Nicholas Tancabel is a CFP® and ChFC® credentialed financial advisor at MAI Capital Management, LLC with six years of industry experience. He previously worked at WCG Wealth Advisors, LLC and Treloar & Heisel, LLC. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and employs a customized approach to portfolio management across multiple asset classes, combining in-house management with third-party advisers and unified managed accounts.

Justin Luiza is a CFP® at MAI Capital Management, LLC with experience starting in 2024. Prior to joining MAI Capital, he was affiliated with The Ohio State University and Cuyahoga Valley Christian Academy. 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 individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

John Ruby is a CFP® with 19 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. He previously worked at Mercer Global Advisors Inc. from 2015 to 2018. Outside of his advisory role, he has experience managing rental property. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves as adviser to both mutual funds and private investment vehicles.

Gary Hannah is a CFP® professional with 17 years of experience in the financial services industry. He is currently an advisor with Stratos Wealth Partners, Ltd and LPL Financial LLC, having previously worked at firms including American Portfolio Financial Services, Inc., Peak Wealth Solutions, and Mass Mutual. Hannah is based in Akron, OH. Stratos Wealth Partners serves a broad range of clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Lane Christensen is a CFP® professional with one year of industry experience, currently affiliated with Sequoia Financial Group, L.L.C. He previously held roles at Carlson Capital Management, Jack Link's, Jacob Leinenkugel Brewing Company, Meyer Landscaping, and Slumberland Furniture. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Timothy Novak is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he is involved as an owner and landlord of a rental property in Cleveland, Ohio. 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, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Kenneth Fox Jr. is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Prior to joining Hightower in 2022, he worked at LPL Financial LLC and ValMark Advisors, Inc. among other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Janelle Morrow is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Morrow has worked at Key Investment Services since 2007. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment decisions and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight.

Lucas Good is a CFA® charterholder at MAI Capital Management, LLC with one year of industry experience. He previously worked at PNC Financial Services Group for five years and has a background that includes roles at The Ohio State University and Sweetbriar Golf Club. 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 institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated investment vehicles.

Christine Jatzek is a financial advisor at Key Investment Services LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Key Investment Services and KeyBank in various roles since 2015. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and offers access to third-party discretionary managers, while providing ongoing monitoring and supervisory oversight.

Ryan Hartland is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at PNC Investments LLC, Northwestern Mutual, and other firms. Hartland also has experience outside financial services, including roles at Aurora Inn Hotel and Event Center and Heinens Fine Foods. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing product due diligence.

Heidi Ouderkirk is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. She has been with Key Investment Services since 2022 and has worked at KeyBank since 2015. Ouderkirk serves as treasurer of the DeRuyter Free Library. 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 investment decisions while providing recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated bank and capital markets entities.

Sue Bigley is a financial advisor with J. W. Cole Advisors, Inc. She holds a Series 66 designation and has 27 years of industry experience. Her prior work includes roles at Cco Investment Services Corp and Cornerstone Asset Management Services, Inc. Outside of advisory work, she is involved in fixed insurance products under the DBA Kruger Consulting. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions, including digital advice and variable-annuity sub-account management.

Nathan Dillon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Key Investment Services, he worked at Fort Washington, U.S. Bank, and U.S. Bancorp Investments. He is the author of a self-published book on Kentucky Wildcats history and serves as an industry mentor for the CFA Society Research Challenge, providing guidance to college students. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and oversight through its Product Due Diligence Committee.

Katherine Cizmadia is a financial advisor with Key Investment Services LLC holding a Series 66 designation and beginning her industry experience in 2026. Her prior roles include positions at KeyBank National Association, North Star Advisory Group, and work in higher education institutions. 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-directed investment choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Jennifer Collins is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH. She holds a Series 63 designation and has 32 years of industry experience. Her prior work includes roles at Stratos Wealth Securities, LPL Financial, and Raymond James Financial Services. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolios overseen by an Investment Policy Committee and employs a variety of investment vehicles supported by fundamental, technical, and cyclical research.

Timothy Shaw is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He has been with Key Investment Services since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as treasurer for a homeowners association. Key Investment Services LLC provides a range of advisory programs and investment solutions for individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers, supported by a Product Due Diligence Committee and supervisory oversight.

Scott Ervin is a financial advisor at The Huntington Investment Company with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Valmark Financial Group and Nationwide Investment Services Corporation. He has been with Huntington since 2021. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party and affiliate portfolio management solutions.

Mark Lapsevich is a financial advisor with Lincoln Investment, holding 24 years of industry experience. In addition to his advisory role, he is a musician and band owner at Park Place Productions, a business he has operated since 1989. 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 investment management services, employing both strategic and dynamic approaches across discretionary and non-discretionary programs.

Gregory Meador is a financial advisor with Valic Financial Advisors in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Valic Financial Advisors since 2008 and is also associated with Agia, where he serves as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.