Richard Beach is a CFP® professional with 29 years of industry experience, currently serving at GWN Securities Inc. since 2008. He has held a long-term role at Reserve Financial Agency Corporation since 1985, where he is involved in investment and insurance sales. 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 individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including strategies that incorporate market-timing and momentum-based approaches.

Sudeep Mitra is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has four years of industry experience, including prior roles at PNC Investments and Prudential Insurance Company of America. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Janelle Morrow is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Morrow has worked at Key Investment Services since 2007. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment decisions and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight.

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 in Beachwood, OH, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Guardian Life since 1999 and is also associated with F & F Financial Advisory Group, where he provides insurance and financial services to individuals, executives, closely held businesses, and property and casualty companies. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, retirement consulting, and advisory programs, utilizing both proprietary and third-party investment strategies.

Christine Jatzek is a financial advisor at Key Investment Services LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Key Investment Services and KeyBank in various roles since 2015. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and offers access to third-party discretionary managers, while providing ongoing monitoring and supervisory oversight.

Ryan Hartland is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at PNC Investments LLC, Northwestern Mutual, and other firms. Hartland also has experience outside financial services, including roles at Aurora Inn Hotel and Event Center and Heinens Fine Foods. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing product due diligence.

Heidi Ouderkirk is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. She has been with Key Investment Services since 2022 and has worked at KeyBank since 2015. Ouderkirk serves as treasurer of the DeRuyter Free Library. 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 direction in investment decisions while providing recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated bank and capital markets entities.

Sue Bigley is a financial advisor with J. W. Cole Advisors, Inc. She holds a Series 66 designation and has 27 years of industry experience. Her prior work includes roles at Cco Investment Services Corp and Cornerstone Asset Management Services, Inc. Outside of advisory work, she is involved in fixed insurance products under the DBA Kruger Consulting. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions, including digital advice and variable-annuity sub-account management.

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, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Key Investment Services, he worked at Fort Washington, U.S. Bank, and U.S. Bancorp Investments. He is the author of a self-published book on Kentucky Wildcats history and serves as an industry mentor for the CFA Society Research Challenge, providing guidance to college students. 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 supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and oversight through its Product Due Diligence Committee.

William Casale is a financial advisor with The Huntington Investment Company, holding Series 66 and Series 63 licenses and having 10 years of industry experience. His prior roles include positions at Ameriprise, PNC Investments, PNC Bank, and JPMorgan Chase Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate offerings.

Katherine Cizmadia is a financial advisor with Key Investment Services LLC holding a Series 66 designation and beginning her industry experience in 2026. Her prior roles include positions at KeyBank National Association, North Star Advisory Group, and work in higher education institutions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Jennifer Collins is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH. She holds a Series 63 designation and has 32 years of industry experience. Her prior work includes roles at Stratos Wealth Securities, LPL Financial, and Raymond James Financial Services. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolios overseen by an Investment Policy Committee and employs a variety of investment vehicles supported by fundamental, technical, and cyclical research.

Timothy Shaw is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He has been with Key Investment Services since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as treasurer for a homeowners association. Key Investment Services LLC provides a range of advisory programs and investment solutions for individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers, supported by a Product Due Diligence Committee and supervisory oversight.

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.

Scott Ervin is a financial advisor at The Huntington Investment Company with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Valmark Financial Group and Nationwide Investment Services Corporation. He has been with Huntington since 2021. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party and affiliate portfolio management solutions.

Mark Lapsevich is a financial advisor with Lincoln Investment, holding 24 years of industry experience. In addition to his advisory role, he is a musician and band owner at Park Place Productions, a business he has operated since 1989. 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 a range of financial planning and investment management services, employing both strategic and dynamic approaches across discretionary and non-discretionary programs.

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.