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.

Matthew Zepp is a CFP® professional affiliated with Schwab Wealth Advisory, bringing 29 years of industry experience. He has worked with Charles Schwab in various capacities since 2007, including a 15-year tenure at Charles Schwab Bank before joining Schwab Wealth Advisory in 2023. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab's asset allocation models and research tools to recommend investments while clients retain final trading decisions, focusing on annual reviews and wealth management education.

Benjamin Caplinger is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Equitable Advisors LLC, as well as over a decade at Sodexo before entering the financial industry. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory and brokerage services. The firm provides a digital advisory program using proprietary algorithms alongside managed accounts, and operates as both a broker-dealer and insurance agency.

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.

Bruce Koellner is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and bringing 33 years of industry experience. He has worked at PlanMember since 2014 and also owns First Responders Financial Advisors, a financial and investment services firm. Additionally, Koellner serves as a Co-Trustee for Copley Township, where he consults on township fiscal matters. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering participant-level investment options. The firm’s investment approach centers on a strategic asset allocation framework and risk-based mutual fund portfolios, supplemented by education and support services for plan sponsors and participants.

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.

Thomas Jesser is a financial advisor with Principal Financial Services in Independence, OH, holding a Series 63 designation and offering 30 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Principal Securities Incorporated since 1995, while leading The Jesser Group since 2004. Outside of his advisory role, he is involved in selling and servicing individual and group medical insurance, fixed annuities, disability, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

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.

Kristan Preston is a CFP® professional with 17 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2012. She holds the position of Director of Private Client Services at Sequoia Financial Group, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Phillip Friedman is a financial advisor at Sequoia Financial Group, L.L.C. with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Stratos Wealth Partners, Wells Fargo Clearing, Strategic Wealth Partners, and Voya Financial Advisors. Sequoia Financial Advisors, LLC provides 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 employs a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and utilizes a range of investment vehicles to meet client objectives.

Tiffany Stover is a Certified Financial Planner® with four years of industry experience. She has worked at Sequoia Financial Group, L.L.C. since 2021 and previously spent five years at Summit Financial Strategies. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a broad range of clients, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model allocations and custom solutions, employing a variety of investment types overseen by an Investment Policy Committee.

Seth Jentner is a CFP® professional at Beacon Pointe Advisors, LLC with 13 years of industry experience. He previously worked at The Jentner Corporation for 17 years before joining Beacon Pointe Advisors in 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Fredi Ng is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and 24 years of industry experience. He has been with Fifth Third Securities since 2002. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Michael Storm is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds a Series 66 designation and has prior work experience at Charles Schwab Bank, Charles Schwab & Co., and Robert Half International. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, delivering advice without exercising discretionary trading authority.

Daniel Bloom is a CFP® professional with 20 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. He previously worked at The Jentner Corporation from 2014 to 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using asset-allocation modeling and proprietary due-diligence processes, and it sponsors proprietary investment vehicles along with serving as an operating general partner for multiple private funds.

Christopher Rule is a CFP® professional with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2021. Prior to joining Sequoia, he was employed at Wealthstone Inc. from 2014 to 2021. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Autumn Harvey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Morgan Stanley, JP Morgan Chase Bank, and AXA Advisors. She provides administrative support to Stratos Wealth Partners and Stratos Investment Management. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of investment strategies, financial planning services, and retirement plan consulting through a network of independent investment adviser representatives utilizing an open-architecture approach and access to SEI-affiliated platforms.

Andrea Blacklock is a Series 66 registered advisor with Citizens Securities, Inc. She has been with Citizens Securities and Citizens Bank since 2010, accumulating over a decade of experience in the financial services industry. Blacklock currently works with Citizens Securities, Inc., a firm affiliated with Citizens Bank. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with advisory options that include a digital advisory platform managed in partnership with SigFig and a Managed Account program.

Lori Kaplan is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her career includes 15 years at Lori L. Kaplan, CLU Insurance & Financial Services and over 26 years with New York Life. Outside of her advisory role, she serves as Secretary/Treasurer for the CONGA Chapter of BNI, a business networking organization. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.