Ryan Carlson is a financial advisor with Lincoln Investment, holding a Series 66 designation and 14 years of industry experience. He has worked at Capital Analysts and Eagle Strategies, among other firms, and operates Carlson Financial Group, where he is involved in insurance brokering and marketing. Carlson serves on the boards of the Medina County District Library and Community Assessment & Treatment Services, Inc. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer that serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

Joseph Skarda is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities, Chase Investment Services Corp., Banc One Securities Corporation, and Ameriprise. Outside of his advisory role, he is a passive investor in thoroughbred horse racing through an interest in a racing management LLC. 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. The firm employs a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Jacob Burnett is a CFP® professional with five years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Ancora Family Wealth Advisors, Inverness Securities, Oatey Company, Cleveland State University, and The Ohio State University. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including individuals, families, sports professionals, trusts, and institutions. The firm manages a diverse range of strategies and offers integrated financial planning and trust services, overseeing $72.3 billion in assets under management as of May 2026.

Craig Petti is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He has held positions at MAI Capital Management since 2021 and previously worked at Commonwealth Financial Network and HW Financial Advisors. He holds the Series 63 designation. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of investment strategies implemented through both in-house and third-party managers.

Caitlin Monahan is a financial advisor at Clearstead with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at UBS Financial Services and Fidelity, where she worked for a total of 11 years before joining Clearstead. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm applies institutional disciplines with a range of investment strategies, managing approximately $33.9 billion in assets across over 4,300 client relationships.

Daniel Mullett is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds the Series 66 designation and has worked in various roles at Key Investment Services and KeyBank since 2016, in addition to earlier experience with LPL Financial and Equitable Advisors. Outside of advising, he has partial ownership in a family construction company and holds a limited partnership in a real estate entity, though he does not actively manage these businesses. 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 uses a multi-provider model integrating discretionary and non-discretionary portfolio management with services offered through affiliated entities including KeyBank and KeyBanc Capital Markets.

Brian Becka is a financial advisor with Lincoln Investment, holding 16 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains a role at Royalton Financial Group since 2009. Outside of his primary advisory work, Becka serves as an associate planner at Valued Capital Advisors, where he engages in investment planning and insurance sales. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management with both advisor- and firm-managed model portfolios, supported by a dedicated in-house Investment Management & Research team.

Pui San Reynolds is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Citizens Bank. 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 uses a multi-provider platform integrating discretionary and non-discretionary investment models and offers services including custodial, trade execution, and ancillary insurance products.

Karim Shady is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at FIFTH THIRD SECURITIES, Fifth Third Bank, and Credit Agricole Bank of Egypt. 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 with discretionary and non-discretionary offerings and integrates services from KeyCorp affiliates, including investment banking and municipal advisory.

Benjamin Hill is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds a Series 66 designation and has worked with IFP Securities, LLC since 2019. Hill serves on the board of DCC Corp, participating in quarterly meetings. 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.

Naomi Dagostino is a ChFC® credentialed financial advisor with 30 years of industry experience. She is currently affiliated with Eagle Strategies (NY Life) and has previously worked with Insight Financial Associates and operated her own insurance and financial services firm. Dagostino volunteers with local community organizations in Bath, Ohio, and serves as an educator for a Summit County employee lunch and learn program. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and fiduciary responsibilities, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Theresa Mystic is a financial advisor with Lincoln Investment in Cleveland, OH, holding Series 63, 65, and 66 licenses and over 39 years of industry experience. She has worked at several firms including PNC Wealth Management, Key Investment Services, AdamsLynch, Wells Fargo Clearing, A.G. Edwards & Sons, and KeyBanc Capital Markets. Outside of her advisory role, she serves as a catechist at St. Christopher Church and is involved in personal photography and part-time dog sitting. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house investment research team that constructs strategic model portfolios and AIM strategies.

Matthew Jones is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at AllianceBernstein Private Wealth Management and has experience with the Greater Cleveland Sports Commission and ATL Hawks, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers trust and insurance administration services, overseeing $72.3 billion in assets as of May 2026.

Christina Santone is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and totaling 23 years of industry experience. Her previous roles include positions at MML Investors Services and Mass Mutual Life Insurance 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 large network of financial professionals. The firm uses a multi-provider model with discretionary implementation and offers a range of wrap-fee programs supported by affiliated insurance products and custodial services.

Erica Cameron is a CFP® and holds a Series 65 license with 19 years of industry experience. She has worked at HPM Partners LLC since 2016 and previously spent nine years at Spero-Smith Investment Advisers, Inc. She is based in Cleveland, OH and is affiliated with Cerity Partners LLC. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework that integrates client-specific profiles, quantitative screening, and a mix of third-party and direct investment strategies, along with access to alternative and private market solutions for qualified clients.

Pamela Zelonis is a financial advisor with PNC Wealth Management in Cleveland, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven pilot program for employees that uses mutual funds and ETFs with annual rebalancing and no direct client trading or margin use.

Michael Gregory is a financial advisor at Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has been in the industry since 2026, with prior experience at LPL Financial LLC and Equitable Advisors, LLC. His background includes roles with Ohio International Consulting Program and Ohio University Integrated Business Cluster. 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 including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture, IAR-driven model that integrates multiple third-party platforms and managers for customized portfolio management and planning services.

Tyler Ankrom is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Stratos Wealth Partners, Ltd and has prior experience at LPL Financial. Ankrom has held roles in educational and recreational organizations, including Miami University and Portage Country Club. He is also involved with Wobdale LLC, a non-investment-related business. 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 a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, third-party manager programs, and outsourced CIO solutions. Their model emphasizes independent advisor management and an open-architecture approach that integrates multiple third-party platforms and managers.

Robert Bove is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes multiple tenures at Stratos Wealth Partners and LPL Financial, as well as roles at Strategic Investment Solutions, Purshe Kaplan Sterling Investments, Pension Portfolio Management, LLC, and Waterstone Financial Group, Inc. Outside of advisory roles, he has a business entity for tax and investment purposes and involvement in real estate activities. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of financial planning and portfolio management services through an IAR-driven, open-architecture model that integrates multiple third-party platforms and managers.

Ryan Knotts is a CFP® professional with 16 years of experience in the financial services industry. He has been with PNC Wealth Management since 2014, working in the Cleveland, OH office. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation only to employees with PNC Bank online credentials. The firm utilizes approved model strategies managed by PNC or third-party strategists and executes investments primarily through mutual funds and ETFs with an emphasis on algorithm-driven portfolio selection and annual rebalancing.