Ryan Cosgray is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities since 2014. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Matthew Ruhl is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 credential and has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account available to employees. The firm uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Rita Maher is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding a Series 63 designation and bringing 19 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2011. Outside of her advisory role, she is the owner of Maher Acquisitions, a general contracting business. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, managed wrap and non-wrap programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of advisors using both proprietary and third-party strategies.

Matthew Jentner is a CFP® practitioner with 13 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously spent 15 years at The Jentner Corporation. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-driven, asset-allocation approach with both active and passive strategies. The firm is also involved in sponsoring proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Griffin Lusk is a financial advisor with Valic Financial Advisors in Independence, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Valic Financial Advisors in 2023, he worked at Whitaker-Myers Wealth Managers, Ltd. from 2020 to 2022. He is also an appointed agent for AIGA, selling non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Filkins is a Series 66-credentialed financial advisor with 14 years of industry experience. She has been with Key Investment Services LLC since 2010, serving in various roles over more than a decade. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolio offerings, and separately managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Hunter Osolin is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has held prior roles at Kinetico, Gannon University, and various other organizations. Osolin volunteers in a leadership capacity with the Diamond Advisory Group at University Hospitals, helping to review donation and fund allocation options. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management tailored to client objectives.

Karen Yorke Taylor is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 11 years of industry experience. She has been with Key Investment Services since 2016. Outside of her advisory role, she serves on the finance team as a board member of Rise Ministry CDC in Cleveland, Ohio. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various managed account programs and affiliated brokerage and insurance offerings. The firm emphasizes client-directed investment model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Stanley Majkrzak is a CFP® with 27 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2021. He previously worked at Hw Financial Advisors and Commonwealth Financial Network for over two decades and was associated with Howard, Wershbale & Co, CPAs for 27 years. Majkrzak is a co-owner of IPS Bio, LLC, a private entity involved in investments unrelated to his advisory work. MAI Capital Management, LLC provides 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 strategies and services, including discretionary and non-discretionary portfolio management, and manages $72.3 billion in assets as of May 2026.

Michael Spangler is a CFP® with 15 years of experience in financial advising. He is currently affiliated with Kohmann Bosshard Financial Services, LLC and previously worked at Sequoia Financial Group and U.S. Bancorp Investments. 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 combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee and offers affiliated business lines including tax services and philanthropic administration.

Michelle Hegarty is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Janney in 2022, she worked for McDonald Partners LLC for 10 years. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kelly Marshall is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Kelly has been with Commonwealth Financial Network since 2024 and also has a decade of experience with BDS Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services, managing roughly $212.7 billion in client assets.

Trevor Chuna is a CFP® with 20 years of industry experience, currently serving as Chief Technology Officer at Sequoia Financial Group, L.L.C. in Akron, OH. He has been with Sequoia and its related entities since 2007. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Kieran Harkness Robertson 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 was affiliated with KeyBank, NA and Equitable Advisors, LLC. Outside of finance, he has been involved with the Battle of the Ballers Tournament for three years. 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 brokerage and insurance products. The firm emphasizes client-directed investment choices supported by ongoing non-binding recommendations and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Timothy McKee is a Personal Financial Specialist (PFS™) at Stratos Wealth Partners, Ltd with three years of industry experience. He previously worked for S&T Bank for 29 years and operates as a self-employed consultant through Timothy P. McKee, CPA. He is also involved with Financial Wellness Partners, LLC, providing financial planning services. Stratos Wealth Partners serves a diverse range of individual and institutional clients, offering financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, and retirement plan consulting. The firm combines individualized asset allocation with active monitoring and supports both proprietary and third-party investment strategies across multiple custodians.

Sidney Reyes is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Key Investment Services since 2015. 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 direction in model and manager selection, provides ongoing monitoring, and works with third-party discretionary managers while maintaining supervisory oversight across its programs.

Stephen Rudolph is a financial advisor with MAI Capital Management, LLC in Cleveland, Ohio. He holds Series 63 and Series 66 credentials and has 28 years of industry experience. Prior to joining MAI Capital Management in 2021, he worked at Hw Financial Advisors and Commonwealth Financial Network from 1999 to 2021. He is also a co-owner of IPS Bio, LLC, a private entity involved in an investment in Biomendics, LLC. 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 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.

Tyler Owens is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at KeyBank, Investment Distributors, Inc., Protective Life, and CONCOURSE FINANCIAL GROUP SECURITIES. 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 access to third-party discretionary managers, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.

Alexander Rupert is a CFP® and holds the Series 65 designation, with 11 years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2018 and previously was with Laurel Tree Advisors LLC from 2014 to 2018. Rupert is based in Akron, OH. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth 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.

Gabriel Phillips is a financial advisor at Key Investment Services LLC with a Series 66 credential and one year of industry experience. His prior work history includes roles at Summit Financial Strategies, Huntington Bank, and various positions during his time at The Ohio State University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.