Jason Putman is a CFP®, CFA®, and Series 63 licensed financial advisor with 13 years of industry experience. He has been with MAI Capital Management, LLC since 2014. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse clientele, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and combines financial planning with tax and bill-pay services, managing $72.3 billion in assets as of May 31, 2026.

Andrew Timko is a financial advisor with Fifth Third Securities, Inc. in Parma Heights, Ohio. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including over two decades with Fifth Third Securities and Fifth Third Bank. 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 combines its municipal-advisor registration with a large bank affiliation to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

Travis Smythe is a CFA® charterholder and holds Series 66 and Series 63 licenses with 10 years of industry experience. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Capital One, UNITED INCOME, LLC, KHP Capital, LLC, Hamilton Financial Partners, and First Allied Securities Inc. Outside of his advisory work, he has been involved with Tulsa Oktoberfest. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients through around 366 advisors. The firm offers a range of advisor-managed and model-based portfolio strategies using an open-architecture platform that integrates third-party managers and platforms.

Eric Wulff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at Marcum Wealth, LLC for 19 years before joining Wealth Enhancement Advisory Services in 2025. Outside of his advisory role, he serves as Vice President of the Exit Planning Exchange in Cleveland, Ohio. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Alexander Bruemmer is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Key Investment Services, he worked at KeyBank NA for ten years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence of third-party advisory products, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Kristy O'Driscoll is a financial advisor at Key Investment Services LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked primarily with Key Investment Services and Key Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and managed accounts. The firm emphasizes client-directed model selection, offers access to third-party discretionary managers, and maintains supervisory oversight through a Product Due Diligence Committee.

Emily Erhart is a financial advisor at Clearstead Advisory Solutions with three years of industry experience. She holds a Series 65 designation and has previously worked at Cbiz, Valmark, Cohen & Co, and the University of Akron. Clearstead serves both affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across a 59-advisor team and employs an institutional approach to portfolio management, utilizing a variety of investment vehicles and proprietary strategies.

Scott Clark is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Clark is based in Westlake, Ohio. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm employs algorithm-driven risk assessment and outsourced portfolio implementation using mutual funds and ETFs.

Ryan Keenan is a CFA® charterholder with nine years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Citizens Capital Markets, Inc. and Ernst & Young. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth 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 many client relationships.

Eric Proszek is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at PNC Investments and associated PNC entities. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, and business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party and proprietary investment strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

Ryan Glinn is a CFP®-designated financial advisor with nine years of industry experience. He is currently affiliated with Commonwealth Financial Network and Tolmiros Financial Designs, having previously worked with firms including W3 Wealth Advisors and ValMark Advisers. In addition to advisory work, he spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance, while offering access to discretionary model portfolios and customized investment solutions.

Jonathon Chalk is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 26 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise Financial Services. Outside of his advisory work, he is a commissioned Notary Public in the State of Ohio. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering a range of proprietary and third-party investment programs. The firm manages approximately $15 billion in regulatory assets under management and supports multiple account-level services such as lending solutions and donor-advised funds.

Andrew Ross is a Series 66-licensed financial advisor with Key Investment Services LLC, based in Brooklyn, Ohio. He has two years of industry experience, including time spent as a student at Bowling Green State University and work at North Ridgeville High School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a variety of advisory programs and investment solutions. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and maintaining oversight through dedicated committees and supervisory reviews.

Timothy Schanz is a financial advisor with PNC Wealth Management in Cleveland, Ohio, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes roles at Citizens Securities Inc. and Citizens Bank before joining PNC Investments in 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm implements investment strategies via mutual funds and ETFs, using algorithmic risk assessment and third-party portfolio management.

Joseph Maukonen is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Edward Jones, Scottrade Inc., Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he serves as an executor for his parents' estate. Park Avenue Securities LLC serves a broad retail client base with a range of brokerage and advisory services, including proprietary model portfolios and third-party investment platforms. The firm manages approximately $15 billion in regulatory assets and offers both discretionary and non-discretionary account management options.

Susan Berchak is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 36 years of industry experience. She worked at Scottrade, Inc. for 15 years before joining Key Investment Services, where she has been since 2019. Key Investment Services LLC serves 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 model selection with ongoing monitoring and provides access to third-party discretionary managers alongside reporting and supervisory oversight.

Jon Stamberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having been with New York Life Insurance Company and Nylife Securities Inc. since 2003. In addition to his advisory work, he is appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client goals and maintains a predominantly non-discretionary asset base.

Brenna Paananen is a CFP® professional with seven years of experience at Walden Wealth Partners/Wealthspire Advisors and three years prior experience at the University of Akron. She is currently affiliated with Wealthspire Advisors in Beachwood, OH. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers wealth management, financial planning, retirement-plan consulting, and trustee services.

Guerschom Altidor is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 license and one year of industry experience. His background includes roles at KeyBank, PNC Wealth Management, and PNC Bank. Outside of financial services, he has worked as a Product Operations Educator for Lululemon. 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 investment selection supported by financial professionals who provide recommendations and ongoing oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Mark Bock is a financial advisor with Hantz Financial Services, Inc. He holds the Series 63 designation and has 31 years of industry experience, including 27 years with Hantz Financial Services. Outside of his advisory role, he manages a family investment portfolio and estate planning through Bock Family, LLC. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios combined with access to third-party managers and tax-aware strategies, operating both discretionary and non-discretionary mandates.