Steven Brooks is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. He has worked within the Charles Schwab organization since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, differentiating its service and fee structure from many enterprise wealth managers.

Matthew Divita is a financial advisor with Lincoln Investment in Twinsburg, OH, holding Series 63 and Series 65 designations and having 22 years of industry experience. He has worked at Lincoln Investment since 2012 and also maintains a role at Capital Analysts Inc. Outside of his advisory work, he is president of Evolution Wealth Management, LLC, where he manages daily activities and trading. 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, ERISA retirement plan advice, and both advisor-managed and firm-managed investment programs, using a mix of strategic and tactical investment approaches.

Regina Lewis is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she focuses on helping clients develop personalized strategies to pursue their financial goals. She works closely with clients to understand their priorities and create tailored plans addressing retirement planning, investing, funding education, and managing unexpected expenses. Regina holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Her educational background includes a high school diploma from Ellison High School, an associate’s degree from Wayne County Community College, and a bachelor’s degree from Walsh College. Her approach emphasizes simplicity and transparency in wealth planning to support clients through their financial journeys.

Ronald Quaranta III is a CFA® charterholder currently with Corient, where he has worked since 2026. He has prior experience at Vivaldi Capital Management and Paragon Advisors, Inc., and was involved in operating Caffe Capri Italian Bar & Grille for 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, with capabilities in private funds and alternative investments.

Douglas Haught is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Valmark Financial Group and Graydon Compliance Solutions, as well as positions at Miami University. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Michael Zembala is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with LPL Financial since 2009 and Stratos Wealth Partners, Ltd since 2010. Outside of his advisory role, he is licensed to sell and service fixed insurance products, including annuities and various life and health insurances. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment delivery options supported by an in-house research team, combining large-scale advisory operations with various non-advisory product activities.

Joshua Tremmel is a financial advisor with Citizens Securities, Inc. in Rocky River, OH. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Citizens Securities in 2020, he worked at Eagle Strategies and New York Life entities from 2016 to 2020. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms for ETF-based portfolios, as well as a Managed Account program.

William Garten is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2011. Outside of his advisory work, Garten is an author and published poet with five books released through Cork Hill Press. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Ronald Bellamy is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Bank, Empower Advisory Group, and AXA Advisors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap‑fee advisory programs, model portfolios, separately managed accounts, unified managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides access to third‑party discretionary managers, offering ongoing monitoring, rebalancing, and supervisory oversight.

Terence Sullivan is a financial advisor at Corient with 19 years of industry experience. He worked for Paragon Advisors, Inc. for 28 years before joining Corient. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Timothy Carneval is a CFP® professional with 18 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, 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 through both in-house and third-party managers and offers integrated financial planning, trust administration, and insurance services.

David Frimel is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses, and has 23 years of industry experience. He has been with PNC since 2010. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithmic risk assessment and investments in mutual funds and ETFs with annual rebalancing.

Courtney Jinjika is a financial advisor at Key Investment Services LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at KeyBank and Key Investment Services in various capacities since 2001. Key Investment Services LLC serves a range of clients including individuals, trusts, estates, small businesses, and corporate entities through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.

Samuel Trecaso is a Series 65 licensed financial advisor at CWM, LLC with two years of industry experience. He previously worked at Wells Trecaso Financial Group and has a background in business roles spanning several industries. Trecaso serves as a board member of the Italian American Professional & Business Club, a nonprofit focused on promoting Italian-American community involvement, culture, heritage, and family. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Jan Vecerka is a CFP® with two years of industry experience currently advising at Sequoia Financial Group, L.L.C. in Akron, OH. His prior work includes roles at Wealthstone Advisors and Franklin University, among others. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Brian Adams is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments LLC and Huntington Investment Company. Adams has been with Fifth Third Securities and Fifth Third Bank since 2019. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account Platform, incorporating various portfolio management strategies and tax-efficient options.

David Harry is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc., bringing seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., J.B. Harry and Associates, and a brief tenure at Missing Mountain Brewing Co. He has also been involved with Habitat for Humanity East Central Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and offers investment recommendations without exercising discretionary trading authority.

Kaitlin Compernolle is a financial advisor at Private Advisor Group, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked with LPL Financial and in digital marketing and counseling roles. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and access to third-party asset managers and model portfolios.

Laura Bowe is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and with 16 years of industry experience. She has been with Key Investment Services since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing product due diligence. The firm operates within the KeyCorp group and collaborates with affiliated entities to provide integrated financial services.

Jeffrey Forcina is a financial advisor with PNC Wealth Management in Hudson, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with PNC Investments since 2014, including roles at PNC Bank from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed investment models.