Nickolas Morgan is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Tony Volante State Farm for two years. Outside of his financial advising role, he is involved with Iheart Media as a board operator, handling podcast audio editing and soundboard operation. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, through investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Megan Raleigh is a financial advisor with Fifth Third Securities, Inc. in Cleveland, OH, holding a Series 66 designation and 23 years of industry experience. She has been with Fifth Third Securities since 2003. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program, offering a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.

Cameron Gatsch is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. Prior to joining Commonwealth, he worked at Summit Financial Strategies and Peak Retirement Planning. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Jason Armstrong is a financial advisor with PNC Wealth Management in Cleveland, OH. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, all with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses algorithmic questionnaires to recommend investment risk bands and allocates assets via approved model strategies.

Richard Muccio is a financial advisor with GWN Securities Inc. in Westlake, Ohio, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at GWN Securities since 2007 and also operates RMM Financial. Outside of advisory work, he is actively involved in the health insurance industry, serving as past president of the Northeast Ohio Health Underwriters Association and holding leadership roles with the Ohio and National Associations of Health Underwriters, including creating and teaching insurance continuing education classes. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Ashley Graham is a financial advisor with Stratos Wealth Partners, Ltd, holding 17 years of industry experience. She has worked with firms including Mayfield Financial Services and Cambridge Investment Research Inc before joining Stratos Wealth Partners and LPL Financial in 2017. Graham is also a notary in Lakewood, Ohio. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an open-architecture approach that integrates multiple third-party platforms and managers.

Justin Bradford is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. He has previously worked at PNC Investments and currently supports a social media marketing company as an appointment setter. 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 broad network of financial professionals. The firm uses a multi-provider model for portfolio management and integrates closely with KeyCorp affiliates for a range of investment and advisory services.

Giuseppe Calabrese is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and four years of industry experience. He has worked at Key Investment Services LLC since 2021 and has been with KeyBank since 2016. 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 plan clients through a broad network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and portfolio design by its Chief Investment Office and third-party managers, offering a range of wrap programs alongside custodial and insurance services.

Joseph Skarda is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities, Chase Investment Services Corp., Banc One Securities Corporation, and Ameriprise. Outside of his advisory role, he is a passive investor in thoroughbred horse racing through an interest in a racing management LLC. 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 plan clients. The firm employs a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Jacob Burnett is a CFP® professional with five years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Ancora Family Wealth Advisors, Inverness Securities, Oatey Company, Cleveland State University, and The Ohio State University. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including individuals, families, sports professionals, trusts, and institutions. The firm manages a diverse range of strategies and offers integrated financial planning and trust services, overseeing $72.3 billion in assets under management as of May 2026.

Craig Petti is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He has held positions at MAI Capital Management since 2021 and previously worked at Commonwealth Financial Network and HW Financial Advisors. He holds the Series 63 designation. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of investment strategies implemented through both in-house and third-party managers.

Caitlin Monahan is a financial advisor at Clearstead with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at UBS Financial Services and Fidelity, where she worked for a total of 11 years before joining Clearstead. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm applies institutional disciplines with a range of investment strategies, managing approximately $33.9 billion in assets across over 4,300 client relationships.

Daniel Mullett is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds the Series 66 designation and has worked in various roles at Key Investment Services and KeyBank since 2016, in addition to earlier experience with LPL Financial and Equitable Advisors. Outside of advising, he has partial ownership in a family construction company and holds a limited partnership in a real estate entity, though he does not actively manage these businesses. 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 integrating discretionary and non-discretionary portfolio management with services offered through affiliated entities including KeyBank and KeyBanc Capital Markets.

Brian Becka is a financial advisor with Lincoln Investment, holding 16 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains a role at Royalton Financial Group since 2009. Outside of his primary advisory work, Becka serves as an associate planner at Valued Capital Advisors, where he engages in investment planning and insurance sales. Lincoln Investment Planning, LLC is a large 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, advisor-led consulting, and portfolio management with both advisor- and firm-managed model portfolios, supported by a dedicated in-house Investment Management & Research team.

Pui San Reynolds is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Key Investment Services, she worked at Edward Jones and held roles in banking and hospitality sectors. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor 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 utilizes a multi-provider model supported by KeyCorp affiliates and offers services including discretionary implementation, tax and values overlay options, and various wrap programs.

Karim Shady is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at FIFTH THIRD SECURITIES, Fifth Third Bank, and Credit Agricole Bank of Egypt. 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 offerings and integrates services from KeyCorp affiliates, including investment banking and municipal advisory.

Benjamin Hill is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds a Series 66 designation and has worked with IFP Securities, LLC since 2019. Hill serves on the board of DCC Corp, participating in quarterly meetings. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Naomi Dagostino is a ChFC® credentialed financial advisor with 30 years of industry experience. She is currently affiliated with Eagle Strategies (NY Life) and has previously worked with Insight Financial Associates and operated her own insurance and financial services firm. Dagostino volunteers with local community organizations in Bath, Ohio, and serves as an educator for a Summit County employee lunch and learn program. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and fiduciary responsibilities, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Theresa Mystic is a financial advisor with Lincoln Investment in Cleveland, OH, holding Series 63, 65, and 66 licenses and over 39 years of industry experience. She has worked at several firms including PNC Wealth Management, Key Investment Services, AdamsLynch, Wells Fargo Clearing, A.G. Edwards & Sons, and KeyBanc Capital Markets. Outside of her advisory role, she serves as a catechist at St. Christopher Church and is involved in personal photography and part-time dog sitting. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house investment research team that constructs strategic model portfolios and AIM strategies.

Matthew Jones is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at AllianceBernstein Private Wealth Management and has experience with the Greater Cleveland Sports Commission and ATL Hawks, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers trust and insurance administration services, overseeing $72.3 billion in assets as of May 2026.