Daniel Bloom is a CFP® professional with 20 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. He previously worked at The Jentner Corporation from 2014 to 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using asset-allocation modeling and proprietary due-diligence processes, and it sponsors proprietary investment vehicles along with serving as an operating general partner for multiple private funds.

Christopher Rule is a CFP® professional with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2021. Prior to joining Sequoia, he was employed at Wealthstone Inc. from 2014 to 2021. 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 combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Patricia Tornes is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Key Investment Services LLC and has prior experience at Merrill. Tornes is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client direction in investment selection while providing non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with notable corporate affiliations.

Shelly Thomas is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 25 years of industry experience. Her background includes roles at JP Morgan Securities and KeyBank. Outside of finance, she co-owned and operated Mark and Shelly Thomas Photography, LLC, a small photography business. Key Investment Services LLC serves a broad client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and portfolio management options. The firm emphasizes client-directed investment model selection and provides ongoing monitoring and supervisory oversight.

Autumn Harvey is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Morgan Stanley, JP Morgan Chase Bank, and AXA Advisors, LLC. 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 wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a network of investment adviser representatives.

Andrea Blacklock is a financial advisor with Citizens Securities, Inc. in Fairlawn, Ohio. She holds the Series 66 designation and has been with Citizens Securities and Citizens Bank since 2010. Her career includes roles at both entities, currently serving as an advisor since 2026. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program and a Managed Account program.

Gordon Netschke is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online-banking credentials. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third parties, with implementation via mutual funds and ETFs and annual rebalancing.

Lori Kaplan is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her career includes 15 years at Lori L. Kaplan, CLU Insurance & Financial Services and over 26 years with New York Life. Outside of her advisory role, she serves as Secretary/Treasurer for the CONGA Chapter of BNI, a business networking organization. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Michael Simmons is a financial advisor at The Huntington Investment Company in Akron, OH, holding a Series 66 credential with 12 years of industry experience. He has been with Huntington since 2015 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies.

Mark Kelly is a financial advisor with Lincoln Investment, bringing seven years of industry experience. He has worked with Lincoln Investment since 2018 and previously spent 12 years at Anderson International Corp. Outside of his advisory role, he serves as Vice President at Kelly's Tax & Financial Services, where he prepares tax returns and offers insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement services, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Blake Herideen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at KeyBank and Robert W. Baird, along with experience in educational and business environments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

Paul Coleman is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at KeyBank and Key Investment Services since 2001, with roles spanning more than two decades. Key Investment Services LLC provides advisory 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 model selection with ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Chelsea Haswell is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Ameriprise Financial Services, J.P. Morgan Securities LLC, and JPMorgan Chase Bank N.A. She is based in Akron, OH. 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 model that integrates third-party and proprietary strategies, offering various wrap-fee programs through the Envestnet platform.

Todd Simon is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Wealth Management since 2009. Outside of his advisory role, he coaches youth basketball for the Olmsted Falls Basketball Association. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to approved strategists and third parties.

James Plantholt is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 10 years of industry experience. His career includes roles at KeyBank NA, Planned Results, Inc., Raymond James Financial Services, Merrill, Bank of America, and Citizens Securities. He also served in the Army National Guard from 2015 to 2024. 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, and separately managed accounts, emphasizing client-directed investment choices supported by non-binding recommendations and ongoing monitoring.

Nicholas Kearney is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Richfield, Ohio, bringing eight years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been with Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he worked at MRI Software for one year. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients make final trading decisions.

Ryan Cameron is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior work includes roles at KeyBank and Key Investment Services, where he has been employed since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and other financial products. The firm emphasizes client-directed investment decisions supported by recommendations and ongoing monitoring and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Jeffrey Tudor is a financial advisor at Sequoia Financial Group, L.L.C. with 23 years of industry experience. He holds the Series 66 designation and has previously worked at The Joseph Group and JPMorgan. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and custom solutions supported by thorough research and due diligence.

Alex Kucharski is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Vail Resorts and Thrivent. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Michael Stobbe is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2015. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through a variety of advisory programs, including wrap‑fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group and collaborating closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.