Samuel Plastow is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His career includes multiple roles at Key Investment Services LLC and KeyBank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans. The firm offers portfolio management and model-based advisory products through a network of financial professionals, utilizing a multi-provider platform with discretionary and non-discretionary options and integration with KeyCorp affiliates for various financial services.

Robert Smith is a financial advisor at Cerity Partners LLC with 30 years of industry experience. He previously worked for Spero-Smith Investment Advisers, Inc. for 20 years before joining Cerity Partners in 2016. Smith serves on the board and multiple committees at University Hospitals Health System and is a member of the endowment investment committee at Ohio Northern University. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and regular rebalancing using proprietary quantitative screens and third-party managers, and offers specialized private-market investment programs alongside affiliated pension consulting and insurance services.

Stephen Malbasa is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds a Series 63 designation and has worked at Cerity Partners since 2016. Prior to that, he was with S&S Financial Ventures LLC for 13 years. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection using proprietary quantitative screens alongside third-party managers and individual securities.

Edward Rigo is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at Benjamin F. Edwards & Co since 2011, following prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Rigo serves as a trustee of an irrevocable trust in Mentor, Ohio. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a large team of advisors. The firm offers a range of services including advisory programs, financial planning, investment management, and M&A advisory, employing both proprietary and third-party strategies with an internal trading desk and custody services.

Nicholas Gatins is a financial advisor at Hightower Advisors in Cleveland, OH, holding a Series 65 designation. He joined Hightower Advisors in 2026 and has prior work experience at Signet Jewelers, PCC Airfoils, West Virginia University Foundation, West Virginia University, and Washington & Jefferson College. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm offers comprehensive portfolio management, financial planning, and retirement consulting services, supported by proprietary research and operational tools.

Nicholas Meyer is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and John Ertz. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach and offers various programs such as advisor-managed portfolios, financial planning, and outsourced CIO solutions.

Christine Jemison is a financial advisor at Corient with 18 years of industry experience. She previously worked at Paragon Advisors, Inc. for 25 years before joining Corient in 2024. Jemison serves as a board member of Lakewood Catholic Academy. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Kenneth Burr Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has worked at Key Investment Services and Fifth Third Securities, Inc. in various roles since 2005. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers model-based advisory products with custodial and trade execution services, employing a multi-provider platform and integration with KeyCorp affiliates to deliver portfolio management and additional financial services.

David Karbon is a CFP® with 21 years of industry experience, currently serving at Citizens Securities, Inc. since 2005. In addition to his advisory role, he is the Chief Financial Officer at ALP Music, LLC, where he oversees financial statements and consults on projects on a profit-sharing basis. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services.

Nathan Reyes is a Series 66-licensed financial advisor at PNC Wealth Management with 20 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering that utilizes algorithm-driven risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.

Peter Devito is a CFP® professional with 19 years of industry experience. He has been with Hightower Advisors since 2019 and previously worked at WealthTrust Fairport, LLC for 12 years. He is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, using a combination of affiliated and third-party managers alongside proprietary research and various investment vehicles.

Bradley Norton is a CFA® charterholder with eight years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Winfield Associates and Victory Capital Management. MAI Capital Management, LLC 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 institutions. The firm manages over $72 billion in assets and offers customized portfolio management across various strategies, combining financial planning and tax services with multiple investment vehicles.

Joshua Halter is a financial advisor with Lincoln Investment in Cleveland, OH. He holds the Series 66 designation and has one year of industry experience. Prior to joining Lincoln Investment, he worked at LPL Enterprise and Pruco Securities LLC, and has a background that includes roles in education and customer service. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Todd Winchell is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at The Huntington Investment Company, Huntington National Bank, LPL Financial LLC, Five Star Bank, and Citizens Bank. 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 credentials. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Douglas Crowl is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at PNC Investments and PNC Wealth Management, with additional experience at Edward Jones. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans. The firm offers multiple wrap programs supported by a multi-provider platform and integrates services with KeyCorp affiliates for investment banking and municipal advisory.

Maryjo Morello is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked at several firms including LPL Financial LLC and Stratos Wealth Partners, LTD. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers a range of financial planning and portfolio management solutions using both firm- and third-party models, combining active and passive strategies across varying risk profiles.

Jeremy Clark is a financial advisor at Osaic Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Arbor Point Advisors, Beacon Financial Advisory, and Lincoln Investment. He serves on the Board of Directors for the Greater Cleveland Sports Hall of Fame. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, using a combination of proprietary and third-party platforms.

John Marino is a CFP® professional with 21 years of industry experience. He has worked at Hartland & Co. since 2011 and is currently affiliated with Clearstead Advisory Solutions in Beachwood, OH. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships and utilizes a disciplined investment process that includes portfolio analytics, strategic asset allocation, and a proprietary Direct Indexing strategy.

Amanda Sass is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2019 before joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment solutions through its Private Advisor model and consolidated investment platform.

Glenn Hoehnen is a financial advisor with Eagle Strategies (NY Life) based in Lyndhurst, OH, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities since 2005 and operates businesses focused on brokering non-registered insurance products under the names Precision Insurance Solutions and Precision Financial Solutions. Additionally, he is a passive investor in cryptocurrency and energy sector opportunities. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client and plan sponsor needs, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.