Theresa Flynn is a financial advisor at PNC Wealth Management with 27 years of industry experience. She holds a Series 63 designation and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees, which uses algorithmic assessments to recommend investment strategies implemented via mutual funds and ETFs.

Carl Cline is a Series 66-licensed advisor with PNC Wealth Management in Cleveland, OH, where he has worked since 2017. He has 25 years of industry experience and is also associated with Joseph D. Carney & Associates, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available by invitation to employees. The firm utilizes algorithm-driven risk assessments and implements investment strategies primarily through mutual funds and ETFs with annual rebalancing.

Jonathan Abbuhl is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bendix Commercial Vehicle Systems and involvement with organizations such as Providence Church and Bowling Green State University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and discretionary investment management. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

David Bosak is a CFP® professional at Hightower Advisors with seven years of industry experience. He previously worked at Fairport for five years before joining Hightower Advisors in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Duane Lipps Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Cleveland, OH, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Equity Services, Inc. since 2014. Outside of his advisory role, he is a sole proprietor selling items through online resources. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Nicholas Srmag is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. He holds the CFA® designation and Series 66 license and has been with MAI Capital Management since 2016. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning and related services, overseeing $72.3 billion in assets as of May 2026.

Ryan Greenhill is a Series 66-licensed advisor with The Huntington Investment Company, bringing 13 years of industry experience. His prior roles include positions at PNC Investments and Ameriprise Financial Services. Outside of his advisory work, Greenhill is involved in local real estate ventures through partnerships in several LLCs focused on hospitality renovations and short-term rental management. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank strategies, offering a range of wrap-fee investment programs delivered through National Financial Services.

Emily Drake is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2019. Prior to joining Hightower, she worked for 12 years at WealthTrust Fairport, LLC. Hightower Advisors offers investment advisory and planning services to a broad range of individual and institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its extensive network of Advisor Practices. The firm’s advisory approach emphasizes manager selection, multi-manager solutions, and utilizes proprietary research and various investment vehicles including mutual funds, ETFs, and alternative investments.

Jeffrey Sokolowski is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank and First Commonwealth Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and a structured due diligence process.

Joyce Zak is a financial advisor at Hightower Advisors with seven years of industry experience. She previously worked at WealthTrust Fairport, LLC for 19 years. Zak is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates mutual funds, ETFs, alternative investments, and custom indexing.

Jennifer Kahl is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 23 years of industry experience. She has worked at NewEdge Advisors since 2021 and previously at Mid Atlantic Financial Management, Inc. from 2013 to 2021. In addition to her advisory role, she is a co-owner and advisor at The Kahl Group, LLC, where she provides financial planning and advisory services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

Charles Scrattish Jr. is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and multiple Huntington Bank affiliated entities. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by financial professional recommendations and provides access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Stephen Dzurec is a financial advisor at Stratos Wealth Partners, Ltd with 22 years of industry experience. He holds a Series 63 designation and has previously worked at Cetera Advisor Networks, Strategic Investment Solutions, and Purshe Kaplan Sterling Investments, among others. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations, offering financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

Matthew Moore is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes multiple roles at KeyBank and Key Investment Services as well as positions outside finance at Bestbuy and Firehouse Subs. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment solutions. The firm emphasizes client-directed model selection and provides oversight of third-party advisory products while operating within the KeyCorp group and maintaining relationships with affiliated entities.

Christopher Demuesy is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial, Tradefull, and KeyBank, as well as 12 years with the North Canton Hoover School System. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolios. The firm emphasizes client-directed investment strategy selection with ongoing monitoring and offers access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Thomas Seifert is a financial advisor with Hightower Advisors, holding the PFS™ and Series 66 designations and bringing 19 years of industry experience. He worked at WealthTrust Fairport, LLC for 12 years before joining Hightower Advisors in 2019. Hightower provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial entities. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a range of investment vehicles and operational support tailored to both domestic and international clients.

Thomas Murphy is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio. He holds Series 63 and Series 66 designations and has seven years of industry experience. His prior work includes roles at JP Morgan Securities LLC and Edward C. Hawkins & Co., Ltd. Key Investment Services LLC serves individuals, trusts, estates, and businesses through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Rory Mccarthy is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes roles at Bill McCarthy & Associates and Agia. Outside of advisory services, he acts as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and a centralized technology approach.

Mary Terry is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2005, with additional experience at Cambridge Investment Research Advisors and True North Investment Partners, where she is the owner. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Ernest Cunningham III is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Ameriprise, Cetera Investment Advisors, Edward Jones, and Cox Automotive. Outside of his advisory role, he umpires athletics for the Ohio High School Athletic Association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers, while offering ongoing monitoring and supervisory oversight.