Stephen Rudolph is a financial advisor with MAI Capital Management, LLC in Cleveland, Ohio. He holds Series 63 and Series 66 credentials and has 28 years of industry experience. Prior to joining MAI Capital Management in 2021, he worked at Hw Financial Advisors and Commonwealth Financial Network from 1999 to 2021. He is also a co-owner of IPS Bio, LLC, a private entity involved in an investment in Biomendics, 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 individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated companies.

Tyler Owens is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including KeyBank, Investment Distributors, Inc., and Protective Life. 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 direction in model selection and provides non-binding recommendations, ongoing monitoring, and access to third-party discretionary managers while operating within the KeyCorp group.

Alexander Rupert is a CFP® and holds the Series 65 designation, with 11 years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2018 and previously was with Laurel Tree Advisors LLC from 2014 to 2018. Rupert is based in Akron, OH. 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 employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Gabriel Phillips is a financial advisor with Key Investment Services LLC in Brooklyn, OH. He holds a Series 66 designation and has been working in the industry since 2026. His prior experience includes roles at Summit Financial Strategies, Huntington Bank, and The Ohio State University Fisher College of Business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment model selection while providing ongoing monitoring and offers access to third-party discretionary managers and supervisory services.

Travis Stapleton is a financial advisor with Lincoln Investment in Independence, Ohio, with 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent six years at Legend Equities Corporation. Outside of advisory work, he is a licensed real estate representative involved in the buying and selling of residential property. 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 financial planning and retirement plan advice, managing a range of in-house and third-party investment strategies that incorporate both strategic and dynamic approaches.

Samuel Lupica is a financial advisor with Stratos Wealth Partners, Ltd in Akron, OH, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Stratos Wealth Partners since 2010 and has also been affiliated with LPL Financial since 2008. Outside of his advisory role, he is involved in an e-commerce business operating on eBay and Amazon with his spouse. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to various third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

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 17 years of industry experience and holds a Series 66 designation. He 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 a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees with PNC Bank online credentials. The program uses approved model strategies with mutual funds and ETFs, employing an algorithmic questionnaire to recommend risk bands and features third-party portfolio implementation and proxy voting.

Matthew Hennessy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses, and has 11 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap‑fee advisory programs, model portfolios, managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides ongoing monitoring, third-party product due diligence, and supervisory oversight within the KeyCorp group.

Estella Taylor Greene is a financial advisor at Key Investment Services LLC with 24 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes positions at TIAA-CREF and Cadaret, Grant & Co., 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 model selection supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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.

Amy Valentine is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds the CFP®, CFA®, and Series 63 designations. Her prior work includes roles at Ameriprise Financial Services, Planned Financial Services, LPL Financial LLC, and Key Bank NA. 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 model selection and provides oversight and due diligence on 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 Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and has been the president and owner of the Centre for Financial and Retirement Planning since 1993. His work includes financial planning and asset management for approximately 125 clients. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans, using an open-architecture platform that supports both advisor-managed and model-based portfolios. The firm emphasizes active monitoring and asset allocation across multiple custodians and utilizes both affiliated and third-party sub-advisors to implement investment strategies.

Veronica Mangione is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Key Investment Services since 2019, with prior experience at Park Ave Securities and Guardian. Outside of her financial 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 various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, while leveraging affiliations within the KeyCorp group to offer integrated financial services.

Anna Frehmeyer is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Citizens Securities, Inc. and Citizens Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and related brokerage and insurance products. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and access to third-party discretionary managers.

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 with Key Investment Services LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at KeyBank and Citizens Bank, where he worked from 2016 to 2024. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed account options. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and due diligence for third-party advisory products while operating within the KeyCorp group and maintaining relationships with affiliated entities.

Thomas Jarecki is a financial advisor with Key Investment Services LLC who holds Series 63 and Series 65 registrations and has 25 years of industry experience. His prior work includes positions at JPMorgan Chase Bank NA and JPMorgan Securities LLC. He has been with Key Investment Services LLC and Key Bank NA since 2022. 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 and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight.

David Donnelly Sr. is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial and PNC Investments. David is based in Brooklyn, Ohio. 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 strategies supported by ongoing monitoring and oversight, and it operates within the KeyCorp group with close affiliations to KeyBank and KeyBanc Capital Markets.