Andrew Nothstine is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at WesBanco Securities, Fifth Third Securities, and Fifth Third Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap‑fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment model selection and provides access to third-party discretionary managers while offering ongoing monitoring and supervisory oversight.

Mark Wilcox is a CFP® professional with 25 years of experience in the financial services industry. He currently serves as an advisor at Commonwealth Financial Network and is the owner and president of Hudson Wealth Management, LLC. Prior to his current roles, he worked at Stratos Wealth Partners and LPL Financial for nine years. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a comprehensive platform with operations, trading, technology, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Yaroslav Lisheba is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at Northwestern Mutual and The Ohio State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, with advisors recommending allocations while clients retain final trading decisions.

Daniel Juliussen is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2023. Prior to that, he worked at Key Bank NA for ten years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Chandler Vegel is a CFP® professional with four years of experience at MAI Capital Management, LLC. Prior to joining MAI, he held various roles outside the financial industry, including positions at Enterprise Rent-A-Car, Panera, and Chick-Fil-A. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

John Brown is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 63 designation and has been associated with Stratos Wealth Partners and LPL Financial since 2012. Prior to that, he operated John D. Brown CPA, Inc. for nine years. Stratos Wealth Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Robert Karras is a CFP® and ChFC® with 26 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023. Prior to this, he operated R Karras Asset Management & Planning, LLC for 15 years. 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, institutional clients, and trusts. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies supported by both in-house and third-party management.

Nicholas Oskowski is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, UBS Financial Services, and The Huntington National Bank. Outside of his advisory role, he is involved with Zero Drift, LLC, a wellness company focused on physical fitness, mental health, and personal development that leverages social media content and affiliate marketing. Key Investment Services LLC serves a broad client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client direction and model selection, providing non-binding recommendations and ongoing monitoring while working within the KeyCorp group and affiliated entities.

Nimita Naik is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Her prior roles include positions at Clearstead, The Huntington National Bank, and Citizens Bank. 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 that includes high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

Jaimie Stachowiak is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services, Fifth Third Securities, Fifth Third Bank, Huntington Investment Company, and Huntington National Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, managed accounts, and affiliated brokerage and insurance products. The firm emphasizes client direction in model selection while providing recommendations and ongoing oversight, and it operates within the KeyCorp group alongside related banking and capital markets entities.

Mark Breen is an investment advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and over 35 years of industry experience. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2005. Breen is the owner of Total Benefits Advisors, a consulting and advisory services business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Donald Jereb is a financial advisor with Lincoln Investment in Independence, OH, holding 37 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Advisory Corporation from 2017 to 2019. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches across discretionary and non-discretionary programs.

Eric Dworznik is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 66 and Series 63 licenses and eight years of industry experience. Prior to joining Key Investment Services in 2024, he worked at PNC Investments for six years and at Buckeye Business Products for three years. 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 model selection and provides non-binding recommendations, ongoing monitoring, and due diligence on third-party advisory products.

Steven Vale is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2016. 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, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in investment selection while providing recommendations and ongoing monitoring, and it operates as part of the KeyCorp group with affiliations that support a broad range of financial services.

Deanna Roeger is a Series 66-licensed financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She has worked with several firms including McDonald Partners LLC and Heritage Financial Partners, LLC prior to joining MAI Capital Management in 2022. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, 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 offers a range of investment strategies and integrates financial planning, tax, and trust services, managing $72.3 billion in assets as of May 31, 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. His current role at Key Investment Services began in 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and oversight, offering access to third-party discretionary managers and maintaining supervisory review across its programs.

Nancy Andrefsky is a financial advisor with Stratos Wealth Partners, Ltd, holding 14 years of industry experience. She has been associated with both Stratos Wealth Partners, Ltd and LPL Financial since 2008 and 2012, respectively. Her roles include administrative responsibilities within Fundamentum, LLC and Stratos Wealth Advisors, Ltd, both registered investment advisors. 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, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Robert Heksch is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with Stratos Wealth Partners, Ltd, where he has worked since 2010, and also associated with LPL Financial, LLC since 2009. His prior experience includes roles at Silver Mountain Capital Partners LLC, FSC Securities Corporation, and Aspen Management Group Ltd. Heksch’s other business activities include work related to life, disability, and long-term care insurance as well as fixed annuities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, investment management, and retirement consulting through a large network of advisors using a combination of proprietary and third-party strategies, offering both discretionary and non-discretionary account management across multiple platforms and custodians.

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.