Donna Thrane is a financial advisor with MAI Capital Management, LLC, holding a PFS™ designation along with Series 63 and Series 65 licenses. She has eight years of industry experience, including roles at RSM US Wealth Management LLC and Wellspring Financial Advisors. Outside of MAI, she is also associated with Choreo, LLC. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within client relationships.

Andrew Webb is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Merrill from 2011 to 2023 and Berkshire Bank from 2023 to 2024 before joining KeyBank NA and Key Investment Services LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap‑fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring.

Scott Andrews is a financial advisor with Eagle Strategies (NY Life) in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Leichner Financial Group, MPA Benefits, Mark Petro and Associates, and Andrews Financial Group. He is also active as an insurance broker, operating under Leichner Financial Group Inc for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored, primarily non-discretionary solutions delivered through a range of program types within an integrated New York Life affiliate structure.

Cassandra Oliver is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Sequoia Financial Group, L.L.C. and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and PNC. Outside of her advisory role, she is an independent consultant for Rodan + Fields, marketing skincare and cosmetic products. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee to guide portfolio construction and rebalancing.

Jason Wegner is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds a Series 66 designation and has 21 years of industry experience. Prior to joining Key Investment Services in 2016, he worked at Wells Fargo Advisors LLC for seven years. 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 with non-binding recommendations and ongoing monitoring, and maintains affiliations with KeyCorp and KeyBank to support its business operations.

Luke Jeffery is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked at BJ's Brew House and John Carroll University. 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 selection supported by non-binding advisor recommendations and ongoing oversight, and it operates within the KeyCorp group with affiliations including KeyBank and KeyBanc Capital Markets.

Joseph Pilla is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Outside of his advisory role, Pilla serves as treasurer and board member of a local camping association and is involved in charitable board activities, as well as engaging in accounting and tax services, real estate consulting, and retail jewelry business partnerships. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm focuses on client-directed implementation and oversight with a non-discretionary investment model and manages a majority of its assets on this basis.

Elias Ladon is a financial advisor with TLG Advisors, Inc. based in Beachwood, OH, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at GT Securities, Inc., Finalis Securities LLC, Colorado Financial Service Corporation, and has been the founder, owner, and president of Enterprise Development Resources, Inc., where he focuses on business consulting related to operations, valuation, and sales of private businesses. Ladon is also a licensed real estate agent working independently to facilitate property sales and leasing. TLG Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary services. The firm emphasizes manager selection and monitoring within diversified portfolios and provides a digital investment program, Starlight Portfolios, tailored by risk assessment and managed through various platforms and sub-advisors.

Danial Anderson is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 credential and 18 years of industry experience. He has been with Key Investment Services since 2010. Outside of his advisory work, he owns a single-family rental property managed by a property management company. 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 strategy selection and provides oversight and due diligence on third-party advisory products, operating within the KeyCorp group and working closely with affiliated financial entities.

Scott Hughes is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Chase Bank, Citizens Securities, and Citizens 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. The firm emphasizes client-directed model selection and provides oversight through due diligence and supervisory processes as part of the KeyCorp group.

Michael Marrapese is a CFA® charterholder and holds the Series 63 designation, with 16 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023, following a seven-year tenure at MarketCipher Partners LLC. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies through in-house portfolio managers and third-party sub-advisers, and offers integrated financial planning, tax, and trust services.

Diane Dodson is a CFP® professional with 8 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. She also operates Diane Dodson, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers a platform that supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Joseph Salem is a financial advisor with Guardian Life, holding a Series 63 designation and 18 years of industry experience. He has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2008. Salem is also the author of a personal finance book for young couples, published in 2019. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, pension, charitable, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs with discretionary and non-discretionary options.

Jalan January is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, January held roles at Huntington National Bank, Huntington Private Bank, and several other companies across diverse sectors. He also has experience working with nonprofit and educational organizations, including the Jewish Community Center and Bowling Green State University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and portfolio offerings. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers, while operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Ronald Moss is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He has worked at several firms, including Huntington Private Bank, Buttonwood Corp Finance, LPL Financial LLC, Global Retirement Partners, and Charles Schwab & Co., Inc. Prior to entering the financial services industry, he was employed at Uber Technologies Inc and Northern Kentucky University. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes model and custom portfolios overseen by an Investment Policy Committee and incorporates a range of investment vehicles alongside detailed research and due diligence processes.

Heather Katzenmeyer is a financial advisor at The Huntington Investment Company with 26 years of industry experience. She holds a Series 66 credential and has previously worked at Raymond James Financial Advisors and Wells Fargo Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate private bank portfolios.

Joseph Coyne is a CFP® professional with four years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Akron, OH. His prior experience includes roles at Hightower and NRP Group LLC. Outside of his advisory work, he is involved in real estate investment activities on a limited basis. Sequoia Financial Advisors, LLC provides 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 employs a combination of model and custom portfolio management strategies supported by fundamental, technical, and cyclical research, with additional offerings such as trustee support and retirement-plan participant education.

Franco Miranda Alves is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. outside of the financial sector, his background includes roles in university admissions and the restaurant industry. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with additional brokerage and insurance operations.

Michael Buchanan is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC for 11 years. Key Investment Services LLC serves individual clients, trusts, estates, small businesses, and corporations through various wrap-fee advisory programs, model portfolios, separately managed accounts, and other financial products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Marie Kowalski is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds a Series 66 designation and has been with the firm since 2011. 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 direction in model selection and provides ongoing monitoring and supervisory oversight, operating within the KeyCorp group and collaborating closely with affiliated financial entities.