Charles Melsher is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and offering 36 years of industry experience. He has been with Key Investment Services since 2005 and has concurrently worked with Sbhu since 1992. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account options, utilizing a client-directed approach combined with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated banking and capital markets entities.

John Hollis is a financial advisor with Primerica Advisors in Beachwood, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance since 2012. Outside of his advisory work, Hollis is involved in several business ventures, including serving as president of HaHa Dumpsters LLC and holding investments in product innovation through Blazor Inc LLC. Primerica Advisors serves a broad retail client base, offering transaction-based brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a variety of proprietary and third-party investment strategies and supports multiple advisory programs and account-level services.

Paul Muskin is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at PNC Investments, PNC Bank, N.A., and Key Investment Services, LLC. Outside of finance, he has been a professional musician performing with The Muskin Band since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to select employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Lisa Gillen is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Fifth Third Securities since 2001. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of discretionary managed-account programs, including advisor-directed models, separately managed accounts, and unified portfolios with features such as direct indexing and tax-overlay services.

Laray Cash is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Key Corp from 2016 to 2022. Key Investment Services LLC provides advisory 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 investment model selection and ongoing monitoring, with access to third-party discretionary managers and supervisory oversight.

Paul Combs is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He co-owns Bridgeview Wealth Partners, LLC, where he has worked since 2019, and previously spent over 30 years with Foresters Financial and its advisory arm. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of program structures and delivers back-office support in operations, trading, compliance, and practice management.

Adrian Phipps is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an employee pilot. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Anthony Seghy is a financial advisor with Fifth Third Securities, Inc. in Brecksville, Ohio. He holds Series 63, 65, and 66 licenses and has 34 years of industry experience, including 27 years at Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Sean Deasy is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at VALIC Financial Advisors since 2002. He also holds a role with Agia involving non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering discretionary managed-account programs, financial planning, and brokerage services.

Jacob Fozio is an advisor at The Huntington Investment Company with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Huntington National Bank and Apple Inc. Outside of his advisory role, he has worked seasonally at an Apple Store. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary offerings, managing accounts through various strategies and platforms including Envestnet MAS.

Raelene Nickerson is a financial advisor with Lincoln Investment in Independence, OH, holding a Series 63 license and 34 years of industry experience. She has worked at Lincoln Investment since 2018 and has prior experience at Legend Advisory Corporation, MML Investors Services, and Mass Mutual Life Insurance Company. She is a retired employee of MetLife and continues to receive renewals from permanent life insurance policies written during her tenure there. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with specialized focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment management programs that include both discretionary and non-discretionary strategies, supported by a dedicated Investment Management & Research team.

Brandon Bleile is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at MAI Capital Management since 2019 and previously held positions at KeyBanc Capital Markets, Livelsberger Financial Advisory, Sherwin-Williams, Foot & Ankle Center of Ohio, and Ashland University. 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, professional athletes, trusts, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and administrative services.

Karen Luckoski is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes multiple years at KeyBank and Key Investment Services LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Derek Stover is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at KeyBank and Northwestern Mutual. Key Investment Services LLC offers a range of advisory programs and investment solutions to individuals, trusts, estates, small businesses, and corporate clients, emphasizing client-directed investment profiles and model selection while providing access to third-party discretionary managers and ongoing portfolio oversight.

Darrius Davis is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Citizens Securities in 2026, he worked at LPL Enterprise and Edward Jones, among other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm features 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 financial advisor at Key Investment Services LLC with two years of industry experience. Prior to joining Key Investment Services, he spent 37 years at KeyBank. Outside of his advisory work, he serves as a treasurer for a local political campaign in Lakewood, Ohio, a non-compensated role involving financial reporting to the county board of elections. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed investment model selection combined with ongoing monitoring and due diligence on third-party advisory products, operating within the KeyCorp group and affiliated with KeyBank and KeyBanc Capital Markets.

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® with 18 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2009. She also has a longstanding affiliation with Bds Financial Network dating back to 2007. Outside of her advisory roles, she is the sole owner of Smita Samant, LLC, a private entity established for tax purposes and securities business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

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.