Philip Lopez is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His career includes long tenures at Primerica Advisors and The Guardian Life Insurance Company. Outside of advising, he serves on the board of the Akron Civic Foundation and assists with fundraising events for Akron Children's Hospital and cancer research organizations. He has also consulted on a basketball documentary titled Kings of Vegas. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and third-party programs.

Janelle Morrow is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. She holds Series 63 and Series 66 licenses and has 28 years of industry experience, including 19 years with Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence of third-party advisory products.

Lucas Good is a CFA® charterholder at MAI Capital Management, LLC with one year of industry experience. He previously worked at PNC Financial Services Group for five years and has a background that includes roles at The Ohio State University and Sweetbriar Golf Club. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated 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 offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated investment vehicles.

Gregory Morris is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Primerica Advisors since 1999 and is also involved with F & F Financial Advisory Group, where he provides insurance and financial services to individuals, executives, closely held businesses, and property and casualty companies. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base through both brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs, financial planning, and business consulting, managing approximately $15 billion in assets under management.

Christine Jatzek is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked within the KeyCorp organization in various roles since 2015, including positions at KeyBank and Key Investment Services. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Ryan Hartland is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at PNC Investments LLC, Northwestern Mutual, and Aurora Inn Hotel and Event Center. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring and due diligence of third-party advisory products.

Heidi Ouderkirk is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds the Series 66 designation and has worked at KeyBank since 2015. Outside of her advisory role, she serves as Treasurer for the DeRuyter Free Library. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and provides oversight through a Product Due Diligence Committee and ongoing account monitoring.

Sue Bigley is a financial advisor with J. W. Cole Advisors, Inc. She holds a Series 66 designation and has 27 years of industry experience. Her prior work includes roles at Cco Investment Services Corp and Cornerstone Asset Management Services, Inc. Outside of advisory work, she is involved in fixed insurance products under the DBA Kruger Consulting. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions, including digital advice and variable-annuity sub-account management.

James Gaudio is a financial advisor at Primerica Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial career, he was employed at West Virginia University and Mayfield High School. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes a range of investment strategies including proprietary model portfolios and third-party managers, supporting both discretionary and non-discretionary account management.

Nathan Dillon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Fort Washington, U.S. Bank, and U.S. Bancorp Investments. Outside of advising, he has self-published a book on Kentucky Wildcats history and serves as an industry mentor for college students participating in the CFA Society Research Challenge. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations that provide a broad range of financial services.

William Casale is a financial advisor with The Huntington Investment Company, holding Series 66 and Series 63 licenses and having 10 years of industry experience. His prior roles include positions at Ameriprise, PNC Investments, PNC Bank, and JPMorgan Chase Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate offerings.

Katherine Cizmadia is a financial advisor at Key Investment Services LLC with a Series 66 designation and experience spanning several roles within the financial services industry since 2016. Her prior work includes positions at KeyBank National Association, North Star Advisory Group, and Cleveland State University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolio offerings, emphasizing client-directed model selection combined with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated entities to provide a range of investment and brokerage solutions.

Jacob Kucia is a financial advisor at FIFTH THIRD SECURITIES, Inc. in Cleveland, OH, holding a Series 66 designation with six years of industry experience. His previous work includes roles at Bank of America, Merrill, and Northwestern Mutual. He attended Case Western Reserve University and has experience both in higher education and financial services. FIFTH THIRD SECURITIES, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, including mutual fund/ETF models, SMA strategies, tax-overlay services, and direct indexing.

Ethan Silverman is a financial advisor at The Huntington Investment Company with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Ameriprise Financial Services, Morgan Stanley, E*Trade Securities, and Wells Fargo. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, combining third-party and affiliate model offerings through an open-architecture investment approach.

Jeremy Himmelright is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has eight years of industry experience and a diverse work history that includes roles at Amazon and ownership of a home services company. He is also involved in Medicare consulting and marketing through multiple businesses related to insurance and financial services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, estates, and organizations. The firm utilizes model portfolios and third-party managers to deliver services through a large advisor network and multiple program platforms.

Timothy Shaw is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2005. Outside of his advisory role, Shaw serves as treasurer for a homeowners association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporations through various advisory programs, including wrap-fee accounts and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Steven Wolken Jr. is a financial advisor at Clearstead Advisory Solutions with 18 years of industry experience. He holds a Series 65 designation and has been with Hartland & Co. since 2011. Based in Cleveland, OH, Wolken's background includes extensive work within the financial advisory sector. Clearstead serves both 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 across more than 4,300 client relationships, using a disciplined investment approach that incorporates portfolio analytics, manager research, and strategic asset allocation.

Ashton Stachowski is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Bankers Life, he worked with Cambridge Investment Research and Cantella & Co., Inc. Outside of his advisory role, Stachowski owns and operates Garden Girl Flower Farm, cultivating and selling cut flower bouquets at farmers markets in northeast 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 and tax-efficient strategies. The firm integrates fundamental, technical, and cyclical analysis to guide investment decisions and offers access to third-party submanagers through wrap programs.

Elaine Eisner is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has 22 years of industry experience and has been associated with New York Life Insurance Company and its affiliated entities since 2007. Eisner serves as Chair of the Investment Committee for the National Council of Jewish Women, Cleveland, and is also involved in leadership roles with the Community Fund Management Foundation and the Jewish Federation of Cleveland. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers customized advice through multiple program types and predominantly manages assets on a non-discretionary basis.

Gregory Meador is a financial advisor with Valic Financial Advisors in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Valic Financial Advisors since 2008 and is also associated with Agia, where he serves as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.