Erica Acheson Dunay is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes multiple roles across KeyBank and Fifth Third Securities. Outside of her advisory work, she serves on the boards of the Lake Erie College National Alumni and the Downtown Painesville Organization, and she is a health coach with a wellness program. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing oversight and collaborates closely with affiliated financial institutions within the KeyCorp group.

Halle Chelko is a financial advisor at Sequoia Financial Group, L.L.C. with three years of industry experience. Prior to joining Sequoia Financial Group in 2025, she worked at Wellspring Financial Advisors, LLC for seven years and at MAI Capital Management for three years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a mix of model and custom portfolio solutions overseen by an Investment Policy Committee and utilizes a range of investment vehicles, supported by regular research, due diligence, and portfolio monitoring.

Matthew Carino is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Key Investment Services since 2009. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group, working closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

William Ostrowski is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Key Investment Services, as well as positions related to political and educational organizations. Key Investment Services LLC serves individuals, high-net-worth clients, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations, ongoing monitoring, and due diligence on third-party advisory products.

Adriana Bastos Randall is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, Raymond James & Associates, and Thomas McDonald Partners. Fifth Third Securities, Inc. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Adam Aussem is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio, holding Series 65 and Series 63 licenses. He has two years of industry experience and has worked with Eagle Strategies and related New York Life entities since 2024. Outside of his advisory work, he has been involved in education roles at Ashland University since 2021 and previously at Cleveland State University and Cuyahoga Community College. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes personalized recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Benjamin Schwarz is a financial advisor with TLG Advisors, Inc. in Cuyahoga Falls, Ohio, holding a Series 66 designation and eight years of industry experience. He has previously worked with ValMark Securities, Inc. and currently has additional roles in insurance strategy and production. Outside of finance, he engages in automotive photography as a hobby and occasional source of income. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management using manager selection and Modern Portfolio Theory, and it offers a direct-to-consumer digital platform called Starlight Portfolios.

Luis Mancipe is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Key Investment Services and KeyBank since 2018, with prior experience at Wells Fargo from 2014 to 2018. 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 and provides ongoing monitoring, due diligence of third-party advisory products, and access to discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Joseph Reynolds is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup, New York Life Insurance Company, NYLife Securities LLC, and PNC Investments. Reynolds is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight.

Douglas Butler is a CFA® charterholder with 22 years of experience in the financial industry. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, he serves on the Investment Committee of the YMCA of Greater Cleveland, participating in the evaluation of investment managers for the organization's endowment fund. 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, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services within many client relationships.

Benjamin Wooley is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has 12 years of industry experience, having worked at Charles Schwab since 2012 and joining Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and emphasizes client-directed trading decisions supported by Schwab’s asset allocation models and research tools.

Gregory Robb is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He previously worked at FNB Wealth Management for eight years before joining Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC in 2021. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolios, utilizing various investment vehicles and conducting regular portfolio reviews supported by an Investment Policy Committee.

Robert Casarona is a CFP® professional with 11 years of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2022. Prior to this, he was with Financial Planners of Cleveland Inc. and Royal Alliance Associates, INC. from 2015 to 2022. Casarona serves as Chair of the Financial Planning Association of Northeast Ohio NexGen committee and is a member of the finance committee for the Northern Ohio Italian Association, a nonprofit organization. Sequoia Financial Group 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 managers, supported by regular oversight from an Investment Policy Committee.

Cynthia Ciccotti is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Key Investment Services and its predecessor firm since 2014. Outside of her advisory work, she manages rental real estate properties. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing monitoring within the KeyCorp group.

Cheryl Lutman is a CFP® professional with eight years of industry experience. She is currently a financial advisor at Sequoia Financial Group, L.L.C., where she has worked since 2021. Prior to joining Sequoia, she spent 24 years at WealthStone, Inc. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model allocations, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Brenda Johnson is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is affiliated with Commonwealth Financial Network and BDS Financial Network, where she has worked since 2012 and 2014, respectively. Johnson is the sole owner of Brenda Johnson, LLC, a private entity established for tax purposes and securities business facilitation. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

Greg Goldfeder is a CFA® charterholder with 16 years of industry experience. He is currently with Corient, where he has worked since 2026, following prior roles at Vivaldi Capital Management and Proper Analysis Corp. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Charles Melsher is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Key Investment Services since 2005 and has additional professional experience dating back to 1992 with Sbhu. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap‑fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and maintaining supervisory oversight through due diligence and review processes.

John Hollis is a financial advisor with Primerica Advisors in Beachwood, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance since 2012. Outside of his advisory work, Hollis is involved in several business ventures, including serving as president of HaHa Dumpsters LLC and holding investments in product innovation through Blazor Inc LLC. Primerica Advisors serves a broad retail client base, offering transaction-based brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a variety of proprietary and third-party investment strategies and supports multiple advisory programs and account-level services.

Lisa Gillen is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Fifth Third Securities since 2001. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of discretionary managed-account programs, including advisor-directed models, separately managed accounts, and unified portfolios with features such as direct indexing and tax-overlay services.