Jeffrey Sokolowski is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank and First Commonwealth Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and a structured due diligence process.

Joyce Zak is a financial advisor at Hightower Advisors with seven years of industry experience. She previously worked at WealthTrust Fairport, LLC for 19 years. Zak is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates mutual funds, ETFs, alternative investments, and custom indexing.

Christopher Radzinski is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. He has been with Stratos Wealth Partners since 2014 and also holds a registered representative position at LPL Financial. 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, access to model portfolios and third-party managers, and retirement plan consulting, supported by a large network of investment adviser representatives using both proprietary and third-party strategies.

Jennifer Kahl is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 23 years of industry experience. She has worked at NewEdge Advisors since 2021 and previously at Mid Atlantic Financial Management, Inc. from 2013 to 2021. In addition to her advisory role, she is a co-owner and advisor at The Kahl Group, LLC, where she provides financial planning and advisory services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

David Leavitt is a financial advisor with Osaic Advisory Services, LLC, holding 27 years of industry experience. His prior roles include positions at Arbor Point Advisors and Cedar Brook Financial. He serves as an executive board member and past president of Congregation Shaarey Tikvah. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a variety of advisory programs and investment services, utilizing both proprietary and third-party platforms.

John Rutkowski is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 18 years of industry experience. He has been associated with Guardian Life Insurance Co of America and Primerica Advisors since 2009. Outside of his advisory role, he works as an independent insurance agent. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms, supporting diverse account types and lending solutions.

Charles Scrattish Jr. is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and multiple Huntington Bank affiliated entities. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by financial professional recommendations and provides access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

David Albin is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at LPL Financial LLC, Independent Financial Group, LLC, and various Cetera entities. Outside of his advisory work, he has authored content related to pest prevention and is involved with technology services through DeepThink Labs. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party strategies and operates an extensive network of investment adviser representatives providing discretionary and non-discretionary management across multiple platforms and custodians.

Matthew Moore is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes multiple roles at KeyBank and Key Investment Services as well as positions outside finance at Bestbuy and Firehouse Subs. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment solutions. The firm emphasizes client-directed model selection and provides oversight of third-party advisory products while operating within the KeyCorp group and maintaining relationships with affiliated entities.

Christopher Demuesy is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial, Tradefull, and KeyBank, as well as 12 years with the North Canton Hoover School System. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolios. The firm emphasizes client-directed investment strategy selection with ongoing monitoring and offers access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Kimberly Jennings is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has been with Fifth Third Securities since 2020 and has worked with Fifth Third Bank since 2017. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Thomas Seifert is a financial advisor with Hightower Advisors, holding the PFS™ and Series 66 designations and bringing 19 years of industry experience. He worked at WealthTrust Fairport, LLC for 12 years before joining Hightower Advisors in 2019. Hightower provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial entities. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a range of investment vehicles and operational support tailored to both domestic and international clients.

Thomas Murphy is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio. He holds Series 63 and Series 66 designations and has seven years of industry experience. His prior work includes roles at JP Morgan Securities LLC and Edward C. Hawkins & Co., Ltd. Key Investment Services LLC serves individuals, trusts, estates, and businesses through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Rory Mccarthy is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes roles at Bill McCarthy & Associates and Agia. Outside of advisory services, he acts as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and a centralized technology approach.

Mary Terry is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2005, with additional experience at Cambridge Investment Research Advisors and True North Investment Partners, where she is the owner. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Ernest Cunningham III is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Ameriprise, Cetera Investment Advisors, Edward Jones, and Cox Automotive. Outside of his advisory role, he umpires athletics for the Ohio High School Athletic Association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers, while offering ongoing monitoring and supervisory oversight.

Dale Puruczky is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Stratos Wealth Partners since 2012 and was previously with LPL Financial, LLC and Raymond James & Associates. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and supports both bundled and unbundled fee arrangements across multiple custodians.

Vincent Mars is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to employees. The firm utilizes algorithmic assessments to guide model selection and delegates portfolio implementation to third-party managers.

Lynne Lawrence is a Series 65 registered advisor with MAI Capital Management, LLC in Cleveland, OH, where she has worked for 10 years. She has nine years of industry experience. Outside of her advisory role, she is the vice president and co-owner of Lawrence Tile Inc., a tile installation business. 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 offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within many client relationships.

Stacie Lieb is a financial advisor at Key Investment Services LLC with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Citizens Securities, Inc., Citizens Bank, and Charter One Bank. 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 emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers while providing rebalancing, reporting, and supervisory oversight.