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.

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 with Key Investment Services LLC and holds a Series 66 credential. He has 16 years of industry experience, including roles at KeyBank and Key Investment Services dating back to 2016. Outside of his advisory work, he has partial ownership in a family construction business, The Mullett Company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, with a due diligence committee overseeing third-party advisory products.

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 an affiliation with Royalton Financial Group since 2009. Outside of his advisory roles, he works as an associate planner at Valued Capital Advisors, focusing on investment planning and insurance sales. 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, employing a mix of strategic and dynamic investment approaches.

Pui San Reynolds is a Series 66-licensed financial advisor with four years of industry experience. She is currently with Key Investment Services LLC and previously worked at Edward Jones, Citizens Bank, and Perfectly Splendid LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction in investment model selection and provides ongoing monitoring, due diligence, and supervisory oversight while collaborating with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Karim Shady is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Fifth Third Securities, Fifth Third Bank, Credit Agricole Bank of Egypt, and a five-year tenure at MISR International University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolio offerings. The firm emphasizes client direction in investment decisions while providing advisory recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.