Nicole Zidlicky is a financial advisor at MAI Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Cetera Advisors and Velocity Advisors. MAI Capital Management, LLC provides investment management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into client relationships.

Richard Juarbe is a financial advisor at Stratos Wealth Partners, Ltd with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stratos Wealth Partners and LPL Financial since 2018, following previous roles at The Prudential Insurance Company of America and Pruco Securities. He is also a commissioned notary in the State of Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

Ernest Mishne is a financial advisor at Oppenheimer with Series 63 and Series 65 designations and 36 years of industry experience. He has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 31 years. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services, including discretionary and non-discretionary portfolio management and retirement planning.

Sandra Film is a financial advisor at The Huntington Investment Company with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at PNC Investments for 15 years before joining Huntington in 2024. 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 using an open-architecture model that combines third-party sub-managers with proprietary private bank models.

John Muterspaw is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and having one year of industry experience. His prior work experience includes roles at KeyBank, T-Mobile, Fidelity Brokerage Services, Valvoline Instant Oil Change, and Cedar Fair. 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 access to third-party discretionary managers, with ongoing monitoring and supervisory oversight.

Paul Kasten is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Key Investment Services LLC since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment model selection supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group, collaborating closely with KeyBank and KeyBanc Capital Markets.

Allen Dengler is a financial advisor at Clearstead and Clearstead Advisory Solutions in Cleveland, OH, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HPM Partners LLC, PNC Bank, and AXA Advisors, LLC. Dengler joined Clearstead and its predecessor Hartland & Co., LLC in 2022. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, applying institutional disciplines and specialized investment strategies such as Direct Indexing and access to private pooled funds.

Syed Razvi is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and 16 years of industry experience. His work history includes roles at Key Bank NA and Key Investment Services LLC since 2015. 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 provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Jonathon Mahilo is a financial advisor with Schwab Wealth Advisory in Richfield, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab and its affiliated Schwab Wealth Advisory unit since 2014. Outside of his advisory role, he is a co-founder of Pocket Eight LLC, a graphic design services business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Andrew Burger is a CFA® charterholder with six years of industry experience. He is currently with Cerity Partners LLC and previously worked at Clearstead and PNC. He serves as the Manager and President of a special purpose vehicle investing in the Ohio High Growth Investment Opportunities Fund LP. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors, with approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing customized and diversified portfolio strategies.

Anthony Grisanti is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at PNC Investments, Bank of America, Merrill, The Huntington Investment Company, and TD Ameritrade. He is currently based in Mayfield Heights, OH. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Brayden Makar is a financial advisor at Oppenheimer with a Series 66 designation and approximately one year of industry experience. Prior to joining Oppenheimer, he worked at DWR Financial / Turney Tax and has experience in hospitality through Ethos Hospitality Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers various advisory programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Jamie Turk is a financial advisor at Stratos Wealth Partners, Ltd with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, ProEquities, and Osaic FA. He also operates Jamie Turk Inc., a business entity for tax and investment purposes. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, providing financial planning, portfolio management, and specialized consulting through a large network of investment adviser representatives. The firm offers a combination of active asset allocation, proprietary and third-party strategies, and access to multiple custodians and platforms.

John Vitou is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at MetLife and MetLife Investors Distribution Company. In addition to his advisory role, he is involved in insurance sales through Vitou Financial Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Stephen D'alessandro is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at PNC Investments LLC for seven years. Outside of his advisory work, he serves as a Member At Large for the Avalon Estates Homeowners Association. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring and due diligence of third-party managers, operating within the KeyCorp group with close affiliations to KeyBank and KeyBanc Capital Markets.

Timothy Conway is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at KeyBank and several other financial firms since 2017. Outside of his advisory role, he is involved as a club coach for a youth soccer organization. Key Investment Services LLC provides a range of advisory programs and investment products to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection and ongoing monitoring, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Dana Hastings is a financial advisor at HighTower Advisors with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at HighTower Advisors since 2019, following previous roles at Fairport and Prosperity Capital Advisors. HighTower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with a focus on manager selection and multi-manager solutions. The firm utilizes both affiliated and third-party managers and employs proprietary research and a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.

Chad Kuhns is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and having 16 years of industry experience. He has been with Key Investment Services since 2016, including its predecessor entities and related firms. Outside of his advisory role, Kuhns serves as Recreation Director for the City of Vermilion, organizing sports programs, and is an assistant football coach for Vermilion Local Schools. 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 operates within the KeyCorp group and emphasizes client-directed investment selection supported by ongoing monitoring and due diligence.

Gregory Augustine is a financial advisor at Oppenheimer with 35 years of industry experience and holds a Series 66 designation. He has worked at Oppenheimer since 2011 and previously spent 12 years at PRUCO Securities, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Holt Wallin is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to his current role, he completed his education at Oregon State University and held teaching positions at Mountainside High School and Highland Park Middle School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolio offerings, and managed accounts. The firm emphasizes client-directed investment selection supported by recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.