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 CFP® professional with 18 years of industry experience. She is currently an advisor at Farther Finance Advisors, LLC, where she has worked since 2022, following a 12-year tenure at Bell Tower Advisors, LLC and earlier experience at MAI Capital Management, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs an investment approach grounded in Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing along with a range of asset classes and AI-supported advisor judgment.

Janet Bauer is a financial advisor with Osaic Advisory Services, LLC, holding 21 years of industry experience. Her career includes roles at Lincoln Financial Advisors Corp for 15 years, Beacon Financial Group, Inc. for five years, and Private Client Services for four years before joining Osaic Wealth. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services, utilizing multiple program models and a combination of proprietary and third-party platforms.

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.

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.

Joseph Fleming is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and Series 66 credentials and five years of industry experience. His prior work includes nine years at KeyBank. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services.

John Ruby is a CFP® with 19 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. He previously worked at Mercer Global Advisors Inc. from 2015 to 2018. Outside of his advisory role, he has experience managing rental property. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves as adviser to both mutual funds and private investment vehicles.

Timothy Novak is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he is involved as an owner and landlord of a rental property in Cleveland, Ohio. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.