Tanya Knight is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked within the KeyBank and Key Investment Services organizations since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight within the KeyCorp group.

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.

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, Beacon Financial Group, Inc., and Private Client Services. She has been with Osaic Wealth since 2026. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and lending solutions, utilizing multiple program models and a combination of proprietary and third-party platforms.

Janice Cackowski is a CFP® professional with 14 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She previously worked at Century Financial Advisors LLC, Providence Wealth Partners LLC, and Strategic Wealth Partners. Janice is a board member of the Northeast Ohio Association of Financial Professionals. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection supported by an Investment Policy Committee and external research.

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.

Joseph Nicholson is a financial advisor with The Huntington Investment Company in Stow, Ohio. He holds the Series 66 credential and has five years of industry experience. Prior to joining Huntington, he worked at Edward Jones and DoorDash, and he has also served as a substitute teacher in K-12 classrooms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through a range of wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party and affiliate portfolio strategies, offering discretionary account management and overlay services.

Matthew Vegel is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with three years of industry experience. His prior experience includes roles at ORG Partners, Paragon Estate Planners, and Paragon Tax Planners. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Morgan Goldthwaite is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 10 years of industry experience. Prior to joining Huntington, Goldthwaite worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2022. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that integrates third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.

Madeline Rowe is a CFP® professional at Wealthspire Advisors with four years of industry experience. She has worked at Walden Wealth Partners/Wealthspire Advisors since 2022 and previously spent four years at John Carroll University and Mercer Area High School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and integrates third-party platforms for managing held-away retirement assets.

Kenneth Kowall is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing seven years of industry experience. He has also been associated with LPL Financial since 2017 and operates Kowall & Company, which provides accounting and tax preparation services. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives who utilize a combination of proprietary and third-party strategies.

Daniel Guenther is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2014. Outside of his advisory role, he is the owner of Guenther Properties, LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing monitoring within the KeyCorp group.

Brian Weigel is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Allstate Insurance Co and Citizens Securities, Inc. He has been with Key Investment Services since 2018. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm focuses on client-directed investment strategy selection supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Daniel Grove is a CFP® with two years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH. Prior to joining Sequoia in 2023, he worked at Miami University from 2019 to 2023 and Avon Lake High School from 2015 to 2019. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Michael Dearden is a financial advisor with Clearstead Advisory Solutions in Beachwood, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Hartland & Co. since 2011. Clearstead serves affluent private clients and institutional clients with investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that includes portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Chinh Nguyen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His career includes roles at KeyBank NA, Columbia Wealth Advisors, Raymond James Financial Services, Cetera, Steward Partners Investment Solutions, and Umpqua Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and performing regular due diligence and supervisory oversight.

Jon Pawlowski is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 66 credentials. He has 17 years of industry experience, including prior roles at Key Investment Services LLC and LPL Financial. He operates through both Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, managed programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives utilizing both proprietary and third-party strategies.

David Stribula is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2022. Prior to that, he held roles at MAI Capital Management LLC, Fidato Wealth LLC, and Vanguard Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm combines in-house model portfolios with third-party manager selection and conducts regular oversight through an Investment Policy Committee.

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 Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021 and previously spent nine years at KeyBank. Park Avenue Securities serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, offering various proprietary and third-party investment programs alongside financial and business consulting.