Christopher Buoncore is a Series 65 licensed financial advisor with MAI Capital Management, LLC in Cleveland, OH, and has five years of industry experience. He has been with MAI Capital Management since 2017, with a brief period at Amazon in 2019. Outside of finance, he is the founder of Cuore Italian Home, LLC, a small business that creates and sells charcuterie boards on Etsy. 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’s approach includes a range of portfolio strategies and integration of financial planning and tax services, and it serves in both advisory and product-sponsor capacities.

Kristan Preston is a CFP® professional with 17 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2012. She holds the position of Director of Private Client Services at Sequoia Financial Group, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Phillip Friedman is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding the Series 66 designation with 11 years of industry experience. His prior roles include positions at Stratos Wealth Partners, Wells Fargo Clearing, Strategic Wealth Partners, VOYA Financial Advisors, and Equitable Advisors. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management, incorporating mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers to meet client objectives.

Tiffany Stover is a Certified Financial Planner® with four years of industry experience. She has worked at Sequoia Financial Group, L.L.C. since 2021 and previously spent five years at Summit Financial Strategies. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a broad range of clients, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model allocations and custom solutions, employing a variety of investment types overseen by an Investment Policy Committee.

Seth Jentner is a CFP® professional at Beacon Pointe Advisors, LLC with 13 years of industry experience. He previously worked at The Jentner Corporation for 17 years before joining Beacon Pointe Advisors in 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

James Magyari is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has two years of industry experience, including prior roles at Lincoln Financial Advisors Corporation and Aegis Consulting. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Jonathan Evans is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He has held his current position since 2007 and holds Series 63 and Series 66 licenses. Outside of his advisory work, Evans serves as a fill-in preacher at Kingsway Alliance Church and works as an assistant at Mouse Adventures LLC, a Disney travel agency. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client decision-making in model selection and offers oversight and due diligence on third-party advisory products, operating within the KeyCorp group and collaborating closely with affiliated banking and capital markets entities.

Nicholas Grandominico is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including KeyBank and U.S. Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

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.

Daniel Bloom is a CFP® professional with 20 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. He previously worked at The Jentner Corporation from 2014 to 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using asset-allocation modeling and proprietary due-diligence processes, and it sponsors proprietary investment vehicles along with serving as an operating general partner for multiple private funds.

Christopher Rule is a CFP® professional with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2021. Prior to joining Sequoia, he was employed at Wealthstone Inc. from 2014 to 2021. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

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.

Andrea Blacklock is a financial advisor with Citizens Securities, Inc. in Fairlawn, Ohio. She holds the Series 66 designation and has been with Citizens Securities and Citizens Bank since 2010. Her career includes roles at both entities, currently serving as an advisor since 2026. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program and a Managed Account program.

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.

Michael Simmons is a financial advisor at The Huntington Investment Company in Akron, OH, holding a Series 66 credential with 12 years of industry experience. He has been with Huntington since 2015 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies.

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.