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 with 25 years of industry experience. He has worked at multiple firms including Arbor Point Advisors and Securities America Advisors, Inc. Tichar has also been involved in insurance sales through Ash Brokerage over a 20-year period. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and a combination of proprietary and third-party platforms.

Scott Ziska is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and over 25 years of industry experience. He has been with Stratos Wealth Partners since 2010 and previously worked at LPL Financial and Osaic FA, Inc. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, and access to model portfolios and third-party manager solutions through a large network of investment adviser representatives.

Kieran Harkness Robertson is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he was affiliated with KeyBank, NA and Equitable Advisors, LLC. Outside of finance, he has been involved with the Battle of the Ballers Tournament for three years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap‑fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment choices supported by ongoing non-binding recommendations and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

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™) at Stratos Wealth Partners, Ltd with three years of industry experience. He previously worked for S&T Bank for 29 years and operates as a self-employed consultant through Timothy P. McKee, CPA. He is also involved with Financial Wellness Partners, LLC, providing financial planning services. Stratos Wealth Partners serves a diverse range of individual and institutional clients, offering financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, and retirement plan consulting. The firm combines individualized asset allocation with active monitoring and supports both proprietary and third-party investment strategies across multiple custodians.

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 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 direction in model and manager selection, provides ongoing monitoring, and works with third-party discretionary managers while maintaining 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 designations. His prior work includes roles at KeyBank, Investment Distributors, Inc., Protective Life, and CONCOURSE FINANCIAL GROUP SECURITIES. 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 and provides access to third-party discretionary managers, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.

Gabriel Phillips is a financial advisor at Key Investment Services LLC with a Series 66 credential and one year of industry experience. His prior work history includes roles at Summit Financial Strategies, Huntington Bank, and various positions during his time at The Ohio State University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

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 18 years of industry experience. He holds a Series 66 designation and 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 an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and third-party strategists for portfolio implementation.

Matthew Hennessy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at KeyBank and Citizens Securities, INC, among others, all within the KeyCorp group of companies. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, supported by a Product Due Diligence Committee and supervisory oversight, operating within the broader KeyCorp affiliated network.

Jason Riley is a Series 66-licensed financial advisor at PNC Wealth Management with 20 years of industry experience. His prior roles include positions at MarshBerry Capital LLC, Aspiration Partners, Inc., and several divisions within PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account for employees that uses algorithmic risk assessment and outsourced portfolio management.

Estella Taylor Greene is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She previously worked at TIAA-CREF and Tiaa for nine years before joining KeyBank NA and Key Investment Services in 2025. 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 strategy selection supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group alongside affiliated entities.

Julie Halladay is a financial advisor at Citizens Securities, Inc. in Cleveland, OH, holding a Series 66 designation. She began her career in the financial industry in 2026. Prior to joining Citizens Securities, she worked in various roles outside the financial sector, including positions at Mt Brighton, Citizens Bank, Home Depot, Long John Silvers, Target, and Pollo Tropical. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.