Kenneth Burr Jr. is a financial advisor at Key Investment Services LLC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2012. The firm serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, emphasizing client-directed investment strategy selection combined with ongoing monitoring and third-party due diligence. Key Investment Services operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

David Karbon is a CFP® with 21 years of industry experience, currently serving at Citizens Securities, Inc. since 2005. In addition to his advisory role, he is the Chief Financial Officer at ALP Music, LLC, where he oversees financial statements and consults on projects on a profit-sharing basis. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services.

Bradley Norton is a CFA® charterholder with eight years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Winfield Associates and Victory Capital Management. MAI Capital Management, LLC 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 institutions. The firm manages over $72 billion in assets and offers customized portfolio management across various strategies, combining financial planning and tax services with multiple investment vehicles.

Joshua Halter is a financial advisor with Lincoln Investment in Cleveland, OH, holding a Series 66 designation. He has been with Lincoln Investment since 2026 and has prior experience with LPL Enterprise and Pruco Securities LLC. Before entering financial services, he worked in various roles including at Cleveland State University and Chick-fil-A. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs using both strategic and dynamic investment approaches.

Michael Karder is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial LLC, Headwaters Investment Counsel, Candlewood Securities, and Merrill. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives using a combination of proprietary and third-party strategies.

Douglas Crowl is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for eight years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and due diligence, while leveraging corporate affiliations within the KeyCorp group.

Hannah King is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. King has worked at Commonwealth since 2016 and also operates King Financial Services, a business focused on fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Christopher Guest is a financial advisor at Stratos Wealth Partners, Ltd. He holds the Series 66 credential and has one year of industry experience. Prior to joining Stratos, he worked at LPL Financial, Hexion Inc., Technical Rubber Company, Transperfect Inc., and held other roles including positions at The Ohio State University and Chick-Fil-A. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to both proprietary and third-party investment strategies.

John Marino is a CFP® professional with 21 years of industry experience. He has worked at Hartland & Co. since 2011 and is currently affiliated with Clearstead Advisory Solutions in Beachwood, OH. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships and utilizes a disciplined investment process that includes portfolio analytics, strategic asset allocation, and a proprietary Direct Indexing strategy.

Amanda Sass is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC for five years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and broker-dealer services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Thomas D’Anniballe is a financial advisor at The Huntington Investment Company with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Ameriprise and The Pinnacle Group. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach that integrates third-party sub-managers and proprietary private bank models across a variety of wrap-fee programs.

Anthony Zak is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Commonwealth Financial Network, MJ Baker Financial Advisors, and PNC Investments. Outside of advising, he is a co-owner of a rental property in Lakewood, Ohio. 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 choices supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with multiple financial service affiliations.

Kenneth Paull is a Certified Financial Planner® with 20 years of industry experience. He is currently a managing director at Sequoia Financial Group, L.L.C., where he has worked since 2016. Prior to that, he spent ten years at RAV Financial. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with a disciplined research process, and offers trustee support and retirement-plan consulting among its services.

Alan Fullenkamp is a Series 66 licensed financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He has 25 years of industry experience, including over 20 years with Key Investment Services. Outside of his advisory role, he is active in community service as a committee member and board member with local Boy Scouts organizations and the St. Rose School Endowment. 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 model selection supported by non-binding recommendations and ongoing oversight, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

Adam Jacobs is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2009. Outside of his advisory role, Jacobs is involved with the Greater Cleveland Food Bank’s Community Engagement and Philanthropy Committee, serves on the finance committee of the Cleveland Racquet Club, and is a national approved High Performance Driver Education instructor with the Porsche Club of America. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services across various asset classes, combining discretionary and non-discretionary management with custody of client assets.

Heather Walters is a financial advisor at Sequoia Financial Group, L.L.C. with 10 years of industry experience. Her prior roles include positions at WealthStone Inc. and JPMorgan Securities LLC. 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 combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by research and oversight from an Investment Policy Committee.

Steven Brooks is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. He has worked within the Charles Schwab organization since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, differentiating its service and fee structure from many enterprise wealth managers.

Matthew Divita is a financial advisor with Lincoln Investment in Twinsburg, OH, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at Lincoln Investment since 2012 and also has been associated with Capital Analysts Inc since 2006. Outside of his advisory role, he is the president of Evolution Wealth Management, LLC, where he manages daily activities and trading. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, advisor- and firm-managed portfolios, and operates as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

Regina Lewis is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she focuses on helping clients develop personalized strategies to pursue their financial goals. She works closely with clients to understand their priorities and create tailored plans addressing retirement planning, investing, funding education, and managing unexpected expenses. Regina holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Her educational background includes a high school diploma from Ellison High School, an associate’s degree from Wayne County Community College, and a bachelor’s degree from Walsh College. Her approach emphasizes simplicity and transparency in wealth planning to support clients through their financial journeys.

Ronald Quaranta III is a CFA® charterholder currently with Corient, where he has worked since 2026. He has prior experience at Vivaldi Capital Management and Paragon Advisors, Inc., and was involved in operating Caffe Capri Italian Bar & Grille for 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, with capabilities in private funds and alternative investments.