Mc Kayla Hajjar is a Series 66-licensed financial advisor with Stratos Wealth Partners, Ltd., bringing one year of industry experience. Her background includes roles at LPL Financial LLC and Stratos Wealth Partners, as well as prior experience in the food service industry with companies such as Picks at PLX / Smoke on the Water, Kitchen Social, and A&W Restaurants / TJ's Drive-In. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model-based portfolios, financial planning services, retirement plan consulting, and employs an open-architecture investment approach integrating multiple external platforms and third-party managers.

Jena Viock is a financial advisor at Key Investment Services LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Key Investment Services since 2015 and at KeyBank since 1998. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring, and operates as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Judith Tengler is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Signator Investors, Inc. Tengler provides investment advisory services through multiple independent firms, including her current role at Stratos Wealth Partners. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, with an emphasis on active asset allocation and use of both affiliated and third-party sub-advisors.

Jonathan Lapine is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at W3 Wealth Advisors, LLC, W3 Wealth Management, LLC, ValMark Advisers, Inc., and Valmark Securities, Inc. Lapine is also the owner of Tolmiros Financial LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and back-office support, including investment management, compliance, and practice-management services. The firm provides advisors with access to various securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Jessica Rorar is a CFP® with seven years of industry experience, currently serving as a financial advisor at Key Investment Services LLC. She has previously worked at Valmark Securities, Inc. for nine years and has been associated with KeyBank since 2022. 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 decisions supported by professional recommendations and ongoing monitoring.

Matthew Corsaro is a financial advisor with SPC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. His prior experience includes long tenures at Corsaro Insurance Agency, Inc. and Princor Financial Services Corporation, as well as roles at Corsaro Insurance Group and Parkland Securities. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network with tailored, discretionary advice delivered at the individual advisor level and maintains strategic partnerships with broker-dealers and third parties.

Stephen Shuman is a financial advisor at The Huntington Investment Company with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Ameriprise Financial Services and KeyBank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model that incorporates third-party sub-managers and affiliate private bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.

Angel Kelley is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds the Series 66 designation and has 23 years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, and ValMark Advisers, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and conducts due diligence on third-party advisory products.

Christopher Baker is a financial advisor with MAI Capital Management, LLC in Cleveland, OH, holding a Series 63 designation and 26 years of industry experience. He worked at Winfield Associates, Inc. for 25 years before joining MAI Capital Management, where he has been since 2022. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across diverse strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Donna Thrane is a financial advisor with MAI Capital Management, LLC, holding a PFS™ designation along with Series 63 and Series 65 licenses. She has eight years of industry experience, including roles at RSM US Wealth Management LLC and Wellspring Financial Advisors. Outside of MAI, she is also associated with Choreo, LLC. 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 that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within client relationships.

Andrew Webb is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Merrill from 2011 to 2023 and Berkshire Bank from 2023 to 2024 before joining KeyBank NA and Key Investment Services LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap‑fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring.

Scott Andrews is a financial advisor with Eagle Strategies (NY Life) in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Leichner Financial Group, MPA Benefits, Mark Petro and Associates, and Andrews Financial Group. He is also active as an insurance broker, operating under Leichner Financial Group Inc for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored, primarily non-discretionary solutions delivered through a range of program types within an integrated New York Life affiliate structure.

Jason Wegner is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds a Series 66 designation and has 21 years of industry experience. Prior to joining Key Investment Services in 2016, he worked at Wells Fargo Advisors LLC for seven years. 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 model selection with non-binding recommendations and ongoing monitoring, and maintains affiliations with KeyCorp and KeyBank to support its business operations.

Luke Jeffery is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked at BJ's Brew House and John Carroll University. 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 selection supported by non-binding advisor recommendations and ongoing oversight, and it operates within the KeyCorp group with affiliations including KeyBank and KeyBanc Capital Markets.

Russell Sypen is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. Outside of his advisory role, he is an owner and partner of Mazel Tov Cocktails LLC, operating The Spotted Owl. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and implements investments via approved model strategies managed by PNC or third-party strategists.

Brittany Bittner is a CFP® with 13 years of industry experience and has been with Hantz Financial Services, Inc. since 2011. She holds a Series 66 license and is based in Willoughby, Ohio. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed accounts, and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated business units such as a trust bank and in-house tax and consulting services.

Joseph Zarlinga is a CFP® professional with 26 years of industry experience. He has been with Stratos Wealth Partners, Ltd since 2010 and has concurrently maintained an affiliation with LPL Financial since 2009. Zarlinga also owns an LLC used for payroll purposes. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Joseph Pilla is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Outside of his advisory role, Pilla serves as treasurer and board member of a local camping association and is involved in charitable board activities, as well as engaging in accounting and tax services, real estate consulting, and retail jewelry business partnerships. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm focuses on client-directed implementation and oversight with a non-discretionary investment model and manages a majority of its assets on this basis.

Elias Ladon is a financial advisor with TLG Advisors, Inc. based in Beachwood, OH, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at GT Securities, Inc., Finalis Securities LLC, Colorado Financial Service Corporation, and has been the founder, owner, and president of Enterprise Development Resources, Inc., where he focuses on business consulting related to operations, valuation, and sales of private businesses. Ladon is also a licensed real estate agent working independently to facilitate property sales and leasing. TLG Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary services. The firm emphasizes manager selection and monitoring within diversified portfolios and provides a digital investment program, Starlight Portfolios, tailored by risk assessment and managed through various platforms and sub-advisors.

Danial Anderson is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 credential and 18 years of industry experience. He has been with Key Investment Services since 2010. Outside of his advisory work, he owns a single-family rental property managed by a property management company. 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 strategy selection and provides oversight and due diligence on third-party advisory products, operating within the KeyCorp group and working closely with affiliated financial entities.