Brian Evans is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Key Investment Services LLC since 2015, following prior roles at J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley DW Inc. 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 offers multiple wrap programs and leverages a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates.

Robert Koeth is a financial advisor with Hantz Financial Services, Inc. in Willoughby, OH. He holds the ChFC® designation and Series 63 license, and has 56 years of industry experience, including 27 years with Hantz Financial Services. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, and operates with a structure combining advisory, broker-dealer, mortgage, and insurance services.

Kevin Baumberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2014. Baumberger serves as a board member of Cornerstone of Hope, a bereavement organization, contributing to strategic planning and organizational growth. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm offers various advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Marla Petti is a CFP® and PFS™ credentialed advisor at MAI Capital Management, LLC with 10 years of industry experience. She has previously worked at Commonwealth Financial Network, HW Financial Advisors, and Cornerstone Family Office. Petti serves on the Finance Advisory Committee for the City of Beachwood. 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, and institutional clients. The firm offers customized portfolio management strategies and integrates financial planning, tax, and bill-pay services in many relationships.

Eric Beahn is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including prior roles at LPL Financial, PNC Wealth Management, and Amfin Investment Services. Beahn also has an operational and compliance role with Stratos Wealth Advisors, LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions, delivering a range of advisory services through independent and affiliated representatives using an open-architecture investment approach.

James Tracz Jr. is a financial advisor at &PARTNERS with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network, Ameriprise Financial Services, Inc., and Waddell & Reed, Inc. Tracz is also involved in fixed insurance sales, devoting a small portion of his business hours to this activity. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of services such as investment management, financial and tax planning, and retirement-plan consulting, utilizing both proprietary and third-party strategies through an established platform infrastructure.

John Geretz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Guardian Life Insurance Company of America since 2013 and Park Avenue Securities since 2014. Park Avenue Securities, a wholly owned subsidiary of Guardian Life Insurance Company of America, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Gabriel La Bianca is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His prior work includes positions at KeyBank, PNC Investment, and The Prudential Insurance Company of America. Outside of finance, he has experience working in the food service and landscaping sectors. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model with discretionary and non-discretionary strategies, integrating services from KeyCorp affiliates and third-party managers.

John Palguta is a CFP® with 24 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies through in-house and third-party resources.

Cynthia Prioletti is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 22 years of industry experience. She has worked with Key Investment Services and KeyBank since 2016 and previously spent two years at KeyBanc Capital Markets Inc. Outside of her advisory role, she has been a cosmetics products representative for Avon since 1997. 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 plans. The firm employs a multi-provider model combining discretionary and non-discretionary strategies, with integration across KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Robert Moore is a financial advisor with Truist Advisory Services in Cleveland, OH, holding a Series 66 designation and 29 years of industry experience. His career includes roles at Suntrust Advisory Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, and KeyBanc Capital Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Taylor King is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Gottfried & Somberg Wealth Management, Connecticut Wealth Management, and KeyBank NA. 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 uses a multi-provider model and integrates services from KeyCorp affiliates, offering both non-discretionary model selection and ancillary insurance products.

Christine Pauletta is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. She holds the Series 65 designation and has been 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 manages a broad range of strategies and integrates financial planning and tax services into many client relationships.

Nicole Zidlicky is a financial advisor at MAI Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Cetera Advisors and Velocity Advisors. MAI Capital Management, LLC provides investment management, retirement plan consulting, and family-office services to 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 client relationships.

Richard Juarbe is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and over 26 years of industry experience. He previously worked at The Prudential Insurance Company of America and LPL Financial. Juarbe is also a commissioned notary public in the state of Ohio. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach with discretionary and non-discretionary portfolio management and integrates multiple third-party platforms and managers.

Ernest Mishne is a financial advisor at Oppenheimer with Series 63 and Series 65 designations and 36 years of industry experience. He has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 31 years. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services, including discretionary and non-discretionary portfolio management and retirement planning.

John Muterspaw is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, T-Mobile, Fidelity Brokerage Services, Valvoline Instant Oil Change, and Cedar Fair. 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 uses a multi-provider model combining discretionary and non-discretionary management, with integration across KeyCorp affiliates offering additional financial services.

Paul Kasten is a financial advisor at Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with Key Investment Services since 2013. 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 model combining various strategists and platform services, and offers custodial, trade execution, and ancillary insurance products.

Allen Dengler is a financial advisor at Clearstead and Clearstead Advisory Solutions in Cleveland, OH, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HPM Partners LLC, PNC Bank, and AXA Advisors, LLC. Dengler joined Clearstead and its predecessor Hartland & Co., LLC in 2022. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, applying institutional disciplines and specialized investment strategies such as Direct Indexing and access to private pooled funds.

Syed Razvi is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. His work history includes roles at Key Bank NA and Key, spanning from 2015 to the present. 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. The firm utilizes a multi-provider model and integrates services from KeyCorp affiliates, offering a range of wrap-fee programs with custodial and trade execution services.