Geoffrey Hoff is a Series 66-licensed financial advisor with 15 years of industry experience. He is affiliated with Primerica Advisors and has worked with Park Avenue Securities since 2010 and Guardian Life Insurance Company since 2009. Hoff serves on the advisory board of Lake Catholic. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment strategies, proprietary programs, and account-level solutions.

Stella Arnaut is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019, following six years at JPM Chase. Outside of her advisory role, she is involved in window sales and construction supply sales through two separate businesses. Fifth Third Securities provides brokerage and investment advisory services 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.

Scott Lewis is a financial advisor with Osaic Advisory Services, LLC who holds a Series 66 credential and has 11 years of industry experience. He has worked at several firms, including Arbor Point Advisors, Securities America Advisors, Cetera, and Vantage Financial Group. Lewis is also licensed as an insurance agent selling life insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers investment management, financial planning, retirement plan consulting, and other related services through various program models, with custody primarily arranged through Schwab and Fidelity.

Samuel Gondek is a financial advisor with Fifth Third Securities, Inc. in Akron, OH, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fifth Third Securities since 2014 and has worked at Fifth Third Bank since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated corporate relationships.

Cory Nutter is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with BDS Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform for operations, trading, technology, compliance, and practice management.

Allison Werden is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Ownership Advisors, Inc., LPL Financial, LLC, and Charles Schwab. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers customized portfolio management across various strategies and integrates financial planning and other services, managing $72.3 billion in assets as of May 31, 2026.

Rafael Perez is a CFP® with 29 years of experience in the financial industry, currently serving at MAI Capital Management, LLC since 2021. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, with a long tenure at Fidelity Brokerage Services. He serves as an endowment committee member for The Church in Aurora, where he promotes the endowment fund and monitors its investment adviser. MAI Capital Management, LLC offers 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, institutional clients, and trusts. The firm employs a range of customized portfolio strategies and serves both as an investment adviser and product sponsor, managing substantial assets and affiliated private funds.

Anthony Bucceri is a financial advisor at Principal Financial Services with 8 years of industry experience. He holds the Series 66 designation and has worked previously at Guardian Life Insurance Company, Park Avenue Securities, and Valic Financial Advisors. Outside of traditional advisory roles, Bucceri has experience in fixed insurance sales and service, including fixed life, fixed annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Trenton Stoddard is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. He has held roles at Key Investment Services and Key Bank, as well as positions outside the financial sector including at World Wide Golf Shops and Alpha Coffee. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring, due diligence, and supervisory oversight while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Christopher Muirhead is a financial advisor at Hightower Advisors with 14 years of industry experience. He previously worked at Winslow Asset Management, Inc. for 11 years before joining Hightower in 2023. He holds a Series 63 designation and 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 emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers, with capabilities that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

James Love is a financial advisor at PNC Wealth Management in Cleveland, Ohio, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC Investments since 2016. Outside of his advisory role, he serves as a board member for the Greentree HOA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that relies on algorithmic risk assessment and third-party implementation.

Abraham Lincoln is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and having nine years of industry experience. He previously worked at Perkins Coie LLP before joining KeyBank and Key Investment Services, where he has been since 2017. Outside of his financial career, he serves as president of the North Counties Christian Sports League, managing its annual charitable status. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers wrap-fee programs, model portfolios, and separately managed accounts, emphasizing client-driven model selection and ongoing monitoring while collaborating with affiliated entities within the KeyCorp group.

Heather Johancen is a financial advisor at The Huntington Investment Company with six years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles at Huntington since 2016. Outside of her advisory work, Heather participates as a delivery driver for a local delivery service. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm employs an open-architecture investment model combining third-party managers and proprietary offerings, delivering a range of wrap-fee programs primarily on the Envestnet MAS platform.

Andrew Ditty is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 66 licenses. He began his financial services career in 2026 with KeyBank and Key Investment Services, after prior roles outside the industry including positions at The Cheesecake Factory Inc and several educational institutions. 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 with ongoing monitoring and provides access to third-party discretionary managers, operating as part of the KeyCorp group with affiliations across banking and capital markets.

Christian Mc Entire is a CFP® with 10 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab since 2022, following prior roles at J.P. Morgan Securities and Fidelity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Julee Mott is a financial advisor at Stratos Wealth Partners, Ltd with 20 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2010, concurrently serving at Stratos Wealth Partners. Prior to that, she was with RBC Capital Markets Corporation from 2009 to 2016. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Tyler Durbin is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes multiple roles at Key Investment Services and KeyBank dating back to 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing oversight while working within the KeyCorp group and affiliated entities.

Joanna Simmons is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 66 and Series 63 licenses and has prior experience at J.P. Morgan Securities LLC and KeyBank. Outside of finance, she was involved with Noona Baking Company LLC for six 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 investment selection supported by ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Tigress Jones is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. Her prior roles include multiple positions at JPMorgan Securities LLC between 2016 and 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings, emphasizing client direction in model selection while providing non-binding recommendations and ongoing monitoring. The firm operates within the KeyCorp group and collaborates with affiliated entities to deliver a comprehensive range of investment and brokerage services.

William Carroll is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has four years of industry experience. Prior to his advisory role, he worked at Texas de Brazil for four years. In addition to his advisory activities, Carroll is a licensed insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities, emphasizing periodic rebalancing and performance reviews.