Kurt Nye Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2014. He is a board member of the United Way of Greater Cleveland, where he assists in reviewing investment portfolios and participates in board meetings. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, and retirement plan consulting to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated companies.

John Zaller is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with MAI Capital Management, LLC since 2016. Outside of his advisory role, he serves as treasurer for the City Mission of Cleveland and is president of the City Mission Endowment Foundation, where he oversees financial records and investment portfolios. 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, institutions, and foundations. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing a variety of private funds and affiliated investment vehicles.

Solomon Schmidt is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. for 16 years before joining Key Investment Services in 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory and brokerage programs. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group, maintaining connections with affiliated banking and capital markets entities.

David Baldwin is a financial advisor at Key Investment Services LLC with 35 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2005. 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 model selection and provides supervisory oversight and due diligence for third-party advisory products.

Robert Provance is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with Lincoln Investment since 2017. He previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he is involved in the sales and service of health insurance. 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 a range of financial planning and retirement plan advice, managing portfolios through both strategic and tactical investment approaches.

Matthew Kuzma is a financial advisor with Eagle Strategies (NY Life) in Fairview Park, OH, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked with Eagle Strategies since 2022 and has prior experience at Nylife Securities LLC, New York Life Insurance Co., Key Investment Services LLC, and KeyBank. Outside of his advisory role, he owns Super Kuzma Bros LLC, a business reselling sports memorabilia and media products online. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on advisory services related to insurance and annuity products.

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 in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Key Bank – KPB, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Key Private Bank. Key Investment Services LLC serves a diverse client base, including individuals, trusts, estates, small businesses, and corporate clients, offering a variety of advisory programs such as wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight.

Brad Wilk is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. Outside of his advisory role, he is an owner and partner of BKG3, LLC, a real estate business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and performs ongoing due diligence and supervisory oversight of third-party advisory products.

Nicole Welsh is a financial advisor at Citizens Securities, Inc. in Lakewood, Ohio, with 10 years of industry experience. She has held her current position at Citizens Securities since 2015 and holds Series 63 and Series 65 licenses. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also 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 19 years of industry experience. He has worked at Commonwealth since 2011 and is also associated with MJ Baker & Associates, where he has been active since 2006. Outside of his advisory roles, he co-owns and manages commercial real estate through a private entity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, technology, and compliance.

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 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Charter One Bank and Citizens Securities 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 strategy selection combined with ongoing monitoring and due diligence of third-party advisory products.

Rhonda Mccurry is a financial advisor with Lincoln Investment, holding a Series 63 designation and 36 years of industry experience. She has previously worked with Legend Advisory Corporation and Legend Equities Corporation. Outside of advising, she is involved in auto build and repair on race cars and has experience coordinating fix-and-flip real estate properties as a learning endeavor. 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 a range of financial planning and retirement plan services, utilizing strategic and tactical investment approaches managed by an in-house Investment Management & Research team.

Chandler Groves is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include various positions at Fidelity Investments and Imber Wealth Advisors. 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 choices supported by non-binding advisor recommendations and conducts due diligence on third-party advisory products while providing supervisory oversight and periodic rebalancing.

Jason Christopoulos is a financial advisor with Citizens Securities, Inc. in Detroit, MI, holding Series 63 and Series 66 registrations and having 10 years of industry experience. His prior work includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, and Fifth Third Securities. He is also a commissioned Notary Public. 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 operates a digital advisory program and a Managed Account program, and is wholly owned by Citizens Bank, N.A.

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 in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with KeyBank and Key Investment Services since 2016. 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 selection and provides ongoing monitoring and due diligence of third-party advisory products.