Maximilian Turner is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including marine detailing and recreation department positions. Outside of his advisory work, Turner serves as an assistant wrestling coach at a local high school. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Susan Schaufele is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with Independent Financial Group since 2016 and previously worked at Foothill Securities, Inc. for one year. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets with both discretionary and non-discretionary account options.

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 previously worked at firms including Fifth Third Securities, Fifth Third Bank, and The Huntington National Bank. Schneider is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory and brokerage products, emphasizing client-directed model selection and ongoing monitoring. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets, enabling a diversified range of financial services.

Joseph Redmon is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with PNC since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven Portfolio Solutions Strategist Digital Offering for employees. The firm utilizes approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing and no individual security trading or margin use.

Robert Cohen is a financial advisor at Key Investment Services LLC with 40 years of industry experience. He holds Series 63 and Series 66 designations 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 variety of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-driven model selection and provides access to third-party discretionary managers, with oversight and due diligence conducted by its Product Due Diligence Committee.

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 various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence and operates within the KeyCorp group, coordinating with affiliated entities for a comprehensive service offering.

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 with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Key Investment Services since 2014, including its transition to Key Investment Services LLC in 2025. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap‑fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts, offering brokerage and insurance products via affiliated entities. The firm emphasizes client-directed investment model selection with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Greydon Casalinova is a Series 66-licensed financial advisor with six years of industry experience. He is currently with VALIC Financial Advisors and has previously worked at Charles Schwab Bank, Charles Schwab & Co., AXA Advisors, and Equitable Advisors. VALIC Financial Advisors serves primarily 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, consulting, and brokerage services, employing Envestnet-developed UMA models for portfolio construction.

Heather Welsh is a CFP® with 19 years of industry experience, currently serving as Vice President of Wealth Planning at Sequoia Financial Group, L.L.C. in Akron, OH. She has been with Sequoia Financial Group since 2014. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers access to various investment vehicles and third-party managers.

Katherine Kelly is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding a Series 65 designation with three years of industry experience. She has worked at MAI Capital Management since 2019 and previously held positions at ValMark Securities, Inc. and Applied Financial Concepts, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services into client relationships.

Maxwell Cole is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds a Series 65 designation and has prior experience at RKL LLP and Rischitelli & Poulos, LLC, as well as roles in higher education and secondary education. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model portfolios and custom solutions using a range of investment vehicles, supported by fundamental, technical, and cyclical research, along with regular due diligence and quarterly portfolio reviews.

Vincent Donato III is a financial advisor at Stratos Wealth Partners, Ltd with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Key Investment Services LLC, and Northwestern Mutual. Outside of advising, he provides administrative support to Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to a broad client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm employs an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts, supporting both advisor-managed and model-based portfolios.

Christopher Merrill is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services and KeyBank in various roles since 2016. Outside of his advisory work, he is a partial owner of an ice cream shop and has a realtor license in Michigan, primarily for personal use. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and related brokerage and insurance products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring within a network affiliated with KeyCorp and KeyBank.

Douglas Wells is a financial advisor with CWM, LLC in Akron, Ohio, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His prior roles include positions at Wells Trecaso Financial Group, Cabot Lodge Securities, and Morgan Stanley Smith Barney. He serves on the finance committees of Holy Family Catholic Church and Hope Ignites Northeastern Ohio and is a board member for the Walsh Jesuit High School Endowment. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios governed by an in-house Investment Committee and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Nancy Cook is a Series 65-licensed financial advisor with Clearstead Advisory Solutions, based in Beachwood, Ohio. She has 16 years of industry experience, including 14 years at Hartland & Co. Clearstead serves affluent private clients and institutional clients by offering investment management, financial planning, tax planning, and family office services. The firm manages approximately $33.9 billion in assets and utilizes a disciplined investment process that includes portfolio analytics, manager research, strategic asset allocation, and proprietary Direct Indexing strategies.

Luka Matic is a CFP® professional with two years of industry experience, currently affiliated with MAI Capital Management, LLC. His prior roles include positions at Crown Point Financial Services, Ranpack, and John Carroll University. Outside of finance, he has experience related to Matic Farms. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies through both in-house and third-party portfolio managers and offers additional services such as trust administration and insurance.

Jeffrey Carney is a financial advisor at PNC Wealth Management in N. Olmsted, OH, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Caroline Lukez Byrne is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has 20 years of industry experience, including roles at Eagle Strategies since 2014 and New York Life Insurance Co. since 2010. Outside of advisory work, she is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, with a focus on non-discretionary assets and fiduciary responsibilities to retirement investors.