Robert Yurgalewicz is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with nine years of industry experience. His work history includes roles at PNC Investments since 2019 and prior positions at JP Morgan Securities LLC, JP Morgan Chase Bank, Edward Jones, and Equity Trust Company. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an employee pilot. The firm uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Geoffrey James is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2017, with previous experience at Wells Fargo Clearing and Wachovia Bank. Outside of finance, he is the CEO and owner of a music company, The Up All Nighters LLC, which produces music for a band and other artists. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform integrating discretionary and non-discretionary management, supported by KeyCorp affiliates and third-party managers.

Marco Frabotta is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Winbridge Partners, LLC and Zappitelli Financial Services. Outside of his advisory roles, he was involved with Ideas to Go, Inc. for five years. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios and incorporates various technologies and third-party managers to support portfolio management and client service.

Louis Loparo is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Planning Partners. Loparo is also involved as treasurer of the Euclid Schools Foundation and participates in the Northern Ohio Italian American Foundation’s membership retention and marketing committee. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates services such as tax planning, bookkeeping, payroll support, and estate planning through affiliated providers, employing a diversified investment approach aligned with client objectives and risk tolerance.

Michael Kilgore is a financial advisor with Eagle Strategies (NY Life) in Lyndhurst, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Eagle Strategies since 2017 and is also a partner at Precision Financial Solutions. Kilgore is involved as an insurance broker, appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Matthew Mcdonald is a Series 65 licensed financial advisor at Cerity Partners LLC with 13 years of industry experience. He previously worked at AJ Wealth LLC, where he spent eight years before joining Cerity Partners in 2023. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Randall Keller is a financial advisor with Guardian Life, holding a Series 63 designation and 18 years of industry experience. His prior career includes roles at Northwestern Mutual as well as Park Avenue Securities, a subsidiary of Guardian Life, where he currently serves. Outside of finance, he is a partner in Navarre Dentistry, LLC. Park Avenue Securities, doing business as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and insurance products through its connection with Guardian Life.

Chad Stertzbach is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Citizens Bank, River City Mortgage, Quicken Loan, and Huntington National Bank. He also serves as a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and an insurance agency.

Janene Culmo is a financial advisor at Key Investment Services LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2016, following prior roles at LPL Financial and HSBC Securities (USA) Inc. Outside of her advisory role, she provides financial and other assistance to a family member. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients. The firm offers portfolio management and model-based advisory products through a multi-provider platform integrating discretionary and non-discretionary management with services from affiliated entities.

Bruce Hartzmark is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Fahnestock & Co., Inc. since 1988. Hartzmark is a member of University Hospitals of Cleveland Digestive Health Institute Leadership Counsel. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios, while maintaining custody of client assets and operating both broker-dealer and advisory businesses.

Richard Evans is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Key Investment Services, KeyBank, Quicken Loans, Valic Financial Advisors, WBC Group, and Charles Schwab. Outside of finance, he works part-time as a bartender at local restaurants in Ohio. Key Investment Services LLC is an SEC-registered investment adviser specializing in portfolio management and model-based advisory products for individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model with custodial and trade execution services, offering a range of wrap-fee programs and integration with KeyCorp affiliates.

Joanna Lograsso is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and several years of experience in the industry, including roles at Marcum Wealth, St. Claire Advisors, LLC, and Paragon Advisors, Inc. She is based in Cleveland, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Gianpaolo Sferrella is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 designation and less than one year of industry experience. His work history includes roles at Republic Finance, the Ohio Department of Taxation, and the YMCA of Central Ohio, as well as educational and retail positions. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary options and integrates with KeyCorp affiliates for due diligence and advisory services.

Steven Goodman is a financial advisor with Hornor, Townsend & Kent, LLC in Solon, Ohio, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at both Penn Mutual Life Insurance Company and Hornor Townsend and Kent since 2007. Outside of his advisory role, Goodman is involved in life insurance brokerage through 21st Century Financial and participates as a partner in a firm providing training and support for disability and long-term care insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside tailored investment advice.

Sheena Dee Pauley is a CFP® professional with 11 years of experience in financial advising. She currently works at MAI Capital Management, LLC and previously spent seven years at PNC Bank. 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 offers a wide range of portfolio strategies and integrates financial planning and tax services into many client relationships.

Michael Fairchild is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Key Investment Services LLC and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. His background also includes experience at Drainscapes and Bryant University. 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 plan clients through a broad network of financial professionals. The firm utilizes a multi-provider model with services including custodial and trade execution as well as ancillary insurance products, supported by its integration with KeyCorp affiliates.

Jackson Roskow is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Canterbury Country Club, Kent State University, Hamburg Brewing Company, and Orchard Park School District. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, proprietary and third-party model portfolios, and access to insurance products and alternative investments.

Michael Stuneck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 licenses and bringing 29 years of industry experience. He has been with PNC since 2014. Outside of his advisory role, he is active as a freelance musician. PNC Wealth Management offers retail brokerage and advisory services through several model‑based programs, including an invitation‑only online discretionary model account pilot that combines algorithmic risk assessment with portfolio strategies managed by PNC or third-party strategists.

Adam Pollack is a financial advisor with Stratos Wealth Partners, Ltd., holding 12 years of industry experience. He has worked at Stratos Wealth Partners since 2014 and at LPL Financial since 2013. His prior experience includes a role at Advanced Wound Concepts Inc. from 2010 to 2019. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach, integrating multiple third-party platforms and managers, and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions.

Mark Ventura is a CFP® with 10 years of experience in the financial services industry. He currently works at Stratos Wealth Partners, Ltd. and LPL Financial, having previously been affiliated with Morgan Stanley, PNC Investments, and Charles Schwab. Stratos Wealth Partners, Ltd. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services from financial planning to outsourced CIO solutions using an open-architecture investment model.