Nicole Zidlicky is a financial advisor at MAI Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Cetera Advisors and Velocity Advisors. MAI Capital Management, LLC provides investment management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into client relationships.

Richard Juarbe is a financial advisor at Stratos Wealth Partners, Ltd with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stratos Wealth Partners and LPL Financial since 2018, following previous roles at The Prudential Insurance Company of America and Pruco Securities. He is also a commissioned notary in the State of Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

Ernest Mishne is a financial advisor at Oppenheimer with Series 63 and Series 65 designations and 36 years of industry experience. He has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 31 years. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services, including discretionary and non-discretionary portfolio management and retirement planning.

Sandra Film is a financial advisor at The Huntington Investment Company with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at PNC Investments for 15 years before joining Huntington in 2024. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary private bank models.

John Muterspaw is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and having one year of industry experience. His prior work experience includes roles at KeyBank, T-Mobile, Fidelity Brokerage Services, Valvoline Instant Oil Change, and Cedar Fair. 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 direction in model selection and provides access to third-party discretionary managers, with ongoing monitoring and supervisory oversight.

Paul Kasten is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Key Investment Services LLC since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment model selection supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group, collaborating closely with KeyBank and KeyBanc Capital Markets.

Syed Razvi is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and 16 years of industry experience. His work history includes roles at Key Bank NA and Key Investment Services LLC since 2015. 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 provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Jonathon Mahilo is a financial advisor with Schwab Wealth Advisory in Richfield, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab and its affiliated Schwab Wealth Advisory unit since 2014. Outside of his advisory role, he is a co-founder of Pocket Eight LLC, a graphic design services business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Brayden Makar is a financial advisor at Oppenheimer with a Series 66 designation and approximately one year of industry experience. Prior to joining Oppenheimer, he worked at DWR Financial / Turney Tax and has experience in hospitality through Ethos Hospitality Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers various advisory programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Jamie Turk is a financial advisor at Stratos Wealth Partners, Ltd with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, ProEquities, and Osaic FA. He also operates Jamie Turk Inc., a business entity for tax and investment purposes. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, providing financial planning, portfolio management, and specialized consulting through a large network of investment adviser representatives. The firm offers a combination of active asset allocation, proprietary and third-party strategies, and access to multiple custodians and platforms.

Michael Wasylyshyn is a financial advisor at Sequoia Financial Group, L.L.C. with 36 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for over three decades at Royal Alliance Associates, Inc. and Financial Planners of Cleveland, Inc. 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 combines in-house model portfolios, custom accounts, and third-party manager selection with ongoing oversight from an Investment Policy Committee.

John Vitou is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at MetLife and MetLife Investors Distribution Company. In addition to his advisory role, he is involved in insurance sales through Vitou Financial Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

William Venter III is a CFP® with 32 years of experience in financial advising. He has been with Sequoia Financial Group, L.L.C. since 2012 and with Sequoia Financial Advisors, LLC since 2003. His prior brokerage activities include residual commissions from past life and disability insurance cases. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by regular Investment Policy Committee oversight and external research.

Stephen D'alessandro is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at PNC Investments LLC for seven years. Outside of his advisory work, he serves as a Member At Large for the Avalon Estates Homeowners Association. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring and due diligence of third-party managers, operating within the KeyCorp group with close affiliations to KeyBank and KeyBanc Capital Markets.

Timothy Conway is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at KeyBank and several other financial firms since 2017. Outside of his advisory role, he is involved as a club coach for a youth soccer organization. Key Investment Services LLC provides a range of advisory programs and investment products to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection and ongoing monitoring, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Chad Kuhns is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and having 16 years of industry experience. He has been with Key Investment Services since 2016, including its predecessor entities and related firms. Outside of his advisory role, Kuhns serves as Recreation Director for the City of Vermilion, organizing sports programs, and is an assistant football coach for Vermilion Local Schools. 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 operates within the KeyCorp group and emphasizes client-directed investment selection supported by ongoing monitoring and due diligence.

Gregory Augustine is a financial advisor at Oppenheimer with 35 years of industry experience and holds a Series 66 designation. He has worked at Oppenheimer since 2011 and previously spent 12 years at PRUCO Securities, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Holt Wallin is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to his current role, he completed his education at Oregon State University and held teaching positions at Mountainside High School and Highland Park Middle School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolio offerings, and managed accounts. The firm emphasizes client-directed investment selection supported by recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Benjamin Tegel is a Series 66-licensed financial advisor at Farther with 20 years of industry experience. He previously worked at Auxin Group Wealth Management for ten years before joining Farther Finance Advisors. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Blake Rawson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd since 2010. He previously worked at Merrill from 1999 to 2010. Outside of his advisory role, he is involved with Bourbon-Tracker.com, a website he operates. 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 individualized asset allocation with access to proprietary and third-party strategies.