Lucas Good is a CFA® charterholder at MAI Capital Management, LLC with one year of industry experience. He previously worked at PNC Financial Services Group for five years and has a background that includes roles at The Ohio State University and Sweetbriar Golf Club. MAI Capital Management, LLC 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 offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated investment vehicles.

Gregory Morris is a financial advisor with Guardian Life, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Guardian Life since 1988 and was associated with F & F Financial Advisory Group for over two decades. Morris also engages in providing insurance and financial services through F & F Financial Advisory Group, serving individuals, executives, businesses, and property and casualty companies. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and advisory services. The firm offers a range of investment programs, including model portfolios and a hybrid digital advisory solution, catering to a diverse client base.

Christine Jatzek is a financial advisor at Key Investment Services LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various KeyBank and Key Investment Services entities since 2015. Her career has been focused within the KeyCorp family of firms. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider platform and emphasizes non-discretionary model selection with integrated services from KeyCorp affiliates.

Ryan Hartland is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior experience includes roles at PNC Investments LLC and Northwestern Mutual. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers model-based portfolio management with multiple wrap programs and integrates resources from KeyCorp affiliates for investment banking and risk management services.

Heidi Ouderkirk is a financial advisor with Key Investment Services LLC in Brooklyn, OH. She holds the Series 66 designation and has three years of industry experience. Heidi has been with Key Investment Services LLC since 2022 and has also worked at KeyBank since 2015. She serves as the treasurer of the DeRuyter Free Library. 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-fee programs and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Sue Bigley is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 27 years of industry experience. Her prior firms include Cornerstone Asset Management Services, Inc., Cco Investment Services Corp, and Chase Investment Services Corp. She is also involved in fixed insurance products through a separate business entity, Kruger Consulting. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using both discretionary and non-discretionary strategies supported by fundamental and technical analysis.

James Gaudio is a financial advisor at Primerica Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial career, he was employed at West Virginia University and Mayfield High School. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes a range of investment strategies including proprietary model portfolios and third-party managers, supporting both discretionary and non-discretionary account management.

Nathan Dillon is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Fort Washington, U.S. Bank, and U.S. Bancorp Investments. Outside of advising, he has self-published a book titled "Banners and Buzzer-Beaters: A Road Trip Through Kentucky Wildcats History" and serves as an industry mentor for college students participating in the CFA Research Challenge. 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 utilizes a multi-provider platform combining discretionary implementation with model selection largely on a non-discretionary basis and integrates services from KeyCorp affiliates.

Katherine Cizmadia is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning her career in 2026. Her prior work experience includes roles at KeyBank National Association and North Star Advisory Group, as well as positions at Cleveland State University and Ohio 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 network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary options, integrating services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Jacob Kucia is a financial advisor at FIFTH THIRD SECURITIES, Inc. in Cleveland, OH, holding a Series 66 designation with six years of industry experience. His previous work includes roles at Bank of America, Merrill, and Northwestern Mutual. He attended Case Western Reserve University and has experience both in higher education and financial services. FIFTH THIRD SECURITIES, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, including mutual fund/ETF models, SMA strategies, tax-overlay services, and direct indexing.

Timothy Shaw is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He has held Series 63 and Series 65 designations and has been with Key Investment Services since 2005. Outside of his advisory role, he serves as treasurer for a homeowners association in 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 clients through a large network of financial professionals. The firm employs a multi-provider model and integrates services with KeyCorp affiliates, offering both discretionary and non-discretionary management options along with ancillary insurance products.

William Bohney is a CFP® with 25 years of industry experience and currently works at Citizens Securities, Inc. since 2024. He previously held advisory roles at Raymond James Financial Services Advisors and Valic Financial Advisors. Bohney serves as a trustee and immediate past president of the Perrysburg Rotary Community Foundation, where he also advises the board president. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Steven Wolken Jr. is a financial advisor at Clearstead Advisory Solutions with 18 years of industry experience. He holds a Series 65 designation and has been with Hartland & Co. since 2011. Based in Cleveland, OH, Wolken's background includes extensive work within the financial advisory sector. Clearstead serves both affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, using a disciplined investment approach that incorporates portfolio analytics, manager research, and strategic asset allocation.

Ashton Stachowski is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Bankers Life, he worked with Cambridge Investment Research and Cantella & Co., Inc. Outside of his advisory role, Stachowski owns and operates Garden Girl Flower Farm, cultivating and selling cut flower bouquets at farmers markets in northeast Ohio. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation and tax-efficient strategies. The firm integrates fundamental, technical, and cyclical analysis to guide investment decisions and offers access to third-party submanagers through wrap programs.

Elaine Eisner is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has 22 years of industry experience and has been associated with New York Life Insurance Company and its affiliated entities since 2007. Eisner serves as Chair of the Investment Committee for the National Council of Jewish Women, Cleveland, and is also involved in leadership roles with the Community Fund Management Foundation and the Jewish Federation of Cleveland. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers customized advice through multiple program types and predominantly manages assets on a non-discretionary basis.

Gregory Meador is a financial advisor with Valic Financial Advisors in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Valic Financial Advisors since 2008 and is also associated with Agia, where he serves as an agent offering 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 UMA models for portfolio construction.

Natalie Black is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 14 years of industry experience. She has worked with Stratos Wealth Partners and LPL Financial since 2015, following prior roles at Morgan Stanley and Ameriprise. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory services through an open-architecture platform and a combination of affiliated and third-party managers.

Roger Miller is a financial advisor with Lincoln Investment in Independence, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of finance, he works as a bus operator for Summit County Transit Service. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm employs an in-house Investment Management & Research team to develop strategic model portfolios and offers advisor-led consulting, financial planning, and access to third-party managers through various platform options.

Anjana Rao Ashok Kumar is a financial advisor at Citizens Securities, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Citizens Bank and Indian Overseas Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a separate Managed Account program, alongside commission-based brokerage activities.

Joseph Pearl is a CFP®-designated financial advisor with eight years of industry experience, currently with Stratos Wealth Partners, Ltd. and LPL Financial LLC since 2025. Before joining Stratos, he spent seven years at Northwestern Mutual in various roles. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture investment approach that integrates multiple third-party platforms and managers.