Richard Cinalli Jr. is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 66 licenses and offering 35 years of industry experience. He has been with Valic Financial Advisors since 1991 and also served as an agent with Agia since 2022. Outside of his advisory role, he has worked as a head hockey coach for Nordonia High School. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts supported by centralized technology and model solutions.

Andrew Nothstine is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at WesBanco Securities, Fifth Third Securities, and Fifth Third Bank. Key Investment Services LLC is an SEC-registered investment adviser offering 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 platform with both discretionary and non-discretionary management, supported by affiliates including KeyBank and KeyBanc Capital Markets.

Mark Wilcox is a CFP® professional with 25 years of experience in the financial services industry. He currently serves as an advisor at Commonwealth Financial Network and is the owner and president of Hudson Wealth Management, LLC. Prior to his current roles, he worked at Stratos Wealth Partners and LPL Financial for nine years. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a comprehensive platform with operations, trading, technology, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Yaroslav Lisheba is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2021, following prior roles at Charles Schwab & Co., Northwestern Mutual, and The Ohio State University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

Daniel Juliussen is a financial advisor at Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 66 licenses and has four years of industry experience. Juliussen has been with Key Investment Services LLC since 2023 and has also worked at Key Bank NA since 2016. 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 through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model for portfolio management and strategy implementation.

James Vitou is a ChFC® credentialed financial advisor with 10 years of experience at AE Wealth Management, LLC. He previously worked at Horter Investment Management for eight years and has been a founding partner of Vitou Financial Services since 1990, where he is involved in insurance sales. He also serves as a seminar presenter for the Association of Financial Consultants. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Chandler Vegel is a CFP® professional at MAI Capital Management, LLC with one year of industry experience. He has worked at MAI Capital Management since 2022, including during the firm’s transition and growth periods. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management strategies and integrates financial planning and tax services, managing over $72 billion in assets as of mid-2026.

John Brown is a financial advisor at Stratos Wealth Partners, Ltd. based in Beachwood, OH, with 14 years of industry experience. He holds a Series 63 credential and previously operated John D. Brown CPA, Inc. for nine years. Brown also manages a closely held entity for tax and investment purposes outside of his advisory role. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor 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 advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers and specialized portfolio features.

Robert Karras is a CFP® and ChFC® with 26 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023. Prior to this, he operated R Karras Asset Management & Planning, LLC for 15 years. 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, institutional clients, and trusts. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies supported by both in-house and third-party management.

Nicholas Oskowski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at KeyBank, Bank of America, Merrill, and UBS Financial Services. Outside of finance, he is involved with Zero Drift, LLC, a wellness company focused on physical fitness, mental health, and personal development through social media content and affiliate marketing. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider platform with discretionary implementation, non-discretionary model selection, and integrates services from KeyCorp affiliates.

Nimita Naik is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Her prior roles include positions at Clearstead, The Huntington National Bank, and Citizens Bank. 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-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

Jaimie Stachowiak is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Fifth Third Securities, Fifth Third Bank, Huntington Investment Company, and Huntington National Bank. 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 through a network of financial professionals. The firm employs a multi-provider model and integrates services across KeyCorp affiliates, offering a range of wrap-fee programs with custodial and execution services.

John Jolliffe is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at PNC Investments since 2019, following roles at Citizens Securities Inc. and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies with mutual funds and ETFs.

Mark Breen is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC and Osaic FA, Inc. He is also the owner of Total Benefits Advisors, providing consulting and advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, delivering services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence.

Donald Jereb is a financial advisor with Lincoln Investment in Independence, OH, holding 37 years of industry experience. He has worked at Lincoln Investment since 2017 and was previously with Legend Advisory Corporation from 2017 to 2019. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and access to third-party managers.

Eric Dworznik is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments and Buckeye Business Products. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and integrates services from KeyCorp affiliates, offering a range of wrap programs and ancillary insurance products.

Steven Vale is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Huntington Investment Company, PNC Wealth Management, Firstmerit Advisors, Edward Jones, and Natcity Investments. He has been with Key Investment Services LLC for a total of 16 years across two periods. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and integrates services with KeyCorp affiliates, providing a range of investment and advisory capabilities primarily on a non-discretionary basis.

Deanna Roeger is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at several firms, including McDonald Partners LLC, Heritage Financial Partners, LLC, and Cambridge Investment Research Advisors. Roeger has been with MAI Capital Management since 2022. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm manages a range of investment strategies and offers integrated financial planning and trust services, with $72.3 billion in assets under management as of May 2026.

Lawrence Spyke is a financial advisor with PNC Wealth Management, holding Series 63 and 65 licenses and five years of industry experience. He previously worked at KeyBank and Progressive Casualty Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist program for employees that utilizes algorithm-driven risk assessments and model portfolios managed by PNC or third-party strategists.

Burton Hotz is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at KeyCorp-KPB since 2011 and with Key Investment Services LLC since 2022. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides 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 platform combining in-house and third-party portfolio strategies, offering mainly non-discretionary models alongside custodial and ancillary insurance services.