Mathew Bound is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Valmark Securities, Inc. and Key Private Bank before joining KeyBank and Key Investment Services in 2019. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform with discretionary implementation and non-discretionary model selection, integrating offerings with KeyCorp affiliates for additional investment and advisory services.

Mark Williamson is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Morgan Stanley Dw Inc. and Equity Services, Inc. before joining Key Investment Services in 2006, where he has been continuously employed with various firm entities since then. 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 employs a multi-provider model and integrates services from KeyCorp affiliates, offering a range of wrap programs with custodial and trade execution support.

Luann Spaethe is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 34 years of industry experience. Her prior roles include positions at ValMark Advisers, Inc., PNC Wealth Management, and Natcity Investments, Inc. She is also involved with the Cuyahoga Valley Chapter of the Association for Talent Development, focusing on training and development in the Northeast Ohio area. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and offers a range of wrap programs combined with custodial and trade execution services.

Joel Wozny is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western Southern Life, The Huntington Investment Company, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Fifth Third 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 plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary options and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Kristen Hummel is a financial advisor with PNC Wealth Management in Cleveland, OH, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with PNC investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an employee-only digital offering that uses algorithmic risk assessments to recommend portfolio strategies implemented via mutual funds and ETFs with annual rebalancing.

Vincent Julian is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at The Prudential Insurance Company of America and The Huntington Investment Company. Key Investment Services LLC is an SEC‑registered investment adviser providing 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 approach with discretionary and non-discretionary investment models and integrates services from KeyCorp affiliates.

Brian Tammaro is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Key Investment Services and PNC Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Richard Parsson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to his current role, he worked at Citizens Securities from 2015 to 2022. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a platform that includes discretionary managed accounts, direct indexing, and access to various fund strategist programs.

James Smith is a financial advisor with MAI Capital Management, LLC in Cleveland, OH. He holds a Series 65 designation and has 11 years of industry experience, all with MAI Capital Management since 2014. 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 high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and related services into many client relationships.

Thomas Compernolle is a financial advisor at Private Advisor Group, LLC with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at LPL Financial LLC, Ameriprise Financial Services Inc., Equitable Advisors, and Signator Investors, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through both discretionary and non-discretionary approaches. The firm employs a fiduciary-based advisory model, utilizing a variety of investment strategies and technology platforms while often implementing advice via third-party managers and turnkey asset management programs.

Thomas Sill is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2015. Sill serves as a Township Trustee for Madison Ohio Township. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, digital discretionary model account pilot. The firm utilizes algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Tyler Banyasz is a Series 66-licensed advisor at Fifth Third Securities, Inc. in Cleveland, OH, with one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Cambridge Investment Research, Inc. Outside of finance, he has worked in hospitality and recreation, including at Firehouse Grille & Pub and Stroud's Run State Park. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple managed account programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of portfolio management strategies including mutual funds, SMAs, tax-overlay, and direct indexing.

Patrick Cernosky is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. He has been with PNC Investments since 2016 and also maintains an ongoing role with Barhype, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessments to guide portfolio strategies executed via mutual funds and ETFs, with oversight delegated to third-party managers.

Daniel Fuller is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining Citizens Securities in 2019. Outside of his advisory work, Fuller is active in community organizations, serving as assistant governor of a Rotary Club, president of a Lions Club, and president of the board for the Sylvan Chorale. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm provides a digital advisory program that uses proprietary algorithms for ETF-based portfolios, alongside managed accounts and commission-based brokerage activity.

Sarah Rossi is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2016. 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 offers multiple wrap programs and integrates model-based portfolio management with custodial and trade execution services provided by Pershing.

Mark Van Drunen is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with MAI Capital Management, LLC since 2021 and previously worked at Linsco/Private Ledger for 14 years. Based in Cleveland, OH, he is part of a large enterprise firm with over 300 advisors. MAI Capital Management, LLC 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 manages $72.3 billion in assets and offers a range of customized portfolio strategies supported by in-house and third-party managers, integrating financial planning and tax services within many client relationships.

Jonathan Merckens is a CFP® with 25 years of industry experience, currently serving at Commonwealth Financial Network and Donald M. Graham & Associates since 2011. He has been a member of the U.S. Air Force since 2003. Merckens serves on the board of the Erie-Ottawa Regional Airport Authority. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Matthew Olver is a CFP® professional with 25 years of experience in the financial advisory industry. He has worked at HPM Partners LLC for 10 years and spent 15 years at Spero-Smith Investment Advisers, Inc. He is currently with Cerity Partners LLC in Cleveland, OH. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Dennis Champa is a financial advisor at &PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and municipal advisory services through a combination of proprietary and third-party strategies.

David Lockman is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Mid Atlantic Financial Management, The Huntington Investment Company, Huntington National Bank, and LPL Financial. 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 investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs.