Scott Hughes is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Chase Bank, Citizens Securities, and Citizens Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides oversight through due diligence and supervisory processes as part of the KeyCorp group.

Michael Marrapese is a CFA® charterholder and holds the Series 63 designation, with 16 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023, following a seven-year tenure at MarketCipher Partners LLC. MAI Capital Management, LLC 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 manages a broad range of strategies through in-house portfolio managers and third-party sub-advisers, and offers integrated financial planning, tax, and trust services.

Diane Dodson is a CFP® professional with 8 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. She also operates Diane Dodson, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers a platform that supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Joseph Salem is a financial advisor with Guardian Life, holding a Series 63 designation and 18 years of industry experience. He has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2008. Salem is also the author of a personal finance book for young couples, published in 2019. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, pension, charitable, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs with discretionary and non-discretionary options.

Jalan January is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, January held roles at Huntington National Bank, Huntington Private Bank, and several other companies across diverse sectors. He also has experience working with nonprofit and educational organizations, including the Jewish Community Center and Bowling Green State University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and portfolio offerings. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers, while operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Paula Strumbly is a financial advisor with Independent Financial Group, LLC and holds a Series 63 designation. She has 21 years of industry experience, including ten years at Stratos Wealth Partners, Ltd and extensive tenure at LPL Financial, LLC. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house model portfolios and third-party managers across multiple custodial platforms.

Shannon Barry is a financial advisor with Osaic Advisory Services, LLC, holding 20 years of industry experience. Prior to joining Osaic in 2024, Barry worked at Arbor Point Advisors and Cedar Brook Financial Partners, among other firms. Barry’s experience includes corporate retirement plan design and management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and relationships with custodians like Schwab and Fidelity.

Eric Sanow is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with 15 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and manages portfolios through approved strategies executed with mutual funds and ETFs.

Michael Buchanan is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC for 11 years. Key Investment Services LLC serves individual clients, trusts, estates, small businesses, and corporations through various wrap-fee advisory programs, model portfolios, separately managed accounts, and other financial products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Marie Kowalski is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds a Series 66 designation and has been with the firm since 2011. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring and supervisory oversight, operating within the KeyCorp group and collaborating closely with affiliated financial entities.

Milan Markovic is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Stratos Wealth Partners, he held positions at Stratos Investment Management, LLC, and has experience working in various roles including at Normandy High School and Cleveland State University. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, serving over 24,000 clients through about 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, and a range of financial planning services, employing an open-architecture investment approach that integrates multiple platforms and tools.

Brian Bruscino is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Suntrust Advisory Services and Suntrust Investment Services since 2020, as well as at U.S. Bancorp Investments from 2012 to 2020. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Kevin Davenport is a financial advisor with Commonwealth Financial Network in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he serves as a board member for the City of Berea Planning Commission. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Marquis Lewis is a CFP® and Series 65-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cleveland, OH. He has two years of industry experience, including prior roles at Marcum Wealth. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Laurie Longstreth is a Series 63-licensed financial advisor with 25 years of industry experience. She has worked at Independent Financial Partners since 2012 and previously held roles at LPL Financial Corporation. Laurie is based in Cleveland, OH. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Sofia Carter is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Huntington National Bank, and Bank of America. 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 financial professional recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Jordan Bitterman is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has two years of industry experience. Prior to joining Stratos Wealth Partners in 2025, he worked at LPL Financial and PNC Investments, and he has experience in higher education from Bowling Green State University. Stratos Wealth Partners provides advisory services to a broad range of clients, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Jeffrey Stark is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, Stark serves as a board member for the HELP Foundation, providing advice on the foundation’s investments. MAI Capital Management, LLC provides investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across various asset classes, integrating financial planning and tax services while serving in both advisory and product-sponsor capacities.

Eileen Burkhart is a CFP® with 37 years of industry experience, currently affiliated with Clearstead Advisory Solutions in Cleveland, OH. She is president and owner of Eileen M. Burkhart & Company, LLC and has been associated with Commonwealth Financial Network since 2002. Her other business activities include selling fixed insurance and serving as a trustee for her company’s 401(k) profit sharing plan. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm applies institutional investment disciplines across portfolios and offers a proprietary Direct Indexing strategy, managing approximately $33.9 billion in assets for over 4,300 client relationships.

Andrew Grannis is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and IFP Securities. He is also involved with Blueprint Financial Corporation, a registered investment advisor based in Cleveland, Ohio. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.