Cory Nutter is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with BDS Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform for operations, trading, technology, compliance, and practice management.

Allison Werden is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Ownership Advisors, Inc., LPL Financial, LLC, and Charles Schwab. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers customized portfolio management across various strategies and integrates financial planning and other services, managing $72.3 billion in assets as of May 31, 2026.

Rafael Perez is a CFP® with 29 years of experience in the financial industry, currently serving at MAI Capital Management, LLC since 2021. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, with a long tenure at Fidelity Brokerage Services. He serves as an endowment committee member for The Church in Aurora, where he promotes the endowment fund and monitors its investment adviser. MAI Capital Management, LLC offers discretionary and non-discretionary 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 employs a range of customized portfolio strategies and serves both as an investment adviser and product sponsor, managing substantial assets and affiliated private funds.

Anthony Bucceri is a financial advisor at Principal Financial Services with 8 years of industry experience. He holds the Series 66 designation and has worked previously at Guardian Life Insurance Company, Park Avenue Securities, and Valic Financial Advisors. Outside of traditional advisory roles, Bucceri has experience in fixed insurance sales and service, including fixed life, fixed annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Trenton Stoddard is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. He has held roles at Key Investment Services and Key Bank, as well as positions outside the financial sector including at World Wide Golf Shops and Alpha Coffee. 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 strategy selection and provides ongoing monitoring, due diligence, and supervisory oversight while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Christopher Muirhead is a financial advisor at Hightower Advisors with 14 years of industry experience. He previously worked at Winslow Asset Management, Inc. for 11 years before joining Hightower in 2023. He holds a Series 63 designation and 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 emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers, with capabilities that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

James Love is a financial advisor at PNC Wealth Management in Cleveland, Ohio, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC Investments since 2016. Outside of his advisory role, he serves as a board member for the Greentree HOA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that relies on algorithmic risk assessment and third-party implementation.

Abraham Lincoln is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and having nine years of industry experience. He previously worked at Perkins Coie LLP before joining KeyBank and Key Investment Services, where he has been since 2017. Outside of his financial career, he serves as president of the North Counties Christian Sports League, managing its annual charitable status. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers wrap-fee programs, model portfolios, and separately managed accounts, emphasizing client-driven model selection and ongoing monitoring while collaborating with affiliated entities within the KeyCorp group.

Andrew Ditty is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 66 licenses. He began his financial services career in 2026 with KeyBank and Key Investment Services, after prior roles outside the industry including positions at The Cheesecake Factory Inc and several educational institutions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and provides access to third-party discretionary managers, operating as part of the KeyCorp group with affiliations across banking and capital markets.

Tyler Durbin is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes multiple roles at Key Investment Services and KeyBank dating back to 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing oversight while working within the KeyCorp group and affiliated entities.

Joanna Simmons is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 66 and Series 63 licenses and has prior experience at J.P. Morgan Securities LLC and KeyBank. Outside of finance, she was involved with Noona Baking Company LLC for six 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 investment selection supported by ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Tigress Jones is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. Her prior roles include multiple positions at JPMorgan Securities LLC between 2016 and 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings, emphasizing client direction in model selection while providing non-binding recommendations and ongoing monitoring. The firm operates within the KeyCorp group and collaborates with affiliated entities to deliver a comprehensive range of investment and brokerage services.

William Carroll is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has four years of industry experience. Prior to his advisory role, he worked at Texas de Brazil for four years. In addition to his advisory activities, Carroll is a licensed insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities, emphasizing periodic rebalancing and performance reviews.

Melissa Aiken is a Series 66 credentialed financial advisor with Valic Financial Advisors in Independence, Ohio, bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2012 and also holds a role with Agia since 2022. Outside of her advisory work, she serves on the board of directors for After School Discovery, a nonprofit providing educational and enrichment opportunities to at-risk children, and previously served as vice president of the Madison Band Patrons, a nonprofit supporting local school band programs. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models for portfolio construction and management.

John Hyneman is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Ameriprise Financial Services, Agia, Valic Financial Advisors, and Prudential Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that includes third-party and affiliate investment strategies.

Victor Roach is a financial advisor with TIAA-CREF in Beachwood, Ohio, holding a Series 66 designation and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Roach umpires youth baseball games for boys aged 9 to 20 in Ohio. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm offers a range of advisory services that include model portfolios, customized portfolio management, and fiduciary services with a vertically integrated approach.

Jules Blakely is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles. Blakely has also been a student since 2009. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, along with financial planning and consulting services.

Tracy Scott is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. She holds Series 65 and Series 63 designations and has been affiliated with Fifth Third Bank since 1996. Fifth Third Securities, Inc. serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, through advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account Platform, utilizing third-party portfolio managers and offering various strategies such as mutual fund and ETF models, SMAs, and direct-indexing options.

Dean Weemhoff is a CFP® with 32 years of industry experience, currently serving as a financial planner at OSAIC Advisory Services, LLC since 2024. His prior roles include ten years at Lincoln Investment and two years at Arbor Point Advisors. He also holds an insurance planning role that integrates annuities and insurance products as part of his financial planning process. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight through multiple program models, utilizing both proprietary and third-party platforms.

Dexter James is a financial advisor with MAI Capital Management, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining MAI Capital Management in 2022. Outside of his advisory role, James serves on the City of Hudson Tax Incentive Review Council and the Hudson Community Foundation board of directors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 serves in both advisory and product-sponsor roles, managing substantial assets and affiliated private investment vehicles.