Blake Herideen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at KeyBank and Robert W. Baird, along with experience in educational and business environments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

Douglas Thomas is a financial advisor with PNC Wealth Management in Lakewood, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining PNC in 2026, he worked at Equitable Advisors and Axa Advisors, and he has also been involved with Lakewood City Schools and Puritan Financial Group. He serves as a board member for both Bedford City Schools and the Lakewood Chamber of Commerce. 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 for PNC Bank employees. The firm uses algorithm-based risk assessments and delegates portfolio implementation and proxy voting to third parties.

Tia D'aveta is a financial advisor with Hightower Advisors, holding a Series 65 credential and nine years of industry experience. She previously worked at Fairport Wealth for three years before joining Hightower in 2017. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions through affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to a variety of investment vehicles, supported by proprietary research and a focus on operational features such as rebalancing and tax-managed strategies.

Paul Coleman is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at KeyBank and Key Investment Services since 2001, with roles spanning more than two decades. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Todd Simon is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Wealth Management since 2009. Outside of his advisory role, he coaches youth basketball for the Olmsted Falls Basketball Association. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to approved strategists and third parties.

James Plantholt is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 10 years of industry experience. His career includes roles at KeyBank NA, Planned Results, Inc., Raymond James Financial Services, Merrill, Bank of America, and Citizens Securities. He also served in the Army National Guard from 2015 to 2024. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers a range of wrap-fee programs, model portfolios, and separately managed accounts, emphasizing client-directed investment choices supported by non-binding recommendations and ongoing monitoring.

Kevin Doyle is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Citizens Securities since 2020 and previously held positions at Fifth Third Securities and various New York Life entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program based on ETF portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Kevin Pietrzyk is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Marcum Wealth LLC and Strategic Wealth Partners. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Emily Shacklett is a financial advisor with Hightower Advisors, holding the PFS™ designation and Series 66 license, with 18 years of industry experience. She has worked at Hightower Advisors since 2019 and previously spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.

Ryan Cameron is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior work includes roles at KeyBank and Key Investment Services, where he has been employed since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and other financial products. The firm emphasizes client-directed investment decisions supported by recommendations and ongoing monitoring and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Jeffrey Hurst is a CFP® certificant with 43 years of industry experience, currently serving at Principal Financial Services. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. In addition to his advisory role, he holds a bank officer position at Principal Bank & Trust Company, supporting retirement plan account relationships across the firm's insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Alex Kucharski is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Vail Resorts and Thrivent. 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 model selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Michael Germo is a financial advisor at &PARTNERS with 45 years of industry experience. He holds the CFP® designation and Series 63 license. His prior work includes over 30 years at Royal Alliance Associates, INC., followed by extensive tenure at Financial Planning Resources and Commonwealth Financial Network. Outside of advisory services, he provides tax preparation and accounting through Michael A. Germo Tax Services. &PARTNERS serves a diverse clientele including high-net-worth individuals, institutions, charitable organizations, and retirement plans. The firm offers a range of investment management and financial planning services, utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Michael Stobbe is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2015. Key Investment Services LLC serves individual, trust, estate, small business, 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-directed model selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group and collaborating closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Brian Evans is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding a Series 66 designation and 20 years of industry experience. He has been with Key Investment Services since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment model selection, with financial professionals providing recommendations and ongoing monitoring while conducting due diligence on third-party advisory products.

Kevin Baumberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2014. Baumberger serves as a board member of Cornerstone of Hope, a bereavement organization, contributing to strategic planning and organizational growth. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm offers various advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Marla Petti is a CFP® and PFS™ credentialed advisor with 10 years of industry experience, currently with MAI Capital Management, LLC since 2021. She previously worked at Commonwealth Financial Network and HW Financial Advisors from 2016 to 2020. Petti serves on the Finance Advisory Committee for the City of Beachwood. 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 offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Eric Beahn is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at Stratos Wealth Partners since 2013 and previously held roles at LPL Financial, PNC Wealth Management, and Amfin Investment Services. Beahn divides his time between advisory roles at Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting, delivered through a large network of investment adviser representatives who offer both discretionary and non-discretionary portfolio management.

James Tracz Jr. is a financial advisor at &PARTNERS with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network, Ameriprise Financial Services, Inc., and Waddell & Reed, Inc. Tracz is also involved in fixed insurance sales, devoting a small portion of his business hours to this activity. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of services such as investment management, financial and tax planning, and retirement-plan consulting, utilizing both proprietary and third-party strategies through an established platform infrastructure.

John Geretz is a financial advisor with Primerica Advisors based in Beachwood, OH, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at Park Avenue Securities since 2014 and at Guardian Life Insurance Company of America since 2013. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports a variety of account-level services.