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 licenses and has worked at Key Investment Services, Fifth Third Securities, Fifth Third Bank, Huntington Investment Company, and Huntington National Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, managed accounts, and affiliated brokerage and insurance products. The firm emphasizes client direction in model selection while providing recommendations and ongoing oversight, and it operates within the KeyCorp group alongside related banking and capital markets entities.

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 an investment advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and over 35 years of industry experience. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2005. Breen is the owner of Total Benefits Advisors, a consulting and advisory services business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Donald Jereb is a financial advisor with Lincoln Investment in Independence, OH, holding 37 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Advisory Corporation from 2017 to 2019. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches across discretionary and non-discretionary programs.

Eric Dworznik is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 66 and Series 63 licenses and eight years of industry experience. Prior to joining Key Investment Services in 2024, he worked at PNC Investments for six years and at Buckeye Business Products for three years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides non-binding recommendations, ongoing monitoring, and due diligence on third-party advisory products.

Steven Vale is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in investment selection while providing recommendations and ongoing monitoring, and it operates as part of the KeyCorp group with affiliations that support a broad range of financial services.

Deanna Roeger is a Series 66-licensed financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She has worked with several firms including McDonald Partners LLC and Heritage Financial Partners, LLC prior to joining MAI Capital Management in 2022. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of investment strategies and integrates financial planning, tax, and trust services, managing $72.3 billion in assets as of May 31, 2026.

Gregory Forsythe is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include twelve years at Fifth Third Securities and one year at Ameriprise Financial Services. He is based in Strongsville, Ohio. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through the Envestnet MAS platform and utilizing an open-architecture investment model that includes proprietary Private Bank offerings.

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. His current role at Key Investment Services began in 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and oversight, offering access to third-party discretionary managers and maintaining supervisory review across its programs.

Phillip Ameduri is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 14 years of industry experience. His career includes positions at Ameriprise Financial Services, LPL Financial, and FirstMerit Bank. Outside of finance, he serves as a volunteer board and committee member of a non-denominational church and is a partial owner of a preschool business. 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 utilizing an open-architecture model that combines third-party sub-managers and proprietary private bank portfolios.

Nancy Andrefsky is a financial advisor with Stratos Wealth Partners, Ltd, holding 14 years of industry experience. She has been associated with both Stratos Wealth Partners, Ltd and LPL Financial since 2008 and 2012, respectively. Her roles include administrative responsibilities within Fundamentum, LLC and Stratos Wealth Advisors, Ltd, both registered investment advisors. 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, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Melissa Engbert is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Bridgeview Wealth Partners, LLC. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Engbert is based in Independence, OH. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.

Michael Kelly is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2012. In addition to his advisory role, he is president of Kelly's Tax Service, which prepares income tax returns for individuals and small businesses. Kelly also has a background in insurance sales, including life insurance and fixed annuities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer‑sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor‑managed and firm‑managed investment programs, utilizing strategic and tactical approaches overseen by its Investment Management & Research team.

Joshua Rymer is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2021, including Schwab Wealth Advisory Inc and Charles Schwab Bank, SSB. Prior to joining Schwab, his work history includes positions outside the financial sector. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients participating in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations utilizing Schwab’s research tools and standard asset allocation models, while clients retain final trading decisions.

Wes Hawkins is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 65 credential and bringing 10 years of industry experience. His prior roles include positions at LPL Financial, Sikich Financial, and BCG Wealth Advisors. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations by providing financial planning, advisor-managed wrap and non-wrap programs, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to both proprietary and third-party investment strategies through a large network of investment adviser representatives.

Jeffry Kennat is a CFP® with 25 years of industry experience, currently serving at Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors and Securities America Advisors. Outside of financial advising, he works as a tax preparer during income tax season and performs as a drummer in a band for hire. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Beth Korth is a CFP® and holds a Series 66 license, currently affiliated with Sequoia Financial Group, L.L.C. She has four years of industry experience, including prior roles at Hightower and Key Private Bank. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom portfolio solutions, employing a range of investment vehicles and conducting research through fundamental, technical, and cyclical analysis.

Ryan Heider is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 credential and nine years of industry experience. He has worked at several firms, including Triad Advisors LLC and The Boston Consulting Group. Outside of investment advising, he provides interview preparation and coaching to first-year Rice MBA students pursuing management consulting careers. Sequoia Financial Advisors offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model portfolios and custom solutions, supported by fundamental, technical, and cyclical research, and it engages in both public and private fund management.

Scott Payden is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and over 41 years of industry experience. He has been associated with various Ameritas entities since 2006 and is also president and owner of Wallstreet Money Managers, Inc., where he has been active since 1980. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts while integrating multiple custodial platforms and third-party tools to support portfolio construction and management.