Daniel Juliussen is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Key Bank NA since 2016. 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 model selection while providing non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with affiliated banking and capital markets entities.

Chandler Vegel is a CFP® professional with four years of experience at MAI Capital Management, LLC. Prior to joining MAI, he held various roles outside the financial industry, including positions at Enterprise Rent-A-Car, Panera, and Chick-Fil-A. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

John Brown is a Series 63-licensed financial advisor with Stratos Wealth Partners, Ltd, based in Beachwood, OH. He has 13 years of industry experience and has worked with Stratos Wealth Partners and LPL Financial since 2012. Prior to that, he operated John D. Brown CPA, Inc. for nine years. He is also involved with Brown Capital Management LLC, a business entity for tax and investment purposes. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Jordan Stefanko is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and one year of industry experience. His work history includes multiple roles at Fifth Third Securities and Fifth Third Bank, as well as positions at Ohio State University and Mission BBQ. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm integrates its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Martin Gannon is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 16 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessments to implement discretionary portfolios with mutual funds and ETFs.

Robert Karras is a CFP® and ChFC® with 26 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023. Prior to this, he operated R Karras Asset Management & Planning, LLC for 15 years. 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, institutional clients, and trusts. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies supported by both in-house and third-party management.

Nicholas Oskowski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials, and has five years of industry experience. His work history includes roles at KeyBank, Bank of America, Merrill, UBS Financial Services, and The Huntington Investment Company. Outside of advisory work, he is involved with ZERO DRIFT, LLC, a wellness company focused on physical fitness, mental health, and personal development through social media content and affiliate marketing. 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 model selection and provides ongoing monitoring and due diligence while leveraging its affiliations within the KeyCorp group.

Nimita Naik is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Her prior roles include positions at Clearstead, The Huntington National Bank, and Citizens Bank. 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 that includes high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

Jaimie Stachowiak is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her prior roles include positions at Fifth Third Securities, Fifth Third Bank, Huntington Investment Company, and Huntington National Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts, emphasizing client-directed investment decisions and ongoing monitoring. The firm operates within the KeyCorp group and coordinates closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

David Rubis is a financial advisor at Clearstead Advisory Solutions with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Hightower Advisors LLC, WealthTrust Fairport, LLC, HPM Partners LLC, and Spero-Smith Investment Advisers, Inc. Outside of his advisory role, he serves as the Director of Finance for the Polish Veteran's Alliance Inc., a nonprofit organization in Cleveland, Ohio. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs an investment process that incorporates portfolio analytics, manager research, and strategic asset allocation across various account types, utilizing mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

Mark Breen is an investment advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and over 35 years of industry experience. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2005. Breen is the owner of Total Benefits Advisors, a consulting and advisory services business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Donald Jereb is a financial advisor with Lincoln Investment in Independence, OH, holding 37 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Advisory Corporation from 2017 to 2019. 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 tactical approaches across discretionary and non-discretionary programs.

Eric Dworznik is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at PNC Investments and Buckeye Business Products. 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 with advisory guidance and ongoing monitoring, while also offering access to third-party discretionary managers and conducting regular product due diligence.

Steven Vale is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Christopher Isabella is a financial advisor at Hightower Advisors with 25 years of industry experience. He holds the PFS™ designation and has worked at Hightower Advisors since 2019, following a 12-year tenure at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on manager selection, proprietary research, and solutions that may include mutual funds, ETFs, alternative investments, and custom indexing.

Terrell Cannon is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior experience includes roles at ETC Brokerage Services, Citizens Securities, The Huntington Investment Company, and Fifth Third Securities. Outside of his advisory work, he is involved in refereeing baseball and basketball. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Deanna Roeger is a Series 66-licensed financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She has worked with several firms including McDonald Partners LLC and Heritage Financial Partners, LLC prior to joining MAI Capital Management in 2022. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, 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 offers a range of investment strategies and integrates financial planning, tax, and trust services, managing $72.3 billion in assets as of May 31, 2026.

Lawrence Spyke is a financial advisor with PNC Wealth Management, holding Series 63 and 65 licenses and five years of industry experience. He previously worked at KeyBank and Progressive Casualty Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist program for employees that utilizes algorithm-driven risk assessments and model portfolios managed by PNC or third-party strategists.

Burton Hotz is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with KeyCorp-KPB since 2011 and joined Key Investment Services LLC in 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Rene Mercadante is a financial advisor with Fifth Third Securities, Inc. in Mayfield Heights, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Fifth Third Securities since 2002. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.