Nicholas Mccreary is a Certified Financial Planner® at MAI Capital Management, LLC with eight years of industry experience. He has worked at MAI Capital Management since 2021 and previously held roles at HW Financial Advisors and Commonwealth Financial Network. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, combining in-house and third-party resources to meet client objectives.

Lu Ann Fogg is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio. She holds a Series 66 designation and has 25 years of industry experience, including ten years with Key Investment Services and KeyBank. She is a minority partner in a real estate business inherited from her father. 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 decisions supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with notable corporate affiliations.

Matthew Rossetti is a financial advisor with Key Investment Services LLC. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior experience includes roles at JPMorgan Securities LLC and KeyBank. 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 model selection and provides ongoing monitoring, due diligence, and supervisory oversight through its affiliation with the KeyCorp group.

Luke Schuler is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at The Union Bank Co. and RBC Wealth Management. Outside of finance, he has experience working with the Toledo Zoo & Aquarium and has held roles in education at Bowling Green State University and local schools. 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-directed model selection combined with ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

James Musengo is a CFP® with 29 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2002 and also holds Series 63, Series 65, and Series 66 licenses. In addition to his advisory role, he is an appointed agent for Agia, selling non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Daniel Jacobs is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65, Series 63, and Series 66 licenses with three years of industry experience. He previously worked for Key Bank NA for 20 years before joining MAI Capital Management in 2025. 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 diverse range of investment strategies and integrates financial planning, tax, and bill-pay services, with $72.3 billion in assets under management as of May 2026.

Stephen Jewell is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Equitable Advisors, Northwestern Mutual Investment Services LLC, and KeyBank. Outside of finance, he has experience working in various roles including at DoorDash and Flexjet. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Jason Fousek is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at PNC investments and PNC Wealth Management since 2016 and was previously involved with Kidd Productions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital platform that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.

Joseph Mckeon is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2009. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs a model-driven ETF investment approach alongside separately managed accounts and unified managed account solutions, with additional capabilities in fiduciary services, insurance, mortgage brokerage, and affiliated financial services.

Logan Zimmerman is a Series 66-licensed financial advisor with six years of industry experience, currently with Key Investment Services LLC. His prior experience includes roles at Fidelity Investments, Charles Schwab & Co., Inc., and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Slaiman Saab is a financial advisor with The Huntington Investment Company, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked with Huntington-affiliated firms continuously since 2014. Outside of his advisory role, he manages a rental property. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers a variety of wrap-fee programs on the Envestnet MAS platform utilizing an open-architecture model that combines third-party and affiliate-managed strategies.

Michael Ford is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Key Investment Services and KeyBank since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and supervisory oversight within the KeyCorp group.

Tyler Gramsz is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, Equitable Advisors, Medical Mutual of Ohio, and the Federal Bureau of Investigation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account that utilizes approved investment strategies executed via mutual funds and ETFs.

Chase Pegrim is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds the Series 66 designation and has worked previously at AGIA, Doordash, Kroger, Do It Best Corp, and The Ohio State University. Outside of advising, he is also registered as an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Ryan Catanese is a CFP® with seven years of industry experience and has been with MAI Capital Management, LLC for ten years. He is based in Cleveland, OH, and focuses on wealth management and investment services at the firm. 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 offers a range of customized portfolio management strategies and serves both product-sponsor and advisory roles, managing significant assets and affiliated private funds.

Arick Hedin is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC Investments LLC and The Leaders Group Inc, among other roles. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online offering available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed with mutual funds and ETFs, with execution and oversight delegated to third-party providers.

Boris Kagarlitskiy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Key Investment Services since 2015. Outside of his advisory role, he serves as a FINRA arbitrator. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, and business clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection combined with ongoing monitoring and due diligence, operating as part of the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Austin Millar is a financial advisor at PNC Wealth Management with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked previously at Fidelity Brokerage Services and PNC Bank. His background includes roles outside finance, such as with Ohio Basketball and HR Block. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio strategy available by invitation to certain employees. The firm uses algorithm-driven risk assessment and delegated portfolio management within these programs.

Renee Brandes is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2016 and joined Schwab Wealth Advisory Inc. in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its wealth advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Eric Haddad is a financial advisor with Fifth Third Securities, Inc. in Westerville, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2002. Outside of his advisory role, he maintains ownership of a rental property. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, corporate entities, and institutional investors. The firm offers multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.