Terrell Cannon is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior experience includes roles at ETC Brokerage Services, Citizens Securities, The Huntington Investment Company, and Fifth Third Securities. Outside of his advisory work, he is involved in refereeing baseball and basketball. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Deanna Roeger is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at several firms, including McDonald Partners LLC, Heritage Financial Partners, LLC, and Cambridge Investment Research Advisors. Roeger has been with MAI Capital Management since 2022. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm manages a range of investment strategies and offers integrated financial planning and trust services, with $72.3 billion in assets under management as of May 2026.

Lawrence Spyke is a financial advisor with PNC Wealth Management, holding Series 63 and 65 licenses and five years of industry experience. He previously worked at KeyBank and Progressive Casualty Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist program for employees that utilizes algorithm-driven risk assessments and model portfolios managed by PNC or third-party strategists.

Burton Hotz is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at KeyCorp-KPB since 2011 and with Key Investment Services LLC since 2022. 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 utilizes a multi-provider platform combining in-house and third-party portfolio strategies, offering mainly non-discretionary models alongside custodial and ancillary insurance services.

Rene Mercadante is a financial advisor with Fifth Third Securities, Inc. in Mayfield Heights, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Fifth Third Securities since 2002. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Nancy Andrefsky is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. She has been affiliated with LPL Financial since 2012 and with Stratos Wealth Partners since 2008. 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 clients including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture, IAR-driven model that incorporates multiple third-party platforms and managers.

Robert Heksch is a CFP® professional with 37 years of experience in the financial advisory industry. He is affiliated with Stratos Wealth Partners, Ltd, where he has worked since 2010, and also maintains a relationship with LPL Financial, LLC. His prior experience includes roles at Silver Mountain Capital Partners LLC and Aspen Management Group Ltd. He spends part of his time managing non-variable insurance products such as life, disability, and long-term care insurance. 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 diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services from financial planning to outsourced CIO solutions. Stratos utilizes an open-architecture investment approach that combines multiple third-party platforms and managers, supported by discretionary and non-discretionary portfolio management tailored to client goals.

Melissa Engbert is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Bridgeview Wealth Partners, LLC. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Engbert is based in Independence, OH. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.

Michael Kelly is a financial advisor with Lincoln Investment in Parma, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Lincoln Investment since 2012 and has operated Kelly’s Tax Service, preparing income tax returns for individuals and small businesses, since 1980. In addition to his advisory role, he is involved in life insurance and fixed annuity sales. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of financial planning and portfolio management services supported by an in-house research team and a layered delivery model involving independent advisors and third-party managers.

Jacob Zakor is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 16 years of industry experience. He has worked at PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses approved investment strategies managed by PNC or third-party strategists. The firm’s approach includes algorithm-driven risk assessment and portfolio implementation via mutual funds and ETFs with annual rebalancing.

Wes Hawkins is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has 11 years of industry experience. His prior roles include positions at Sikich Financial and BCG Wealth Advisors. 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 diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an independent advisor model paired with an open-architecture investment approach that integrates multiple third-party platforms and managers.

Ryan Prokopius is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Citizens Securities since 2007 and previously worked at Chase Investment Services Corp. for one year. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and managed account services and operates as a broker-dealer and insurance agency.

Anna Alexander is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 21 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has additional roles related to Medicare insurance marketing, legal document referrals, and client assistance with health and travel insurance products. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with options for discretionary and non-discretionary management.

Timothy Dempsey is a CFP®, CFA®, and Series 66 credentialed advisor with six years of industry experience. He has worked at MAI Capital Management, LLC since 2021 and previously at MGO Inc. from 2016 to 2021. He also spent four years at John Carroll University. MAI Capital Management, LLC 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 offers customized portfolio management across multiple asset classes and serves in both product-sponsor and advisory roles, managing over $72 billion in assets as of mid-2026.

Jason Craciun is a financial advisor at Eagle Strategies (NY Life) based in Independence, OH, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NYLIFE Securities LLC and New York Life Insurance Company since 2010. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant portion of assets managed on a non-discretionary basis.

Jason Putman is a CFP®, CFA®, and Series 63 credentialed financial advisor affiliated with MAI Capital Management, LLC, with 14 years of industry experience. He has been with MAI Capital Management since 2014. MAI Capital Management, LLC provides a range of investment management and wealth advisory services to individual, family, and institutional clients, including high-net-worth individuals and pension plans. The firm offers customized portfolio management across multiple asset classes and integrates financial planning and tax services into client relationships.

Travis Smythe is a CFA® charterholder with 10 years of industry experience. He currently serves as a financial advisor at Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at firms including Capital One and Hamilton Financial Partners. Outside of his advisory roles, he is involved with Tulsa Oktoberfest, a non-investment-related activity. 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 diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture investment approach.

Eric Wulff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at Marcum Wealth, LLC for 19 years before joining Wealth Enhancement Advisory Services in 2025. Outside of his advisory role, he serves as Vice President of the Exit Planning Exchange in Cleveland, Ohio. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Alexander Bruemmer is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has worked with KeyBank NA since 2016. 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 plan clients through a network of financial professionals. The firm uses a multi-provider model with discretionary and non-discretionary options and integrates services from KeyCorp affiliates to offer due diligence, advisory, and risk management capabilities.

Kristy O'Driscoll is a financial advisor at Key Investment Services LLC with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Key Investment Services and Key Bank since 2016. 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 plan clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.