Jennifer Filkins is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at Key Investment Services LLC since 2010 and is currently based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding advisor recommendations, ongoing monitoring, and third-party product due diligence.

Hunter Osolin is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has also held roles at Kinetico and Gannon University, where he has worked for nine years. Outside of his advisory work, Osolin participates in a volunteer leadership group at University Hospitals, contributing to the review and direction of donations and funds. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches tailored to specific programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Gregory Lopez is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Valmark Securities, Inc., Marcum Wealth, Global Retirement Partners, LLC, LPL Financial, LLC, Oswald Companies, and Girard Securities, Inc. He serves on the investment committee of the Cleveland Music Settlement. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a combined passive and active investment approach guided by an internal Investment Committee.

Robert Fries is a financial advisor with Stratos Wealth Partners, Ltd in Westlake, OH, holding a Series 66 designation and with 21 years of industry experience. His prior experience includes 12 years at Key Investment Services and six years with LPL Financial, LLC. Outside of his advisory role, Fries coaches basketball for Monroeville Local Schools. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians and sub-advisors.

Karen Yorke is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds the Series 66 designation and has been with Key Investment Services 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 provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers a variety of investment programs and emphasizes client-driven model selection while providing recommendations, ongoing monitoring, and due diligence of third-party advisory products.

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.

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.

Mark Tichar is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and 25 years of industry experience. His career includes prior roles at Arbor Point Advisors and Securities America, Inc. He has been associated with Ash Brokerage for over 20 years in insurance sales and client service. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Scott Ziska is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd, holding a Series 63 designation and over 25 years of industry experience. He has been associated with LPL Financial since 2009 and founded Stratos Wealth Partners in 2010, where he provides investment advisory services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of portfolio management options, combining large-scale advisory operations with non-advisory product offerings.

Robert Cozart is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked for 25 years at Guitar Center Stores and is involved with Life Point Church. Outside of advising, he owns a sports card sales business and coordinates Financial Peace University classes at Life Point Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

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 self-employed consulting business as a CPA. McKee is also involved with Financial Wellness Partners, LLC, providing financial planning services. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Sidney Reyes is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with Key Investment Services since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in investment decisions and provides ongoing monitoring, due diligence, and supervisory oversight across its 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.

Scott Wise is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessments and implements investments via approved model strategies with annual rebalancing.

Tyler Owens is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including KeyBank, Investment Distributors, Inc., and Protective Life. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction in model selection and provides non-binding recommendations, ongoing monitoring, and access to third-party discretionary managers while operating within the KeyCorp group.

Gabriel Phillips is a financial advisor with Key Investment Services LLC in Brooklyn, OH. He holds a Series 66 designation and has been working in the industry since 2026. His prior experience includes roles at Summit Financial Strategies, Huntington Bank, and The Ohio State University Fisher College of Business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment model selection while providing ongoing monitoring and offers access to third-party discretionary managers and supervisory services.

Travis Stapleton is a financial advisor with Lincoln Investment in Independence, Ohio, with 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent six years at Legend Equities Corporation. Outside of advisory work, he is a licensed real estate representative involved in the buying and selling of residential property. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, managing a range of in-house and third-party investment strategies that incorporate both strategic and dynamic approaches.

Alexander Yurovitsky is a financial advisor with Eagle Strategies (NY Life) based in Lyndhurst, OH. He holds Series 63 and Series 66 designations and has 22 years of industry experience. He has been associated with New York Life Insurance Company and related entities since 2004 and operates under the DBA Precision Financial Solutions to broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

John Landers is a financial advisor at PNC Wealth Management with 17 years of industry experience and holds a Series 66 designation. He has previously worked at Key Investment Services LLC, Pruco Securities, Prudential Insurance Company of America, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees with PNC Bank online credentials. The program uses approved model strategies with mutual funds and ETFs, employing an algorithmic questionnaire to recommend risk bands and features third-party portfolio implementation and proxy voting.