Joseph Milford is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). He has also worked with JAM Wealth Partners LLC, Capital Edge Insurance & Financial Services, Inc., and Vines Financial Group LLC. Milford volunteers on the Investment Committee for the Sisters of the Humility of Mary. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers a variety of program types, with a majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

James Albanese is a CFP® and ChFC® with 34 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through its affiliated entities, including a trust-only bank and in-house tax and business consulting services.

Marc Schrade is a financial advisor with PNC Wealth Management, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs. Their Portfolio Solutions Strategist Digital Offering is an invitation-only, employee pilot program that uses algorithm-driven model strategies implemented via mutual funds and ETFs.

Nathaniel Fullmer is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Primerica Advisors, Crosscountry Mortgage, and Edward Jones. Outside of finance, he is the owner of Cleveland Sauce Company LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and delegates portfolio implementation to approved strategists.

Kurt Nye Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2014. He is a board member of the United Way of Greater Cleveland, where he assists in reviewing investment portfolios and participates in board meetings. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, and retirement plan consulting to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated companies.

Sherri Kitzberger is a financial advisor with Stratos Wealth Partners, Ltd. in Beachwood, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Stratos and affiliated firms since 2012. Her other business activities include serving as an agent for fixed insurance products such as fixed annuities and various forms of life and health insurance. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a nationwide network of investment adviser representatives, combining active portfolio management with access to proprietary and third-party strategies.

John Zaller is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with MAI Capital Management, LLC since 2016. Outside of his advisory role, he serves as treasurer for the City Mission of Cleveland and is president of the City Mission Endowment Foundation, where he oversees financial records and investment portfolios. 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 high-net-worth individuals, families, institutions, and foundations. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing a variety of private funds and affiliated investment vehicles.

Michael Conley is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise from 2000 to 2013. Conley serves on the City of Highland Heights Board of Building and Zoning Appeals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Solomon Schmidt is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked for U.S. Bancorp Investments, Inc. for 16 years before joining his current firm in 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and product offerings. The firm emphasizes client-directed investment decisions with ongoing monitoring and provides access to third-party discretionary managers alongside supervisory oversight.

David Baldwin is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 35 years of industry experience. He has been with Key Investment Services since 2005. 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 model selection supported by ongoing monitoring and due diligence of third-party advisory products.

Jean Thornburg is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist offering for employees. This program uses algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Robert Provance is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with Lincoln Investment since 2017. He previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he is involved in the sales and service of health insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice, managing portfolios through both strategic and tactical investment approaches.

Susanne Swanson is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and 21 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously at PNC Investments and PNC Bank from 2009 to 2017. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Matthew Kuzma is a financial advisor with Eagle Strategies (NY Life) in Fairview Park, OH, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked with Eagle Strategies since 2022 and has prior experience at Nylife Securities LLC, New York Life Insurance Co., Key Investment Services LLC, and KeyBank. Outside of his advisory role, he owns Super Kuzma Bros LLC, a business reselling sports memorabilia and media products online. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on advisory services related to insurance and annuity products.

Alexander Bryan is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds a Series 66 license and has previously worked at LPL Financial LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, Bryan has experience in the food service industry, including a role at Nagoya Japanese Steakhouse. Stratos Wealth Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

William Romano is an advisor at Stratos Wealth Partners, Ltd., holding a Series 66 designation with one year of industry experience. Prior to entering the financial industry, he served nearly three decades in fire departments, including the City of Akron and Medina Fire Departments. Stratos Wealth Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

John Ruebsteck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. He has worked at PNC Investments since 2018 and previously spent four years at LPL Financial and Stratos Wealth Partners. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy currently available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to approved third-party strategists.

Eric Parker is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 registrations and 14 years of industry experience. His career includes roles at Key Investment Services, Key Bank, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Key Private Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, offering access to third-party discretionary managers and performing due diligence and supervisory oversight.

Brad Wilk is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. Wilk is also an owner and partner of BKG3, LLC, a real estate entity. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and brokerage products. The firm emphasizes client-directed investment model selection and provides access to third-party discretionary managers with ongoing oversight and reporting.

Nicole Welsh is a financial advisor with Citizens Securities, Inc. in Lakewood, OH, holding Series 63 and Series 65 credentials and with 11 years of industry experience. She has been with Citizens Securities since 2015. 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 provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.