Brad Wilk is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. Outside of his advisory role, he is an owner and partner of BKG3, LLC, a real estate business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and performs ongoing due diligence and supervisory oversight of third-party advisory products.

Nicole Welsh is a financial advisor at Citizens Securities, Inc. in Lakewood, Ohio, with 10 years of industry experience. She has held her current position at Citizens Securities since 2015 and holds Series 63 and Series 65 licenses. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Gregory Badowski is a CFP® with 15 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH. 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, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships.

James Vitou is a CFP® with seven years of industry experience, currently serving at AE Wealth Management, LLC. He previously worked at Horter Investment Management, LLC and Aon Risk Solutions, and has been a partner at Vitou Financial Services, LLC since 2018. Vitou also presents retirement seminars as an Associate of Financial Consultants. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual clients, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and operates a large-scale platform managing nearly $50 billion in assets across more than 127,000 clients.

Carl Hendrix is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 21 years of industry experience, including roles at Principal Securities, Principal Life Insurance Company, Empower, and STANDARD. He also serves as a bank officer at Principal Bank & Trust Company, supporting retirement plan account relationships across insurance, broker-dealer, and bank trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Kimberly Barley is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Charter One Bank and Citizens Securities Inc. She is based in Brooklyn, Ohio. 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 investment strategy selection combined with ongoing monitoring and due diligence of third-party advisory products.

Rhonda Mccurry is a financial advisor with Lincoln Investment, holding a Series 63 designation and 36 years of industry experience. She has previously worked with Legend Advisory Corporation and Legend Equities Corporation. Outside of advising, she is involved in auto build and repair on race cars and has experience coordinating fix-and-flip real estate properties as a learning endeavor. 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 services, utilizing strategic and tactical investment approaches managed by an in-house Investment Management & Research team.

Christian Seybert is a CFP® and holds a Series 65 license, with two years of industry experience. He has been with Sequoia Financial Group, L.L.C. since 2022. 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 oversight, supported by an Investment Policy Committee and extensive research resources.

Chandler Groves is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include various positions at Fidelity Investments and Imber Wealth Advisors. 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-directed investment choices supported by non-binding advisor recommendations and conducts due diligence on third-party advisory products while providing supervisory oversight and periodic rebalancing.

Jason Christopoulos is a financial advisor with Citizens Securities, Inc. in Detroit, MI, holding Series 63 and Series 66 registrations and having 10 years of industry experience. His prior work includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, and Fifth Third Securities. He is also a commissioned Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory program and a Managed Account program, and is wholly owned by Citizens Bank, N.A.

Tanya Knight is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with KeyBank and Key Investment Services since 2016. 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 investment selection and provides ongoing monitoring and due diligence of third-party advisory products.

Jonathan Clark is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds a Series 65 designation and has operated Clark Wealth Management since 2015 and Clark Financial Services since 2004. Clark is also licensed as a life and health insurance agent in Ohio, offering life, long-term care, and health insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Aaron Jameyson is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citizens Securities and Citizens Bank since 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a managed account program, while operating as a broker-dealer and insurance agency.

Janice Cackowski is a CFP® professional with 14 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She previously worked at Century Financial Advisors LLC, Providence Wealth Partners LLC, and Strategic Wealth Partners. Janice is a board member of the Northeast Ohio Association of Financial Professionals. 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, trusts, family offices, and institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection supported by an Investment Policy Committee and external research.

Matthew Vegel is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with three years of industry experience. His prior experience includes roles at ORG Partners, Paragon Estate Planners, and Paragon Tax Planners. 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.

Thomas Biadas is a financial advisor at Kestra Advisory with 38 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Biadas provides investment advisory services and portfolio management through Kestra Advisory and registered representative activities via Kestra Investment Services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and manages multiple platforms and third-party solutions to serve large institutional investors, including sovereign wealth funds.

Daniel Guenther is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Key Investment Services since 2014. Outside of his advisory work, he is the owner of Guenther Properties, LLC. 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 ongoing monitoring, while maintaining due diligence and supervisory oversight through its affiliated entities.

Nicholas Rimac is a financial advisor at The Huntington Investment Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameriprise Financial Services, Equitable Advisors, and KeyBank. Prior to his financial services career, he was involved in the automotive and car wash businesses. 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 utilizes an open-architecture investment platform with multiple wrap-fee programs that combine third-party and proprietary models, serving a diverse client base including high-net-worth individuals.

Brian Weigel is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allstate Insurance Co and Citizens Securities, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Daniel Grove is a CFP® with two years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH. Prior to joining Sequoia in 2023, he worked at Miami University from 2019 to 2023 and Avon Lake High School from 2015 to 2019. 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.