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 at MAI Capital Management, LLC in Cleveland, OH, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has eight years of industry experience, including prior roles at Choreo, LLC and RSM US Wealth Management LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 employs a range of strategies and delivery methods tailored to client objectives and oversees more than $72 billion in assets under management.

Andrew Webb is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His previous roles include positions at Merrill, Morgan Stanley, Wells Fargo Clearing, Berkshire Bank, and KeyBank NA. 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 through a network of financial professionals. The firm uses a multi-provider platform model and integrates services from KeyCorp affiliates, offering a range of wrap programs alongside custodial and trade execution services.

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 at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2016, following roles at Wells Fargo Clearing, Chase Investment Services Corp., and Banc One Securities Corporation. 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 network of financial professionals. The firm employs a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment, advisory, and banking services.

Luke Jeffery is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at BJ's Brew House and held teaching positions at John Carroll University, Lakeland Community College, and Mentor High School. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model and offers various wrap-fee programs supported by custodial and trade execution services from Pershing.

Russell Sypen is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with PNC since 2009 and previously worked at Natcity Investments, Inc. from 2000 to 2009. Outside of finance, he is an owner and partner of Mazel Tov Cocktails LLC, operating The Spotted Owl. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and approved mutual fund and ETF strategies managed by PNC or third parties.

Joseph Zarlinga is a Certified Financial Planner® with 27 years of industry experience, currently serving at Stratos Wealth Partners, Ltd since 2010. He also maintains an affiliation with LPL Financial dating back to 2009 and previously worked at Osaic FA, Inc. from 2000 to 2009. Zarlinga owns SARZAR, LLC, an entity used for payroll management. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, nonprofits, and institutional clients, offering services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Joseph Pilla is a financial advisor at Hornor, Townsend & Kent, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Outside of his advisory role, he serves as treasurer on the board of a local camping association and is involved in charitable activities as a board member of Club Molisani Charities. Additionally, he participates in several business ventures including insurance brokerage, real estate consulting, accounting and tax services, and retail jewelry operations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing clients with custody, execution, brokerage capabilities, and access to third-party asset managers under discretionary and non-discretionary account structures.

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 at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2010, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he owns a single-family rental property managed by a property management company. 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 network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, with a focus on non-discretionary asset management and percentage-of-AUM fee structures.

Scott Hughes is a financial advisor at Key Investment Services LLC with 8 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at JP Morgan Chase Bank, Citizens Securities, and Citizens Bank. 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 relies on a multi-provider model for portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Michael Marrapese is a CFA® credentialed financial advisor with 17 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023, following seven years at MarketCipher Partners LLC. 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 investors. The firm offers customized portfolio management across multiple strategies and serves as both an investment adviser and product sponsor, managing substantial assets and various private funds.

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 and Park Avenue Securities, holding a Series 63 designation and 18 years of industry experience. He has spent his career at these firms, serving clients since 2008. Salem is also the author of a personal finance book for young couples, published in May 2019. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and proprietary programs.

Jalan January is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Key Investment Services, he held positions at Huntington National Bank, Huntington Private Bank, and several other organizations across various industries. January has experience in community involvement through his work with the Jewish Community Center. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model for portfolio implementation and maintains integration with KeyCorp affiliates for various financial services.

Paula Strumbly is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 21 years of industry experience. Her prior roles include positions at Stratos Wealth Partners, Ltd and LPL Financial, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both passive and active investment exposures through various platforms and third-party programs.

Shannon Barry is a financial advisor with Osaic Advisory Services, LLC and has 21 years of industry experience. Prior to joining Osaic in 2024, Barry worked at Arbor Point Advisors, Cedar Brook Financial Partners, Securities America Advisors, and other firms. Barry’s background includes corporate retirement plan design, implementation, and management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

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. His background includes roles at J.P. Morgan Securities, Valic Financial Advisors, PNC Wealth Management, Chase Investment Services, LPL Financial, and Merrill. He holds Series 63 and Series 65 designations. 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 clients through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation by Envestnet and offers various wrap-fee programs supported by affiliated insurance products.