Darrius Davis is a Series 66 registered advisor with Citizens Securities, Inc., based in Rocky River, OH, and has two years of industry experience. His prior roles include positions at LPL Enterprise, Edward Jones, United Wholesale Mortgage, and Flagstar Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Benjamin Taylor is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 credential with two years of industry experience. Prior to joining Sequoia Financial Group, he worked at Youngstown State University and Kennedy Catholic High School. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection overseen by an Investment Policy Committee.

James Sheahen is a Series 66-licensed financial advisor with Key Investment Services LLC. He has two years of experience in the industry and previously worked at KeyBank for 37 years. Outside of his advisory role, he serves as the treasurer for political campaigns for Tom Bullock, a Lakewood, Ohio councilman, in a non-compensated capacity. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers various investment programs and emphasizes client-directed model selection while overseeing third-party advisory products and discretionary managers.

Kevin Ruscher is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio. He holds a Series 66 designation and has 25 years of industry experience. His prior experience includes roles at Nationwide Insurance and Cetera Advisor Networks. Outside of advisory work, he is involved in land development through Bear Tracks Mountain, LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and maintains a large asset base managed primarily on a non-discretionary basis.

Smita Samant is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2012. She holds the Series 63 license and operates a private entity, Smita Samant, LLC, related to her securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

James Clemens is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Sequoia Financial Group, he worked as an LP Analyst and has an academic background including time at The Ohio State and University School. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and comprehensive research resources.

Robert Kowalewski is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual Investment Services LLC and Weslee Trillow. 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 separately managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, while offering access to third-party discretionary managers and performing regular due diligence and supervisory oversight.

Raluca Frangulea is a financial advisor at PNC Wealth Management with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm’s approach relies on algorithmic risk assessment and employs approved model strategies executed via mutual funds and ETFs.

Dominic Campomizzi is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and with experience spanning several roles since 2015, including positions at Bankers Life entities and prior employment with ADT Safe Haven, Burger King, and Highland Local School District. He is based in Beachwood, Ohio. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Ryan Koler is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at OSAIC, Sagepoint Financial, Inc., and Northwestern Mutual. Koler also operates Koler Financial Group, which he has been affiliated with since 2020. Sequoia Financial Group, L.L.C. provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management strategies, incorporating a variety of investment vehicles and an Investment Policy Committee to guide decisions.

Mark Malnar is a financial advisor at GWN Securities Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with GWN Securities since 2016. Malnar also serves as president of JKM Financial Inc., a financial advisory service offering life, health, accident insurance, and annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses both model-based and tactical strategies, including market-timing and momentum-based approaches.

Joseph Palko is a CFP® professional with 18 years of industry experience. He has worked at MAI Capital Management, LLC since 2022 and previously spent nine years at McDonald Partners LLC. He holds the Series 66 designation. MAI Capital Management, LLC offers discretionary and non-discretionary 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 employs a range of portfolio strategies and integrates financial planning, tax, and bill-pay services, managing $72.3 billion in assets as of May 31, 2026.

Caden Johnson is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Bankers Life since 2016. In addition to his advisory role, he manages a team of agents responsible for hiring and training, and is appointed to write business for Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Carmelito Olaes Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and previously held positions at LPL Financial and Merrill. Stratos Wealth Partners serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and operates a variety of fee arrangements across multiple custodians.

Larry Shetler is a CFP® and holds a Series 65 license, with eight years of experience in the financial industry. He has worked at Sequoia Financial Group, L.L.C. since 2018 and was previously employed at Tektronix from 2012 to 2018. 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 range of investment vehicles overseen by an Investment Policy Committee.

Ryan Cosgray is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities since 2014. 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, family offices, and institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Matthew Ruhl is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 credential and has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account available to employees. The firm uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Rita Maher is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding a Series 63 designation and bringing 19 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2011. Outside of her advisory role, she is the owner of Maher Acquisitions, a general contracting business. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, managed wrap and non-wrap programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of advisors using both proprietary and third-party strategies.

Steven Clark is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Clark Wealth Management since 2015, alongside his roles at Brookstone Capital Management and Clark Financial Services. Outside of his advisory work, he is the president of the Lakewood Rocky River Rotary and is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, delivering primarily discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts with various strategies.

Matthew Jentner is a CFP® practitioner with 13 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously spent 15 years at The Jentner Corporation. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-driven, asset-allocation approach with both active and passive strategies. The firm is also involved in sponsoring proprietary investment vehicles and serves as an operating general partner for multiple private funds.