William Bernardi is a financial advisor with The Huntington Investment Company based in Cleveland, OH. He holds a Series 66 designation and has 23 years of industry experience. His prior work includes 13 years at Key Investment Services LLC and a recent tenure at Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers alongside proprietary Private Bank strategies.

Jonathan Clark is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds a Series 65 designation and has operated Clark Wealth Management since 2015 and Clark Financial Services since 2004. Clark is also licensed as a life and health insurance agent in Ohio, offering life, long-term care, and health insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Aaron Jameyson is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citizens Securities and Citizens Bank since 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a managed account program, while operating as a broker-dealer and insurance agency.

Thomas Biadas is a financial advisor at Kestra Advisory with 38 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Biadas provides investment advisory services and portfolio management through Kestra Advisory and registered representative activities via Kestra Investment Services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and manages multiple platforms and third-party solutions to serve large institutional investors, including sovereign wealth funds.

Lawrence Sapp Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with PNC investments since 2015. Outside of his advisory role, he is involved as an owner and trustee of non-investment-related rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategist currently available to select employees. The firm utilizes algorithm-driven risk assessment and approved third-party model strategies to manage investments primarily with mutual funds and ETFs.

Daniel Guenther is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Key Investment Services since 2014. Outside of his advisory work, he is the owner of Guenther Properties, LLC. 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 model selection and ongoing monitoring, while maintaining due diligence and supervisory oversight through its affiliated entities.

Nicholas Rimac is a financial advisor at The Huntington Investment Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameriprise Financial Services, Equitable Advisors, and KeyBank. Prior to his financial services career, he was involved in the automotive and car wash businesses. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture investment platform with multiple wrap-fee programs that combine third-party and proprietary models, serving a diverse client base including high-net-worth individuals.

Brian Weigel is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allstate Insurance Co and Citizens Securities, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Chris Ferrante is a financial advisor with PNC Wealth Management in Brunswick, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs. Their Portfolio Solutions Strategist Digital Offering is an invitation-only, discretionary model account pilot for employees, featuring portfolio implementation via approved models managed by PNC or third parties and relying on an algorithmic questionnaire for risk assessment.

Richard Ahrens is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Clearstead Advisory Solutions and has held prior roles at Independence Wealth Advisors, MAI Capital Management, and Strategic Wealth Partners. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, and family office administration. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and employs institutional investment disciplines with a combination of mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

Chinh Nguyen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Columbia Wealth Advisors, Raymond James Financial Services, Cetera, Steward Partners Investment Solutions, and Umpqua Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliations that facilitate integrated financial services.

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.

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.

Philip Lopez is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His career includes long tenures at Primerica Advisors and The Guardian Life Insurance Company. Outside of advising, he serves on the board of the Akron Civic Foundation and assists with fundraising events for Akron Children's Hospital and cancer research organizations. He has also consulted on a basketball documentary titled Kings of Vegas. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and third-party programs.

Richard Beach is a CFP® professional with 29 years of industry experience, currently serving at GWN Securities Inc. since 2008. He has held a long-term role at Reserve Financial Agency Corporation since 1985, where he is involved in investment and insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including strategies that incorporate market-timing and momentum-based approaches.

Sudeep Mitra is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has four years of industry experience, including prior roles at PNC Investments and Prudential Insurance Company of America. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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, including 19 years with 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 selection combined with ongoing monitoring and due diligence of third-party advisory products.

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.