Matthew Kolenich is a financial advisor at Clearstead with 21 years of industry experience. He holds a Series 63 designation and has previously worked at USI Securities, USI Advisors, Kestra Financial Services, and Chapman & Chapman Advisors. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and uses an investment process that combines portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.

Meghan Smith is a CFP® professional with six years of experience at MAI Capital Management, LLC. She previously worked at Aurum Wealth Management and has experience in roles outside finance, including positions at Chipotle Mexican Grill and the University of Akron. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and offers integrated financial planning and trust and insurance services.

Servaas Fick is an investment advisor representative at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Partners Financial Group and has held positions at The Ohio State University, Cleveland State University, Emerald Resource Group, and Wepex Geotechnical. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, supported by technology tools and centralized due diligence.

Sherri Lett is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and LPL Enterprise. 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 offers multiple wrap programs and integrates platform services from Envestnet alongside model portfolios designed by its Chief Investment Office and third-party managers.

Anthony Sawtelle is a financial advisor at PNC Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC Investments and PNC Bank since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and model strategies executed by investment delegates.

Joshua Anglin is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Ameriprise Financial Services, and Signator Investors. He is based in Independence, Ohio. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model that offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions and third-party strategists.

Justin Fujka is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at KeyBank and spent over a decade at Rettig Music. Outside of finance, he teaches drum lessons and performs in local bands. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model combining platform services from Envestnet with portfolio strategies developed by its own investment office and third-party managers, offering a range of customizable wrap programs and affiliated insurance products.

Robert Jankowski is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm in various capacities since 2010. 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 utilizes a multi-provider model for portfolio management and offers multiple wrap programs, integrating resources from KeyCorp affiliates and third-party managers.

Kasey Walton is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Bankers Life Advisory Services since 2019 and Bankers Life Securities since 2020. In addition to her advisory role, Walton provides life and health insurance products as an insurance agent for Bankers Life & Casualty. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to develop tailored asset allocations, with a focus on periodic rebalancing and performance reviews aligned to client goals and risk tolerances.

Jessica Trouten is a CFP® affiliated with Hightower Advisors with one year of experience in financial advising. Her prior work includes roles at PNC Private Bank, Cubic Enterprises, Nestle USA, and HDI Landing Gear USA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with capabilities that include discretionary portfolio management, financial planning, and access to alternative investments.

James Gaydosh is a CFP® and holds a Series 66 license with 40 years of industry experience. He has been with Lincoln Investment since 2012 and also owns Capital Analysts, Incorporated, which he has operated since 1992. Outside of his advisory work, he serves as Vice Chair of the board for Beat the Streets Cleveland, a nonprofit youth organization. Lincoln Investment Planning, LLC is an enterprise firm serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and model portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Lindsay Bowman is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds a Series 66 designation and has been affiliated with Key Private Bank since 2005. 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 offers multiple wrap programs supported by custodial and trade execution services and integrates resources from KeyCorp affiliates for due diligence and investment banking capabilities.

Steven Lee is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Key Investment Services, KeyBank, and The Huntington Investment Company. Key Investment Services LLC is an SEC-registered investment adviser that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap-fee programs and uses a multi-provider platform, integrating portfolio management, model-based advisory products, and services from affiliated KeyCorp entities.

Anthony Grande is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He has held roles within KeyBank and its affiliates since 1997. Grande holds the Series 66 designation. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans. The firm offers model-based portfolio management through a multi-provider platform, integrating services from affiliated entities including KeyBank and KeyBanc Capital Markets.

Anna Krisselda Mc Coy is a Series 66 licensed advisor at Key Investment Services LLC with one year of industry experience. She previously worked at ATRAM Trust Corporation and BDO Securities, Inc., and has held various roles since 2016. 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 employs a multi-provider model combining in-house and third-party portfolio management, with custodial and trade execution services provided by Pershing.

Yuliya Hemerlein is a financial advisor at Key Investment Services LLC with five years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model to design and implement strategist portfolios, offering a range of wrap-fee programs combined with custodial, trade execution, and ancillary insurance services.

Peter Kamel is a financial advisor at PNC Wealth Management based in Cleveland, OH, holding a Series 66 designation with 11 years of industry experience. He has worked at PNC Investments since 2018 and previously spent three years at Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an employee-only pilot. Their investment approach involves algorithm-driven risk assessment and the use of approved model strategies managed or delegated by third parties, focusing on mutual funds and ETFs with annual rebalancing.

David De Salvo is a CFP® and Series 66-licensed advisor with three years of industry experience. He is currently with Clearstead Advisory Solutions and previously worked at Balanced Wealth Group LLC and Ameriprise Financial Services. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, and family office services. The firm employs an institutional investment process featuring portfolio analytics, manager research, and strategic asset allocation across various investment vehicles, supported by in-house capabilities such as the ClearAccess platform and proprietary Direct Indexing strategies.

Kevin Kozlowski is a financial advisor with Fifith Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2011. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage channels. The firm offers various managed account programs on the Passageway platform, employing multiple investment strategies and third-party portfolio managers.

Michael Agricola is a Series 66-credentialed financial advisor at Key Investment Services LLC with 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Fifth Third Bank, Fifth Third Securities, Inc., and UBS Financial Services. 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 offers multiple wrap programs and employs a multi-provider model combining discretionary implementation and third-party portfolio management, with integration across KeyCorp affiliates.