Jack Payne is a financial advisor with Citizens Securities, Inc. in Rocky River, OH. He holds a Series 66 designation and has three years of industry experience. Prior to joining Citizens Securities in 2025, he worked at Equitable Advisors, LLC and Dollar Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Joshua Wagner is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 11 years of industry experience. His work history includes roles at several firms such as LPL Enterprise, The Prudential Insurance Company of America, Fifth Third Securities, and Cetera Investment Advisers. Outside of his advisory work, he serves as a member of the Defiance Area Chamber of Commerce and is a budget keeper for Defiance Christian Academy. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary portfolio options and integrates services from KeyCorp affiliates in areas such as municipal advisory and investment banking.

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 at Key Investment Services LLC in Brooklyn, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to joining Key Investment Services LLC in 2023, Carlos has been with KeyBank NA since 2014. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm integrates multiple custodial and trade execution services and delivers investment strategies developed by the Key Wealth Chief Investment Office and third-party managers.

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 at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within KeyBank and Key Investment Services since 2015. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider platform with discretionary and non-discretionary models and integrates services from KeyCorp affiliates such as KeyBank and KeyBanc Capital Markets.

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 at Citizens Securities, Inc. with Series 66 credentials. She has been with Citizens Securities since 2026 and has experience working at Citizens Bank since 2016. She is also involved with Pearls Hope, where she has been active since 2023. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, including a digital advisory platform and a Managed Account program, alongside brokerage and insurance services.

Brian Kahl is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mid Atlantic Capital Corp since 2006. Outside of his advisory roles, Kahl serves as Vice President of business development at Virtus and is President of The Kahl Group, LLC, an investment advisory and management firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, combining in-house manager selection and third-party strategies supported by technology and centralized due diligence.

Reece Tatchell is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles in education at John Carroll University, Sylvania Northview High School, and McCord Middle School. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and offers a range of wrap-fee programs supported by integrations with KeyCorp affiliates.

Amy Yesnach is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has been with Citizens Securities since 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

Stephanie Mushenheim is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked with KeyBanc Capital Markets since 2019, including prior tenures at Key Investment Services and Raymond James and Associates. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider platform integrating discretionary and non-discretionary models and offers custodial, trade execution, and ancillary insurance services through its affiliates.

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 Series 65 licensed financial advisor with MAI Capital Management, LLC in Cleveland, OH, and has five years of industry experience. He has been with MAI Capital Management since 2017, with a brief period at Amazon in 2019. Outside of finance, he is the founder of Cuore Italian Home, LLC, a small business that creates and sells charcuterie boards on Etsy. MAI Capital Management provides 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’s approach includes a range of portfolio strategies and integration of financial planning and tax services, and it serves in both advisory and product-sponsor capacities.

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 Series 66-registered financial advisor with Independent Financial Group, LLC, based in Westlake, OH. He has 14 years of industry experience, including his ongoing role at Independent Financial Group since 2012 and prior work with Investment Planning Group starting in 2010. He is also an officer and sole owner of Advance Planning Concepts, Inc., a financial services DBA. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes both firm- and third-party models to tailor investment strategies, offering diversified portfolio management through multiple platforms.

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.

Jonathan Evans is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Key Investment Services since 2007. Outside of his advisory role, he serves as a fill-in preacher at Kingsway Alliance Church and assists with Mouse Adventures LLC, a Disney travel agency. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model with discretionary and non-discretionary strategies, integrating services from KeyCorp affiliates and offering multiple wrap fee programs with custodial and trade execution support.

Clint Rickett is a CFP® and Series 66 credentialed financial advisor with 22 years of industry experience. He has worked at \u0026PARTNERS since 2026 and previously spent ten years at Wells Fargo Clearing. \u0026Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, alongside both proprietary and third-party strategies.

Michael Petrus is a financial advisor at Independent Financial Partners with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Brighthouse Financial and Nordson Corporation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.