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 with Stratos Wealth Partners, Ltd. She holds the Series 66 designation and has five years of industry experience. Her prior work includes roles at LPL Financial LLC and positions outside of finance such as with Sherwin Williams and Breakwall BBQ. 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 broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment approach that integrates multiple third-party platforms and managers.

Thomas Jesser is a financial advisor with Principal Financial Services in Independence, OH, holding a Series 63 designation and over 31 years of industry experience. He has been with Principal Securities Incorporated since 1995 and with Principal Life Insurance Company since 1998. Jesser also operates The Jesser Group, his own practice since 2004. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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.

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.

Jonathan Evans is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Key Investment Services since 2007. Outside of his advisory role, he serves as a fill-in preacher at Kingsway Alliance Church and assists with Mouse Adventures LLC, a Disney travel agency. 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. The firm utilizes a multi-provider model with discretionary and non-discretionary strategies, integrating services from KeyCorp affiliates and offering multiple wrap fee programs with custodial and trade execution support.

Nicholas Grandominico is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes positions at KeyBank and U.S. Bank. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to a diverse client base, including individuals, trusts, small businesses, and institutional plans. The firm utilizes a multi-provider model for portfolio implementation and integrates offerings with KeyCorp affiliates to provide a range of investment and advisory services.

Patricia Tornes is a Series 66–registered financial advisor with seven years of industry experience. She is currently with Key Investment Services LLC and has prior experience at Merrill. Tornes works in Brooklyn, Ohio. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm employs a multi-provider model with discretionary and non-discretionary options, integrating services from KeyCorp affiliates for broader financial offerings.

Shelly Thomas is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including JP Morgan Securities, UBS Financial Services, and KeyBank. Outside of finance, she co-owned Mark and Shelly Thomas Photography, LLC, a photography business. 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. The firm offers multiple wrap programs through a multi-provider platform, integrating affiliated KeyCorp entities for additional services such as municipal advisory and investment banking.

Lori Kaplan is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her career includes 15 years at Lori L. Kaplan, CLU Insurance & Financial Services and over 26 years with New York Life. Outside of her advisory role, she serves as Secretary/Treasurer for the CONGA Chapter of BNI, a business networking organization. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Jonathan Meyer is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and six years of industry experience. His background includes roles at PNC Investments, PNC Bank, Nationwide Insurance, and Upshift Cincinnati. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution that uses approved model strategies managed by PNC or third-party strategists.

Owen Rosenblum is a financial advisor at Oppenheimer with 42 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2012, following nine years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Mark Kelly is a financial advisor with Lincoln Investment who holds industry experience totaling eight years. He has worked at Lincoln Investment since 2018 and previously spent twelve years with Anderson International Corp. In addition to his advisory role, Kelly serves as Vice President at Kelly's Tax & Financial Services, where he offers insurance products and prepares tax returns. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, including educators in 403(b) and 457(b) programs. The firm provides financial planning, advisor-led consulting, and portfolio management using strategic model portfolios and third-party managers, with many client relationships maintained on an advisor-led, non-discretionary basis.

Blake Herideen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at KeyBank and Robert W. Baird. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model with discretionary and non-discretionary options and integrates services with KeyCorp affiliates to provide a range of investment and advisory capabilities.

Douglas Thomas is a financial advisor with PNC Wealth Management in Lakewood, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining PNC in 2026, he worked at Equitable Advisors and Axa Advisors, and he has also been involved with Lakewood City Schools and Puritan Financial Group. He serves as a board member for both Bedford City Schools and the Lakewood Chamber of Commerce. 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 for PNC Bank employees. The firm uses algorithm-based risk assessments and delegates portfolio implementation and proxy voting to third parties.