Richard Maloyan is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 24 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2010 and previously was with Merrill from 2003 to 2010. Outside of his advisory role, he is involved in managing fixed annuities and various insurance products. 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, supported by a large network of investment adviser representatives using both proprietary and third-party strategies.

Alexa Fronk is a financial advisor with Eagle Strategies (NY Life) based in Medina, OH. She holds Series 63 and Series 66 designations and has five years of industry experience. Her work history includes roles at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory work, she serves as a committee member for the Village of Gloria Glens Association, a maintenance association for a lake property. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides advice and solutions through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, managing a substantial portion of its assets on a non-discretionary basis.

Timothy Mahoney is a financial advisor at PNC Wealth Management with 35 years of industry experience. His prior roles include positions at Equity Trust Company and PNC Capital Advisors, among others. He holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Sean Kriak is a CFP®-credentialed financial advisor at MAI Capital Management, LLC with 25 years of industry experience. He worked at McDonald Partners LLC for 11 years before joining MAI Capital Management in 2022. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Cathy’s House, The Society Foundation, and the Jack Mulhull Center. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Theodore Mihuta is a financial advisor at Lincoln Investment in Independence, OH, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Mihuta is also an agent for JL Thomas Company, involved in the sales and service of fixed life insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs combining in-house and third-party investment strategies overseen by its Investment Management & Research team.

Emmanuel Dela Cerna Jr. is a CFP® with four years of experience in the financial industry. He is currently with MAI Capital Management, LLC and has prior experience at Commonwealth Financial Network, Davenport Wealth Management, and Northwestern Mutual. Outside of finance, he has past work experience that includes time at The University of Akron and Master Pizza. 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 manages over $72 billion in assets and customizes portfolio management across various strategies using both in-house and third-party resources.

Michael Dentino is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds the Series 66 and Series 63 licenses and has four years of industry experience. His prior roles include positions at KeyBank and J.P. Morgan Securities LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and conducts due diligence on third-party advisory products.

Tom Thacker II is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Oppenheimer since 2012 and previously spent time at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches tailored to client objectives.

John Marchand is a CFP® with 23 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Akron, OH. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He holds a director position in private client services at Sequoia Financial Group. 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 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.

Thomas Haught is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding the CFP® and ChFC® designations with 28 years of industry experience. He has been with Sequoia Financial Advisors, LLC since 2002 and with Sequoia Financial Group, LLC since 1990. Outside of his advisory role, he serves on several boards including Buckeye Corrugated, Garrett Foundation, and Fidelity National, among others. 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and comprehensive research resources.

Maximilian Turner is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services, he held various roles including work at Sureshine Marine Detailing and the John Carroll Recreation Department. Turner serves as an assistant wrestling coach at a high school, participating in coaching practices and tournaments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed account offerings. The firm emphasizes client-directed model selection and ongoing monitoring, providing access to third-party discretionary managers and maintaining supervisory oversight across its programs.

Mark Schneider is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Fifth Third Securities, Fifth Third Bank, and Northwestern Mutual. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, and business clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Rose Beisner is a financial advisor at Fifth Third Securities, Inc. in Aurora, Ohio, holding Series 63 and Series 65 designations with one year of industry experience. Her prior work includes roles at Fifth Third Bank, as well as positions at Mad Batter Bake Shop, Mission BBQ, and Caterology. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering programs ranging from advisor-directed mutual fund and ETF models to separately managed accounts and tax-overlay options, supported by the Passageway Managed Account platform.

Robert Cohen is a financial advisor at Key Investment Services LLC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank and Wedbush Securities Inc. prior to his current role. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Amanda Hays is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds the Series 66 designation and has worked at KeyBank NA since 2009. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, while maintaining ongoing monitoring and supervisory oversight.

Deborah Anzelc is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. She is also the owner of Anzelc & Associates, Inc., a CPA practice specializing in tax preparation, accounting, and consulting, which she has operated since 1995. Outside of finance, she is an officer of All 4 One Inc. LLC, which runs the Peninsula Coffee House and Market, and serves as a board member for the Zanes Foundation, Inc. Independent Financial Group provides advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a mix of active and passive investment strategies through multiple platforms and third-party managers, focusing on personalized portfolio management aligned with client risk profiles.

Rebecca Greene is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Fifth Third Securities in 2020, she worked at Citizens Bank and Citizens Securities, Inc. from 1999 to 2020. Outside of her advisory role, she is an owner and landlord of rental property in Lakewood, Ohio. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, featuring direct indexing and tax-overlay services.

Samuel Ramirez is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019. Prior to that, he was with Huntington Investment Company starting in 2014. Outside of his advisory role, Ramirez is involved in music performance and composition through his business, Samuel Ramirez Music. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Eric Woodfill is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm focuses on client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and performing regular due diligence and supervisory oversight.

Greydon Casalinova is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with VALIC Financial Advisors, Inc. and previously worked at Charles Schwab and Equitable Advisors. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of investment advisor representatives. The firm utilizes discretionary unified managed accounts and overlays for taxable equity sleeves, managing approximately $29.2 billion and serving close to 300,000 clients.