Emily Erhart is a financial advisor at Clearstead Advisory Solutions with three years of industry experience. She holds a Series 65 designation and has previously worked at Cbiz, Valmark, Cohen & Co, and the University of Akron. Clearstead serves both affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across a 59-advisor team and employs an institutional approach to portfolio management, utilizing a variety of investment vehicles and proprietary strategies.

Scott Clark is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Clark is based in Westlake, Ohio. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm employs algorithm-driven risk assessment and outsourced portfolio implementation using mutual funds and ETFs.

Ryan Keenan is a CFA® charterholder with nine years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Citizens Capital Markets, Inc. and Ernst & Young. MAI Capital Management provides 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 offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Eric Proszek is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at PNC Investments and associated PNC entities. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, and business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party and proprietary investment strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

Andrew Ross is a financial advisor with Key Investment Services LLC in Brooklyn, OH. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Bowling Green State University and North Ridgeville High School. 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 non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Timothy Schanz is a financial advisor with PNC Wealth Management in Cleveland, Ohio, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes roles at Citizens Securities Inc. and Citizens Bank before joining PNC Investments in 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm implements investment strategies via mutual funds and ETFs, using algorithmic risk assessment and third-party portfolio management.

Susan Berchak is a financial advisor at Key Investment Services LLC with 36 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Scottrade, Inc. for 15 years before joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers while maintaining ongoing monitoring and supervisory oversight.

Jon Stamberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having been with New York Life Insurance Company and Nylife Securities Inc. since 2003. In addition to his advisory work, he is appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client goals and maintains a predominantly non-discretionary asset base.

Guerschom Altidor is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His work history includes roles at KeyBank and PNC Wealth Management. Outside of finance, he has experience as a product operations educator at Lululemon. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions combined with ongoing oversight and access to third-party discretionary managers within the KeyCorp group.

Mark Bock is a financial advisor with Hantz Financial Services, Inc. He holds the Series 63 designation and has 31 years of industry experience, including 27 years with Hantz Financial Services. Outside of his advisory role, he manages a family investment portfolio and estate planning through Bock Family, LLC. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios combined with access to third-party managers and tax-aware strategies, operating both discretionary and non-discretionary mandates.

Theresa Sdrakas is a financial advisor with Fifth Third Securities, Inc. in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Fifth Third Securities since 2010 and has worked at Fifth Third Bank since 2000. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Garret Keibler is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporations. The firm offers a variety of advisory programs and emphasizes client-directed model selection while providing ongoing monitoring and due diligence of third-party advisory products.

Diane Gilger is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. She has 12 years of industry experience, having worked previously at LPL Financial and Firstmerit Bank, N.A. Ms. Gilger is based in Brooklyn, Ohio. 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 direction in investment decisions while providing non-binding recommendations and ongoing monitoring.

Michelle Pipcak is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 11 years of industry experience. Her prior work includes roles at Edward Jones and Equity Trust Company. Outside of advising, she works part-time as a nighttime office cleaner. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Brett Katana is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 14 years of industry experience. He has held multiple roles within PNC and its affiliated entities since 2013. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that utilizes approved model strategies and ETFs with annual rebalancing.

Michael Liskay is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at KeyBank and Fifth Third Securities. Key Investment Services LLC serves a broad client base including individuals, trusts, estates, small businesses, and corporations through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding advisor recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Laurence Dunlap is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Agia and Lincoln Financial Advisors Corporation. Outside of his advisory work, he is the managing member of Bull and Bear Enterprises, LLC, a company used for accounting purposes. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts with centralized technology and model solutions to support its extensive client base.

Lawrence De Baltzo is a financial advisor with Cetera Planning Partners in Independence, Ohio, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Planning Partners, Inc. for four years. In addition to his advisory role, he is a shareholder and heads the tax and business valuation departments at Hobe & Lucas, Certified Public Accountants, Inc., where he provides accounting, consulting, and tax services. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services alongside a diversified investment approach tailored to clients’ objectives and risk tolerance.

Sean Housel is a financial advisor at The Huntington Investment Company with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Key Investment Services, PNC Investments, and KeyBanc Capital Markets. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

Daniel Vieland is a financial advisor with Stratos Wealth Partners, Ltd in Westlake, Ohio, holding a Series 66 designation and 22 years of industry experience. His career includes roles at LPL Financial, JPMorgan Securities, Charles Schwab, Edward Jones, TD Ameritrade, Chase Investment Services, Citizens Securities, and Waddell & Reed. Stratos Wealth Partners serves a broad range of individual and institutional clients by providing financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and offers services across multiple custodians and platforms.