Richard Muccio is a financial advisor with GWN Securities Inc. in Westlake, Ohio, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at GWN Securities since 2007 and also operates RMM Financial. Outside of advisory work, he is actively involved in the health insurance industry, serving as past president of the Northeast Ohio Health Underwriters Association and holding leadership roles with the Ohio and National Associations of Health Underwriters, including creating and teaching insurance continuing education classes. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Ashley Graham is a financial advisor with Stratos Wealth Partners, Ltd and holds 16 years of industry experience. She has worked at Stratos Wealth Partners since 2017 and previously was with Mayfield Financial Services and Cambridge Investment Research Inc. Graham is also a notary in Lakewood, OH. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture platform that supports both advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Justin Bradford is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Key Investment Services, he worked at PNC Investments for nine years. Outside of advisory work, he is involved with GenerationZMarketing LLC as an appointment setter in a social media and marketing capacity. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client direction in investment selection while providing ongoing monitoring and due diligence on third-party advisory products.

Giuseppe Calabrese is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services LLC since 2021, alongside a concurrent role at KeyBank beginning in 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Joseph Skarda is a financial advisor at Key Investment Services LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for J.P. Morgan Securities for nine years. Outside of his advisory role, he is a passive investor in a thoroughbred horse racing management company. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through multiple investment program offerings, emphasizing client-directed model selection and ongoing oversight. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets.

Jacob Burnett is a CFP® professional with five years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Ancora Family Wealth Advisors, Inverness Securities, Oatey Company, Cleveland State University, and The Ohio State University. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including individuals, families, sports professionals, trusts, and institutions. The firm manages a diverse range of strategies and offers integrated financial planning and trust services, overseeing $72.3 billion in assets under management as of May 2026.

Craig Petti is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He has held positions at MAI Capital Management since 2021 and previously worked at Commonwealth Financial Network and HW Financial Advisors. He holds the Series 63 designation. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of investment strategies implemented through both in-house and third-party managers.

Caitlin Monahan is a financial advisor at Clearstead with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at UBS Financial Services and Fidelity, where she worked for a total of 11 years before joining Clearstead. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm applies institutional disciplines with a range of investment strategies, managing approximately $33.9 billion in assets across over 4,300 client relationships.

Daniel Mullett is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 16 years of industry experience. His career includes multiple roles within Key Investment Services and KeyBank dating back to 2016. He has partial ownership in a family-owned construction company but does not participate in its management. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment model selection combined with ongoing monitoring and due diligence, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Brian Becka is a financial advisor with Lincoln Investment, holding 16 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains an affiliation with Royalton Financial Group since 2009. Outside of his advisory roles, he works as an associate planner at Valued Capital Advisors, focusing on investment planning and insurance sales. 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, retirement plan advice, and both advisor-managed and firm-managed investment programs, employing a mix of strategic and dynamic investment approaches.

Pui San Reynolds is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Perfectly Splendid LLC, and Citizens Bank. 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 choices supported by non-binding recommendations and ongoing monitoring.

Karim Shady is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and two years of industry experience. He has worked at KeyBank and Fifth Third Securities and Bank, as well as Credit Agricole Bank of Egypt. Prior to his finance career, he spent five years at MISR International University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage products. The firm emphasizes client-directed model selection and provides oversight and due diligence on third-party advisory products within the KeyCorp group.

Benjamin Hill is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds the Series 66 designation and has worked at IFP Securities, LLC since 2019, following nearly a decade at LPL Financial Corporation and ongoing service at Independent Financial Partners since 2010. Hill serves as a board member of DCC Corp, participating in quarterly meetings. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of approximately 261 advisors nationwide. The firm supports a decentralized advisory model while offering formal retirement-plan advisory and pension consulting services, including ERISA 3(21) and 3(38) capabilities.

Naomi Dagostino is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and a Series 63 license, with 29 years of industry experience. She has worked with firms including Eagle Strategies, Insight Financial Associates, Naomi R. D'Agostino Insurance and Financial Services, Nylife Securities Inc., and New York Life Insurance Company. Outside of her advisory work, she volunteers with the Bath Volunteers for Service and the Bath Business Association, and serves as an educator for the Summit County Employees Lunch and Learn Program. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers various advisory programs, with the majority of assets managed on a non-discretionary basis.

Theresa Mystic is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63, 65, and 66 licenses and 39 years of industry experience. She previously worked at Key Investment Services LLC, AdamsLynch, and PNC Investments. Outside of her advisory role, she is involved as a catechist at St. Christopher Church and pursues photography and part-time dog sitting. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees, which utilizes algorithm-driven risk assessments and implements strategies via mutual funds and ETFs.

Matthew Jones is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining MAI in 2024, he worked at AllianceBernstein Private Wealth Management for three years and was involved with the Greater Cleveland Sports Commission. MAI Capital Management provides investment and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies along with financial planning and trust administration services.

Christina Santone is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. Her prior work includes roles at MML Investors Services and Mass Mutual Life Insurance Company. She is currently based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and model portfolio offerings. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Erica Cameron is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Cerity Partners Retirement Plan Consultants and has previously worked at HPM Partners LLC and Spero-Smith Investment Advisers, Inc. in Cleveland, OH. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm emphasizes asset-allocation driven model portfolios and investment policy statement–based monitoring, managing the majority of assets on a non-discretionary basis.

Pamela Zelonis is a financial advisor with PNC Wealth Management in Cleveland, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven pilot program for employees that uses mutual funds and ETFs with annual rebalancing and no direct client trading or margin use.

Michael Gregory is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has been in the industry since 2026. His prior experience includes roles at LPL Financial LLC and Equitable Advisors, LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with around 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services, operating on an open-architecture platform that integrates multiple external providers and solutions.