Rory Mccarthy is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes roles at Bill McCarthy & Associates and Agia. Outside of advisory services, he acts as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and a centralized technology approach.

Mary Terry is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2005, with additional experience at Cambridge Investment Research Advisors and True North Investment Partners, where she is the owner. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Ernest Cunningham III is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked previously at Ameriprise, Cetera Investment Advisors, Edward Jones, and Cox Automotive. Outside of his advisory role, he umpires high school athletic events in Ohio. Key Investment Services LLC serves individuals, trusts, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection supported by professional recommendations and ongoing monitoring, and operates as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Melanie Ross is a CFP® with 23 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2022. She previously worked at Royal Alliance Associates Inc. and Financial Planners of Cleveland, Inc. DBA NCA Financial Planners. In addition to her advisory role, she appears as on-air talent for a local Cleveland TV and radio station. Sequoia Financial Group 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.

Karey Edwards is a Certified Financial Planner™ (CFP®) with over 21 years of experience in the financial services industry. She is currently with Sequoia Financial Group, L.L.C. and was previously associated with Royal Alliance Associates and Financial Planners of Cleveland. 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 uses a combination of model allocations and custom portfolios, employing various investment vehicles and a thorough research process overseen by an Investment Policy Committee.

Rachel Keesey is a financial advisor at Key Investment Services LLC with nine years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and SJS Investment Services. Rachel is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account solutions. The firm emphasizes client-directed model selection and ongoing monitoring, with supervisory oversight and due diligence on third-party advisory products.

Lucas Klosterman is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Vincent Mars is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to employees. The firm utilizes algorithmic assessments to guide model selection and delegates portfolio implementation to third-party managers.

Lynne Lawrence is a Series 65 registered advisor with MAI Capital Management, LLC in Cleveland, OH, where she has worked for 10 years. She has nine years of industry experience. Outside of her advisory role, she is the vice president and co-owner of Lawrence Tile Inc., a tile installation business. MAI Capital Management 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 clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within many client relationships.

Stacie Lieb is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 credentials and nine years of industry experience. Her career includes roles at KeyBank, Citizens Securities, Inc., Citizens Bank, Cco Investment Services, and Charter One Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm operates within the KeyCorp group and emphasizes client-directed investment model selection supported by non-binding recommendations and ongoing monitoring.

Adam Baker is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and Prudential Insurance Company of America. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a unique combination of bank affiliation and municipal-advisor registration.

Malak Rabi is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Key Investment Services, Malak worked at Fifth Third Securities, Inc. and Fifth Third Bank, N.A., and has experience at LMU Law and Aurora University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed investment choices and ongoing monitoring. The firm operates within the KeyCorp group and coordinates with affiliated entities for custody, clearing, and discretionary management services.

Andrew Hosbach is a financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 65 designation and has recently entered the industry, with experience beginning in 2024. Prior to joining Sequoia, he worked at JP Morgan Chase & Co. and Fidelity Investments. His background also includes roles in education and local business. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house models, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Megan Barnes is a financial advisor at &PARTNERS with nine years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Private Client Services, and Lincoln Financial Advisors. Barnes has an ownership interest in County Line Capital Partners, LLC, which invests in non-publicly held entities. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary models and third-party manager solutions, and engages in a variety of financial services including financial planning, ERISA consulting, and investment banking.

Samuel Hardin is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2025. Prior to this, he was employed at LM Kohn & Company from 2021 to 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Callan Templeton is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has two years of industry experience. Prior to joining Stratos Wealth Partners, he worked at LPL Financial and Marcum LLP, and he completed four years at Case Western Reserve University. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm serving more than 24,000 clients with around $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning and retirement consulting services through an open-architecture investment platform.

Nancy Noga is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and with eight years of industry experience. Her career includes roles at KeyBank, Key Investment Services, LPL Financial, and Northwest Bank. Nancy's current tenure at Key Investment Services and KeyBank spans five years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection supported by advisor recommendations and ongoing monitoring, with access to third-party discretionary managers, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Benjamin Sayer is a CFA® charterholder with eight years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2017, including a prior role at PNC Capital Advisors from 2013 to 2017. 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 over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, combining in-house management with third-party sub-advisers and unified managed account models.

Erika Mutch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH since 2022. Her prior roles include positions at Petso Financial Consultants, Mutual Securities, Royal Alliance Associates, and NCA Financial Planners. Outside of financial advising, she is involved in supplement sales through Young Living, earning commissions from a consultant network. 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 models, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and a range of research resources.

John Donnelly is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 10 years of industry experience. His career includes multiple tenures at Key Investment Services and PNC Investments. He has also been affiliated with Cleveland State University for nine years. Donnelly was elected to serve on the FINRA Regional Committee for the Midwest Region, where he participates in discussions on industry trends. 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 model selection and provides ongoing monitoring and due diligence for third-party advisory products while operating within the KeyCorp group.