James Smith is a financial advisor with MAI Capital Management, LLC in Cleveland, OH. He holds a Series 65 designation and has 11 years of industry experience, all with MAI Capital Management since 2014. 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 high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and related services into many client relationships.

Thomas Compernolle is a financial advisor at Private Advisor Group, LLC with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at LPL Financial LLC, Ameriprise Financial Services Inc., Equitable Advisors, and Signator Investors, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through both discretionary and non-discretionary approaches. The firm employs a fiduciary-based advisory model, utilizing a variety of investment strategies and technology platforms while often implementing advice via third-party managers and turnkey asset management programs.

Thomas Sill is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2015. Sill serves as a Township Trustee for Madison Ohio Township. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, digital discretionary model account pilot. The firm utilizes algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Tyler Banyasz is a Series 66-licensed advisor at Fifth Third Securities, Inc. in Cleveland, OH, with one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Cambridge Investment Research, Inc. Outside of finance, he has worked in hospitality and recreation, including at Firehouse Grille & Pub and Stroud's Run State Park. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple managed account programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of portfolio management strategies including mutual funds, SMAs, tax-overlay, and direct indexing.

Patrick Cernosky is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. He has been with PNC Investments since 2016 and also maintains an ongoing role with Barhype, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessments to guide portfolio strategies executed via mutual funds and ETFs, with oversight delegated to third-party managers.

Daniel Fuller is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining Citizens Securities in 2019. Outside of his advisory work, Fuller is active in community organizations, serving as assistant governor of a Rotary Club, president of a Lions Club, and president of the board for the Sylvan Chorale. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm provides a digital advisory program that uses proprietary algorithms for ETF-based portfolios, alongside managed accounts and commission-based brokerage activity.

Sarah Rossi is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and integrates model-based portfolio management with custodial and trade execution services provided by Pershing.

Mark Van Drunen is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with MAI Capital Management, LLC since 2021 and previously worked at Linsco/Private Ledger for 14 years. Based in Cleveland, OH, he is part of a large enterprise firm with over 300 advisors. MAI Capital Management, LLC provides investment management, 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 $72.3 billion in assets and offers a range of customized portfolio strategies supported by in-house and third-party managers, integrating financial planning and tax services within many client relationships.

Jonathan Merckens is a CFP® with 25 years of industry experience, currently serving at Commonwealth Financial Network and Donald M. Graham & Associates since 2011. He has been a member of the U.S. Air Force since 2003. Merckens serves on the board of the Erie-Ottawa Regional Airport Authority. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Matthew Olver is a CFP® with 25 years of industry experience. He has worked at HPM Partners LLC since 2016 and previously spent 15 years at Spero-Smith Investment Advisers, Inc. He is based in Cleveland, OH and is currently affiliated with Cerity Partners LLC. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and uses a client-specific investment framework that combines quantitative screening, manager selection, and periodic rebalancing with access to alternative and private market solutions.

Dennis Champa is a financial advisor at \u0026PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he is involved in managing a rental property business in Ohio. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

David Lockman is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Mid Atlantic Financial Management, The Huntington Investment Company, Huntington National Bank, and LPL Financial. 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 investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs.

Nickolas Morgan is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Tony Volante State Farm for two years. Outside of his financial advising role, he is involved with Iheart Media as a board operator, handling podcast audio editing and soundboard operation. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, through investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Megan Raleigh is a financial advisor with Fifth Third Securities, Inc. in Cleveland, OH, holding a Series 66 designation and 23 years of industry experience. She has been with Fifth Third Securities since 2003. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program, offering a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.

Cameron Gatsch is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. Prior to joining Commonwealth, he worked at Summit Financial Strategies and Peak Retirement Planning. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Jason Armstrong is a financial advisor with PNC Wealth Management in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and implements investments via approved strategies focused on mutual funds and ETFs.

Richard Muccio is a financial advisor with GWN Securities Inc. in Westlake, Ohio, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at GWN Securities since 2007 and also operates RMM Financial. Outside of advisory work, he is actively involved in the health insurance industry, serving as past president of the Northeast Ohio Health Underwriters Association and holding leadership roles with the Ohio and National Associations of Health Underwriters, including creating and teaching insurance continuing education classes. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Ashley Graham is a financial advisor with Stratos Wealth Partners, Ltd, holding 17 years of industry experience. She has worked with firms including Mayfield Financial Services and Cambridge Investment Research Inc before joining Stratos Wealth Partners and LPL Financial in 2017. Graham is also a notary in Lakewood, Ohio. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an open-architecture approach that integrates multiple third-party platforms and managers.

Justin Bradford is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. He has previously worked at PNC Investments and currently supports a social media marketing company as an appointment setter. 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 broad network of financial professionals. The firm uses a multi-provider model for portfolio management and integrates closely with KeyCorp affiliates for a range of investment and advisory services.

Giuseppe Calabrese is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and four years of industry experience. He has worked at Key Investment Services LLC since 2021 and has been with KeyBank since 2016. 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 plan clients through a broad network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and portfolio design by its Chief Investment Office and third-party managers, offering a range of wrap programs alongside custodial and insurance services.