Ameer Richardson is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2005. Outside of his advisory role, he owns and manages rental properties, which he states do not interfere with his professional duties. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and distinctive features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its municipal-advisor registration.

Danial Anderson is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2010. Outside of his advisory role, he owns a single-family rental property managed by a third-party company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap fees, model portfolios, and separately managed accounts. The firm operates within the KeyCorp group and emphasizes client-directed investment model selection alongside ongoing monitoring and due diligence.

Scott Hughes is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 66 and Series 63 licenses and eight years of industry experience. His work history includes roles at JP Morgan Chase Bank, Citizens Securities, and Citizens Bank. Key Investment Services LLC offers advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, with affiliations to KeyCorp and related entities.

Michael Marrapese is a CFA® charterholder and holds the Series 63 designation, with 16 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023, following a seven-year tenure at MarketCipher Partners LLC. MAI Capital Management, LLC 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, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies through in-house portfolio managers and third-party sub-advisers, and offers integrated financial planning, tax, and trust services.

Jalan January is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he held positions at Huntington National Bank, Huntington Private Bank, and other firms. January has also been involved with the Jewish Community Center from 2020 to 2023. 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 ongoing monitoring and due diligence across its offerings, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Franco Miranda Alves is a financial advisor at Citizens Securities, Inc. based in Rocky River, OH, holding a Series 66 credential with three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other roles in the financial sector. Citizens Securities serves individual and high-net-worth investors by providing investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory platform using proprietary algorithms for ETF-based portfolios, alongside commission-based brokerage and managed account programs.

Eric Sanow is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with 15 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and manages portfolios through approved strategies executed with mutual funds and ETFs.

Michael Buchanan is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for J.P. Morgan Securities LLC for 11 years. 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 choices supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Marie Kowalski is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds the Series 66 designation and has been with Key Investment Services since 2011. The firm serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. Key Investment Services emphasizes client-directed model selection and ongoing product due diligence, operating within the KeyCorp group with affiliated banking and capital markets entities.

Brian Bruscino is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Suntrust Advisory Services and Suntrust Investment Services since 2020, as well as at U.S. Bancorp Investments from 2012 to 2020. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Kevin Davenport is a financial advisor with Commonwealth Financial Network in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he serves as a board member for the City of Berea Planning Commission. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Sofia Carter is a Series 66-licensed financial advisor with 12 years of industry experience. She currently works at Key Investment Services LLC and has held prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Huntington National Bank, and Bank of America. 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 non-binding recommendations and ongoing oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Michael Vantusko is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios, and retirement plan consulting through a network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Jeffrey Stark is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, Stark serves as a board member for the HELP Foundation, providing advice on the foundation’s investments. MAI Capital Management, LLC provides investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across various asset classes, integrating financial planning and tax services while serving in both advisory and product-sponsor capacities.

Eileen Burkhart is a CFP®-designated financial advisor with 37 years of industry experience, currently affiliated with Clearstead and Clearstead Advisory Solutions in Cleveland, OH. Her prior experience includes roles at Raymond James & Associates, EMB & Co LLC, Clearstead Advisors, and Commonwealth Financial Network, as well as operating her own firm, Eileen M. Burkhart & Company, LLC. She is also involved in selling fixed insurance under her own private entity and serves as president of Eileen M. Burkhart & Company, LLC. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets, applying institutional investment disciplines across a range of account types and utilizing proprietary strategies such as Direct Indexing.

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.

Gary Linn is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2006. He serves as President of the Bethany Lutheran School Endowment Fund. Key Investment Services LLC provides advisory services to individuals, trusts, estates, and businesses through a variety of wrap-fee programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing oversight.

Joshua Wagner is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and over 11 years of industry experience. His work history includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Fifth Third Securities. Outside of his advisory role, he is a member of the Defiance Area Chamber of Commerce and serves as budget keeper for Defiance Christian Academy. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers a range of wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts, emphasizing client-directed investment strategy selection supported by ongoing monitoring and due diligence.

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.

Carlos Robert is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and has been with KeyBank NA since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and related brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and supervisory oversight across its programs.