Emily Drake is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2019. Prior to joining Hightower, she worked for 12 years at WealthTrust Fairport, LLC. Hightower Advisors offers investment advisory and planning services to a broad range of individual and institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its extensive network of Advisor Practices. The firm’s advisory approach emphasizes manager selection, multi-manager solutions, and utilizes proprietary research and various investment vehicles including mutual funds, ETFs, and alternative investments.

Nicholas Mueller is a financial advisor at Integrity Alliance, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and Independence Wealth Advisors. Integrity Alliance serves a diverse client base ranging from individual investors to corporations and qualified retirement plans, managing approximately $5.4 billion in client assets through a large network of over 300 independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.

William Matthews is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2021. He has been with Charles Schwab and its affiliated entities since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm focuses on annual financial reviews and investment recommendations, leaving final trading decisions to clients while collaborating with affiliated or third-party money managers for discretionary management.

Jeffrey Sokolowski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at KeyBank and First Commonwealth 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 investment model selection with ongoing monitoring and operates within the KeyCorp group, maintaining affiliated relationships with KeyBank and KeyBanc Capital Markets.

Joyce Zak is a financial advisor at Hightower Advisors with seven years of industry experience. She previously worked at WealthTrust Fairport, LLC for 19 years. Zak is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates mutual funds, ETFs, alternative investments, and custom indexing.

Christopher Radzinski is a financial advisor with Stratos Wealth Partners, Ltd., holding 12 years of industry experience. He has been with Stratos Wealth Partners since 2014 and has also been associated with LPL Financial since 2013. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

David Leavitt is a financial advisor with Osaic Advisory Services, LLC, holding 27 years of industry experience. He has worked at firms including Arbor Point Advisors and Cedar Brook Financial. Outside of his advisory work, he serves as an executive board member and past president of Congregation Shaarey Tikvah, a small synagogue. Osaic Advisory Services, LLC provides investment management and financial planning to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse advisory programs that utilize both proprietary and third-party platforms, with custody primarily arranged through Schwab and Fidelity.

Michael Cimperman is a CFP® professional with seven years of industry experience, currently serving at Stratos Wealth Partners, Ltd. since 2021. His prior roles include positions at HRZ Management, LPL Financial, Charter Steel, and the University of Akron. He provides administrative support to Stratos Wealth Partners, an independent investment advisory firm. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm utilizes an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios across multiple custodians and employs a combination of affiliated and third-party sub-advisors.

Frederick Cook is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 26 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2013. Outside of his advisory role, he is also a notary public in the state of Ohio. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and 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 asset allocation across multiple custodians.

John Rutkowski is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 18 years of industry experience. He has been associated with Guardian Life Insurance Co of America and Primerica Advisors since 2009. Outside of his advisory role, he works as an independent insurance agent. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms, supporting diverse account types and lending solutions.

Charles Scrattish Jr. is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 31 years of industry experience. His career includes roles at KeyBank, Huntington National Bank, The Huntington Investment Company, and LPL Financial. 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 financial professional recommendations and performs due diligence and supervisory oversight across its offerings.

David Albin is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Independent Financial Group, and Cetera. Outside of his advisory role, he is involved with a technology services company called DeepThink Labs and maintains authorship of a niche online publication focused on pest prevention. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into a single account, leveraging both advisor-managed and model-based portfolios with active monitoring and asset allocation across various custodians.

Matthew Moore is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services and KeyBank since 2019. Prior to his financial career, he held positions at Best Buy and Firehouse Subs. Key Investment Services LLC serves individuals—including high-net-worth clients—trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection supported by non-binding recommendations and ongoing oversight.

Christopher Demuesy is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Tradefull, and in the North Canton Hoover School System. 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 ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Thomas Seifert is a financial advisor with Hightower Advisors, holding the PFS™ and Series 66 designations and bringing 19 years of industry experience. He worked at WealthTrust Fairport, LLC for 12 years before joining Hightower Advisors in 2019. Hightower provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial entities. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a range of investment vehicles and operational support tailored to both domestic and international clients.

Thomas Murphy is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at KeyBanc Capital Markets Inc., JP Morgan Securities LLC, Edward C. Hawkins & Co., Ltd., and KeyCorp and its affiliates. 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 and provides ongoing monitoring, due diligence, and access to third-party discretionary managers.

Rory Mccarthy is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes roles at Bill McCarthy & Associates and Agia. Outside of advisory services, he acts as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and a centralized technology approach.

Ernest Cunningham III is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked previously at Ameriprise, Cetera Investment Advisors, Edward Jones, and Cox Automotive. Outside of his advisory role, he umpires high school athletic events in Ohio. Key Investment Services LLC serves individuals, trusts, 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-directed investment selection supported by professional recommendations and ongoing monitoring, and operates as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Rachel Keesey is a financial advisor at Key Investment Services LLC with nine years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and SJS Investment Services. Rachel is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account solutions. The firm emphasizes client-directed model selection and ongoing monitoring, with supervisory oversight and due diligence on third-party advisory products.

Dale Puruczky is a financial advisor at Stratos Wealth Partners, Ltd with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stratos Wealth Partners since 2012. Prior to that, he worked at LPL Financial, LLC for over two decades. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and 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 asset allocation across multiple custodians.