David Brown is a financial advisor at PNC Wealth Management with 10 years of industry experience. He held previous roles at Robert Baird & Co. before joining PNC Investments in 2020. Outside of his advisory work, he serves as an Assistant Tackle Director for youth football and cheerleading programs. 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 algorithmic risk assessment to guide investment strategy implementation through mutual funds and ETFs, with portfolio management delegated to third parties.

Christopher Walters is a financial advisor with Carson Wealth and holds a Series 66 designation. He has 26 years of industry experience, including previous roles at Morgan Stanley Smith Barney, UBS Financial Services, and Cabot Lodge Securities LLC. Walters also maintains a licensed insurance agent role, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC operates as an SEC-registered enterprise platform managing approximately $50.6 billion through more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with services such as discretionary asset management, financial planning, and retirement plan solutions, supported by an Investment Committee that constructs and monitors model portfolios.

Meghan Smith is a CFP® professional with six years of experience at MAI Capital Management, LLC. She previously worked at Aurum Wealth Management and has experience in roles outside finance, including positions at Chipotle Mexican Grill and the University of Akron. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and offers integrated financial planning and trust and insurance services.

Servaas Fick is an investment advisor representative at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Partners Financial Group and has held positions at The Ohio State University, Cleveland State University, Emerald Resource Group, and Wepex Geotechnical. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, supported by technology tools and centralized due diligence.

Joshua Anglin is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Ameriprise Financial Services, and Signator Investors. He is based in Independence, Ohio. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model that offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions and third-party strategists.

James Gaydosh is a CFP® and holds a Series 66 license with 40 years of industry experience. He has been with Lincoln Investment since 2012 and also owns Capital Analysts, Incorporated, which he has operated since 1992. Outside of his advisory work, he serves as Vice Chair of the board for Beat the Streets Cleveland, a nonprofit youth organization. Lincoln Investment Planning, LLC is an enterprise firm serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and model portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Leeanne Mccabe is a Series 66-credentialed advisor with Ameritas Advisory Services, LLC, where she has worked since 2024. She has three years of industry experience and concurrently works with Wallstreet Money Managers, Inc., where she has been involved in financial services since 2014. Additionally, she serves as a Notary Public, providing notarization of legal and investment documents for clients. Ameritas Advisory Services, LLC delivers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of model portfolios and third-party technology to build customized investment solutions across discretionary and non-discretionary programs.

Nicholas Mccreary is a Certified Financial Planner® at MAI Capital Management, LLC with eight years of industry experience. He has worked at MAI Capital Management since 2021 and previously held roles at HW Financial Advisors and Commonwealth Financial Network. MAI Capital Management provides 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 $72.3 billion in assets and offers customized portfolio management across various strategies, combining in-house and third-party resources to meet client objectives.

James Musengo is a CFP® with over 30 years of industry experience, currently serving as a financial advisor at VALIC Financial Advisors since 2002. He has also held a position at Agia since 2022 and worked at the University of Akron from 2024 to 2025. Outside of advising, he is involved with the R J Musengo Irrevocable Trust dated 2001. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to serve a broad client base.

Daniel Jacobs is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 63, 65, and 66 licenses with three years of industry experience. Prior to joining MAI Capital Management in 2025, he spent 20 years at Key Bank NA and three years at KeyBanc Capital Markets Inc. 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 institutions. The firm offers a range of investment strategies implemented through various portfolio management methods, combining financial planning and related services into many client relationships.

Christopher Peck is a financial advisor at Sequoia Financial Group, L.L.C. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Sanford C Bernstein & Co LLC, Edward Jones, Triad Advisors, and Cirrus Wealth Management. Outside of his advisory work, Peck serves as the director of finance for Young Catholic Professionals, a nonprofit professional networking organization. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management strategies, utilizing various investment vehicles and a research-driven approach overseen by an Investment Policy Committee.

Joseph Mckeon is a ChFC® credentialed financial advisor with 17 years of industry experience, currently practicing at Hantz Financial Services, Inc. in Independence, OH, where he has been since 2009. His practice is solely with Hantz Financial Services, a firm known for combining advisory and broker-dealer activities alongside mortgage and insurance product sales. Hantz Financial Services serves a broad range of clients, including high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios supplemented by third-party managers and Direct Indexing, using an asset-allocation framework with periodic rebalancing, monitoring, and automated tax-loss harvesting features.

Tyler Gramsz is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, Equitable Advisors, Medical Mutual of Ohio, and the Federal Bureau of Investigation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account that utilizes approved investment strategies executed via mutual funds and ETFs.

Chase Pegrim is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds the Series 66 designation and has worked previously at AGIA, Doordash, Kroger, Do It Best Corp, and The Ohio State University. Outside of advising, he is also registered as an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Ryan Catanese is a CFP® with seven years of industry experience and has been with MAI Capital Management, LLC for ten years. He is based in Cleveland, OH, and focuses on wealth management and investment services at the firm. 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 offers a range of customized portfolio management strategies and serves both product-sponsor and advisory roles, managing significant assets and affiliated private funds.

Paul Miller Jr. is a CFP® professional with 38 years of industry experience. He is currently with Commonwealth Financial Network, where he has worked since 2016. His prior experience includes positions at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to his advisory role, he is president and owner of Basis Point, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Austin Millar is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within PNC and Fidelity Brokerage Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees, utilizing algorithm-driven risk assessments and third-party portfolio management.

Michael Sidoti is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and 27 years of industry experience. He has worked at Hornor Townsend and Kent since 2007 and has been associated with Penn Mutual Life Insurance Company in two separate periods totaling 18 years. Outside of his advisory role, Sidoti serves as president of the Sand Court Condo Association in Fairlawn, OH. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice through a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Renee Brandes is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. She holds the Series 66 designation and has been part of the Charles Schwab organization since 2016. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with tailored reviews at least annually.

Franklin Walter II is a Series 65-credentialed financial advisor with 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Equities Corporation and MSI Financial Services, Inc. In addition to his advisory role, he provides Medicare plans education and enrollment services as an independent broker through the Robert F. Provance Agency. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management and research team that develops strategic model portfolios and adaptive investment strategies.