Louis Loparo is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Planning Partners, Inc. Outside of his advisory role, he serves as treasurer for the Euclid Schools Foundation and participates in community efforts through the Northern Ohio Italian American Foundation. He is also a shareholder at Hobe & Lucas Certified Public Accountants, Inc., which provides accounting, tax, and consulting services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with offerings that include 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.

Matthew Mcdonald is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and 12 years of industry experience. He previously worked at AJ Wealth LLC from 2014 to 2022 before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Janene Culmo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Key Investment Services in various roles since 2016. Outside of her advisory work, she provides financial and other assistance for her mother. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and offers access to third-party discretionary managers alongside periodic rebalancing, reporting, and supervisory oversight.

Richard Evans is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at KeyBank, Quicken Loans, Valic Financial Advisors, and WBC Group. Outside of his advisory work, he bartends at restaurants in the Akron and Hudson, Ohio areas. 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 model selection supported by ongoing monitoring and due diligence, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Gianpaolo Sferrella is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Republic Finance, the Ohio Department of Taxation, and community involvement with the YMCA of Central Ohio. He has also held positions in education and retail, including at Bowling Green State University and Dairy Queen. 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 selection combined with professional recommendations and ongoing oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Sheena Dee Pauley is a CFP® professional with 11 years of experience in financial advising. She currently works at MAI Capital Management, LLC and previously spent seven years at PNC Bank. 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 a wide range of portfolio strategies and integrates financial planning and tax services into many client relationships.

Michael Fairchild is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. from 2019 to 2025. His prior work includes a one-year role at DRAINSCAPES and four years at Bryant University. 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 choices with ongoing monitoring and also intermediates access to third-party discretionary managers.

Michael Stuneck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 licenses and bringing 29 years of industry experience. He has been with PNC since 2014. Outside of his advisory role, he is active as a freelance musician. PNC Wealth Management offers retail brokerage and advisory services through several model‑based programs, including an invitation‑only online discretionary model account pilot that combines algorithmic risk assessment with portfolio strategies managed by PNC or third-party strategists.

Nilufar Barak is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Barak has been with Key Investment Services LLC and KeyBank NA since 2024. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through a variety of managed accounts and wrap-fee programs. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and coordinated oversight across its programs.

Theresa Flynn is a financial advisor at PNC Wealth Management with 27 years of industry experience. She holds a Series 63 designation and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees, which uses algorithmic assessments to recommend investment strategies implemented via mutual funds and ETFs.

Carl Cline is a Series 66-licensed advisor with PNC Wealth Management in Cleveland, OH, where he has worked since 2017. He has 25 years of industry experience and is also associated with Joseph D. Carney & Associates, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available by invitation to employees. The firm utilizes algorithm-driven risk assessments and implements investment strategies primarily through mutual funds and ETFs with annual rebalancing.

Jonathan Abbuhl is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bendix Commercial Vehicle Systems and involvement with organizations such as Providence Church and Bowling Green State University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and discretionary investment management. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

David Bosak is a CFP® professional at Hightower Advisors with seven years of industry experience. He previously worked at Fairport for five years before joining Hightower Advisors in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Duane Lipps Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Cleveland, OH, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Equity Services, Inc. since 2014. Outside of his advisory role, he is a sole proprietor selling items through online resources. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Nicholas Srmag is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. He holds the CFA® designation and Series 66 license and has been with MAI Capital Management since 2016. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning and related services, overseeing $72.3 billion in assets as of May 2026.

Ryan Greenhill is a Series 66-licensed advisor with The Huntington Investment Company, bringing 13 years of industry experience. His prior roles include positions at PNC Investments and Ameriprise Financial Services. Outside of his advisory work, Greenhill is involved in local real estate ventures through partnerships in several LLCs focused on hospitality renovations and short-term rental management. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank strategies, offering a range of wrap-fee investment programs delivered through National Financial Services.

Emily Drake is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2019. Prior to joining Hightower, she worked for 12 years at WealthTrust Fairport, LLC. Hightower Advisors offers investment advisory and planning services to a broad range of individual and institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its extensive network of Advisor Practices. The firm’s advisory approach emphasizes manager selection, multi-manager solutions, and utilizes proprietary research and various investment vehicles including mutual funds, ETFs, and alternative investments.

Nicholas Mueller is a financial advisor with Integrity Alliance, LLC in Cleveland, OH, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior work includes roles at Global Retirement Partners, LPL Financial, Oswald Companies, Independence Wealth Advisors, Raymond James & Associates, and Prudential Investment Management Services. Integrity Alliance provides advisory and brokerage services to a diverse client base ranging from individual investors to corporations and qualified retirement plans. The firm operates a large network of independent advisers managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and access to multiple investment platforms and strategies.

Jeffrey Sokolowski is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank and First Commonwealth Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and a structured due diligence process.

Joyce Zak is a financial advisor at Hightower Advisors with seven years of industry experience. She previously worked at WealthTrust Fairport, LLC for 19 years. Zak is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates mutual funds, ETFs, alternative investments, and custom indexing.