Jason Christopoulos is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, and Fifth Third Securities. Outside of advising, he is also a Notary Public. 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’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Mark Fullerman is a financial advisor with PNC Wealth Management in Cleveland, Ohio. He holds a Series 66 credential and has 17 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. The firm uses algorithmic risk assessments and approved third-party strategists to implement investment strategies primarily through mutual funds and ETFs.

Tanya Knight is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at various KeyBank and Key Investment Services entities since 2016. 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 plan clients through a network of financial professionals. The firm uses a multi-provider model combining third-party portfolio strategists and in-house due diligence, with services including multiple wrap programs and integration with KeyCorp affiliates for additional financial capabilities.

Kip Hoover is a financial advisor with Kestra Advisory Services LLC in Willoughby Hills, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Kestra since 2016 and also owns a business operating under the DBA names Otium Financial Planners and Medicarestore65.com. Outside of his advisory work, he is involved with Life Line Church in Madison, Ohio, assisting members with budgeting related to stewardship pledges. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Margie Carpenter is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Farther Finance Advisors, LLC since 2022 and previously spent 12 years at Bell Tower Advisors, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses a Modern Portfolio Theory-based approach implemented via bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Aaron Jameyson is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Citizens Securities and its affiliated entities since 2019, with prior experience at PNC Bank and Marsh Plating. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Michael Primerano is a CFP® with 23 years of industry experience. He is currently with Osaic Advisory Services, LLC and has held prior roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America. He is a principal owner of Arbor Group Advisors, LLC, a local marketing and services firm supporting Advisor Group companies. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and nonprofit entities with a variety of investment management and financial planning services. The firm utilizes multiple program models and third-party platforms, offering clients access to diverse investment strategies and solutions.

Trevor Allburn is a CFP® professional currently at Corient with 10 years of industry experience, including a decade at Paragon Advisors, Inc. prior to joining Corient in 2024. He is based in Shaker Heights, OH. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and offers affiliated private fund capabilities and related platforms.

Matthew Vegel is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Creative Planning. He has four years of industry experience, including prior roles at Sequoia Financial Group, Paragon Estate Planners, and Paragon Tax Planners. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and tax-efficient techniques, managing approximately $295.6 billion in client assets.

Madeline Rowe is a CFP® professional with four years of experience at Walden Wealth Partners, now operating as Wealthspire Advisors. She has two years of industry experience and previously worked at John Carroll University and Mercer Area High School. Wealthspire Advisors manages approximately $34.3 billion in assets and serves nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Kenneth Kowall is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, Ohio, holding a Series 66 designation and seven years of industry experience. He has worked with Stratos Wealth Partners since 2019 and has prior experience at LPL Financial dating back to 2017. Kowall also operates Kowall & Company, providing tax preparation and accounting services. 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 and open-architecture solutions that integrate multiple third-party platforms and managers.

Lawrence Sapp Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with PNC investments since 2015. Outside of his advisory role, he is involved as an owner and trustee of non-investment-related rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategist currently available to select employees. The firm utilizes algorithm-driven risk assessment and approved third-party model strategies to manage investments primarily with mutual funds and ETFs.

Daniel Guenther is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Key Investment Services since 2006, including a prior stint from 2006 to 2011, and also worked at U.S. Bancorp Investments and Chase Investment Services. Outside of advisory work, he is an owner of Guenther Properties, LLC. Key Investment Services LLC is a 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 uses a multi-provider platform combining discretionary implementation and strategist portfolios, with a distinctive focus on non-discretionary asset management and integration with KeyCorp affiliates for expanded financial services.

Brian Weigel is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Key Investment Services since 2018, and previously held roles at Allstate Insurance Co and Citizens Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and integrates with KeyCorp affiliates to provide investment, advisory, and risk management services.

Michael Dearden is a financial advisor at Clearstead with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Hartland & Co., Chess Financial Corp, and Cambridge Investment Research Advisors. Clearstead serves affluent private clients and institutional investors, managing approximately $33.9 billion in assets. The firm employs institutional investment disciplines and offers a range of services including financial planning, tax compliance, family office administration, and outsourced CIO solutions.

Richard Ahrens is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Clearstead Advisory Solutions and has held prior roles at Independence Wealth Advisors, MAI Capital Management, and Strategic Wealth Partners. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, and family office administration. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and employs institutional investment disciplines with a combination of mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

Chinh Nguyen is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Columbia Wealth Advisors, Raymond James Financial Services, Cetera, Steward Partners Investment Solutions, and Umpqua Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model combining in-house and third-party portfolio management and offers a range of wrap programs integrated with KeyCorp affiliates for additional financial services.

Jon Pawlowski is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior work includes a decade at Key Investment Services LLC and five years at LPL Financial. Stratos Wealth Partners 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 a range of services from financial planning to outsourced CIO solutions through an open-architecture model that integrates multiple third-party platforms and managers.

Nicholas Tancabel is a CFP® and ChFC® credentialed financial advisor at MAI Capital Management, LLC with six years of industry experience. He previously worked at WCG Wealth Advisors, LLC and Treloar & Heisel, LLC. MAI Capital Management, LLC offers 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 manages $72.3 billion in assets and employs a customized approach to portfolio management across multiple asset classes, combining in-house management with third-party advisers and unified managed accounts.

Justin Luiza is a CFP® at MAI Capital Management, LLC with experience starting in 2024. Prior to joining MAI Capital, he was affiliated with The Ohio State University and Cuyahoga Valley Christian Academy. 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 individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.