Ryan Catanese is a CFP® with seven years of industry experience and has been with MAI Capital Management, LLC for ten years. He is based in Cleveland, OH, and focuses on wealth management and investment services at the firm. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio management strategies and serves both product-sponsor and advisory roles, managing significant assets and affiliated private funds.

Arick Hedin is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC Investments LLC and The Leaders Group Inc, among other roles. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online offering available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed with mutual funds and ETFs, with execution and oversight delegated to third-party providers.

Boris Kagarlitskiy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Key Investment Services since 2015. Kagarlitskiy also serves as a FINRA arbitrator. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model and integrates services with KeyCorp affiliates, delivering both discretionary and non-discretionary investment solutions.

Austin Millar is a financial advisor at PNC Wealth Management with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked previously at Fidelity Brokerage Services and PNC Bank. His background includes roles outside finance, such as with Ohio Basketball and HR Block. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio strategy available by invitation to certain employees. The firm uses algorithm-driven risk assessment and delegated portfolio management within these programs.

Eric Haddad is a financial advisor with Fifth Third Securities, Inc. in Westerville, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2002. Outside of his advisory role, he maintains ownership of a rental property. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, corporate entities, and institutional investors. The firm offers multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Marcus Hanna is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including JP Morgan Chase Bank and Ameritas Investment Corp. His career includes multiple roles within Key Investment Services and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to provide comprehensive due diligence, advisory, and investment-banking services.

Franklin Walter II is a Series 65-credentialed financial advisor with 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Equities Corporation and MSI Financial Services, Inc. In addition to his advisory role, he provides Medicare plans education and enrollment services as an independent broker through the Robert F. Provance Agency. Lincoln Investment Planning, LLC is an 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, portfolio management, and advisor-led consulting, supported by an in-house investment management and research team that develops strategic model portfolios and adaptive investment strategies.

Chandler Fout is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at KeyBank and PNC Wealth Management. 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 utilizes a multi-provider platform and integrates with KeyCorp affiliates, offering a variety of wrap programs with custodial and trade execution services.

Charles Grimm is a CFP® with nine years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2023. Prior to joining MAI, he spent 14 years with Key Investment Services LLC and Key Bank NA. Outside of his advisory role, he works as an independent basketball referee for high school and college games. MAI Capital Management, LLC 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, and institutional clients. The firm offers customized portfolio management through multiple strategies and integrates financial planning and other services into many client relationships.

David Cizmadia Jr. is a financial advisor at Key Investment Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2006, following six years at Citigroup Global Markets. 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 offers multiple wrap programs with custodial and trade execution services and utilizes a multi-provider platform model that integrates KeyCorp affiliates for due diligence, advisory, and investment-banking services.

Anthony Carsel is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2023, following a three-year tenure at R. Karras Asset Management & Planning, LLC. Prior to his advisory career, he spent four years at Precision Environmental Co. 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, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services into many relationships.

Philip Amos is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® and Series 66 designations and with 27 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Osaic FA, Inc. He is active in his community, serving as chair of One Lorain County and treasurer for the Lorain County Community College Foundation Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, serving clients that include large institutional investors and sovereign wealth funds.

Colleen Shelly is a Series 66-licensed financial advisor with 18 years of industry experience. She currently works at Key Investment Services LLC and has previously held roles at LongView Financial Partners, Raymond James Financial Services, Lincoln Financial Advisors, PNC Investments, and Valmark Securities. 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 utilizes a multi-provider platform and offers a range of wrap-fee programs alongside custodial and insurance services.

Desirae Monaco is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Farmers National Bank, and TLC Insurance Group. She serves on the boards of the Howland Community Scholarship Foundation and the Children’s Rehabilitation Center Charitable Foundation, where she participates in scholarship management and fundraising efforts. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model supported by a network of financial professionals and integrates services with KeyCorp affiliates.

Emily Ergun is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Key Investment Services and its affiliated entities since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model with portfolio management and strategist portfolios designed by its Chief Investment Office and third-party managers.

Aaron Schoonover is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses. He has four years of industry experience, including roles at KeyBank and PNC Bank, and spent 17 years at University Hospitals prior to entering the financial sector. 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 for portfolio construction and offers multiple wrap-fee programs supported by custodial services from Pershing and affiliated insurance products.

Christopher Divito is a financial advisor at Independent Financial Group, LLC with 36 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Independent Financial Group in 2009, he worked at Waterstone Financial Group, Inc. from 2006 to 2009. Divito serves on the Board of Directors of Westlawn Square Unit Owners Association. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a mix of strategic asset allocation and multi-manager portfolios using both passive and active strategies, offering services through various platforms and third-party manager programs.

Peter Butler is a financial advisor with NewEdge Advisors in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management and Ameriprise Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, including centralized due diligence and the use of artificial intelligence in certain business operations.

Bryon Baylog is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with various branches of Bankers Life since 2011. Outside of his advisory role, Baylog serves as Treasurer on the Aynsley Court Condominium Board of Directors, where he assists in budgeting and property management oversight. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and offers both wrap and non-wrap programs.

Jeffrey Yokiel is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 registrations and having nine years of industry experience. His career includes roles at PNC Investments and Key Investment Services. Outside of finance, he was involved with Towne Park Valet for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.