Servaas Fick is an investment advisor representative at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Partners Financial Group and has held positions at The Ohio State University, Cleveland State University, Emerald Resource Group, and Wepex Geotechnical. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, supported by technology tools and centralized due diligence.

Sherri Lett is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and having 19 years of industry experience. Her work history includes roles at Fidelity Personal and Workplace Advisors and LPL Enterprise, LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, operating within the KeyCorp group and working closely with affiliated banking and capital markets entities.

Anthony Sawtelle is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PNC Investments since 2011, including ten years at PNC Bank prior to his current role. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-appropriate portfolios managed with mutual funds and ETFs. The firm’s approach employs third-party strategists and emphasizes model-driven portfolio implementation with limited direct client trading.

Joshua Anglin is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Ameriprise Financial Services, and Signator Investors. He is based in Independence, Ohio. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model that offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions and third-party strategists.

Zachary Dahmen is a Series 66-licensed financial advisor at Primerica Advisors with four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been associated with Guardian Life Insurance Company since 2019. Dahmen also has experience with Lifetime Financial Growth and studied at The Ohio State University from 2015 to 2019. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Jeffrey Kitzberger is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and has concurrent experience with LPL Financial and Home Life Insurance Company. Kitzberger serves as a board member for the Make It Happen 4 BMD Foundation, a nonprofit organization. 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.

Justin Fujka is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at KeyBank. Outside of finance, he teaches drum lessons and performs in local bands for events and live venues. 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 combined with ongoing monitoring and offers access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Kyle Heksch is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial, LLC and Stratos Wealth Partners since 2012. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Robert Jankowski is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2010. 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 model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Jessica Trouten is a CFP® affiliated with Hightower Advisors with one year of experience in financial advising. Her prior work includes roles at PNC Private Bank, Cubic Enterprises, Nestle USA, and HDI Landing Gear USA. 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, utilizing both affiliated and third-party managers, with capabilities that include discretionary portfolio management, financial planning, and access to alternative investments.

James Gaydosh is a financial advisor with Lincoln Investment and holds CFP® and Series 66 designations. He has 39 years of industry experience and has worked with Lincoln Investment since 2012. He is also the owner of Capital Analysts, Incorporated, a client support and office administration business, and serves as Vice Chair of Beat the Streets Cleveland, a nonprofit youth organization. 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 financial planning, retirement plan advice, and a range of investment programs that combine in-house and third-party strategies overseen by an Investment Management & Research team using both strategic and tactical approaches.

Lindsay Bowman is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds the Series 66 designation and has worked at Key Private Bank since 2005. Bowman is based in Brooklyn, Ohio. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by professional recommendations and ongoing third-party product due diligence.

Steven Lee is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has worked throughout his career at various entities affiliated with Huntington and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and other investment products. The firm emphasizes client choice in model strategy selection while providing non-binding recommendations and supervisory oversight.

Anthony Grande is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds a Series 66 designation and has been with KeyBank and its affiliated entities since 1997. 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 direction in investment selection, offers access to third-party discretionary managers, and provides ongoing monitoring, reporting, and supervisory oversight.

Anna Krisselda Mc Coy is a Series 66-licensed financial advisor at Key Investment Services LLC with one year of industry experience. Her prior work includes roles at ATRAM Trust Corporation and BDO Securities, Inc. 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 direction in model selection while providing due diligence, oversight, and access to third-party discretionary managers.

Yuliya Hemerlein is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and five years of industry experience. She has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC before joining Key Investment Services and KeyBank in 2025. 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 ongoing monitoring, due diligence, and supervisory oversight, while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Peter Kamel is a financial advisor at PNC Wealth Management based in Cleveland, OH, holding a Series 66 designation with 11 years of industry experience. He has worked at PNC Investments since 2018 and previously spent three years at Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an employee-only pilot. Their investment approach involves algorithm-driven risk assessment and the use of approved model strategies managed or delegated by third parties, focusing on mutual funds and ETFs with annual rebalancing.

David De Salvo is a CFP® and Series 66-licensed advisor with three years of industry experience. He is currently with Clearstead Advisory Solutions and previously worked at Balanced Wealth Group LLC and Ameriprise Financial Services. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, and family office services. The firm employs an institutional investment process featuring portfolio analytics, manager research, and strategic asset allocation across various investment vehicles, supported by in-house capabilities such as the ClearAccess platform and proprietary Direct Indexing strategies.

Christopher Leben is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. He has previously worked with Equitable Advisors and Axa Advisors, LLC, and also spent eight years at Willoughby South High School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account designed for employees with PNC Bank online-banking credentials. The firm employs third-party strategists and investment delegates to manage portfolios using mutual funds and ETFs, with annual rebalancing and no direct trading or margin use by clients.

Michael Agricola is a Series 66-registered financial advisor with 14 years of industry experience. He is currently with Key Investment Services LLC and has prior experience at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Fifth Third Bank. 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, and separately managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring and oversight, while leveraging corporate affiliations within the KeyCorp group.