Eileen Burkhart is a CFP® with 37 years of industry experience, currently affiliated with Clearstead Advisory Solutions in Cleveland, OH. She is president and owner of Eileen M. Burkhart & Company, LLC and has been associated with Commonwealth Financial Network since 2002. Her other business activities include selling fixed insurance and serving as a trustee for her company’s 401(k) profit sharing plan. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm applies institutional investment disciplines across portfolios and offers a proprietary Direct Indexing strategy, managing approximately $33.9 billion in assets for over 4,300 client relationships.

Joy Mitchell is a financial advisor with Janney Montgomery Scott in Elyria, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Andrew Marusic is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, with 14 years of industry experience. He holds the Series 63 designation and has previously worked at Commonwealth Financial Network and Hw Financial Advisors. Marusic has been with MAI Capital Management since 2021. 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- and ultra-high-net-worth 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.

Gary Linn is a Series 66-credentialed advisor with 28 years of industry experience. He has been with Key Investment Services LLC since 2006. Linn serves as president of the Bethany Lutheran School Endowment Fund. Key Investment Services LLC is an SEC-registered investment adviser that offers wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage products to individuals, trusts, estates, and businesses. The firm emphasizes client-directed investment selection and provides oversight through due diligence and supervisory review processes.

Joshua Wagner is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Enterprise, The Prudential Insurance Company of America, and Fifth Third Securities. Joshua is a member of the Defiance Area Chamber of Commerce and serves as budget keeper for Defiance Christian Academy. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed investment selection with ongoing monitoring and access to third-party discretionary managers, while operating within the KeyCorp group and maintaining multiple affiliated financial service relationships.

Bruce Murphy is a financial advisor at Principal Financial Services with 37 years of industry experience. He holds a Series 63 designation and has worked with Falling Water Financial Group Inc since 2010, alongside his longstanding role at Princor Financial Services Corporation since 1995. Outside of investment advisory, he is involved in a business that assists business owners with group medical, dental, disability, and life insurance benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm’s investment approach includes direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Carlos Robert is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. He has been with KeyBank NA since 2014. 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 ongoing monitoring and due diligence of third-party advisory products.

Alexander Jeffries is a financial advisor at Hightower Advisors with a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2025, he held roles at Eileen M. Burkhart & Co., Commonwealth Financial Network, and Valmark Securities. Outside of his advisory work, Jeffries serves as Executive Secretary and Membership Director of the Cleveland Memorial Society, a nonprofit focused on providing resources and negotiating lower-cost funeral arrangements. Hightower Advisors offers investment advisory and planning services to individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers. The firm supports a range of strategies and asset types, with particular expertise in institutional mandates and international investment considerations.

David D'arienzo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His career history includes multiple roles within Key Investment Services and KeyBank dating back to 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed and unified managed accounts, as well as brokerage and insurance products offered via affiliated entities. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, alongside ongoing monitoring and supervisory oversight.

Jennifer Stoll is a CFP® with 17 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having previously worked at PNC Investments for 12 years. She is based in Cleveland, OH. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Iryna Pikuleva is a financial advisor with Citizens Securities, Inc., holding a Series 66 credential and beginning her advisory career in 2026. She has prior experience with Pearls Hope and has been affiliated with Citizens Bank since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory options including a digital advisory program and a Managed Account program.

Brian Kahl is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 designations. He has 35 years of industry experience, including roles at Mid Atlantic Capital Corp since 2006. Outside of his advisory work, he serves as Vice President of consulting for Virtus and is President and Advisor of The Kahl Group, LLC, which provides investment advisory and management services. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Reece Tatchell is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and previously worked in education roles at John Carroll University, Sylvania Northview High School, and McCord Middle School. 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 direction in model selection and provides access to third-party discretionary managers, alongside ongoing monitoring and supervisory oversight.

Amy Yesnach is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 65 credentials and 36 years of industry experience. She has been with Citizens Securities since 2017. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, featuring a digital advisory platform and a Managed Account program.

Stephanie Mushenheim is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at KeyBanc Capital Markets since 2019, following previous roles at Raymond James and Associates, Inc. and multiple stints at Key Investment Services. 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 non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with several affiliated financial entities.

Douglas Andrassy is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at MAI Capital Management, LLC since 2018 and previously spent 14 years at Calfee Financial Advisors, Inc. He is based in Cleveland, OH and holds Series 65 and Series 66 licenses. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of strategies across multiple asset classes and offers additional services such as trust administration and insurance through affiliated entities.

Christopher Buoncore is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2017, with a brief tenure at Amazon in 2019 and prior service in the United States Army from 2012 to 2016. Outside of finance, he founded Cuore Italian Home, LLC, a business that creates and sells charcuterie boards on Etsy. 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 professional athletes. The firm offers customized portfolio management across various strategies and integrates financial planning and related services, managing over $72 billion in assets as of May 2026.

Nancy Buck is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Alexander Divito is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Independent Financial Group since 2012 and is also affiliated with Investment Planning Group since 2010. Outside of his advisory roles, he is the owner of Advance Planning Concepts, Inc., a financial services DBA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a broad range of client types including high-net-worth individuals and institutional clients.

Jessica Novak is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 18 years of industry experience. She has worked with various PNC entities since 2013, including PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing.