Matthew Ruhl is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 credential and has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account available to employees. The firm uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Rita Maher is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 63 designation and has 19 years of industry experience. Maher has been with Stratos Wealth Partners and affiliated LPL Financial since 2011. Outside of her advisory role, she owns and operates a general contracting business. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment management and financial planning services through an open-architecture platform integrating multiple third-party providers.

Steven Clark is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Clark Wealth Management since 2015, alongside his roles at Brookstone Capital Management and Clark Financial Services. Outside of his advisory work, he is the president of the Lakewood Rocky River Rotary and is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, delivering primarily discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts with various strategies.

Matthew Jentner is a CFP® practitioner with 13 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously spent 15 years at The Jentner Corporation. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-driven, asset-allocation approach with both active and passive strategies. The firm is also involved in sponsoring proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Griffin Lusk is a financial advisor with Valic Financial Advisors in Independence, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Valic Financial Advisors in 2023, he worked at Whitaker-Myers Wealth Managers, Ltd. from 2020 to 2022. He is also an appointed agent for AIGA, selling non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as 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.

Jennifer Filkins is a Series 66-licensed financial advisor with 14 years of industry experience, currently with Key Investment Services LLC in Brooklyn, Ohio. She has been with Key Investment Services in various capacities since 2010. 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 plan clients through a network of financial professionals. The firm employs a multi-provider model for portfolio implementation and offers clients discretionary and non-discretionary investment options integrated with KeyCorp affiliates.

Hunter Osolin is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has held prior roles at Kinetico, Gannon University, and various other organizations. Osolin volunteers in a leadership capacity with the Diamond Advisory Group at University Hospitals, helping to review donation and fund allocation options. 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 across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management tailored to client objectives.

Karen Yorke Taylor is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Key Investment Services LLC since 2016. Outside of her advisory role, she serves as a board member on the finance team for Rise Ministry CDC in Cleveland, Ohio. 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 network of financial professionals. The firm utilizes a multi-provider model and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Stanley Majkrzak is a CFP® with 27 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2021. He previously worked at Hw Financial Advisors and Commonwealth Financial Network for over two decades and was associated with Howard, Wershbale & Co, CPAs for 27 years. Majkrzak is a co-owner of IPS Bio, LLC, a private entity involved in investments unrelated to his advisory work. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of strategies and services, including discretionary and non-discretionary portfolio management, and manages $72.3 billion in assets as of May 2026.

Michael Spangler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH. His prior experience includes roles at U.S. Bancorp Investments, Inc. and U.S. Bank. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model and custom portfolio management overseen by an Investment Policy Committee, utilizing a range of investment vehicles and research methodologies.

Michelle Hegarty is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Janney in 2022, she worked for McDonald Partners LLC for 10 years. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kelly Marshall is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Kelly has been with Commonwealth Financial Network since 2024 and also has a decade of experience with BDS Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services, managing roughly $212.7 billion in client assets.

Martin Shea is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at UBS Financial Services and ODW LTS, LLC. Shea serves on the Board of Directors and the Finance Committee at Saint Joseph Montessori School in Ohio. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans. The firm provides a range of portfolio management, financial planning, and consulting services, operating under a Private Advisor model with an integrated investment platform that includes equities, fixed income, and alternatives.

Trevor Chuna is a CFP® with 20 years of industry experience, currently serving as Chief Technology Officer at Sequoia Financial Group, L.L.C. in Akron, OH. He has been with Sequoia and its related entities since 2007. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Timothy McKee is a Personal Financial Specialist (PFS™) with Stratos Wealth Partners, Ltd., bringing three years of industry experience. He previously worked at S&T Bank for 29 years and operates a CPA consulting practice, Timothy P. McKee, CPA. He is also involved in providing financial planning services through Financial Wellness Partners, LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, using a model that integrates multiple third-party platforms and managers to provide customized portfolio management and financial planning services.

Sidney Reyes is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Key Investment Services since 2015. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model to deliver portfolio management and model-based advisory products, integrating offerings from KeyCorp affiliates and emphasizing primarily non-discretionary asset management through various wrap programs.

Stephen Rudolph is a financial advisor with MAI Capital Management, LLC in Cleveland, Ohio. He holds Series 63 and Series 66 credentials and has 28 years of industry experience. Prior to joining MAI Capital Management in 2021, he worked at Hw Financial Advisors and Commonwealth Financial Network from 1999 to 2021. He is also a co-owner of IPS Bio, LLC, a private entity involved in an investment in Biomendics, LLC. 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 individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated companies.

Tyler Owens is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at KeyBank, Investment Distributors, Inc., Protective Life, and Concourse Financial Group Securities. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model combining third-party managers and internal strategists, with services that integrate custodial, trade execution, and insurance products.

Alexander Rupert is a CFP® and holds the Series 65 designation, with 11 years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2018 and previously was with Laurel Tree Advisors LLC from 2014 to 2018. Rupert is based in Akron, OH. 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 selection, supported by an Investment Policy Committee and extensive research resources.

Gabriel Phillips is a financial advisor at Key Investment Services LLC, holding a Series 66 designation. He has been in the industry since 2026 and has prior experience at Summit Financial Strategies and Huntington Bank. 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 clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary strategies and offers integration with KeyCorp affiliates for due diligence, municipal advisory, and investment banking services.