Timothy Novak is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he is involved as an owner and landlord of a rental property in Cleveland, Ohio. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Gavin Judge is a financial advisor with Commonwealth Financial Network based in Hudson, Ohio. He holds the Series 66 designation and has one year of industry experience, including prior roles at Valmark Securities, Applied Financial Concepts, and FinTeam Business Consulting. Before entering the financial industry, he operated a painting and repair business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm manages around $212.7 billion in client assets and provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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, including 19 years with Key Investment Services. 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 combined with ongoing monitoring and due diligence of third-party advisory products.

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 with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked within the KeyCorp organization in various roles since 2015, including positions at KeyBank and Key Investment Services. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Ryan Hartland is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at PNC Investments LLC, Northwestern Mutual, and Aurora Inn Hotel and Event Center. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring and due diligence of third-party advisory products.

Heidi Ouderkirk is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds the Series 66 designation and has worked at KeyBank since 2015. Outside of her advisory role, she serves as Treasurer for 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-directed investment decisions supported by non-binding recommendations and provides oversight through a Product Due Diligence Committee and ongoing account monitoring.

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 licenses and six years of industry experience. His prior roles include positions at Fort Washington, U.S. Bank, and U.S. Bancorp Investments. Outside of advising, he has self-published a book on Kentucky Wildcats history and serves as an industry mentor for college students participating in the CFA Society Research Challenge. 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 choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations that provide a broad range of financial services.

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 at Key Investment Services LLC with a Series 66 designation and experience spanning several roles within the financial services industry since 2016. Her prior work includes positions at KeyBank National Association, North Star Advisory Group, and Cleveland State University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolio offerings, emphasizing client-directed model selection combined with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated entities to provide a range of investment and brokerage solutions.

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 holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2005. Outside of his advisory role, Shaw serves as treasurer for a homeowners association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporations through various advisory programs, including wrap-fee accounts and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

William Bohney is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including seven years with Raymond James Financial Services and roles at Valic Financial Advisors and Farmers & Merchants State Bank. Outside of his advisory work, he serves as a trustee of the Perrysburg Rotary Community Foundation and is the immediate past president and a current board member of Perrysburg Rotary. Citizens Securities serves individual and high-net-worth investors with advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency, with a range of investment solutions for retirement and other personal financial needs.

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 in Independence, Ohio, holding 24 years of industry experience. He is also the owner and musician in Park Place Productions, a musical entertainment business he has operated since 1989. His prior work includes positions at Brunswick City Schools and Northcoast Entertainment Memphis-Ridge Music Center. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs utilizing both strategic and tactical investment approaches.