Gary Linn is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 28 years of industry experience. He has been with Key Investment Services since 2006. Outside of his advisory role, he serves as president of the Bethany Lutheran School Endowment Fund. 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 and focuses primarily on non-discretionary asset management with integrated services from KeyCorp affiliates.

Jack Payne is a financial advisor with Citizens Securities, Inc. in Rocky River, OH. He holds a Series 66 designation and has three years of industry experience. Prior to joining Citizens Securities in 2025, he worked at Equitable Advisors, LLC and Dollar Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Brandon Dunn is a financial advisor with Wealth Enhancement Advisory Services, LLC in Cleveland, OH. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group in 2025, he worked at Marcum Wealth, LLC for five years and AdviseMe National Advisors for four years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach blending passive and active strategies overseen by an internal Investment Committee.

Matthew Slain is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory work, Slain serves as a board member for the nonprofit Milestones and participates in civic duties on the City of Mayfield Heights Board of Zoning/Housing Appeals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Joshua Wagner is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 11 years of industry experience. His work history includes roles at several firms such as LPL Enterprise, The Prudential Insurance Company of America, Fifth Third Securities, and Cetera Investment Advisers. Outside of his advisory work, he serves as a member of the Defiance Area Chamber of Commerce and is a budget keeper for Defiance Christian Academy. 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 portfolio options and integrates services from KeyCorp affiliates in areas such as municipal advisory and investment banking.

Bruce Murphy is a financial advisor at Principal Financial Services with 37 years of industry experience. He holds a Series 63 designation and has worked with Falling Water Financial Group Inc since 2010, alongside his longstanding role at Princor Financial Services Corporation since 1995. Outside of investment advisory, he is involved in a business that assists business owners with group medical, dental, disability, and life insurance benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm’s investment approach includes direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Carlos Robert is a financial advisor at Key Investment Services LLC in Brooklyn, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to joining Key Investment Services LLC in 2023, Carlos has been with KeyBank NA since 2014. 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 integrates multiple custodial and trade execution services and delivers investment strategies developed by the Key Wealth Chief Investment Office and third-party managers.

Alexander Jeffries is a financial advisor at Hightower Advisors with a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2025, he held roles at Eileen M. Burkhart & Co., Commonwealth Financial Network, and Valmark Securities. Outside of his advisory work, Jeffries serves as Executive Secretary and Membership Director of the Cleveland Memorial Society, a nonprofit focused on providing resources and negotiating lower-cost funeral arrangements. Hightower Advisors offers investment advisory and planning services to individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers. The firm supports a range of strategies and asset types, with particular expertise in institutional mandates and international investment considerations.

David D'arienzo is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within KeyBank and Key Investment Services since 2015. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor 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 uses a multi-provider platform with discretionary and non-discretionary models and integrates services from KeyCorp affiliates such as KeyBank and KeyBanc Capital Markets.

Jennifer Stoll is a CFP® with 17 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having previously worked at PNC Investments for 12 years. She is based in Cleveland, OH. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Lauren Coverdale is a financial advisor at Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has four years of industry experience. Prior to her current role, she worked at LPL Financial LLC and has also held positions outside the financial sector, including at Sherwin Williams and Breakwall BBQ. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor 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, using an open-architecture investment approach and offering customized portfolio management alongside a range of financial planning and outsourced CIO solutions.

Thomas Jesser is a financial advisor with Principal Financial Services in Independence, OH, holding a Series 63 designation and offering 30 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Principal Securities Incorporated since 1995, while leading The Jesser Group since 2004. Outside of his advisory role, he is involved in selling and servicing individual and group medical insurance, fixed annuities, disability, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Reece Tatchell is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles in education at John Carroll University, Sylvania Northview High School, and McCord Middle School. 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 model for portfolio implementation and offers a range of wrap-fee programs supported by integrations with KeyCorp affiliates.

Ryan Thibault is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments, LLC, as well as LPL Financial. Prior to his financial services career, he worked in the hospitality industry. 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 wide range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment platform with both discretionary and non-discretionary portfolio management.

Amy Yesnach is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has been with Citizens Securities since 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

Stephanie Mushenheim is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked with KeyBanc Capital Markets since 2019, including prior tenures at Key Investment Services and Raymond James and Associates. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor 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 uses a multi-provider platform integrating discretionary and non-discretionary models and offers custodial, trade execution, and ancillary insurance services through its affiliates.

Douglas Andrassy is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at MAI Capital Management, LLC since 2018 and previously spent 14 years at Calfee Financial Advisors, Inc. He is based in Cleveland, OH and holds Series 65 and Series 66 licenses. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of strategies across multiple asset classes and offers additional services such as trust administration and insurance through affiliated entities.

Christopher Buoncore is a Series 65 licensed financial advisor with MAI Capital Management, LLC in Cleveland, OH, and has five years of industry experience. He has been with MAI Capital Management since 2017, with a brief period at Amazon in 2019. Outside of finance, he is the founder of Cuore Italian Home, LLC, a small business that creates and sells charcuterie boards on Etsy. 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’s approach includes a range of portfolio strategies and integration of financial planning and tax services, and it serves in both advisory and product-sponsor capacities.

James Magyari is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has two years of industry experience, including prior roles at Lincoln Financial Advisors Corporation and Aegis Consulting. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Jessica Novak is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 18 years of industry experience. She has worked with various PNC entities since 2013, including PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing.