Gregory Forsythe is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include twelve years at Fifth Third Securities and one year at Ameriprise Financial Services. He is based in Strongsville, Ohio. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through the Envestnet MAS platform and utilizing an open-architecture investment model that includes proprietary Private Bank offerings.

Burton Hotz is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with KeyCorp-KPB since 2011 and joined Key Investment Services LLC in 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Phillip Ameduri is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 14 years of industry experience. His career includes positions at Ameriprise Financial Services, LPL Financial, and FirstMerit Bank. Outside of finance, he serves as a volunteer board and committee member of a non-denominational church and is a partial owner of a preschool business. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs utilizing an open-architecture model that combines third-party sub-managers and proprietary private bank portfolios.

Melissa Engbert is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Bridgeview Wealth Partners, LLC. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Engbert is based in Independence, OH. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.

Michael Kelly is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2012. In addition to his advisory role, he is president of Kelly's Tax Service, which prepares income tax returns for individuals and small businesses. Kelly also has a background in insurance sales, including life insurance and fixed annuities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer‑sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor‑managed and firm‑managed investment programs, utilizing strategic and tactical approaches overseen by its Investment Management & Research team.

Jeffry Kennat is a CFP® professional with 25 years of industry experience. He is currently affiliated with OSAIC Advisory Services, LLC and has previously worked at Arbor Point Advisors and Securities America Advisors, Inc. Outside of financial advising, he prepares tax returns seasonally and performs as a drummer in a hired band. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and both proprietary and third-party platforms.

Beth Korth is a CFP® and holds a Series 66 license, currently affiliated with Sequoia Financial Group, L.L.C. She has four years of industry experience, including prior roles at Hightower and Key Private Bank. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom portfolio solutions, employing a range of investment vehicles and conducting research through fundamental, technical, and cyclical analysis.

Ryan Heider is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 credential and nine years of industry experience. He has worked at several firms, including Triad Advisors LLC and The Boston Consulting Group. Outside of investment advising, he provides interview preparation and coaching to first-year Rice MBA students pursuing management consulting careers. Sequoia Financial Advisors offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model portfolios and custom solutions, supported by fundamental, technical, and cyclical research, and it engages in both public and private fund management.

Scott Payden is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 41 years of industry experience. He has worked with Ameritas entities since 2006 and has been president and owner of Wallstreet Money Managers, Inc. since 1980. In addition to advisory work, he is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Gary Sprecher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 16 years before joining Commonwealth and True North Investment Partners in 2023. Sprecher has been involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, compliance, and practice-management support, enabling advisors to construct portfolios from a broad array of securities and insurance products.

Timothy Dempsey is a CFP®, CFA®, and Series 66 credentialed advisor with six years of industry experience. He has worked at MAI Capital Management, LLC since 2021 and previously at MGO Inc. from 2016 to 2021. He also spent four years at John Carroll University. 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 offers customized portfolio management across multiple asset classes and serves in both product-sponsor and advisory roles, managing over $72 billion in assets as of mid-2026.

Jason Craciun is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, where he has been employed since 2010. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities related to retirement plan recommendations.

Michael Krupa is a financial advisor with The Huntington Investment Company in Parma, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes roles at Ameriprise and KeyBank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models, with portfolio management and custodial services provided through National Financial Services.

Jason Putman is a CFP®, CFA®, and Series 63 licensed financial advisor with 13 years of industry experience. He has been with MAI Capital Management, LLC since 2014. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse clientele, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and combines financial planning with tax and bill-pay services, managing $72.3 billion in assets as of May 31, 2026.

Andrew Timko is a financial advisor with Fifth Third Securities, Inc. in Parma Heights, Ohio. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including over two decades with Fifth Third Securities and Fifth Third Bank. 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 a large bank affiliation to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

Alexander Bruemmer is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Key Investment Services, he worked at KeyBank NA for ten years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence of third-party advisory products, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Kristy O'Driscoll is a financial advisor at Key Investment Services LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked primarily with Key Investment Services and Key Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and managed accounts. The firm emphasizes client-directed model selection, offers access to third-party discretionary managers, and maintains supervisory oversight through a Product Due Diligence Committee.

David Kurtz is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio, holding a Series 66 designation and 22 years of industry experience. He previously worked at Royal Alliance Associates and Financial Planners of Cleveland, Inc. DBA NCA Financial Planners for 19 years. 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, 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.

Scott Clark is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Clark is based in Westlake, Ohio. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm employs algorithm-driven risk assessment and outsourced portfolio implementation using mutual funds and ETFs.

Ryan Keenan is a CFA® charterholder with nine years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Citizens Capital Markets, Inc. and Ernst & Young. 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 offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.