Vincent Donato III is a financial advisor at Stratos Wealth Partners, Ltd with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Key Investment Services LLC, and Northwestern Mutual. Outside of advising, he provides administrative support to Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to a broad client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm employs an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts, supporting both advisor-managed and model-based portfolios.

Christopher Merrill is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services and KeyBank in various roles since 2016. Outside of his advisory work, he is a partial owner of an ice cream shop and has a realtor license in Michigan, primarily for personal use. 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-directed investment choices supported by non-binding recommendations and ongoing monitoring within a network affiliated with KeyCorp and KeyBank.

Nancy Cook is a Series 65-licensed financial advisor with Clearstead Advisory Solutions, based in Beachwood, Ohio. She has 16 years of industry experience, including 14 years at Hartland & Co. Clearstead serves affluent private clients and institutional clients by offering investment management, financial planning, tax planning, and family office services. The firm manages approximately $33.9 billion in assets and utilizes a disciplined investment process that includes portfolio analytics, manager research, strategic asset allocation, and proprietary Direct Indexing strategies.

Luka Matic is a CFP® professional with two years of industry experience, currently affiliated with MAI Capital Management, LLC. His prior roles include positions at Crown Point Financial Services, Ranpack, and John Carroll University. Outside of finance, he has experience related to Matic Farms. MAI Capital Management, LLC provides investment management, 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 through both in-house and third-party portfolio managers and offers additional services such as trust administration and insurance.

John Holodinski is a financial advisor with PNC Wealth Management in Pepper Pike, Ohio. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 16 years with PNC Investments, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs such as the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithmic risk assessments and approved model strategies executed via mutual funds and ETFs.

Kurt Marlow is a CFP® professional with 28 years of industry experience. He has been with The Huntington Investment Company since 2017 and also has a background with LPL Financial dating back to 2013. Outside of his advisory work, he serves on the boards of a youth baseball and softball league as well as a local nonprofit organization. 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 employs an open-architecture investment approach utilizing third-party and proprietary models, including wrap-fee programs on the Envestnet MAS platform.

Timothy Mcbride is a financial advisor with PNC Wealth Management in Cleveland, OH. He holds Series 63 and Series 65 designations and has 28 years of industry experience. Mcbride has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Angela Myers is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 65 registrations. Her prior experience includes roles at Fifth Third Securities, J.P. Morgan Securities, and Bank of America. Outside of her advisory work, Myers owns Goldie Brands LLC, a business that offers spray tan 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 model selection with financial professionals providing recommendations and oversight, and operates as part of the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Carrie Chodera is a financial advisor at Oppenheimer with 14 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, and acts as a qualified custodian for client assets.

Claude Smith is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Integrity Alliance since 2025 and previously held positions at Lion Street Advisors, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory role, he is the owner of Oswald Companies, which sells life, disability, and property insurance. Integrity Alliance, LLC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management approaches and utilizing multiple custodial platforms.

Brett Hilton is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Elios Financial Group, Sigma Financial Corporation, and John Carroll University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a variety of advisory programs and investment products. The firm emphasizes client direction in model strategy selection and provides access to third-party discretionary managers, while maintaining oversight through its Product Due Diligence Committee and supervisory reviews.

Alynne Strait is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and previously spent eight years at Aurum Wealth Management Group LLC and one year at Fidelity Brokerage Services LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.

Cheryl Nodge is a financial advisor at Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 21 years of industry experience. Her prior work includes 11 years at Key Investment Services LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets, serving over 24,000 clients with around 366 advisors. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting through an open-architecture platform that integrates multiple external tools and third-party managers.

Robert Marquardt is a CFP® with 32 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. He was previously with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. His spouse owns a holistic health business focused on Parkinson’s care. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party management of investments.

Stephen Jones is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot for employees that uses algorithm-driven risk assessments and approved model strategies executed with mutual funds and ETFs.

Terrence McKelvey is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds the ChFC® designation and a Series 66 license and has been with Stratos Wealth Partners since 2016. Outside of finance, he is involved in acting, working as an owner and sole proprietor in North Hollywood, CA. Stratos Wealth Partners 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 advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning and retirement consulting services using an open-architecture approach.

Josephine Trotta is a financial advisor at CWM, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Trecaso Financial Group, Pathfinder Wealth Advisors, LLC, and TIAA-CREF. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, utilizing a discretionary, model-driven investment approach supported by an in-house Investment Committee and a range of customization tools.

Theodore Lorenzen is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 63 designation and over 36 years of industry experience. His prior roles include positions at Securities America Advisor Inc., Cedar Brook Financial Partners, and Arbor Point Advisors. Lorenzen is also involved in insurance sales and partnerships related to disability insurance for educators. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, corporations, and nonprofit organizations. The firm provides comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Uriah Burke is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He previously worked at Fifth Third Securities, Inc. and Fifth Third Bank, N.A., and has a background that includes roles outside finance, such as auditor and consultant for a traffic control services firm. 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 decisions supported by financial professional recommendations and ongoing oversight, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Barbara Pal is a Series 66-registered advisor with Key Investment Services LLC, based in Brooklyn, Ohio, and has 21 years of industry experience. Her career includes over a decade at Securities America, Inc. and a long-term role at Burtoncarol (formerly CMI). She has worked with Key Investment Services in various capacities since 2020. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory and brokerage offerings, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides oversight through due diligence and supervisory review, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.