Reece Tatchell is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at John Carroll University and taught at both Sylvania Northview High School and McCord Middle School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Ryan Thibault is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments and LPL Financial. Prior to his advisory career, he held roles in the hospitality sector. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a broad network of investment adviser representatives.

Amy Yesnach is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has been with Citizens Securities since 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

Stephanie Mushenheim is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at KeyBanc Capital Markets since 2019, with previous roles at Raymond James and Associates and multiple positions within Key Investment Services. 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 direction in investment model selection while providing non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Douglas Andrassy is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at MAI Capital Management, LLC since 2018 and previously spent 14 years at Calfee Financial Advisors, Inc. He is based in Cleveland, OH and holds Series 65 and Series 66 licenses. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of strategies across multiple asset classes and offers additional services such as trust administration and insurance through affiliated entities.

Christopher Buoncore is a Series 65 licensed financial advisor with MAI Capital Management, LLC in Cleveland, OH, and has five years of industry experience. He has been with MAI Capital Management since 2017, with a brief period at Amazon in 2019. Outside of finance, he is the founder of Cuore Italian Home, LLC, a small business that creates and sells charcuterie boards on Etsy. 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, families, sports professionals, trusts, and institutional clients. The firm’s approach includes a range of portfolio strategies and integration of financial planning and tax services, and it serves in both advisory and product-sponsor capacities.

Alexander Divito is a Series 66-registered financial advisor with Independent Financial Group, LLC, based in Westlake, OH. He has 14 years of industry experience, including his ongoing role at Independent Financial Group since 2012 and prior work with Investment Planning Group starting in 2010. He is also an officer and sole owner of Advance Planning Concepts, Inc., a financial services DBA. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes both firm- and third-party models to tailor investment strategies, offering diversified portfolio management through multiple platforms.

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.

Jessica Novak is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 18 years of industry experience. She has worked with various PNC entities since 2013, including PNC Investments and PNC Bank. 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 that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing.

Jonathan Evans is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He has held his current position since 2007 and holds Series 63 and Series 66 licenses. Outside of his advisory work, Evans serves as a fill-in preacher at Kingsway Alliance Church and works as an assistant at Mouse Adventures LLC, a Disney travel agency. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client decision-making in model selection and offers oversight and due diligence on third-party advisory products, operating within the KeyCorp group and collaborating closely with affiliated banking and capital markets entities.

Clint Rickett is a CFP® with 22 years of experience in the financial industry. He currently works at &PARTNERS and previously spent 17 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of clients, including high-net-worth individuals and institutional entities, offering investment management, financial and tax planning, and retirement plan consulting through both registered adviser and broker-dealer platforms. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Nicholas Grandominico is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including KeyBank and U.S. Bank. 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 ongoing monitoring, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Patricia Tornes is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Key Investment Services LLC and has prior experience at Merrill. Tornes is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client direction in investment selection while providing non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with notable corporate affiliations.

Shelly Thomas is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 25 years of industry experience. Her background includes roles at JP Morgan Securities and KeyBank. Outside of finance, she co-owned and operated Mark and Shelly Thomas Photography, LLC, a small photography business. Key Investment Services LLC serves a broad client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and portfolio management options. The firm emphasizes client-directed investment model selection and provides ongoing monitoring and supervisory oversight.

Autumn Harvey is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Morgan Stanley, JP Morgan Chase Bank, and AXA Advisors, LLC. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a network of investment adviser representatives.

Gordon Netschke is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online-banking credentials. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third parties, with implementation via mutual funds and ETFs and annual rebalancing.

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.

Jonathan Meyer is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and six years of industry experience. His background includes roles at PNC Investments, PNC Bank, Nationwide Insurance, and Upshift Cincinnati. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution that uses approved model strategies managed by PNC or third-party strategists.

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.

Mark Kelly is a financial advisor with Lincoln Investment, bringing seven years of industry experience. He has worked with Lincoln Investment since 2018 and previously spent 12 years at Anderson International Corp. Outside of his advisory role, he serves as Vice President at Kelly's Tax & Financial Services, where he prepares tax returns and offers insurance products. 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 a range of financial planning and retirement services, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.