Michelle Pipcak is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Equity Trust Company. Outside of advising, she has worked part-time as a nighttime office cleaner. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model integrating discretionary and non-discretionary portfolio management services, with custodial and trade execution support from Pershing and affiliated insurance offerings.

Brett Katana is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 14 years of industry experience. He has held multiple roles within PNC and its affiliated entities since 2013. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that utilizes approved model strategies and ETFs with annual rebalancing.

Michael Liskay is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at KeyBank, Fifth Third Securities, and Legend Advisory, LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor providing 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 model for portfolio implementation and integrates with KeyCorp affiliates to offer additional advisory and capital markets services.

Samer Hilal is a financial advisor at Stratos Wealth Partners, Ltd with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley. Hilal operates through Stratos Wealth Partners and LPL Financial. 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 services such as financial planning, advisor-managed portfolios, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Laurence Dunlap is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Agia and Lincoln Financial Advisors Corporation. Outside of his advisory work, he is the managing member of Bull and Bear Enterprises, LLC, a company used for accounting purposes. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts with centralized technology and model solutions to support its extensive client base.

Lawrence De Baltzo is a financial advisor with Cetera Planning Partners in Independence, Ohio, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Planning Partners, Inc. for four years. In addition to his advisory role, he is a shareholder and heads the tax and business valuation departments at Hobe & Lucas, Certified Public Accountants, Inc., where he provides accounting, consulting, and tax services. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services alongside a diversified investment approach tailored to clients’ objectives and risk tolerance.

Geoffrey Hoff is a Series 66-licensed financial advisor with Guardian Life, based in Beachwood, OH, and has 16 years of industry experience. He has worked with Park Avenue Securities since 2010 and Guardian Life Insurance Company since 2009. Hoff serves on the advisory board for Lake Catholic. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management, model-based strategies, and a digital advisory platform, combining proprietary and third-party solutions tailored to client needs.

Stella Arnaut is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She previously worked at JPM Chase from 2013 to 2019 before joining Fifth Third Securities and Fifth Third Bank in 2019. Outside of her advisory role, she is involved in window sales and construction supply sales through two separate businesses in Mayfield Heights, Ohio. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of managed account programs via the Passageway platform, which includes mutual fund, ETF, SMA, tax-overlay, and direct-indexing strategies.

Scott Lewis is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Arbor Point Advisors, Securities America Advisors, Cetera, and Vantage Financial Group Inc. He is also licensed as an insurance agent, selling life insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm provides investment management, financial planning, retirement plan consulting, and related services, utilizing various program models and accessing proprietary and third-party platforms.

Samuel Gondek is a financial advisor with Fifth Third Securities, Inc. in Akron, OH, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fifth Third Securities since 2014 and has worked at Fifth Third Bank since 2013. 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 options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated corporate relationships.

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.

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 at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at KeyBank, Key Investment Services LLC, and Perkins Coie LLP. Outside of his advisory role, he serves as president of the North Counties Christian Sports League, managing its annual charitable status. Key Investment Services LLC is an SEC-registered adviser serving individuals, trusts, estates, small businesses, and institutional plans through portfolio management and model-based advisory products. The firm uses a multi-provider model integrating platforms like Envestnet and KeyCorp affiliates to offer discretionary and non-discretionary investment solutions.

Tyler Durbin is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes multiple roles at Key Investment Services and KeyBank dating back to 2014. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with portfolio management and model-based advisory products, integrating services from affiliated KeyCorp entities and third-party managers.

Joanna Simmons is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities LLC and KeyBank. Before entering the financial sector, she was involved with Noona Baking Company LLC for six years. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm uses a multi-provider model combining in-house and third-party portfolio strategies and integrates with KeyCorp affiliates for a range of financial services.

Tigress Jones is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Key Investment Services LLC, where she has worked since 2022. Her prior experience includes several years at JPMorgan Securities LLC and a brief tenure at Ameriprise. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers portfolio management and model-based advisory products through a multi-provider platform, integrating resources from KeyCorp affiliates and third-party managers.