David Frimel is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses, and has 23 years of industry experience. He has been with PNC since 2010. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithmic risk assessment and investments in mutual funds and ETFs with annual rebalancing.

Courtney Jinjika is a financial advisor at Key Investment Services LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at KeyBank and Key Investment Services in various capacities since 2001. Key Investment Services LLC serves a range of clients including individuals, trusts, estates, small businesses, and corporate entities through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.

Samuel Trecaso is a Series 65 licensed financial advisor at CWM, LLC with two years of industry experience. He previously worked at Wells Trecaso Financial Group and has a background in business roles spanning several industries. Trecaso serves as a board member of the Italian American Professional & Business Club, a nonprofit focused on promoting Italian-American community involvement, culture, heritage, and family. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Jan Vecerka is a CFP® with two years of industry experience currently advising at Sequoia Financial Group, L.L.C. in Akron, OH. His prior work includes roles at Wealthstone Advisors and Franklin University, among others. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

David Harry is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc., bringing seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., J.B. Harry and Associates, and a brief tenure at Missing Mountain Brewing Co. He has also been involved with Habitat for Humanity East Central Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and offers investment recommendations without exercising discretionary trading authority.

Kaitlin Compernolle is a financial advisor at Private Advisor Group, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked with LPL Financial and in digital marketing and counseling roles. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and access to third-party asset managers and model portfolios.

Cole Gest is a financial advisor at RBC Rochdale, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Charles Schwab, and Northwestern Mutual. RBC Rochdale serves a diverse client base that includes high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis to construct tailored portfolios across various asset classes.

Laura Bowe is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and with 16 years of industry experience. She has been with Key Investment Services since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing product due diligence. The firm operates within the KeyCorp group and collaborates with affiliated entities to provide integrated financial services.

Dillon Giardini is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual. He is also appointed as an agent to sell non-securities insurance products through Agia. Valic Financial Advisors primarily serves 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 multiple wrap programs through a large network of advisors, utilizing discretionary unified managed accounts and third-party UMA model managers.

Kevin Myeroff is a CFP® professional with 39 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2022. He previously worked at Royal Alliance Associates, Inc. and Financial Planners of Cleveland, Inc. for over three decades. Outside of his advisory role, he is an on-air talent for local TV and radio in Cleveland and serves as a board member of the Ronald McDonald House. 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, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection with ongoing oversight from an investment committee.

John Dipaolo is a Series 66-licensed financial advisor with PNC Wealth Management, based in Medina, Ohio. He has 16 years of industry experience, including 14 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees. The firm uses algorithm-driven risk assessments and delegated implementation strategies involving mutual funds and ETFs.

Matthew Pullar is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, Ohio, with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company and LPL Financial. 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by research and an Investment Policy Committee.

Kurt Nye Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2014. He is a board member of the United Way of Greater Cleveland, where he assists in reviewing investment portfolios and participates in board meetings. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, and retirement plan consulting to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated companies.

John Zaller is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with MAI Capital Management, LLC since 2016. Outside of his advisory role, he serves as treasurer for the City Mission of Cleveland and is president of the City Mission Endowment Foundation, where he oversees financial records and investment portfolios. MAI Capital Management 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, institutions, and foundations. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing a variety of private funds and affiliated investment vehicles.

Solomon Schmidt is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. for 16 years before joining Key Investment Services in 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory and brokerage programs. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group, maintaining connections with affiliated banking and capital markets entities.

David Baldwin is a financial advisor at Key Investment Services LLC with 35 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2005. 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 and provides supervisory oversight and due diligence for third-party advisory products.

Robert Provance is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with Lincoln Investment since 2017. He previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he is involved in the sales and service of health insurance. 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 a range of financial planning and retirement plan advice, managing portfolios through both strategic and tactical investment approaches.

Matthew Kuzma is a financial advisor with Eagle Strategies (NY Life) in Fairview Park, OH, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked with Eagle Strategies since 2022 and has prior experience at Nylife Securities LLC, New York Life Insurance Co., Key Investment Services LLC, and KeyBank. Outside of his advisory role, he owns Super Kuzma Bros LLC, a business reselling sports memorabilia and media products online. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on advisory services related to insurance and annuity products.

Christopher Thom is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH. His prior roles include positions at Adviser Investments, Financial Engines Advisors, and Charles Schwab. Sequoia Financial Advisors, LLC 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 employs a mix of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.

Eric Parker is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Key Bank – KPB, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Key Private Bank. Key Investment Services LLC serves a diverse client base, including individuals, trusts, estates, small businesses, and corporate clients, offering a variety of advisory programs such as wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight.