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 at Citizens Securities, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2012 to 2019 before joining Citizens Securities. Outside of his advisory role, Fuller is active in community organizations, serving as assistant governor for a Rotary Club, president of a Lions Club, and president of the Sylvan Chorale board. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and insurance agency.

Sarah Rossi is a financial advisor at Key Investment Services LLC with 12 years of industry experience, including 10 years at her current firm. She holds Series 63 and Series 66 designations. 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 direction in investment decisions while providing ongoing monitoring and due diligence of third-party advisory products.

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.

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.

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 at Stratos Wealth Partners, Ltd with 17 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2017 and previously held roles at Mayfield Financial Services and Cambridge Investment Research Inc. Outside of her advisory work, she is a notary public in Lakewood, OH. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, managed wrap and non-wrap programs, access to various model portfolios and sub-advisory solutions, delivered through a large network of investment adviser representatives.

Justin Bradford is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at PNC Investments for nine years. Outside of his advisory role, he is involved in social media marketing through lead generation and appointment setting for a marketing company. Key Investment Services LLC serves individual, trust, small business, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment model selection and provides ongoing monitoring and supervisory oversight while collaborating with affiliated entities within the KeyCorp group.

Giuseppe Calabrese is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Key Investment Services and KeyBank. 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 strategies combined with ongoing monitoring and due diligence, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Ryan Carlson is a financial advisor with Lincoln Investment in North Royalton, OH, holding a Series 66 license and 14 years of industry experience. He has worked with Capital Analysts, Eagle Strategies (NY Life), and New York Life Insurance, and he operates Carlson Financial Group, which involves insurance brokering. Carlson serves on the Board of Trustees for the Medina County District Library and is a board member and finance committee member for Community Assessment & Treatment Services, Inc. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, and businesses, with a focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches and manages both discretionary and non-discretionary portfolios.

Joseph Skarda is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including nine years at J.P. Morgan Securities before joining Key Investment Services and KeyBank in 2021. Outside of his advisory role, he is a passive investor in a thoroughbred horse racing management company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers while offering ongoing monitoring and supervisory oversight.

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.