Mark Tichar is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and 25 years of industry experience. His career includes prior roles at Arbor Point Advisors and Securities America, Inc. He has been associated with Ash Brokerage for over 20 years in insurance sales and client service. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

James Duralia is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Benjamin F. Edwards since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns and operates a firearms and sporting goods store as well as a retail nursery. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with ongoing oversight by an Investment Strategy Committee.

Robert Cozart is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked for 25 years at Guitar Center Stores and is involved with Life Point Church. Outside of advising, he owns a sports card sales business and coordinates Financial Peace University classes at Life Point Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Timothy McKee is a Personal Financial Specialist (PFS™) with Stratos Wealth Partners, Ltd, bringing three years of industry experience. He previously worked at S&T Bank for 29 years and operates a self-employed consulting business as a CPA. McKee is also involved with Financial Wellness Partners, LLC, providing financial planning services. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Sidney Reyes is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with Key Investment Services since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in investment decisions and provides ongoing monitoring, due diligence, and supervisory oversight across its programs.

Stephen Rudolph is a financial advisor with MAI Capital Management, LLC in Cleveland, Ohio. He holds Series 63 and Series 66 credentials and has 28 years of industry experience. Prior to joining MAI Capital Management in 2021, he worked at Hw Financial Advisors and Commonwealth Financial Network from 1999 to 2021. He is also a co-owner of IPS Bio, LLC, a private entity involved in an investment in Biomendics, LLC. 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 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.

Scott Wise is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessments and implements investments via approved model strategies with annual rebalancing.

Tyler Owens is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including KeyBank, Investment Distributors, Inc., and Protective Life. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction in model selection and provides non-binding recommendations, ongoing monitoring, and access to third-party discretionary managers while operating within the KeyCorp group.

Gabriel Phillips is a financial advisor with Key Investment Services LLC in Brooklyn, OH. He holds a Series 66 designation and has been working in the industry since 2026. His prior experience includes roles at Summit Financial Strategies, Huntington Bank, and The Ohio State University Fisher College of Business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment model selection while providing ongoing monitoring and offers access to third-party discretionary managers and supervisory services.

Travis Stapleton is a financial advisor with Lincoln Investment in Independence, Ohio, with 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent six years at Legend Equities Corporation. Outside of advisory work, he is a licensed real estate representative involved in the buying and selling of residential property. 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 financial planning and retirement plan advice, managing a range of in-house and third-party investment strategies that incorporate both strategic and dynamic approaches.

Alexander Yurovitsky is a financial advisor with Eagle Strategies (NY Life) based in Lyndhurst, OH. He holds Series 63 and Series 66 designations and has 22 years of industry experience. He has been associated with New York Life Insurance Company and related entities since 2004 and operates under the DBA Precision Financial Solutions to broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Matthew Hennessy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses, and has 11 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap‑fee advisory programs, model portfolios, managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides ongoing monitoring, third-party product due diligence, and supervisory oversight within the KeyCorp group.

Gabrielle White is a financial advisor at The Huntington Investment Company with Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at JP Morgan Chase and Huntington National Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture investment model that combines third-party and proprietary management strategies.

Jason Riley is a Series 66-licensed financial advisor at PNC Wealth Management with 20 years of industry experience. His prior roles include positions at MarshBerry Capital LLC, Aspiration Partners, Inc., and several divisions within PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account for employees that uses algorithmic risk assessment and outsourced portfolio management.

Estella Taylor Greene is a financial advisor at Key Investment Services LLC with 24 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes positions at TIAA-CREF and Cadaret, Grant & Co., Inc. 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 model selection supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Amy Valentine is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds the CFP®, CFA®, and Series 63 designations. Her prior work includes roles at Ameriprise Financial Services, Planned Financial Services, LPL Financial LLC, and Key Bank NA. 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 provides oversight and due diligence on third-party advisory products.

Veronica Mangione is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Key Investment Services since 2019, with prior experience at Park Ave Securities and Guardian. Outside of her financial advisory role, she serves as a school bus driver for Ichabod Crane Central Schools. 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 choices supported by ongoing monitoring and due diligence, while leveraging affiliations within the KeyCorp group to offer integrated financial services.

Anna Frehmeyer is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Citizens Securities, Inc. and Citizens 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 related brokerage and insurance products. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and access to third-party discretionary managers.

William Lloyd is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. His prior experience includes roles at Ameriprise, BMO Harris Financial Advisors, BMO Harris Bank, and Citizens Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture investment approach, combining third-party sub-managers and proprietary Private Bank models to offer a range of managed account strategies.

Michael Selzer is a CFP® professional at MAI Capital Management, LLC with seven years of industry experience. Before joining MAI in 2019, he worked at Paragon Advisors and Sterling Jewelers. 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-net-worth individuals, families, institutional clients, and professional athletes. The firm offers customized portfolio management across multiple strategies and integrates financial planning and other services for clients.