Matthew Kuzma is a financial advisor with Eagle Strategies (NY Life) in Fairview Park, OH, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked with Eagle Strategies since 2022 and has prior experience at Nylife Securities LLC, New York Life Insurance Co., Key Investment Services LLC, and KeyBank. Outside of his advisory role, he owns Super Kuzma Bros LLC, a business reselling sports memorabilia and media products online. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on advisory services related to insurance and annuity products.

Alexander Bryan is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and The Prudential Insurance Company of America. Prior to his financial career, he was employed in various roles including in the food service industry. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management, financial planning, and outsourced CIO solutions through a model that integrates multiple third-party platforms and sub-advisors.

William Romano is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has been in the industry since 2026. Prior to his financial career, he spent over 30 years with the Medina and City of Akron Fire Departments. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a wide range of clients including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customized portfolio management and financial planning through an open-architecture platform that integrates multiple third-party managers and services.

John Ruebsteck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. He has worked at PNC Investments since 2018 and previously spent four years at LPL Financial and Stratos Wealth Partners. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy currently available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to approved third-party strategists.

Eric Parker is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. His career includes roles at Key Investment Services LLC, Key Bank - KPB, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Key Private Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services provided by Pershing.

Brad Wilk is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds a Series 66 credential and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also a partner in BKG3, LLC, a real estate investment entity. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model with discretionary implementation and non-discretionary client selection, and integrates services from KeyCorp affiliates across banking and capital markets.

Nicole Welsh is a financial advisor with Citizens Securities, Inc. in Lakewood, OH, holding Series 63 and Series 65 credentials and with 11 years of industry experience. She has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Robert Mcguigan is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with Hantz Financial Services, Inc. since 2013. Hantz Financial Services serves a wide range of clients, including high-net-worth individuals, pension plans, charitable and corporate entities, and business owners. The firm’s investment approach primarily uses ETF-based model portfolios across various risk levels, supplemented by third-party managers and technology-driven solutions such as automated tax-loss harvesting and AI-assisted data aggregation.

Gregory Badowski is a CFP® with 15 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH. MAI Capital Management provides discretionary and non-discretionary 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 manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships.

Michael Leichner is a financial advisor with Eagle Strategies (New York Life) based in Pepper Pike, OH, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2013 and also operates Leichner Financial Group, Inc., which brokers non-registered insurance products in addition to New York Life products and services. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advisory solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Daniel Midgley is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 33 years of industry experience. Prior to joining Fifth Third Securities in 2017, he worked at U.S. Bancorp Investments, Inc. for 13 years. 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 provides multiple discretionary managed-account options that combine third-party portfolio managers and advisor-managed strategies, with features such as direct indexing and tax-overlay services.

James Vitou is a CFP® with seven years of industry experience, currently serving at AE Wealth Management, LLC. He previously worked at Horter Investment Management, LLC and Aon Risk Solutions, and has been a partner at Vitou Financial Services, LLC since 2018. Vitou also presents retirement seminars as an Associate of Financial Consultants. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual clients, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and operates a large-scale platform managing nearly $50 billion in assets across more than 127,000 clients.

Lisa Matuszny is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds a Series 65 license and has prior experience with Avantax Planning Partners. In addition to her advisory role, Ms. Matuszny is a shareholder and CPA at Hobe & Lucas Certified Public Accountants, Inc., where she supervises employees, reviews tax returns and financial statements, and handles firm management duties. She also serves on the board of Spice Field Kitchen, assisting with budgeting, financial statement analysis, and fundraising for the organization’s educational food system programs. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services within a diversified investment process tailored to client objectives and risk tolerance.

Phillip Rini is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Fifth Third Securities, and Natcity Investments. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2015. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment advisory services through an IAR-driven, open-architecture platform.

Sarah Hannibal is a CFA® charterholder based in Beachwood, Ohio, with 21 years of industry experience. She is currently an advisor at Wealthspire Advisors and previously worked at Walden Wealth Partners, LLC for nine years and GEM Asset Management, LLC for eleven years. Outside of financial advisory, she is a managing partner at Mendoza Partners, LLC, a wine-producing business. Wealthspire Advisors LLC is an SEC-registered firm managing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations with a wealth management approach modeled on institutional asset allocation frameworks and supported by an active investment committee.

Kimberly Barley is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes roles at Charter One Bank and Citizens Securities Inc. Kimberly is based in Brooklyn, Ohio. Key Investment Services LLC is an SEC-registered adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates while relying on a multi-provider model for portfolio implementation and manager oversight.

Deanna Green is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. She has five years of industry experience, including positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she owns Green Pearl Designs, a small business focused on designing and selling crochet items at local markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping platforms, featuring point-in-time financial plans and optional managed account solutions.

Anthony Fleming is a financial advisor with Key Investment Services LLC in Brooklyn, OH. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Fleming has been with Key Investment Services and KeyBank since 2014. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider model combining platforms like Envestnet with portfolio designs from its Chief Investment Office and third-party managers, delivering primarily non-discretionary investment solutions alongside custodial and ancillary insurance services.

Rhonda Mccurry is a financial advisor at Lincoln Investment with 36 years of industry experience. She holds a Series 63 designation and has worked at firms including Legend Advisory Corporation, Legend Equities Corporation, Valic Financial Advisors, and MSI Financial Services. Outside of financial advising, she assists with auto build and repair of race cars and coordinates fix-and-flip real estate projects as a learning experience. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history serving educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, employing an in-house Investment Management & Research team to develop model portfolios and adaptive strategies while maintaining a largely advisor-led approach.

Chandler Groves is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Imber Wealth Advisors. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation and offers multiple wrap programs supported by affiliated insurance products and custodial services.