Jeffrey Stark is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, Stark serves as a board member for the HELP Foundation, providing advice on the foundation’s investments. MAI Capital Management, LLC provides investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across various asset classes, integrating financial planning and tax services while serving in both advisory and product-sponsor capacities.

Andrew Grannis is a Series 66-licensed financial advisor at Independent Financial Partners with 10 years of industry experience. He has worked at Independent Financial Partners since 2016 and previously spent three years at LPL Financial, LLC. Grannis is also involved with Blueprint Financial Corporation, a registered investment advisory firm based in Cleveland, OH. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves a diverse client base, including individuals, charitable organizations, corporations, and high-net-worth clients, and offers a decentralized advisory model alongside formal retirement-plan and pension consulting capabilities.

Andrew Marusic is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, with 14 years of industry experience. He holds the Series 63 designation and has previously worked at Commonwealth Financial Network and Hw Financial Advisors. Marusic has been with MAI Capital Management since 2021. 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 manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated companies.

Gary Linn is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2006. He serves as President of the Bethany Lutheran School Endowment Fund. Key Investment Services LLC provides advisory services to individuals, trusts, estates, and businesses through a variety of wrap-fee programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing oversight.

Matthew Slain is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory work, Slain serves as a board member for the nonprofit Milestones and participates in civic duties on the City of Mayfield Heights Board of Zoning/Housing Appeals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Matthew Zepp is a CFP® professional affiliated with Schwab Wealth Advisory, bringing 29 years of industry experience. He has worked with Charles Schwab in various capacities since 2007, including a 15-year tenure at Charles Schwab Bank before joining Schwab Wealth Advisory in 2023. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab's asset allocation models and research tools to recommend investments while clients retain final trading decisions, focusing on annual reviews and wealth management education.

Joshua Wagner is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and over 11 years of industry experience. His work history includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Fifth Third Securities. Outside of his advisory role, he is a member of the Defiance Area Chamber of Commerce and serves as budget keeper for Defiance Christian Academy. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers a range of wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts, emphasizing client-directed investment strategy selection supported by ongoing monitoring and due diligence.

Bruce Murphy is a financial advisor at Principal Financial Services with 37 years of industry experience. He holds a Series 63 designation and has worked with Falling Water Financial Group Inc since 2010, alongside his longstanding role at Princor Financial Services Corporation since 1995. Outside of investment advisory, he is involved in a business that assists business owners with group medical, dental, disability, and life insurance benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm’s investment approach includes direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Carlos Robert is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and has been with KeyBank NA since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and related brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and supervisory oversight across its programs.

David D'arienzo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His career includes multiple roles at 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 investment products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Iryna Pikuleva is a financial advisor at Citizens Securities, Inc. with Series 66 credentials. She has been with Citizens Securities since 2026 and has experience working at Citizens Bank since 2016. She is also involved with Pearls Hope, where she has been active since 2023. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, including a digital advisory platform and a Managed Account program, alongside brokerage and insurance services.

Lauren Coverdale is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and four years of industry experience. She previously worked at LPL Financial LLC and has additional work history including Sherwin Williams and Breakwall BBQ. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies across multiple platforms and custodians.

Brian Kahl is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mid Atlantic Capital Corp since 2006. Outside of his advisory roles, Kahl serves as Vice President of business development at Virtus and is President of The Kahl Group, LLC, an investment advisory and management firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, combining in-house manager selection and third-party strategies supported by technology and centralized due diligence.

Thomas Jesser is a financial advisor with Principal Financial Services in Independence, OH, holding a Series 63 designation and offering 30 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Principal Securities Incorporated since 1995, while leading The Jesser Group since 2004. Outside of his advisory role, he is involved in selling and servicing individual and group medical insurance, fixed annuities, disability, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Reece Tatchell is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at John Carroll University and taught at both Sylvania Northview High School and McCord Middle School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Ryan Thibault is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments and LPL Financial. Prior to his advisory career, he held roles in the hospitality sector. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a broad network of investment adviser representatives.

Amy Yesnach is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has been with Citizens Securities since 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

Stephanie Mushenheim is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at KeyBanc Capital Markets since 2019, with previous roles at Raymond James and Associates and multiple positions within Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment model selection while providing non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Douglas Andrassy is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at MAI Capital Management, LLC since 2018 and previously spent 14 years at Calfee Financial Advisors, Inc. He is based in Cleveland, OH and holds Series 65 and Series 66 licenses. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of strategies across multiple asset classes and offers additional services such as trust administration and insurance through affiliated entities.

Christopher Buoncore is a Series 65 licensed financial advisor with MAI Capital Management, LLC in Cleveland, OH, and has five years of industry experience. He has been with MAI Capital Management since 2017, with a brief period at Amazon in 2019. Outside of finance, he is the founder of Cuore Italian Home, LLC, a small business that creates and sells charcuterie boards on Etsy. MAI Capital Management 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’s approach includes a range of portfolio strategies and integration of financial planning and tax services, and it serves in both advisory and product-sponsor capacities.