Daniel Jacobs is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 63, 65, and 66 licenses with three years of industry experience. Prior to joining MAI Capital Management in 2025, he spent 20 years at Key Bank NA and three years at KeyBanc Capital Markets Inc. 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 institutions. The firm offers a range of investment strategies implemented through various portfolio management methods, combining financial planning and related services into many client relationships.

Stephen Jewell is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Key Investment Services, he worked at Equitable Advisors and Northwestern Mutual Investment Services LLC, among other roles. Outside financial services, he has professional experience with DoorDash and Flexjet. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple model-based advisory programs and integrates services from KeyCorp affiliates, emphasizing a multi-provider platform with both discretionary and non-discretionary portfolio management.

Douglas Burns is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at Key Investment Services LLC and KeyBanc Capital Markets Inc. Burns is currently affiliated with Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through independent investment adviser representatives, offering customized portfolio management and financial planning with an open-architecture platform integrating multiple third-party managers.

Jason Cohen is a CFP® with 17 years of industry experience. He has been an advisor at Stratos Wealth Partners, Ltd since 2014 and is also affiliated with LPL Financial, LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture investment approach with customized portfolio management and integration of multiple third-party platforms and managers.

Jason Fousek is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at PNC investments and PNC Wealth Management since 2016 and was previously involved with Kidd Productions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital platform that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.

Mindy Qua is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 65 designations and has 26 years of industry experience. Her prior firms include LPL Financial LLC, McDonald Partners LLC, UBS Financial Services, and KeyBanc Capital Markets Inc. Qua serves as a board member for Valley Lutheran Church in Chagrin Falls, Ohio. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized investment management and financial planning through an IAR-driven, open-architecture model that integrates multiple third-party platforms and managers.

Maura Hagan is a financial advisor with Guardian Life and holds a Series 66 credential. She has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Her prior work experience includes positions in financial services and manufacturing sectors. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Joseph Mckeon is a ChFC® credentialed financial advisor with 17 years of industry experience, currently practicing at Hantz Financial Services, Inc. in Independence, OH, where he has been since 2009. His practice is solely with Hantz Financial Services, a firm known for combining advisory and broker-dealer activities alongside mortgage and insurance product sales. Hantz Financial Services serves a broad range of clients, including high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios supplemented by third-party managers and Direct Indexing, using an asset-allocation framework with periodic rebalancing, monitoring, and automated tax-loss harvesting features.

Logan Zimmerman is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio, holding the Series 66 designation and possessing six years of industry experience. His prior work includes roles at Fidelity Investments, Charles Schwab & Co., Inc., and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolio options, integrating services from KeyCorp affiliates and third-party managers.

Lee Friedman is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Arbor Point Advisors, Cedar Brook Financial, Securities America Advisors, and the firm he co-owns, Friedman, Leavitt & Associates, Inc., an accounting business that is now in the process of winding down accounts receivable. He also refers clients for life insurance through ASH Brokerage. 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, and municipalities. The firm provides a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and custody primarily through Schwab and Fidelity.

Kathryn Louttit is a financial advisor with Stratos Wealth Partners, Ltd. in Beachwood, Ohio, holding 18 years of industry experience. She has worked at LPL Financial, LLC and CBIZ Financial Solutions in various roles since 2012. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an open-architecture, IAR-driven model offering discretionary and non-discretionary portfolio management, integrating multiple third-party platforms and managers.

Michael Ford is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Key Investment Services and affiliated entities since 2015, including roles at KeyBank. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider platform and offers multiple wrap-fee programs supported by KeyCorp affiliates.

Tyler Gramsz is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, Equitable Advisors, Medical Mutual of Ohio, and the Federal Bureau of Investigation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account that utilizes approved investment strategies executed via mutual funds and ETFs.

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 with Stratos Wealth Partners, Ltd. He holds a Series 63 designation and has 22 years of experience in the industry. Prior to joining Stratos in 2010, he worked at LPL Financial and Osaic FA, Inc. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Jason Stockmaster is a financial advisor with Eagle Strategies (NY Life) based in Mentor, Ohio. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. He operates the Stockmaster Financial Group, which sells New York Life products and brokers non-registered insurance products. Outside of financial services, he volunteers managing operations for a vacation rental business and owns a farming operation involved in crop and livestock production. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, with the majority of its assets managed on a non-discretionary basis within the 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 credentials and 19 years of industry experience. He has worked with Key Investment Services since 2015. Kagarlitskiy also serves as a FINRA arbitrator. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model and integrates services with KeyCorp affiliates, delivering both discretionary and non-discretionary investment solutions.

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.