Richard Damico is a financial advisor at Hightower Advisors with seven years of industry experience. He holds the Series 63 designation and previously worked at Fairport Asset Management for ten years before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm’s approach includes multi-manager solutions, proprietary research, and a variety of investment vehicles, serving clients that include pension plans, charitable organizations, corporations, and insurance companies.

Adam Baker is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and Prudential Insurance Company of America. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a unique combination of bank affiliation and municipal-advisor registration.

Malak Rabi is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Key Investment Services, Malak worked at Fifth Third Securities, Inc. and Fifth Third Bank, N.A., and has experience at LMU Law and Aurora University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed investment choices and ongoing monitoring. The firm operates within the KeyCorp group and coordinates with affiliated entities for custody, clearing, and discretionary management services.

Megan Barnes is a financial advisor at &PARTNERS with nine years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Private Client Services, and Lincoln Financial Advisors. Barnes has an ownership interest in County Line Capital Partners, LLC, which invests in non-publicly held entities. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary models and third-party manager solutions, and engages in a variety of financial services including financial planning, ERISA consulting, and investment banking.

Samuel Hardin is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2025. Prior to this, he was employed at LM Kohn & Company from 2021 to 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Callan Templeton is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has two years of industry experience. Prior to joining Stratos Wealth Partners, he worked at LPL Financial and Marcum LLP, and he completed four years at Case Western Reserve University. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm serving more than 24,000 clients with around $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning and retirement consulting services through an open-architecture investment platform.

Owen Morrow is a financial advisor at Clearstead and holds a Series 65 designation with five years of industry experience. His prior roles include seven years at Cerity Partners LLC and one year at Summit Wealth Partners, LLC. Before entering the financial advisory field, he worked at The Ohio State University for four years. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs institutional investment disciplines across a range of asset types and manages approximately $33.9 billion in assets with a 59-advisor team.

Nancy Noga is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and with eight years of industry experience. Her career includes roles at KeyBank, Key Investment Services, LPL Financial, and Northwest Bank. Nancy's current tenure at Key Investment Services and KeyBank spans five years. 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 brokerage and insurance products. The firm emphasizes client-directed investment strategy selection supported by advisor recommendations and ongoing monitoring, with access to third-party discretionary managers, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Benjamin Sayer is a CFA® charterholder with eight years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2017, including a prior role at PNC Capital Advisors from 2013 to 2017. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, combining in-house management with third-party sub-advisers and unified managed account models.

John Lagattuta is a financial advisor with Centaurus Financial, Inc. in Cleveland, OH. He holds Series 63 and Series 65 designations and has 36 years of industry experience. Prior to joining Centaurus Financial in 2022, he worked at American Portfolios Advisors and American Portfolios Financial Services for over a decade. Outside of his advisory role, he is the owner of Candletrap, a company developing a safety device for extinguishing candles, and is involved as a general contractor for a residential construction project. Centaurus Financial, Inc. serves a broad client base including individuals, families, small businesses, corporations, trusts, and foundations, providing financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm offers both discretionary and non-discretionary arrangements and employs a variety of analytical approaches, including fundamental, technical, bottom-up, and top-down analysis.

John Donnelly is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 10 years of industry experience. His career includes multiple tenures at Key Investment Services and PNC Investments. He has also been affiliated with Cleveland State University for nine years. Donnelly was elected to serve on the FINRA Regional Committee for the Midwest Region, where he participates in discussions on industry trends. 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 and provides ongoing monitoring and due diligence for third-party advisory products while operating within the KeyCorp group.

Brandon Ellis is a CFP® with 10 years of industry experience, currently an advisor at The Huntington Investment Company. He has worked at Ameriprise since 2026 and was previously with PNC Investments from 2014 to 2018. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm sponsors multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary offerings from its Private Bank.

John Attaway is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Merrill and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for PNC employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Megan Robbins is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Key Investment Services from 2010 to 2024. Outside of her advisory role, she volunteers as a foster caregiver for senior and hospice dogs with the Friendship Animal Protective League. 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’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Richard Cinalli Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Valic Financial Advisors since 1991 and also holds a position as a head hockey coach at Nordonia High School, where he teaches skating and hockey to students. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with 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.

Jason Petroff is a financial advisor with Fifth Third Securities, Inc. in Cleveland, OH, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Fifth Third Securities since 2014 and also works with Fifth Third Bank. Outside of his advisory role, he is involved in small-scale online art sales. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program and combines its status as a broker-dealer, SEC-registered investment adviser, and municipal advisor with a corporate affiliation to Fifth Third Bank.

Andrew Nothstine is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services, WesBanco Securities, Fifth Third Securities, and Fifth Third Bank. 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 investment choices supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

Daniel Juliussen is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Key Bank NA 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 direction in model selection while providing non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with affiliated banking and capital markets entities.

James Vitou is a ChFC® credentialed financial advisor with 10 years of experience at AE Wealth Management, LLC. He previously worked at Horter Investment Management for eight years and has been a founding partner of Vitou Financial Services since 1990, where he is involved in insurance sales. He also serves as a seminar presenter for the Association of Financial Consultants. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Chandler Vegel is a CFP® professional with four years of experience at MAI Capital Management, LLC. Prior to joining MAI, he held various roles outside the financial industry, including positions at Enterprise Rent-A-Car, Panera, and Chick-Fil-A. 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 offers customized portfolio strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.