Theodore Lorenzen is a financial advisor with Osaic Advisory Services, LLC and holds a Series 63 designation. He has 36 years of industry experience, including prior roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisor Inc. Lorenzen’s background also includes involvement in insurance sales and partnership in the Ohio Educators Planning Group, which focuses on disability insurance for educators. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Uriah Burke is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Key Investment Services, he worked at Fifth Third Securities, Fifth Third Bank, Goodyear, and University of Buffalo. Outside of his advisory role, he serves as an auditor and consultant for LS Traffic Control, a traffic control services company. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model combining discretionary implementation and third-party strategist portfolios, with a focus on wrap-fee programs and integration with KeyCorp affiliates.

Barbara Pal is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. She has 21 years of industry experience, having worked primarily with Key Investment Services and Securities America, Inc. since 2004. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a broad network of financial professionals. The firm employs a multi-provider model and integrates services with KeyCorp affiliates, offering a range of discretionary and non-discretionary investment solutions.

Robert Coode is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Valmark Securities Inc, Marcum Wealth, LLC, and ProEquities, Inc. He is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research and offers a range of financial planning, asset management, and specialized retirement consulting services.

Andrew Connors is a CFP® with 23 years of industry experience and is currently with Hightower Advisors, where he has worked since 2019. Prior to joining Hightower, he spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies and operational features.

Patrick Hudec is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2013. His prior experience includes positions at Stifel and Merrill. 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 including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across various portfolio types.

Carly Perusek is a Series 65-licensed financial advisor at Wealthspire Advisors with one year of industry experience. Prior to joining Wealthspire, she worked at JMS Financial Solutions and JPMorganChase. Her background also includes roles in education and university consulting. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporations, pension plans, and nonprofits. The firm utilizes an institutional-style asset allocation framework implemented through diverse investment vehicles and offers comprehensive wealth management, financial planning, and retirement consulting services.

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 worked at Spero-Smith Investment Advisers, Inc. for 20 years before joining Cerity Partners in 2016. He serves on the board and several committees at University Hospitals Health System and is a member of the endowment investment committee at Ohio Northern University. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that includes proprietary quantitative screening, asset allocation, and access to alternative and private market solutions.

Stephen Malbasa is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds the Series 63 designation and has worked at Cerity Partners since 2016, following a prior role at S&S Financial Ventures LLC. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

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.

Kent Spotts is a financial advisor with SPC, holding the CFP® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at SPC since 2016 and previously held roles at Ameriprise and Ameriprise Advisor Services. Outside of advising, Spotts works as a ski instructor at Brandywine Resort. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through programs such as SIGMA Managed Account and the Axis Platform.

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.

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 nine years of industry experience. He currently works at MAI Capital Management, LLC and has prior experience at Winfield Associates and Victory Capital Management. MAI Capital Management, LLC 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 strategies and integrates financial planning and tax services, also serving as an investment adviser to a registered mutual fund and multiple private funds.

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.