Erin Vick is a financial advisor with Eagle Strategies (New York Life) based in Independence, OH, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Eagle Strategies since 2018 and also operates Vines Financial Group LLC d/b/a V Financial Partners. Outside of her advisory role, she is active as an insurance broker specializing in non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Ashley Costello is a CFP®-certified financial advisor with 12 years of industry experience, currently with Mariner. Her prior experience includes roles at Sequoia Financial Group and Royal Alliance. Outside of her advisory work, she has served as an on-air personality on a local AM radio show, discussing general public interest topics. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and internal portfolio management team, with a notable integration of tax and accounting services.

John Mc Inerney Jr. is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2016. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs, including wrap-fee advisory, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing oversight, and it operates as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Mickele Vianello is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services LLC, Vianello worked at KeyBank NA and held roles at Qualstar Credit Union and in music management. 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-directed model selection combined with ongoing monitoring and due diligence of third-party advisory products, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Joseph Beswick is a financial advisor with Fifth Third Securities, Inc. in Berea, Ohio. He holds a Series 66 designation and has 26 years of industry experience, including 22 years with Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Jenna Gordon is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions with The Huntington Investment Company, The Huntington National Bank, Infinex Investments, First Commonwealth Bank, and KeyBank. Outside of finance, she operates Gordon's Goodies LLC, a vending machine business serving a juvenile jail in Medina County, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs and investment products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, offering ongoing monitoring, rebalancing, and supervisory oversight.

Daniel Mullaney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory role, he is involved in fixed insurance activities separate from Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of proprietary and third-party investment strategies and supports multiple account-level services such as lending solutions and donor-advised funds.

Joshua Lontoc is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Thrivent Financial. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

John Ciocca is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include eight years at Citizens Securities, Inc. and a brief tenure at Fred Martin Superstore. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Mc Kayla Hajjar is a Series 66-licensed financial advisor with Stratos Wealth Partners, Ltd., bringing one year of industry experience. Her background includes roles at LPL Financial LLC and Stratos Wealth Partners, as well as prior experience in the food service industry with companies such as Picks at PLX / Smoke on the Water, Kitchen Social, and A&W Restaurants / TJ's Drive-In. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model-based portfolios, financial planning services, retirement plan consulting, and employs an open-architecture investment approach integrating multiple external platforms and third-party managers.

Jena Viock is a financial advisor at Key Investment Services LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Key Investment Services since 2015 and at KeyBank since 1998. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring, and operates as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Judith Tengler is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Signator Investors, Inc. Tengler provides investment advisory services through multiple independent firms, including her current role at Stratos Wealth Partners. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, with an emphasis on active asset allocation and use of both affiliated and third-party sub-advisors.

Jonathan Lapine is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at W3 Wealth Advisors, LLC, W3 Wealth Management, LLC, ValMark Advisers, Inc., and Valmark Securities, Inc. Lapine is also the owner of Tolmiros Financial LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and back-office support, including investment management, compliance, and practice-management services. The firm provides advisors with access to various securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Jessica Rorar is a CFP® with seven years of industry experience, currently serving as a financial advisor at Key Investment Services LLC. She has previously worked at Valmark Securities, Inc. for nine years and has been associated with KeyBank since 2022. 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 decisions supported by professional recommendations and ongoing monitoring.

James Thompson is a financial advisor at Sequoia Financial Group, L.L.C. in Beachwood, Ohio, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at CBIC Private Wealth Management, Citizens Securities, Inc., and Citizens Bank. Thompson serves as Vice President of Family Wealth at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Roberto Rizza is a financial advisor with Citizens Securities, Inc. in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms alongside managed account options, and operates as a broker-dealer and insurance agency.

Stephen Shuman is a financial advisor at The Huntington Investment Company with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Ameriprise Financial Services and KeyBank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model that incorporates third-party sub-managers and affiliate private bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.

Angel Kelley is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds the Series 66 designation and has 23 years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, and ValMark Advisers, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and conducts due diligence on third-party advisory products.

Christopher Baker is a financial advisor with MAI Capital Management, LLC in Cleveland, OH, holding a Series 63 designation and 26 years of industry experience. He worked at Winfield Associates, Inc. for 25 years before joining MAI Capital Management, where he has been since 2022. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across diverse strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Spenser Vago is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Virtue Capital Management, LLC and Horter Investment Management, and has owned Vago Insurance Agency since 1999, where he provides various insurance products including health, life, and Medicare. Stratos Wealth Partners serves a diverse client base that includes individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.