Bradley Norton is a CFA® charterholder with eight years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Winfield Associates and Victory Capital Management. MAI Capital Management, LLC 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 institutions. The firm manages over $72 billion in assets and offers customized portfolio management across various strategies, combining financial planning and tax services with multiple investment vehicles.

Todd Winchell is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at The Huntington Investment Company, Huntington National Bank, LPL Financial LLC, Five Star Bank, and Citizens Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Douglas Crowl is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He worked at PNC Investments from 2015 to 2023 before joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides oversight and due diligence on third-party advisory products, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Anthony Zak is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Key Investment Services since 2021 and previously held positions at Commonwealth Financial Network, MJ Baker Financial Advisors, and PNC Investments. 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 decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group, integrating services across affiliated banking and capital markets entities.

Alan Fullenkamp is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2006. Outside of his advisory work, he serves as a committee member for the St. Rose Boy Scout Troop 167, is an executive council board member for the Erie Shores Council of the Boy Scouts of America, and participates on the St. Rose School Endowment committee. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and provides access to third-party discretionary managers while operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Steven Brooks is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. He has worked within the Charles Schwab organization since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, differentiating its service and fee structure from many enterprise wealth managers.

Regina Lewis is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she focuses on helping clients develop personalized strategies to pursue their financial goals. She works closely with clients to understand their priorities and create tailored plans addressing retirement planning, investing, funding education, and managing unexpected expenses. Regina holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Her educational background includes a high school diploma from Ellison High School, an associate’s degree from Wayne County Community College, and a bachelor’s degree from Walsh College. Her approach emphasizes simplicity and transparency in wealth planning to support clients through their financial journeys.

Renee Kapanke is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Kapanke has been with Fifth Third Securities since 2013 and has also worked with Fifth Third Bank since 2012. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers a range of discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with features such as direct indexing and tax-overlay services.

Bryan Blackburn is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC and has previously worked at Carnegie Investment Counsel, McDonald Partners LLC, and Wells Fargo Advisors. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary solutions through a large network of independent advisers and emphasizes tailored investment strategies supported by ongoing monitoring and a range of managed account options.

Pete Angelokostopoulos is a financial advisor at PNC Wealth Management with 19 years of industry experience. He has been with PNC Investments since 2014 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, primarily investing in mutual funds and ETFs with annual rebalancing.

Joshua Tremmel is a financial advisor with Citizens Securities, Inc. in Rocky River, OH. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Citizens Securities in 2020, he worked at Eagle Strategies and New York Life entities from 2016 to 2020. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms for ETF-based portfolios, as well as a Managed Account program.

Ronald Bellamy is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Bank, Empower Advisory Group, and AXA Advisors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap‑fee advisory programs, model portfolios, separately managed accounts, unified managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides access to third‑party discretionary managers, offering ongoing monitoring, rebalancing, and supervisory oversight.

Timothy Carneval is a CFP® professional with 18 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 individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies through both in-house and third-party managers and offers integrated financial planning, trust administration, and insurance services.

David Frimel is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses, and has 23 years of industry experience. He has been with PNC since 2010. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithmic risk assessment and investments in mutual funds and ETFs with annual rebalancing.

Courtney Jinjika is a financial advisor at Key Investment Services LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at KeyBank and Key Investment Services in various capacities since 2001. Key Investment Services LLC serves a range of clients including individuals, trusts, estates, small businesses, and corporate entities through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.

Pamela Vanone is a financial advisor with Kestra Advisory, holding a Series 66 credential and bringing 23 years of industry experience. She has been with Kestra Advisory since 2016 and has also been associated with Kestra Investment Services, LLC since 2006. She serves as a financial advisor and retirement plan consultant through Magis Advisory Group, LLC, focusing on financial planning, retirement plan management, and related services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Gregory Guluzian is a financial advisor with Principal Financial Services, holding a Series 63 designation and 15 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he is involved in fixed life and annuities insurance activities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

David Harry is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc., bringing seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., J.B. Harry and Associates, and a brief tenure at Missing Mountain Brewing Co. He has also been involved with Habitat for Humanity East Central Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and offers investment recommendations without exercising discretionary trading authority.

Kaitlin Compernolle is a financial advisor at Private Advisor Group, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked with LPL Financial and in digital marketing and counseling roles. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and access to third-party asset managers and model portfolios.

Cole Gest is a financial advisor at RBC Rochdale, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Charles Schwab, and Northwestern Mutual. RBC Rochdale serves a diverse client base that includes high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis to construct tailored portfolios across various asset classes.