Mark Van Drunen is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with MAI Capital Management, LLC since 2021 and previously worked at Linsco/Private Ledger for 14 years. Based in Cleveland, OH, he is part of a large enterprise firm with over 300 advisors. MAI Capital Management, LLC 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 manages $72.3 billion in assets and offers a range of customized portfolio strategies supported by in-house and third-party managers, integrating financial planning and tax services within many client relationships.

Matthew Olver is a CFP® professional with 25 years of industry experience. He has worked at HPM Partners LLC since 2016 and spent 19 years at Spero-Smith Investment Advisers, Inc. prior to that. He is currently with Cerity Partners LLC in Cleveland, OH. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens, and offers services ranging from portfolio management and financial planning to retirement plan consulting and access to alternative investments.

William Proper is a financial advisor at Corient with 23 years of industry experience. He previously worked at Vivaldi Capital Management, LLC and Pease & Associates, CPAs, and operated The Proper Analysis Corporation for 27 years. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

David Lockman is a financial advisor with NewEdge Advisors holding a Series 66 designation and 24 years of industry experience. Prior to joining NewEdge in 2021, he worked at Mid Atlantic Financial Management, The Huntington Investment Company, Huntington National Bank, and LPL Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides comprehensive portfolio management, financial planning, retirement plan consulting, and access to both in-house and third-party investment strategies, utilizing technology platforms and centralized due diligence to support advisor and client needs.

Kenneth Renfro is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 16 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2011. In addition to his advisory role, Renfro is also engaged in tax preparation and accounting services. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Megan Raleigh is a financial advisor with Fifth Third Securities, Inc. in Cleveland, OH, holding a Series 66 designation and 23 years of industry experience. She has been with Fifth Third Securities since 2003. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program, offering a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.

Zachary Stanley is a CFP® with 10 years of industry experience currently with Rockefeller Financial LLC. He previously worked at UBS for six years before joining Rockefeller Financial. He is involved with the Cleveland Sight Center, assisting with the organization’s strategic vision for supporting the vision impaired. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Michael Mc Keown is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously spent 19 years with Aurum Wealth Management Group LLC before joining Wealth Enhancement Advisory Services in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Jason Armstrong is a financial advisor with PNC Wealth Management in Cleveland, OH. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, all with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses algorithmic questionnaires to recommend investment risk bands and allocates assets via approved model strategies.

Ian Murphy is a CFP® professional at Stratos Wealth Partners, Ltd with six years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Tailored Management. He also provides administrative support within Stratos Wealth Partners. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services, employing an open-architecture investment approach that integrates multiple platforms and external tools.

John Mooney is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 15 years. Outside of his advisory role, he is a partner in a residential real estate investment partnership. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments.

Jeffrey Concepcion is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, Ohio, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Stratos Wealth Partners, Ltd since 2010 and previously worked at LPL Financial, LLC for ten years. Outside of his advisory work, he is involved in a boat charter business through entities he manages. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers a Strategic Wealth Management platform featuring open-architecture investment solutions, combining advisor-managed and model-based portfolios, with an emphasis on active monitoring and multi-custodian asset allocation.

Justin Bradford is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Key Investment Services, he worked at PNC Investments for nine years. Outside of advisory work, he is involved with GenerationZMarketing LLC as an appointment setter in a social media and marketing capacity. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client direction in investment selection while providing ongoing monitoring and due diligence on third-party advisory products.

Giuseppe Calabrese is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services LLC since 2021, alongside a concurrent role at KeyBank beginning in 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

William Jirousek is a financial advisor with The Huntington Investment Company in Mayfield Heights, OH. He holds a Series 66 designation and has 20 years of industry experience. His work history includes positions at Ameriprise Financial Services, LLC and CCO Investment Services Corp prior to joining Huntington. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and proprietary investment strategies.

Joseph Skarda is a financial advisor at Key Investment Services LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for J.P. Morgan Securities for nine years. Outside of his advisory role, he is a passive investor in a thoroughbred horse racing management company. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through multiple investment program offerings, emphasizing client-directed model selection and ongoing oversight. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets.

Shane Justice is a financial advisor at Bankers Life Advisory Services, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been affiliated with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2015. In addition to his advisory role, he recruits and trains insurance agents as a Unit Field Trainer for Bankers Life. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Jacob Burnett is a CFP® professional with five years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Ancora Family Wealth Advisors, Inverness Securities, Oatey Company, Cleveland State University, and The Ohio State University. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including individuals, families, sports professionals, trusts, and institutions. The firm manages a diverse range of strategies and offers integrated financial planning and trust services, overseeing $72.3 billion in assets under management as of May 2026.

Craig Petti is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He has held positions at MAI Capital Management since 2021 and previously worked at Commonwealth Financial Network and HW Financial Advisors. He holds the Series 63 designation. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of investment strategies implemented through both in-house and third-party managers.

Chaim Schur is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and beginning his industry career in 2026. He previously worked at Marcum Wealth and Lucky Currency Services and has experience in higher education at Ono College. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and offers diversified, risk-class based investment solutions combining passive and active management with oversight from an internal Investment Committee.