Melissa Aiken is a Series 66 credentialed financial advisor with Valic Financial Advisors in Independence, Ohio, bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2012 and also holds a role with Agia since 2022. Outside of her advisory work, she serves on the board of directors for After School Discovery, a nonprofit providing educational and enrichment opportunities to at-risk children, and previously served as vice president of the Madison Band Patrons, a nonprofit supporting local school band programs. 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, consulting, and brokerage services, using Envestnet-developed UMA models for portfolio construction and management.

Anthony Tuccini is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Citizens Securities and Citizens Bank since 2018, as well as at PNC Bank and PNC Investments from 2010 to 2018. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory solutions include a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency, and it is wholly owned by Citizens Bank, N.A.

Dexter James is a financial advisor at MAI Capital Management, LLC with 21 years of industry experience. He previously worked for 17 years at Ameriprise Financial Services, Inc. James holds the Series 66 designation. Outside of his advisory role, he serves as an alternate member of The City of Hudson Tax Incentive Review Council and is involved with the Hudson Community Foundation. 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 individuals, families, sports professionals, trusts, and institutional investors. The firm manages a wide range of strategies through both in-house and third-party managers, integrating financial planning and tax services into many client relationships.

James Brenneman is a financial advisor at Key Investment Services LLC based in Brooklyn, Ohio. He holds the Series 66 designation and has one year of industry experience. His prior work includes a position at Equitable Advisors, LLC and several years in non-financial roles including Ohio Wesleyan University and Nordonia High School. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, employing a multi-provider model for portfolio management and discretionary implementation.

Eli Taylor is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank, U.S. Bancorp Investments, and JPMorgan Chase. Outside of his advisory role, he serves on the boards of Clover Park Technical College, the Tacoma-Pierce County Chamber of Commerce, and United Way of Pierce County. 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. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, emphasizing non-discretionary portfolio management and a multi-provider model.

David Brown is a financial advisor at PNC Wealth Management with 10 years of industry experience. He held previous roles at Robert Baird & Co. before joining PNC Investments in 2020. Outside of his advisory work, he serves as an Assistant Tackle Director for youth football and cheerleading programs. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessment to guide investment strategy implementation through mutual funds and ETFs, with portfolio management delegated to third parties.

Richard Tannert is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kingswood Capital Partners, LLC and the Washington Department of Fish and Wildlife. Prior to his financial career, he served seven years in the US Army. 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 large network of financial professionals. The firm utilizes a multi-provider platform with discretionary implementation and offers multiple wrap-fee programs supported by affiliated insurance products and integration with KeyCorp affiliates.

Matthew Kolenich is a financial advisor at Clearstead with 21 years of industry experience. He holds a Series 63 designation and has previously worked at USI Securities, USI Advisors, Kestra Financial Services, and Chapman & Chapman Advisors. Clearstead serves 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 and uses an investment process that combines portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.

Meghan Smith is a CFP® professional with six years of experience at MAI Capital Management, LLC. She previously worked at Aurum Wealth Management and has experience in roles outside finance, including positions at Chipotle Mexican Grill and the University of Akron. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and offers integrated financial planning and trust and insurance services.

Servaas Fick is an investment advisor representative at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Partners Financial Group and has held positions at The Ohio State University, Cleveland State University, Emerald Resource Group, and Wepex Geotechnical. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, supported by technology tools and centralized due diligence.

Sherri Lett is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and LPL Enterprise. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and integrates platform services from Envestnet alongside model portfolios designed by its Chief Investment Office and third-party managers.

Anthony Sawtelle is a financial advisor at PNC Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC Investments and PNC Bank since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and model strategies executed by investment delegates.

Joshua Anglin is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Ameriprise Financial Services, and Signator Investors. He is based in Independence, Ohio. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model that offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions and third-party strategists.

Justin Fujka is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at KeyBank and spent over a decade at Rettig Music. Outside of finance, he teaches drum lessons and performs in local bands. 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 utilizes a multi-provider model combining platform services from Envestnet with portfolio strategies developed by its own investment office and third-party managers, offering a range of customizable wrap programs and affiliated insurance products.

Robert Jankowski is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm in various capacities since 2010. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers multiple wrap programs, integrating resources from KeyCorp affiliates and third-party managers.

Kasey Walton is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Bankers Life Advisory Services since 2019 and Bankers Life Securities since 2020. In addition to her advisory role, Walton provides life and health insurance products as an insurance agent for Bankers Life & Casualty. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to develop tailored asset allocations, with a focus on periodic rebalancing and performance reviews aligned to client goals and risk tolerances.

Jessica Trouten is a CFP® affiliated with Hightower Advisors with one year of experience in financial advising. Her prior work includes roles at PNC Private Bank, Cubic Enterprises, Nestle USA, and HDI Landing Gear USA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with capabilities that include discretionary portfolio management, financial planning, and access to alternative investments.

Lindsay Bowman is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds a Series 66 designation and has been affiliated with Key Private Bank since 2005. 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 offers multiple wrap programs supported by custodial and trade execution services and integrates resources from KeyCorp affiliates for due diligence and investment banking capabilities.

Steven Lee is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Key Investment Services, KeyBank, and The Huntington Investment Company. Key Investment Services LLC is an SEC-registered investment adviser that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap-fee programs and uses a multi-provider platform, integrating portfolio management, model-based advisory products, and services from affiliated KeyCorp entities.

Anthony Grande is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He has held roles within KeyBank and its affiliates since 1997. Grande holds the Series 66 designation. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans. The firm offers model-based portfolio management through a multi-provider platform, integrating services from affiliated entities including KeyBank and KeyBanc Capital Markets.