Edward Wilson is a financial advisor at Stratos Wealth Partners, Ltd with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is also involved in a home-based settlement consulting business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm operates an IAR-driven model with an open-architecture investment approach, integrating multiple third-party platforms and managers to provide customized portfolio management and a range of financial planning and outsourced CIO solutions.

Christopher Thom is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH. His prior roles include positions at Adviser Investments, Financial Engines Advisors, and Charles Schwab. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a mix of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.

Eric Parker is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. His career includes roles at Key Investment Services LLC, Key Bank - KPB, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Key Private 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 uses a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services provided by Pershing.

Brad Wilk is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds a Series 66 credential and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also a partner in BKG3, LLC, a real estate investment entity. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model with discretionary implementation and non-discretionary client selection, and integrates services from KeyCorp affiliates across banking and capital markets.

Nicole Welsh is a financial advisor with Citizens Securities, Inc. in Lakewood, OH, holding Series 63 and Series 65 credentials and with 11 years of industry experience. She has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Gregory Badowski is a CFP® with 15 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH. 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 manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships.

Michael Leichner is a financial advisor with Eagle Strategies (New York Life) based in Pepper Pike, OH, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2013 and also operates Leichner Financial Group, Inc., which brokers non-registered insurance products in addition to New York Life products and services. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advisory solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

James Vitou is a CFP® with seven years of industry experience, currently serving at AE Wealth Management, LLC. He previously worked at Horter Investment Management, LLC and Aon Risk Solutions, and has been a partner at Vitou Financial Services, LLC since 2018. Vitou also presents retirement seminars as an Associate of Financial Consultants. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual clients, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and operates a large-scale platform managing nearly $50 billion in assets across more than 127,000 clients.

Lisa Matuszny is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds a Series 65 license and has prior experience with Avantax Planning Partners. In addition to her advisory role, Ms. Matuszny is a shareholder and CPA at Hobe & Lucas Certified Public Accountants, Inc., where she supervises employees, reviews tax returns and financial statements, and handles firm management duties. She also serves on the board of Spice Field Kitchen, assisting with budgeting, financial statement analysis, and fundraising for the organization’s educational food system programs. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services within a diversified investment process tailored to client objectives and risk tolerance.

Sarah Hannibal is a CFA® charterholder based in Beachwood, Ohio, with 21 years of industry experience. She is currently an advisor at Wealthspire Advisors and previously worked at Walden Wealth Partners, LLC for nine years and GEM Asset Management, LLC for eleven years. Outside of financial advisory, she is a managing partner at Mendoza Partners, LLC, a wine-producing business. Wealthspire Advisors LLC is an SEC-registered firm managing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations with a wealth management approach modeled on institutional asset allocation frameworks and supported by an active investment committee.

Carl Hendrix is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 21 years of industry experience, including roles at Principal Securities, Principal Life Insurance Company, Empower, and STANDARD. He also serves as a bank officer at Principal Bank & Trust Company, supporting retirement plan account relationships across insurance, broker-dealer, and bank trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Kimberly Barley is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes roles at Charter One Bank and Citizens Securities Inc. Kimberly is based in Brooklyn, Ohio. Key Investment Services LLC is an SEC-registered 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 offers multiple wrap programs and integrates services from KeyCorp affiliates while relying on a multi-provider model for portfolio implementation and manager oversight.

Anthony Fleming is a financial advisor with Key Investment Services LLC in Brooklyn, OH. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Fleming has been with Key Investment Services and KeyBank since 2014. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider model combining platforms like Envestnet with portfolio designs from its Chief Investment Office and third-party managers, delivering primarily non-discretionary investment solutions alongside custodial and ancillary insurance services.

Rhonda Mccurry is a financial advisor at Lincoln Investment with 36 years of industry experience. She holds a Series 63 designation and has worked at firms including Legend Advisory Corporation, Legend Equities Corporation, Valic Financial Advisors, and MSI Financial Services. Outside of financial advising, she assists with auto build and repair of race cars and coordinates fix-and-flip real estate projects as a learning experience. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history serving educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, employing an in-house Investment Management & Research team to develop model portfolios and adaptive strategies while maintaining a largely advisor-led approach.

Christian Seybert is a CFP® and holds a Series 65 license, with two years of industry experience. He has been with Sequoia Financial Group, L.L.C. since 2022. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager oversight, supported by an Investment Policy Committee and extensive research resources.

Jean Phelps is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She held a position at UBS Financial Services for 19 years prior to joining Janney Montgomery Scott in 2026. Phelps holds a Series 63 designation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base that includes individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Chandler Groves is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Imber Wealth Advisors. 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 employs a multi-provider model with discretionary implementation and offers multiple wrap programs supported by affiliated insurance products and custodial services.

Jason Christopoulos is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, and Fifth Third Securities. Outside of advising, he is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tanya Knight is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at various KeyBank and Key Investment Services entities since 2016. 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 plan clients through a network of financial professionals. The firm uses a multi-provider model combining third-party portfolio strategists and in-house due diligence, with services including multiple wrap programs and integration with KeyCorp affiliates for additional financial capabilities.

Margie Carpenter is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Farther Finance Advisors, LLC since 2022 and previously spent 12 years at Bell Tower Advisors, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses a Modern Portfolio Theory-based approach implemented via bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.