Sean Deasy is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at VALIC Financial Advisors since 2002. He also holds a role with Agia involving non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering discretionary managed-account programs, financial planning, and brokerage services.

Daniel Dolin is a financial advisor at PNC Wealth Management in Cleveland, OH, with 24 years of industry experience. He has been with PNC Investments since 2009 and holds Series 63 and Series 66 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online discretionary model account for employees that utilizes approved model strategies and annual rebalancing.

Raelene Nickerson is a financial advisor with Lincoln Investment in Independence, OH, holding a Series 63 designation and 34 years of industry experience. Her prior work includes roles at MSI Financial Services, Mass Mutual Life Insurance Company, MML Investors Services, and Legend Advisory Corporation. She is a retired employee of MetLife and receives renewals for permanent life insurance policies written during her employment there. Lincoln Investment Planning, LLC serves a broad range of clients including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm’s investment approach combines in-house strategic portfolio construction with advisor-led management and access to third-party managers, operating under a fiduciary standard for ERISA and retirement advice.

Brandon Bleile is a financial advisor with MAI Capital Management, LLC in Cleveland, OH. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining MAI, he worked at KeyBanc Capital Markets, Livelsberger Financial Advisory, Sherwin-Williams, Foot & Ankle Center of Ohio, and Ashland University. MAI Capital Management provides 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 investment strategies and integrates financial planning and tax services across client relationships.

Karen Luckoski is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked with KeyBank and Key Investment Services since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model combining discretionary implementation with strategist portfolio design and offers various wrap programs alongside custodial and trade execution services.

Derek Stover is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 credentials and has four years of industry experience. His prior work includes roles at KeyBank and Northwestern Mutual. 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 plans through a network of financial professionals. The firm uses a multi-provider model combining discretionary implementation and strategist portfolios, with integration across KeyCorp affiliates offering additional advisory and capital markets services.

Darrius Davis is a Series 66 registered advisor with Citizens Securities, Inc., based in Rocky River, OH, and has two years of industry experience. His prior roles include positions at LPL Enterprise, Edward Jones, United Wholesale Mortgage, and Flagstar Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

James Sheahen is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 66 designation and previously worked at KeyBank for 37 years. Outside of his advisory role, he serves as a non-compensated treasurer for the political campaigns of Tom Bullock, a City of Lakewood councilman. 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 offers multiple wrap programs and utilizes a multi-provider model combining in-house and third-party portfolio management, with custodial services carried out by Pershing.

Kevin Ruscher is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio. He holds a Series 66 designation and has 25 years of industry experience. His prior experience includes roles at Nationwide Insurance and Cetera Advisor Networks. Outside of advisory work, he is involved in land development through Bear Tracks Mountain, LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and maintains a large asset base managed primarily on a non-discretionary basis.

Smita Samant is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2012. She holds the Series 63 license and operates a private entity, Smita Samant, LLC, related to her securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Chad Mc Whorter is a CFP® with six years of industry experience, currently advising at Hantz Financial Services, Inc. since 2019. His prior work includes roles at the Center for Career Services and John Carroll University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Robert Kowalewski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and firms such as Weslee Trillow and John Ertz. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers portfolio management and model-based advisory products, utilizing a multi-provider platform that integrates discretionary implementation by Envestnet and portfolio design by both internal and third-party managers.

Zachary Williams is a financial advisor at Wealth Enhancement Advisory Services, LLC with 15 years of industry experience. He holds a Series 63 designation and has worked at firms including Marcum Wealth, LLC, Appreciation Financial, and Cetera Advisors LLC. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Michael Van Himbergen is a CFP® with 23 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Aurum Wealth Management and ProEquities, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management, supported by an internal Investment Committee.

Dominic Campomizzi is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at ADT Safe Haven, Burger King, and Highland Local School District. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers a range of investment options within customized portfolios.

Joseph Palko is a CFP® professional with 18 years of industry experience. He has worked at MAI Capital Management, LLC since 2022 and previously spent nine years at McDonald Partners LLC. He holds the Series 66 designation. MAI Capital Management, LLC offers 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 employs a range of portfolio strategies and integrates financial planning, tax, and bill-pay services, managing $72.3 billion in assets as of May 31, 2026.

Caden Johnson is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Bankers Life since 2016. In addition to his advisory role, he manages a team of agents responsible for hiring and training, and is appointed to write business for Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Leahmarie Lamonica is a financial advisor at Hantz Financial Services, Inc. in Willoughby, OH, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Hantz Financial Services since 2014, totaling 12 years at the firm. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios supplemented by third-party managers and employs a comprehensive asset-allocation framework with technology-assisted trade execution and tax-loss harvesting.

Carmelito Olaes Jr. is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and previously spent seven years with Merrill. He is also licensed in real estate and passed the exam to sell family property at a reduced commission. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of financial planning and investment management services through an open-architecture model that integrates multiple third-party platforms and managers.

John Silvis III is a financial advisor with Hightower Advisors in Cleveland, OH, holding a Series 63 designation and seven years of industry experience. Before joining Hightower in 2019, he spent 13 years at Fairport Asset Management. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.