Michael Storm is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and three years of industry experience. He has worked at various Charles Schwab entities since 2020 and previously at Robert Half International. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Patricia Tornes is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Key Investment Services LLC and has prior experience at Merrill. Tornes is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client direction in investment selection while providing non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with notable corporate affiliations.

Shelly Thomas is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 25 years of industry experience. Her background includes roles at JP Morgan Securities and KeyBank. Outside of finance, she co-owned and operated Mark and Shelly Thomas Photography, LLC, a small photography business. Key Investment Services LLC serves a broad client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and portfolio management options. The firm emphasizes client-directed investment model selection and provides ongoing monitoring and supervisory oversight.

Autumn Harvey is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Morgan Stanley, JP Morgan Chase Bank, and AXA Advisors, LLC. 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, access to model portfolios, third-party manager solutions, and retirement plan consulting through a network of investment adviser representatives.

Gordon Netschke is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online-banking credentials. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third parties, with implementation via mutual funds and ETFs and annual rebalancing.

Lori Kaplan is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her career includes 15 years at Lori L. Kaplan, CLU Insurance & Financial Services and over 26 years with New York Life. Outside of her advisory role, she serves as Secretary/Treasurer for the CONGA Chapter of BNI, a business networking organization. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Jonathan Meyer is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and six years of industry experience. His background includes roles at PNC Investments, PNC Bank, Nationwide Insurance, and Upshift Cincinnati. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution that uses approved model strategies managed by PNC or third-party strategists.

Owen Rosenblum is a financial advisor at Oppenheimer with 42 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2012, following nine years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Mark Kelly is a financial advisor with Lincoln Investment, bringing seven years of industry experience. He has worked with Lincoln Investment since 2018 and previously spent 12 years at Anderson International Corp. Outside of his advisory role, he serves as Vice President at Kelly's Tax & Financial Services, where he prepares tax returns and offers insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement services, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

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.

Liam Guiney is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd, where he has worked since 2016, and previously held roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Guiney operates through Stratos Wealth Partners, an independent investment advisor firm. 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 programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining active asset allocation with access to proprietary and third-party strategies.

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.

Nicholas Kearney is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Richfield, Ohio, bringing eight years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been with Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he worked at MRI Software for one year. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients make final trading decisions.

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.