James Magyari is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has two years of industry experience, including prior roles at Lincoln Financial Advisors Corporation and Aegis Consulting. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Jonathan Evans is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Key Investment Services since 2007. Outside of his advisory role, he serves as a fill-in preacher at Kingsway Alliance Church and assists with Mouse Adventures LLC, a Disney travel agency. 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. The firm utilizes a multi-provider model with discretionary and non-discretionary strategies, integrating services from KeyCorp affiliates and offering multiple wrap fee programs with custodial and trade execution support.

Nicholas Grandominico is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes positions at KeyBank and U.S. Bank. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to a diverse client base, including individuals, trusts, small businesses, and institutional plans. The firm utilizes a multi-provider model for portfolio implementation and integrates offerings with KeyCorp affiliates to provide a range of investment and advisory services.

Michael Storm is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and previously held roles at Charles Schwab Bank, SSB and Robert Half International. He is based in Richfield, Ohio. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s investment approach leverages Charles Schwab & Co.’s asset allocation models and internal research, offering tailored recommendations reviewed at least annually.

Daniel Bloom is a CFP® professional with 20 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. He previously worked at The Jentner Corporation from 2014 to 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using asset-allocation modeling and proprietary due-diligence processes, and it sponsors proprietary investment vehicles along with serving as an operating general partner for multiple private funds.

Christopher Rule is a CFP® professional with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2021. Prior to joining Sequoia, he was employed at Wealthstone Inc. from 2014 to 2021. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including 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.

Patricia Tornes is a Series 66–registered financial advisor with seven years of industry experience. She is currently with Key Investment Services LLC and has prior experience at Merrill. Tornes works in Brooklyn, Ohio. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm employs a multi-provider model with discretionary and non-discretionary options, integrating services from KeyCorp affiliates for broader financial offerings.

Shelly Thomas is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including JP Morgan Securities, UBS Financial Services, and KeyBank. Outside of finance, she co-owned Mark and Shelly Thomas Photography, LLC, a photography business. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs through a multi-provider platform, integrating affiliated KeyCorp entities for additional services such as municipal advisory and investment banking.

Autumn Harvey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 11 years of industry experience. Her work history includes roles at Morgan Stanley, JP Morgan Chase Bank, AXA Advisors, and Stratos Investment Management. She is based in Strongsville, OH, and has served in multiple capacities within the advisory and investment management sectors. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions using an open-architecture investment approach.

Lori Kaplan is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her career includes 15 years at Lori L. Kaplan, CLU Insurance & Financial Services and over 26 years with New York Life. Outside of her advisory role, she serves as Secretary/Treasurer for the CONGA Chapter of BNI, a business networking organization. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Owen Rosenblum is a financial advisor at Oppenheimer with 42 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2012, following nine years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Blake Herideen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at KeyBank and Robert W. Baird. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model with discretionary and non-discretionary options and integrates services with KeyCorp affiliates to provide a range of investment and advisory capabilities.

Douglas Thomas is a financial advisor with PNC Wealth Management in Lakewood, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining PNC in 2026, he worked at Equitable Advisors and Axa Advisors, and he has also been involved with Lakewood City Schools and Puritan Financial Group. He serves as a board member for both Bedford City Schools and the Lakewood Chamber of Commerce. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for PNC Bank employees. The firm uses algorithm-based risk assessments and delegates portfolio implementation and proxy voting to third parties.

Paul Coleman is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with KeyBank and its affiliated entities since 2001. Key Investment Services LLC is an SEC-registered investment adviser that offers 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 uses a multi-provider platform with discretionary implementation and strategic portfolio design, serving clients primarily on a non-discretionary basis.

Liam Guiney is a CFP® professional with 28 years of industry experience. He has worked at Stratos Wealth Partners, Ltd and LPL Financial since 2016, following roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory and portfolio management services through an independent advisor-driven model.

James Plantholt is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Merrill, Raymond James Financial Services, and Planned Results, Inc. He served in the Army National Guard from 2015 to 2024. 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 advisory products with custodial and trade execution services, using a multi-provider platform and integration with KeyCorp affiliates for investment and advisory capabilities.

Sandra Stack Potjunas is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Fifth Third Securities since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines multiple discretionary managed-account programs with features like direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration.

Nicholas Kearney is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2017, joining Schwab Wealth Advisory in 2025. Prior to this, he was employed at MRI Software for one year. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes standard asset-allocation models and internal research tools to tailor recommendations, executing trades only with client authorization.

Kevin Doyle is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Citizens Securities since 2020 and previously held positions at Fifth Third Securities and various New York Life entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program based on ETF portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Ryan Cameron is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at KeyBank and MSI Financial Services, Inc. over his career. Key Investment Services LLC is an SEC-registered investment adviser offering 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 discretionarily implemented strategist portfolios and integrates services from KeyCorp affiliates, providing a range of investment and advisory capabilities.