Timothy Shaw is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2005. Outside of his advisory role, Shaw serves as treasurer for a homeowners association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporations through various advisory programs, including wrap-fee accounts and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

William Bohney is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including seven years with Raymond James Financial Services and roles at Valic Financial Advisors and Farmers & Merchants State Bank. Outside of his advisory work, he serves as a trustee of the Perrysburg Rotary Community Foundation and is the immediate past president and a current board member of Perrysburg Rotary. Citizens Securities serves individual and high-net-worth investors with advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency, with a range of investment solutions for retirement and other personal financial needs.

Scott Ervin is a financial advisor at The Huntington Investment Company with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Valmark Financial Group and Nationwide Investment Services Corporation. He has been with Huntington since 2021. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party and affiliate portfolio management solutions.

Gregory Meador is a financial advisor with Valic Financial Advisors in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Valic Financial Advisors since 2008 and is also associated with Agia, where he serves as an agent offering 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Roger Miller is a financial advisor at Lincoln Investment with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment since 2017. In addition to his advisory work, he operates as a transit bus driver for Summit County Transit Service. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, employing both strategic and dynamic investment approaches.

David Meler is a financial advisor at Stratos Wealth Partners, Ltd with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including LPL Financial, Purshe Kaplan Sterling Investments, and Mass Mutual Life Insurance Company. Outside of his advisory roles, he has been involved with St. Basil the Great Church. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with over 360 advisors serving more than 24,000 clients. The firm offers a range of advisory services including advisor-managed and model portfolios, third-party manager programs, and various financial planning engagements, utilizing an open-architecture approach that integrates multiple external platforms and investment solutions.

Ian Mccloud is a financial advisor with PNC Wealth Management in Tallmadge, Ohio, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PNC Investments since 2014 and held roles at PNC Bank between 2014 and 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing.

Joseph Dazey is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC in Akron, OH. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2008. In addition to his advisory role, he is an agent for a multi-line insurance brokerage and serves as a board member for a homeowners association in Hilton Head Island, SC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Norman Cook is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63, 65, and 66 licenses with 12 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Wealthstone Inc. He serves as Executive Vice President of Corporate Development at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies, employing a mix of mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers, with decisions guided by fundamental, technical, and cyclical research.

Denis Kazalac is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 22 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2019, he worked at Citizens Securities, Inc. for eight years. Outside of his advisory role, he manages rental properties in Brooklyn, Ohio. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

Erin Vick is a financial advisor with Eagle Strategies (New York Life) based in Independence, OH, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Eagle Strategies since 2018 and also operates Vines Financial Group LLC d/b/a V Financial Partners. Outside of her advisory role, she is active as an insurance broker specializing in non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

John Mc Inerney Jr. is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2016. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs, including wrap-fee advisory, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing oversight, and it operates as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Mickele Vianello is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services LLC, Vianello worked at KeyBank NA and held roles at Qualstar Credit Union and in music management. 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, and separately managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence of third-party advisory products, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Joseph Beswick is a financial advisor with Fifth Third Securities, Inc. in Berea, Ohio. He holds a Series 66 designation and has 26 years of industry experience, including 22 years with Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Jenna Gordon is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions with The Huntington Investment Company, The Huntington National Bank, Infinex Investments, First Commonwealth Bank, and KeyBank. Outside of finance, she operates Gordon's Goodies LLC, a vending machine business serving a juvenile jail in Medina County, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs and investment products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, offering ongoing monitoring, rebalancing, and supervisory oversight.

John Ciocca is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include eight years at Citizens Securities, Inc. and a brief tenure at Fred Martin Superstore. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Jena Viock is a financial advisor at Key Investment Services LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Key Investment Services since 2015 and at KeyBank since 1998. 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 unified managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring, and operates as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Judith Tengler is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Signator Investors, Inc. Tengler provides investment advisory services through multiple independent firms, including her current role at Stratos Wealth Partners. Stratos Wealth Partners serves 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 advisor-managed and model-based portfolios, with an emphasis on active asset allocation and use of both affiliated and third-party sub-advisors.

Jessica Rorar is a CFP® with seven years of industry experience, currently serving as a financial advisor at Key Investment Services LLC. She has previously worked at Valmark Securities, Inc. for nine years and has been associated with KeyBank since 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by professional recommendations and ongoing monitoring.

James Thompson is a financial advisor at Sequoia Financial Group, L.L.C. in Beachwood, Ohio, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at CBIC Private Wealth Management, Citizens Securities, Inc., and Citizens Bank. Thompson serves as Vice President of Family Wealth at Sequoia Financial Group. 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.