Jonathon Mahilo is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated advisory services since 2014. Outside of his advisory role, he is a co-founder of Pocket Eight LLC, a graphic design business. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Brayden Makar is a financial advisor at Oppenheimer with a Series 66 designation and approximately one year of industry experience. Prior to joining Oppenheimer, he worked at DWR Financial / Turney Tax and has experience in hospitality through Ethos Hospitality Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers various advisory programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Jamie Turk is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 25 years of industry experience. His prior roles include positions at ProEquities, Inc. and Osaic FA, Inc. He also operates Jamie Turk Inc., a business used for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise firm 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 financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an IAR-driven, open-architecture model integrating multiple investment platforms and managers.

Michael Wasylyshyn is a financial advisor at Sequoia Financial Group, L.L.C. with 36 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for over three decades at Royal Alliance Associates, Inc. and Financial Planners of Cleveland, Inc. 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 combines in-house model portfolios, custom accounts, and third-party manager selection with ongoing oversight from an Investment Policy Committee.

John Vitou is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at MetLife and MetLife Investors Distribution Company. In addition to his advisory role, he is involved in insurance sales through Vitou Financial Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

William Venter III is a CFP® with 32 years of experience in financial advising. He has been with Sequoia Financial Group, L.L.C. since 2012 and with Sequoia Financial Advisors, LLC since 2003. His prior brokerage activities include residual commissions from past life and disability insurance cases. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by regular Investment Policy Committee oversight and external research.

Stephen D'alessandro is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments LLC, PNC Wealth Management, and Natcity Investments, Inc. Outside of his advisory role, he serves as a Member At Large for the Avalon Estates homeowners association in North Ridgeville, Ohio. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary portfolio implementation and is integrated with KeyCorp affiliates that provide additional financial services and investment capabilities.

Timothy Conway is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at KeyBank since 2017 and has been with Key Investment Services LLC since 2018. Outside of finance, he serves as a youth soccer club coach for World Class Soccer. 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 plan clients through a network of financial professionals. The firm utilizes a multi-provider platform combining discretionary and non-discretionary management, with integrated services from KeyCorp affiliates.

Chad Kuhns is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Key Investment Services and KeyBank since 2016. Outside of his advisory role, Kuhns serves as the Recreation Director for the City of Vermilion, organizing sports programs, and also works as an assistant football coach for Vermilion Local Schools. 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 plan clients. The firm uses a multi-provider platform and integrates with KeyCorp affiliates to deliver a range of investment solutions, primarily on a non-discretionary basis.

Gregory Augustine is a financial advisor at Oppenheimer with 35 years of industry experience and holds a Series 66 designation. He has worked at Oppenheimer since 2011 and previously spent 12 years at PRUCO Securities, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Benjamin Tegel is a Series 66-licensed financial advisor at Farther with 20 years of industry experience. He previously worked at Auxin Group Wealth Management for ten years before joining Farther Finance Advisors. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Blake Rawson is a CFP®-designated financial advisor with 30 years of industry experience. He has worked at Stratos Wealth Partners, Ltd and LPL Financial since 2010 and previously spent 11 years at Merrill. Outside of his advisory work, he owns a plane which he rents or leases to flight schools. 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 broad mix of individual, retirement plan, corporate, nonprofit, and institutional clients through an open-architecture model that integrates multiple third-party platforms and managers.

Andrew Maimona is a CFP®-certified financial advisor with 27 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Hudson Wealth Management, and previously worked at Stratos Wealth Partners, LTD and LPL Financial. Outside of his advisory work, he is co-owner and president of a family restaurant, The Basement in Brimfield, Ohio. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, serving both retail and institutional clients.

Teresa Cotman is a financial advisor with Fifth Third Securities, Inc. in Brunswick, OH, holding Series 63 and 65 licenses with three years of industry experience. Prior to joining Fifth Third Securities in 2023, she worked at Fifth Third Bank since 2021 and co-owned Eaglehead Manufacturing for ten years. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed investment options.

Geoffrey James is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Key Investment Services and KeyBank since 2017 and previously held roles at Wells Fargo Clearing, Wachovia Bank, and Wells Fargo Advisors. Outside of finance, he is the CEO and owner of The Up All Nighters LLC, a music company that produces music for his band and other artists. 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 clients through a network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary model portfolios and integrates services from KeyCorp affiliates, including banking and investment-banking capabilities.

Michael Dempsey is a CFP® professional with 25 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2019. He has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Outside of his advisory role, he manages rental property investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance.

Marco Frabotta is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Winbridge Partners, LLC and Zappitelli Financial Services. Outside of his advisory roles, he was involved with Ideas to Go, Inc. for five years. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios and incorporates various technologies and third-party managers to support portfolio management and client service.

Louis Loparo is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Planning Partners. Loparo is also involved as treasurer of the Euclid Schools Foundation and participates in the Northern Ohio Italian American Foundation’s membership retention and marketing committee. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates services such as tax planning, bookkeeping, payroll support, and estate planning through affiliated providers, employing a diversified investment approach aligned with client objectives and risk tolerance.

Ashley Mays is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with three years of industry experience. Prior to joining Sequoia in 2022, she worked at Royal Alliance Associates, INC. and NCA Financial Planners. Before entering the financial industry, she spent nine years at Edinboro University. 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 detailed research processes.

Gerald Knotek is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding the CFP®, PFS™, and Series 63 designations with 26 years of industry experience. He has been associated with various Sequoia entities since 2000 and serves as executive vice president at Sequoia Financial Group. Outside of his advisory role, he owns GKSK, LLC, a consulting firm, and is a board member of Long Road Risk Management Services, which provides life insurance consulting and placement services. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with oversight from an Investment Policy Committee, employing a range of investment vehicles and research methods in its approach.