Jaimie Stachowiak is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Fifth Third Securities, Fifth Third Bank, Huntington Investment Company, and Huntington National 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 and integrates services across KeyCorp affiliates, offering a range of wrap-fee programs with custodial and execution services.

John Jolliffe is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at PNC Investments since 2019, following roles at Citizens Securities Inc. and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies with mutual funds and ETFs.

David Rubis is a financial advisor at Clearstead Advisory Solutions with nine years of industry experience. He holds a Series 65 designation and has worked at Clearstead Advisors, Hightower Advisors, WealthTrust Fairport, HPM Partners, and Spero-Smith Investment Advisers. Outside of his advisory role, he serves as the Director of Finance for the Polish Veteran's Alliance Inc., a nonprofit organization in Cleveland, Ohio. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process using portfolio analytics, manager research, and strategic asset allocation across a range of investment vehicles.

Mark Breen is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC and Osaic FA, Inc. He is also the owner of Total Benefits Advisors, providing consulting and advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, delivering services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence.

Donald Jereb is a financial advisor with Lincoln Investment in Independence, OH, holding 37 years of industry experience. He has worked at Lincoln Investment since 2017 and was previously with Legend Advisory Corporation from 2017 to 2019. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and access to third-party managers.

Eric Dworznik is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments and Buckeye Business Products. 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 uses a multi-provider platform and integrates services from KeyCorp affiliates, offering a range of wrap programs and ancillary insurance products.

Steven Vale is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Huntington Investment Company, PNC Wealth Management, Firstmerit Advisors, Edward Jones, and Natcity Investments. He has been with Key Investment Services LLC for a total of 16 years across two periods. Key Investment Services LLC is an SEC-registered investment adviser that offers 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 uses a multi-provider model for portfolio management and integrates services with KeyCorp affiliates, providing a range of investment and advisory capabilities primarily on a non-discretionary basis.

Christopher Isabella is a financial advisor at Hightower Advisors with 25 years of industry experience. He holds the PFS™ designation and has worked at Hightower Advisors since 2019, following a 12-year tenure at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on manager selection, proprietary research, and solutions that may include mutual funds, ETFs, alternative investments, and custom indexing.

Terrell Cannon is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior experience includes roles at ETC Brokerage Services, Citizens Securities, The Huntington Investment Company, and Fifth Third Securities. Outside of his advisory work, he is involved in refereeing baseball and basketball. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Deanna Roeger is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at several firms, including McDonald Partners LLC, Heritage Financial Partners, LLC, and Cambridge Investment Research Advisors. Roeger has been with MAI Capital Management since 2022. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm manages a range of investment strategies and offers integrated financial planning and trust services, with $72.3 billion in assets under management as of May 2026.

Burton Hotz is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at KeyCorp-KPB since 2011 and with Key Investment Services LLC since 2022. 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 platform combining in-house and third-party portfolio strategies, offering mainly non-discretionary models alongside custodial and ancillary insurance services.

Michael Syrowski is a financial advisor with Principal Financial Services in Avon Lake, OH, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation and Pentegra Distributors, Inc. He has been with Principal since 2022. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Melissa Engbert is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Bridgeview Wealth Partners, LLC. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Engbert is based in Independence, OH. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.

Michael Kelly is a financial advisor with Lincoln Investment in Parma, OH, holding a Series 63 designation and over 40 years of industry experience. He has been with Lincoln Investment since 2012 and also operates Kelly's Tax Service, where he prepares income tax returns for individuals and small businesses. Additionally, Kelly is a licensed agent involved in the sale of life insurance and fixed annuities. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and a multi-layered delivery model.

Jacob Zakor is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 16 years of industry experience. He has worked at PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses approved investment strategies managed by PNC or third-party strategists. The firm’s approach includes algorithm-driven risk assessment and portfolio implementation via mutual funds and ETFs with annual rebalancing.

Ryan Prokopius is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Citizens Securities since 2007 and previously worked at Chase Investment Services Corp. for one year. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and managed account services and operates as a broker-dealer and insurance agency.

Gary Sprecher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 16 years before joining Commonwealth and True North Investment Partners in 2023. Sprecher has been involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, compliance, and practice-management support, enabling advisors to construct portfolios from a broad array of securities and insurance products.

Timothy Dempsey is a CFP®, CFA®, and Series 66 credentialed advisor with six years of industry experience. He has worked at MAI Capital Management, LLC since 2021 and previously at MGO Inc. from 2016 to 2021. He also spent four years at John Carroll University. MAI Capital Management, LLC 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 multiple asset classes and serves in both product-sponsor and advisory roles, managing over $72 billion in assets as of mid-2026.

Jason Craciun is a financial advisor at Eagle Strategies (NY Life) based in Independence, OH, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NYLIFE Securities LLC and New York Life Insurance Company since 2010. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant portion of assets managed on a non-discretionary basis.

Jason Putman is a CFP®, CFA®, and Series 63 credentialed financial advisor affiliated with MAI Capital Management, LLC, with 14 years of industry experience. He has been with MAI Capital Management since 2014. MAI Capital Management, LLC provides a range of investment management and wealth advisory services to individual, family, and institutional clients, including high-net-worth individuals and pension plans. The firm offers customized portfolio management across multiple asset classes and integrates financial planning and tax services into client relationships.