Brett Hilton is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Elios Financial Group, Sigma Financial Corporation, and John Carroll University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a variety of advisory programs and investment products. The firm emphasizes client direction in model strategy selection and provides access to third-party discretionary managers, while maintaining oversight through its Product Due Diligence Committee and supervisory reviews.

Cheryl Nodge is a financial advisor at Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 21 years of industry experience. Her prior work includes 11 years at Key Investment Services LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets, serving over 24,000 clients with around 366 advisors. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting through an open-architecture platform that integrates multiple external tools and third-party managers.

Robert Marquardt is a CFP® with 32 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. He was previously with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. His spouse owns a holistic health business focused on Parkinson’s care. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party management of investments.

Stephen Jones is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot for employees that uses algorithm-driven risk assessments and approved model strategies executed with mutual funds and ETFs.

Terrence McKelvey is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds the ChFC® designation and a Series 66 license and has been with Stratos Wealth Partners since 2016. Outside of finance, he is involved in acting, working as an owner and sole proprietor in North Hollywood, CA. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning and retirement consulting services using an open-architecture approach.

Josephine Trotta is a financial advisor at CWM, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Trecaso Financial Group, Pathfinder Wealth Advisors, LLC, and TIAA-CREF. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, utilizing a discretionary, model-driven investment approach supported by an in-house Investment Committee and a range of customization tools.

Theodore Lorenzen is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 63 designation and over 36 years of industry experience. His prior roles include positions at Securities America Advisor Inc., Cedar Brook Financial Partners, and Arbor Point Advisors. Lorenzen is also involved in insurance sales and partnerships related to disability insurance for educators. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, corporations, and nonprofit organizations. The firm provides comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Uriah Burke is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He previously worked at Fifth Third Securities, Inc. and Fifth Third Bank, N.A., and has a background that includes roles outside finance, such as auditor and consultant for a traffic control services firm. 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 investment decisions supported by financial professional recommendations and ongoing oversight, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Garret Ferrara is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 16 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott is a large 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 plans, charities, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Barbara Pal is a Series 66-registered advisor with Key Investment Services LLC, based in Brooklyn, Ohio, and has 21 years of industry experience. Her career includes over a decade at Securities America, Inc. and a long-term role at Burtoncarol (formerly CMI). She has worked with Key Investment Services in various capacities since 2020. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory and brokerage offerings, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides oversight through due diligence and supervisory review, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Andrew Connors is a CFP® with 23 years of industry experience and is currently with Hightower Advisors, where he has worked since 2019. Prior to joining Hightower, he spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies and operational features.

Patrick Hudec is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and private-fund management, using strategic and tactical asset allocation along with manager selection across various asset classes.

Carly Perusek is a Series 65-licensed financial advisor at Wealthspire Advisors with one year of industry experience. Prior to joining Wealthspire, she worked at JMS Financial Solutions and JPMorganChase. Her background also includes roles in education and university consulting. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporations, pension plans, and nonprofits. The firm utilizes an institutional-style asset allocation framework implemented through diverse investment vehicles and offers comprehensive wealth management, financial planning, and retirement consulting services.

Samuel Plastow is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior work history includes several roles within KeyBank and CSE Federal Credit Union. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm operates within the KeyCorp group, working closely with affiliated entities to provide investment selection support and supervisory oversight.

Robert Smith is a financial advisor with Cerity Partners LLC in Cleveland, OH, holding 30 years of industry experience. He previously worked for Spero-Smith Investment Advisers, Inc. for 23 years before joining Cerity Partners in 2016. Smith serves on the board and several committees at University Hospitals Health System and is a member of the endowment investment committee for Ohio Northern University. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, 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.

Stephen Malbasa is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He has been with Cerity Partners since 2016 and previously worked at Spero-Smith Investment Advisers, Inc. and S&S Financial Ventures LLC. He holds a Series 63 designation. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an investment approach that emphasizes diversified asset allocation and customized portfolios.

Nicholas Gatins is a financial advisor at Hightower Advisors in Cleveland, OH, holding a Series 65 designation. He joined Hightower Advisors in 2026 and has prior work experience at Signet Jewelers, PCC Airfoils, West Virginia University Foundation, West Virginia University, and Washington & Jefferson College. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm offers comprehensive portfolio management, financial planning, and retirement consulting services, supported by proprietary research and operational tools.

Kent Spotts is a CFP® professional with 33 years of experience in the financial services industry. He has worked at SPC and Parkland Securities, LLC since 2016 and previously spent seven years at Ameriprise Financial Services, Inc. In addition to his advisory role, he teaches skiing to beginners at Brandywine Resort in Sagamore Hills, OH. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 investment adviser representatives managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options tailored to client suitability.

Nicholas Meyer is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual and LPL Financial. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients with a range of investment and financial planning services. The firm uses an open-architecture approach integrating multiple platforms and offers both advisor-managed and model-based strategies.

Christine Jemison is a financial advisor at Corient with 17 years of industry experience. She previously worked at Paragon Advisors, Inc. for 25 years before joining Corient in 2024. Jemison serves as a board member of the Lakewood Catholic Academy. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities, utilizing a goals-based, team investment approach with both in-house and third-party strategies.