Chase Pegrim is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds the Series 66 designation and has worked previously at AGIA, Doordash, Kroger, Do It Best Corp, and The Ohio State University. Outside of advising, he is also registered as an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Ryan Catanese is a CFP® with seven years of industry experience and has been with MAI Capital Management, LLC for ten years. He is based in Cleveland, OH, and focuses on wealth management and investment services at the firm. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio management strategies and serves both product-sponsor and advisory roles, managing significant assets and affiliated private funds.

Justin Horton is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. He holds a Series 63 designation and has been with Stratos Wealth Partners since 2010, also maintaining an affiliation with LPL Financial since 2009. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Jason Stockmaster is a financial advisor with Eagle Strategies (NY Life) based in Mentor, Ohio. He holds Series 66 and Series 63 licenses and has 16 years of industry experience. He is the owner of Stockmaster Financial Group and is involved in brokering non-registered insurance products. Outside of his advisory role, he volunteers managing vacation cottage rentals and owns a farm where he oversees crop and livestock production. Eagle Strategies serves both individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Arick Hedin is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC Investments LLC and The Leaders Group Inc, among other roles. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online offering available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed with mutual funds and ETFs, with execution and oversight delegated to third-party providers.

Boris Kagarlitskiy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Key Investment Services since 2015. Outside of his advisory role, he serves as a FINRA arbitrator. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, and business clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection combined with ongoing monitoring and due diligence, operating as part of the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Eric Haddad is a financial advisor with Fifth Third Securities, Inc. in Westerville, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2002. Outside of his advisory role, he maintains ownership of a rental property. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, corporate entities, and institutional investors. The firm offers multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Marcus Hanna is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank, JP Morgan Chase Bank, Ameritas Investment Corp, and other firms prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and separately managed accounts. The firm emphasizes client-directed investment selection and provides access to third-party discretionary managers while offering ongoing monitoring and supervisory oversight.

Franklin Walter II is a financial advisor with Lincoln Investment in Independence, OH, holding a Series 65 credential and 24 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked for Legend Equities Corporation for seven years. He is also involved with the Robert F. Provance Agency as a certified independent broker, focusing on Medicare plans education and enrollments. 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 plan advice services, managing both in-house and third-party investment strategies through a combination of strategic and dynamic approaches.

Chandler Fout is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at KeyBank and PNC Wealth Management. 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 alongside periodic rebalancing, reporting, and oversight.

Charles Grimm is a CFP® with nine years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2023. Prior to joining MAI, he spent 14 years with Key Investment Services LLC and Key Bank NA. Outside of his advisory role, he works as an independent basketball referee for high school and college games. MAI Capital Management, LLC provides 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, families, sports professionals, and institutional clients. The firm offers customized portfolio management through multiple strategies and integrates financial planning and other services into many client relationships.

Bradley Weemhoff is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. His work history includes prior roles at Arbor Point Advisors, Securities America, Inc., Lincoln Investment Planning, LLC, and Beacon Financial Partners. He is also licensed to sell insurance and has served as a registered office assistant in an advisory capacity. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and access to alternative investments through various program models and third-party platforms.

David Cizmadia Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Key Investment Services since 2006. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and conducting due diligence and supervisory oversight.

Anthony Carsel is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2023, following a three-year tenure at R. Karras Asset Management & Planning, LLC. Prior to his advisory career, he spent four years at Precision Environmental Co. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services into many relationships.

Philip Amos is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and Series 66 license, and has 26 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2006 and is co-founder and president of Magis Advisory Group, LLC. Outside of his advisory work, Amos serves as treasurer of the Lorain County Community College Foundation Board, chairs the One Lorain County board, and is a regional emeritus soccer referee for OHSAA and USSF. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services including fiduciary oversight, plan design, investment advice, and employee education. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Colleen Shelly is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at LongView Financial Partners, Raymond James Financial Services, Lincoln Financial Advisors, PNC Investments, and Valmark Securities. 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 investment decisions supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Desirae Monaco is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Farmers National Bank, and TLC Insurance Group. Monaco is involved in community activities, serving on the Howland Community Scholarship Foundation and the Children's Rehabilitation Center Charitable Foundation. 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 offers access to third-party discretionary managers, while providing ongoing monitoring, reporting, and supervisory oversight.

Emily Ergun is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Key Investment Services since 2016. 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 oversight of third-party advisory products, operating within the KeyCorp group and affiliated with KeyBank and KeyBanc Capital Markets.

Cynthia Foresta is a financial advisor at The Huntington Investment Company with 31 years of industry experience. She holds a Series 66 designation and previously worked at Key Investment Services LLC for 18 years. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations and corporations. The firm offers advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party and proprietary investment models within an open-architecture framework.

David Cross is a financial advisor at The Huntington Investment Company with 17 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Bank and various Huntington entities. 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 on the Envestnet MAS platform, employing an open-architecture model that integrates third-party sub-managers, affiliate model offerings, and overlay services.