securities, Inc. 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 selection alongside ongoing monitoring and uses a due diligence committee to review third-party advisory products.

Michael Selzer is a CFP® professional at MAI Capital Management, LLC with seven years of industry experience. Before joining MAI in 2019, he worked at Paragon Advisors and Sterling Jewelers. 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, institutional clients, and professional athletes. The firm offers customized portfolio management across multiple strategies and integrates financial planning and other services for clients.

Kyle Forman is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at KeyBank and Citizens Bank earlier in his career. 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 direction in model selection and provides oversight and due diligence on third-party advisory products while operating within the KeyCorp group.

Thomas Jarecki is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Jarecki is based in Brooklyn, Ohio. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by a structured due diligence and supervisory framework and operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

David Donnelly Sr. is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at LPL Financial and PNC Investments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolio offerings. The firm emphasizes client-directed investment decisions with non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight across its programs.

Bradley Turner is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining MAI Capital Management in 2022, he worked at Hartland & Co. for ten years. 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, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and integrates financial planning, tax, and bill-pay services into client relationships.

Daniel Tesfaye is a CFP® professional with seven years of industry experience, currently with Sequoia Financial Group, L.L.C. in Akron, OH. His prior experience includes roles at Bank of America, Merrill, and Northwestern Mutual. He also writes educational personal finance articles for SeekingAlpha.com. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and extensive research resources.

Sergio Diaz is a Series 66 licensed financial advisor at Schwab Wealth Advisory with 24 years of industry experience. He has been with Charles Schwab since 2008 and joined Schwab Wealth Advisory in 2025. Outside of his advisory role, Diaz is a sole proprietor involved in the resale of sporting event tickets. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standardized asset allocation models and Schwab research tools to offer investment recommendations while leaving final trading decisions to clients.

Sandra Centa is a CFA® charterholder and holds a Series 63 license, with 15 years of experience in the financial industry. She is currently with HSBC Securities (USA) Inc., where she has worked since 2022, having previously held positions at Truist Bank, Truist Securities, SunTrust Robinson Humphrey, and BB&T. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm uses a model-based investment approach supported by global asset management partners and offers specialized programs such as Offshore Spectrum for non-resident clients.