Jennifer Thorne is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Beacon Financial Group, Cambridge Investment Research Advisors, Wells Fargo Clearing, and Merrill. Thorne is also involved with Armor Mortgage. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing both proprietary and third-party platforms.

Conner Peine is a financial advisor at Oppenheimer with a Series 66 credential and less than one year of industry experience. His background includes roles with The Church of Jesus Christ of Latter Day Saints and work at Bread Financial and Amazon. He has also been involved with Brigham Young University and operated a custom landscape borders business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charities, and other entities. The firm offers a range of discretionary and non-discretionary investment programs and consulting services across multiple asset classes, maintaining custody of client assets while managing both advisory and broker-dealer businesses.

Sudeep Mitra is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has four years of industry experience, including prior roles at PNC Investments and Prudential Insurance Company of America. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Janelle Morrow is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses, and has 28 years of industry experience. She has been with Key Investment Services since 2007. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a large network of financial professionals. The firm offers multiple wrap-fee programs supported by third-party platforms and integrates services from KeyCorp affiliates, with a focus on predominantly non-discretionary asset management.

Lucas Good is a CFA® charterholder at MAI Capital Management, LLC with one year of industry experience. He previously worked at PNC Financial Services Group for five years and has a background that includes roles at The Ohio State University and Sweetbriar Golf Club. MAI Capital Management, LLC provides 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 offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated investment vehicles.

Gregory Morris is a financial advisor at Guardian Life with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Guardian Life since 1988, including 27 years at its advisory arm. Morris also has a history with F & F Financial Advisory Group, where he provided insurance and financial services to individuals, executives, closely held businesses, and property and casualty companies. Guardian Life’s advisory subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and various operational tools to support tailored client relationships.

Christine Jatzek is a financial advisor at Key Investment Services LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various KeyBank and Key Investment Services entities since 2015. Her career has been focused within the KeyCorp family of firms. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider platform and emphasizes non-discretionary model selection with integrated services from KeyCorp affiliates.

Ryan Hartland is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior experience includes roles at PNC Investments LLC and Northwestern Mutual. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers model-based portfolio management with multiple wrap programs and integrates resources from KeyCorp affiliates for investment banking and risk management services.

Heidi Ouderkirk is a financial advisor with Key Investment Services LLC in Brooklyn, OH. She holds the Series 66 designation and has three years of industry experience. Heidi has been with Key Investment Services LLC since 2022 and has also worked at KeyBank since 2015. She serves as the treasurer of the DeRuyter Free Library. 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 clients through a network of financial professionals. The firm offers multiple wrap-fee programs and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Sue Bigley is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 27 years of industry experience. Her prior firms include Cornerstone Asset Management Services, Inc., Cco Investment Services Corp, and Chase Investment Services Corp. She is also involved in fixed insurance products through a separate business entity, Kruger Consulting. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using both discretionary and non-discretionary strategies supported by fundamental and technical analysis.

James Gaudio is a CFP® and holds a Series 66 license, currently associated with Guardian Life and Park Avenue Securities. He has four years of industry experience, including roles at Guardian Life Insurance Company and Lifetime Financial Growth. His background also includes work related to education and camp administration. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with tailored client relationships that include financial planning, consulting, and access to insurance and alternative investment products.

Nathan Dillon is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Fort Washington, U.S. Bank, and U.S. Bancorp Investments. Outside of advising, he has self-published a book titled "Banners and Buzzer-Beaters: A Road Trip Through Kentucky Wildcats History" and serves as an industry mentor for college students participating in the CFA Research Challenge. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor 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 utilizes a multi-provider platform combining discretionary implementation with model selection largely on a non-discretionary basis and integrates services from KeyCorp affiliates.

Katherine Cizmadia is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning her career in 2026. Her prior work experience includes roles at KeyBank National Association and North Star Advisory Group, as well as positions at Cleveland State University and Ohio University. 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 utilizes a multi-provider model with discretionary and non-discretionary options, integrating services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Jacob Kucia is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cleveland, OH, holding a Series 66 designation and seven years of industry experience. His career includes roles at Fifth Third Bank, Bank of America, Merrill, and Northwestern Mutual. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through programs such as the Passageway Managed Account Platform. The firm provides multiple investment options, including advisor-directed models and separately managed accounts with strategies like tax-loss harvesting and direct indexing.

Timothy Shaw is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He has held Series 63 and Series 65 designations and has been with Key Investment Services since 2005. Outside of his advisory role, he serves as treasurer for a homeowners association in Ohio. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm employs a multi-provider model and integrates services with KeyCorp affiliates, offering both discretionary and non-discretionary management options along with ancillary insurance products.

Mark Lapsevich is a financial advisor with Lincoln Investment in Independence, OH, holding 24 years of industry experience. He is also the owner and musician of Park Place Productions, a musical entertainment business active since 1989. Prior to this, he worked for Brunswick City Schools for 20 years and has been involved with Northcoast Entertainment Memphis-Ridge Music Center since 2014. Lincoln Investment Planning, LLC is a large enterprise firm serving a broad client mix including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.

Steven Wolken Jr. is a financial advisor at Clearstead Advisory Solutions with 18 years of industry experience. He holds a Series 65 designation and has been with Hartland & Co. since 2011. Based in Cleveland, OH, Wolken's background includes extensive work within the financial advisory sector. Clearstead serves both affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, using a disciplined investment approach that incorporates portfolio analytics, manager research, and strategic asset allocation.

Ashton Stachowski is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Bankers Life, he worked with Cambridge Investment Research and Cantella & Co., Inc. Outside of his advisory role, Stachowski owns and operates Garden Girl Flower Farm, cultivating and selling cut flower bouquets at farmers markets in northeast Ohio. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation and tax-efficient strategies. The firm integrates fundamental, technical, and cyclical analysis to guide investment decisions and offers access to third-party submanagers through wrap programs.

Elaine Eisner is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has 22 years of industry experience and has been associated with New York Life Insurance Company and its affiliated entities since 2007. Eisner serves as Chair of the Investment Committee for the National Council of Jewish Women, Cleveland, and is also involved in leadership roles with the Community Fund Management Foundation and the Jewish Federation of Cleveland. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers customized advice through multiple program types and predominantly manages assets on a non-discretionary basis.

Gregory Meador is a financial advisor with Valic Financial Advisors in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Valic Financial Advisors since 2008 and is also associated with Agia, where he serves as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.