Jena Viock is a Series 66-licensed financial advisor with 23 years of industry experience. She has worked at Key Investment Services LLC since 2015 and has a concurrent tenure at KeyBank beginning in 1998. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor offering 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 utilizes a multi-provider model with discretionary implementation by Envestnet and strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Judith Tengler is a financial advisor at Stratos Wealth Partners, Ltd with over 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and Signator Investors, Inc. Tengler is involved with Private Advisor Group, LLC, providing investment advisory services through this independent firm in addition to her role at Stratos Wealth Partners. Stratos Wealth Partners 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 institutional clients, employing an open-architecture approach that integrates multiple third-party platforms and managers.

Jonathan Lapine is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at W3 Wealth Advisors, LLC, W3 Wealth Management, LLC, ValMark Advisers, Inc., and Valmark Securities, Inc. Lapine is also the owner of Tolmiros Financial LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and back-office support, including investment management, compliance, and practice-management services. The firm provides advisors with access to various securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Jessica Rorar is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Key Investment Services LLC since 2026 and has held positions at Key Bank and Valmark Securities, Inc. previously. She is based in Brooklyn, Ohio. 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 and offers various wrap programs with custodial and trade execution services.

Craig Anderson is a financial advisor with Commonwealth Financial Network in Hudson, Ohio. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Kingdom Title Company and University Hospitals. Anderson is also co-owner of RCCA Development Group, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and operational support, while offering a range of investment solutions including discretionary model portfolios and personalized indexing options.

James Thompson is a financial advisor at Sequoia Financial Group, L.L.C. in Beachwood, Ohio, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at CBIC Private Wealth Management, Citizens Securities, Inc., and Citizens Bank. Thompson serves as Vice President of Family Wealth at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Roberto Rizza is a financial advisor at Citizens Securities, Inc. with 36 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Citizens Securities since 2015. He is based in Rocky River, Ohio. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Angel Kelley is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 23 years of industry experience. Prior to joining Key Investment Services in 2019, Angel worked at ValMark Advisers, Inc., LPL Financial, and other firms. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs supported by a multi-provider model, combining portfolio management and model-based advisory products with custodial and trade execution services.

Christopher Baker is a financial advisor with MAI Capital Management, LLC in Cleveland, OH, holding a Series 63 designation and 26 years of industry experience. He worked at Winfield Associates, Inc. for 25 years before joining MAI Capital Management, where he has been since 2022. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across diverse strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Spenser Vago is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Virtue Capital Management, LLC and Horter Investment Management. Vago is also the owner of Vago Insurance Agency, an employee benefits and insurance firm operating since 1999. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Donna Thrane is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has eight years of industry experience, including prior roles at Choreo, LLC and RSM US Wealth Management LLC. 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 employs a range of strategies and delivery methods tailored to client objectives and oversees more than $72 billion in assets under management.

Andrew Webb is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His previous roles include positions at Merrill, Morgan Stanley, Wells Fargo Clearing, Berkshire Bank, and KeyBank NA. 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 clients through a network of financial professionals. The firm uses a multi-provider platform model and integrates services from KeyCorp affiliates, offering a range of wrap programs alongside custodial and trade execution services.

Scott Andrews is a financial advisor with Eagle Strategies (NY Life) in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Leichner Financial Group, MPA Benefits, Mark Petro and Associates, and Andrews Financial Group. He is also active as an insurance broker, operating under Leichner Financial Group Inc for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored, primarily non-discretionary solutions delivered through a range of program types within an integrated New York Life affiliate structure.

Cassandra Oliver is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Sequoia Financial Group, L.L.C. and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and PNC. Outside of her advisory role, she is an independent consultant for Rodan + Fields, marketing skincare and cosmetic products. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee to guide portfolio construction and rebalancing.

Jason Wegner is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2016, following roles at Wells Fargo Clearing, Chase Investment Services Corp., and Banc One Securities Corporation. 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 through a network of financial professionals. The firm employs a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment, advisory, and banking services.

Luke Jeffery is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at BJ's Brew House and held teaching positions at John Carroll University, Lakeland Community College, and Mentor High School. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model and offers various wrap-fee programs supported by custodial and trade execution services from Pershing.

Joseph Zarlinga is a Certified Financial Planner® with 27 years of industry experience, currently serving at Stratos Wealth Partners, Ltd since 2010. He also maintains an affiliation with LPL Financial dating back to 2009 and previously worked at Osaic FA, Inc. from 2000 to 2009. Zarlinga owns SARZAR, LLC, an entity used for payroll management. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, nonprofits, and institutional clients, offering services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Joseph Pilla is a financial advisor at Hornor, Townsend & Kent, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Outside of his advisory role, he serves as treasurer on the board of a local camping association and is involved in charitable activities as a board member of Club Molisani Charities. Additionally, he participates in several business ventures including insurance brokerage, real estate consulting, accounting and tax services, and retail jewelry operations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing clients with custody, execution, brokerage capabilities, and access to third-party asset managers under discretionary and non-discretionary account structures.

Elias Ladon is a financial advisor with TLG Advisors, Inc. based in Beachwood, OH, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at GT Securities, Inc., Finalis Securities LLC, Colorado Financial Service Corporation, and has been the founder, owner, and president of Enterprise Development Resources, Inc., where he focuses on business consulting related to operations, valuation, and sales of private businesses. Ladon is also a licensed real estate agent working independently to facilitate property sales and leasing. TLG Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary services. The firm emphasizes manager selection and monitoring within diversified portfolios and provides a digital investment program, Starlight Portfolios, tailored by risk assessment and managed through various platforms and sub-advisors.

Danial Anderson is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2010, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he owns a single-family rental property managed by a property management company. 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 through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, with a focus on non-discretionary asset management and percentage-of-AUM fee structures.