Gregory Augustine is a financial advisor with Oppenheimer who holds a Series 66 credential and has 35 years of industry experience. He has been with Oppenheimer & Co since 2011. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches and supports both discretionary and non-discretionary relationships across its client base.

Katherine Trivisonno is a financial advisor with Truist Advisory Services in Cleveland, OH, holding Series 65 and Series 63 licenses and having 11 years of industry experience. Her prior roles include positions at Suntrust Advisory Services, Suntrust Investment Services, U.S. Bancorp Investments, US BANK, and Citizens Securities. She also serves as a notary public. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Gregory Mayernik is a financial advisor with GWN Securities Inc., holding a Series 63 license and 43 years of industry experience. He has been with GWN Securities since 2007 and maintains longstanding roles with Midwest Annuity and Investment Company, G.G. Mayernik, Inc., and Northern Life Insurance Company. Outside of his advisory work, he is involved with G.G. Mayernik, Inc., an insurance agency operating as a state-registered advisor. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Robert Yurgalewicz is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with eight years of industry experience. His work history includes roles at PNC Investments since 2019, as well as positions at JP Morgan Securities LLC, JP Morgan Chase Bank, Edward Jones, and Equity Trust Company. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithmic risk assessment and implements investment strategies via mutual funds and ETFs with annual rebalancing.

Geoffrey James is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Key Investment Services and KeyBank since 2017, with prior roles at Wells Fargo Clearing, Wachovia Bank, and Wells Fargo Advisors. Outside of finance, he is the CEO and owner of The Up All Nighters LLC, a music company producing for the band The Up All Nighters and other artists. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm operates within the KeyCorp group and emphasizes client-directed model selection combined with ongoing monitoring and third-party manager oversight.

Christopher Brown is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Huntington Insurance and The Huntington Investment Company since 1998. Outside of his advisory role, he serves as a board member and committee member at Parkside Church. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers with proprietary Private Bank models.

Marco Frabotta is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Winbridge Partners, LLC and Zappitelli Financial Services. Outside of advising, he was involved with Ideas to Go, Inc. for five years. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering financial planning, wealth management, and a range of portfolio strategies centered on diversified ETFs and tax-aware implementations.

Anthony Berg is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and having 10 years of industry experience. His career includes roles at The Huntington National Bank and Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm uses an open-architecture model combining third-party managers with proprietary offerings and sponsors multiple wrap-fee programs on the Envestnet MAS platform.

Michael Kilgore is a financial advisor with Eagle Strategies (NY Life) based in Lyndhurst, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Eagle Strategies since 2017 and is also involved with Precision Financial Solutions and New York Life-related entities. In addition to his advisory roles, he brokers non-registered insurance products through outside carriers under his Precision Financial Solutions DBA. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types with an emphasis on tailoring recommendations, and it manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Mcdonald is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and 12 years of industry experience. He previously worked at AJ Wealth LLC from 2014 to 2022 before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Randall Keller is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 17 years of industry experience. His prior experience includes over a decade with Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, Keller is a partner in Navarre Dentistry, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships utilizing both proprietary and third-party model portfolios, as well as a hybrid digital advisory solution.

Janene Culmo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and over 38 years of industry experience. She has been with Key Investment Services since 2016. Outside of her advisory role, she provides financial and other assistance to a family member. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and access to third-party discretionary managers, and it operates within the KeyCorp group with affiliations that influence its service offerings.

Bruce Hartzmark is a financial advisor with Oppenheimer based in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Fahnestock & Co., Inc. since 1988. Outside of his advisory role, he serves on the Leadership Counsel for University Hospitals of Cleveland Digestive Health Institute. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation and manager selection to construct client solutions tailored to documented objectives.

Richard Evans is a financial advisor at Key Investment Services LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at KeyBank, Quicken Loans, Valic Financial Advisors, and WBC Group. Outside of his advisory work, Evans bartends part-time at two restaurants in Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Joanna Lograsso is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and several years of experience in the industry, including roles at Marcum Wealth, St. Claire Advisors, LLC, and Paragon Advisors, Inc. She is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Joshua Ayers is a financial advisor with Transamerica Financial Advisors in Kirtland, OH, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at World Financial Group, Equitable Advisors, Ameriprise Financial Services, and Duquesne Light Company, where he also serves as a union representative. He is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Gianpaolo Sferrella is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His background includes roles at Republic Finance, the Ohio Department of Taxation, and the YMCA of Central Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap‑fee advisory programs, model portfolios, and managed accounts, emphasizing client-directed investment decisions supported by ongoing recommendations and supervisory oversight.

Steven Goodman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked concurrently at Penn Mutual Life Insurance Company and Hornor Townsend And Kent, Inc since 2007. Outside of his advisory role, Goodman is involved in life insurance brokerage through 21st Century Financial and partners in a firm that provides training and marketing support for disability insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing a combined discretionary and non-discretionary portfolio exceeding $9 billion as of year-end 2025.

Sheena Dee Pauley is a CFP® professional with 11 years of experience in financial advising. She currently works at MAI Capital Management, LLC and previously spent seven years at PNC Bank. 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 a wide range of portfolio strategies and integrates financial planning and tax services into many client relationships.

Michael Fairchild is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Fairchild also has experience outside finance, including a role at Drainscapes. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing oversight and operates within the KeyCorp group, collaborating closely with affiliated financial entities.