Jonathan Clark is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds a Series 65 designation and has operated Clark Wealth Management since 2015 and Clark Financial Services since 2004. Clark is also licensed as a life and health insurance agent in Ohio, offering life, long-term care, and health insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Aaron Jameyson is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Citizens Securities and its affiliated entities since 2019, with prior experience at PNC Bank and Marsh Plating. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Janice Cackowski is a CFP® professional with 14 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She previously worked at Century Financial Advisors LLC, Providence Wealth Partners LLC, and Strategic Wealth Partners. Janice is a board member of the Northeast Ohio Association of Financial Professionals. 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, family offices, and institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection supported by an Investment Policy Committee and external research.

Trevor Allburn is a CFP® professional currently at Corient with 10 years of industry experience, including a decade at Paragon Advisors, Inc. prior to joining Corient in 2024. He is based in Shaker Heights, OH. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and offers affiliated private fund capabilities and related platforms.

Matthew Vegel is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Creative Planning. He has four years of industry experience, including prior roles at Sequoia Financial Group, Paragon Estate Planners, and Paragon Tax Planners. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and tax-efficient techniques, managing approximately $295.6 billion in client assets.

Madeline Rowe is a CFP® professional with four years of experience at Walden Wealth Partners, now operating as Wealthspire Advisors. She has two years of industry experience and previously worked at John Carroll University and Mercer Area High School. Wealthspire Advisors manages approximately $34.3 billion in assets and serves nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Kenneth Kowall is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, Ohio, holding a Series 66 designation and seven years of industry experience. He has worked with Stratos Wealth Partners since 2019 and has prior experience at LPL Financial dating back to 2017. Kowall also operates Kowall & Company, providing tax preparation and accounting services. 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, offering customized portfolio management and open-architecture solutions that integrate multiple third-party platforms and managers.

Daniel Guenther is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Key Investment Services since 2006, including a prior stint from 2006 to 2011, and also worked at U.S. Bancorp Investments and Chase Investment Services. Outside of advisory work, he is an owner of Guenther Properties, LLC. Key Investment Services LLC is a 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 combining discretionary implementation and strategist portfolios, with a distinctive focus on non-discretionary asset management and integration with KeyCorp affiliates for expanded financial services.

Brian Weigel is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Key Investment Services since 2018, and previously held roles at Allstate Insurance Co and Citizens Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and integrates with KeyCorp affiliates to provide investment, advisory, and risk management services.

Daniel Grove is a CFP® with two years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH. Prior to joining Sequoia in 2023, he worked at Miami University from 2019 to 2023 and Avon Lake High School from 2015 to 2019. 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 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.

Chris Ferrante is a financial advisor with PNC Wealth Management in Brunswick, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs. Their Portfolio Solutions Strategist Digital Offering is an invitation-only, discretionary model account pilot for employees, featuring portfolio implementation via approved models managed by PNC or third parties and relying on an algorithmic questionnaire for risk assessment.

Michael Dearden is a financial advisor at Clearstead with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Hartland & Co., Chess Financial Corp, and Cambridge Investment Research Advisors. Clearstead serves affluent private clients and institutional investors, managing approximately $33.9 billion in assets. The firm employs institutional investment disciplines and offers a range of services including financial planning, tax compliance, family office administration, and outsourced CIO solutions.

Chinh Nguyen is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Columbia Wealth Advisors, Raymond James Financial Services, Cetera, Steward Partners Investment Solutions, and Umpqua Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model combining in-house and third-party portfolio management and offers a range of wrap programs integrated with KeyCorp affiliates for additional financial services.

Jon Pawlowski is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior work includes a decade at Key Investment Services LLC and five years at LPL Financial. Stratos Wealth Partners 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, offering a range of services from financial planning to outsourced CIO solutions through an open-architecture model that integrates multiple third-party platforms and managers.

David Stribula is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2022. Prior to that, he held roles at MAI Capital Management LLC, Fidato Wealth LLC, and Vanguard Group. 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, family offices, and other institutional clients. The firm combines in-house model portfolios with third-party manager selection and conducts regular oversight through an Investment Policy Committee.

Nicholas Tancabel is a CFP® and ChFC® credentialed financial advisor at MAI Capital Management, LLC with six years of industry experience. He previously worked at WCG Wealth Advisors, LLC and Treloar & Heisel, LLC. MAI Capital Management, LLC offers 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 employs a customized approach to portfolio management across multiple asset classes, combining in-house management with third-party advisers and unified managed accounts.

Justin Luiza is a CFP® at MAI Capital Management, LLC with experience starting in 2024. Prior to joining MAI Capital, he was affiliated with The Ohio State University and Cuyahoga Valley Christian Academy. 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 individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Joseph Fleming is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021 and previously spent nine years at KeyBank. Park Avenue Securities serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, offering various proprietary and third-party investment programs alongside financial and business consulting.

John Ruby is a CFP® with 19 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. He previously worked at Mercer Global Advisors Inc. from 2015 to 2018. Outside of his advisory role, he has experience managing rental property. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves as adviser to both mutual funds and private investment vehicles.

Noel Becker is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and KeyBanc Capital Markets. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including high-net-worth individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.