Theresa Sdrakas is a financial advisor with Fifth Third Securities, Inc. in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Fifth Third Securities since 2010 and has worked at Fifth Third Bank since 2000. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Garret Keibler is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. 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 model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight within the KeyCorp group.

Diane Gilger is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at Key Investment Services since 2023, with prior experience at Key Bank NA, LPL Financial, and Firstmerit Bank, N.A. 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 investment selection and provides ongoing monitoring and due diligence, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Michelle Pipcak is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 11 years of industry experience. Her professional background includes roles at Edward Jones and Equity Trust Company. In addition to her advisory work, she has a part-time role providing nighttime office cleaning services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and brokerage products. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers alongside supervisory oversight.

Brett Katana is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 14 years of industry experience. He has held multiple roles within PNC and its affiliated entities since 2013. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that utilizes approved model strategies and ETFs with annual rebalancing.

Michael Liskay is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 registrations and 14 years of industry experience. He has worked at KeyBank and Fifth Third Securities, with his current role at Key Investment Services beginning in 2018. Key Investment Services LLC provides investment 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 decisions supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with integrated banking and capital markets relationships.

Samer Hilal is a financial advisor with LPL Financial in Streetsboro, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Stratos Wealth Partners, LTD and J.P. Morgan Securities before joining LPL Financial in 2020. Hilal also manages a separate business entity, Samer Hilal Wealth LLC, for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a wide range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Laurence Dunlap is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Agia and Lincoln Financial Advisors Corporation. Outside of his advisory work, he is the managing member of Bull and Bear Enterprises, LLC, a company used for accounting purposes. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts with centralized technology and model solutions to support its extensive client base.

Samantha Escobedo is a financial advisor with Hantz Financial Services, Inc. She holds Series 66 and Series 63 licenses and has 10 years of industry experience. She has been with Hantz Financial Services since 2015. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform offering financial planning, wealth management, retirement plan consulting, and a range of model-based ETF strategies and separately managed accounts.

Sean Housel is a financial advisor at The Huntington Investment Company with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Key Investment Services, PNC Investments, and KeyBanc Capital Markets. 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 and proprietary Private Bank models.

Geoffrey Hoff is a Series 66-licensed financial advisor with 15 years of industry experience. He is affiliated with Primerica Advisors and has worked with Park Avenue Securities since 2010 and Guardian Life Insurance Company since 2009. Hoff serves on the advisory board of Lake Catholic. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment strategies, proprietary programs, and account-level solutions.

Stella Arnaut is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019, following six years at JPM Chase. Outside of her advisory role, she is involved in window sales and construction supply sales through two separate businesses. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Daniel Vieland is a financial advisor with LPL Financial and Stratos Wealth Partners, LTD, holding a Series 66 designation and 22 years of industry experience. He previously worked at JPMorgan Securities LLC from 2015 to 2017. Vieland operates primarily out of Clyde, Ohio. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Eric Rotolo is a financial advisor at PNC Wealth Management with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial, The Huntington Investment Company, and The Middlefield Banking Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio service available by invitation that uses algorithm-driven risk assessments and invests via mutual funds and ETFs with annual rebalancing.

Scott Lewis is a financial advisor with Osaic Advisory Services, LLC who holds a Series 66 credential and has 11 years of industry experience. He has worked at several firms, including Arbor Point Advisors, Securities America Advisors, Cetera, and Vantage Financial Group. Lewis is also licensed as an insurance agent selling life insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers investment management, financial planning, retirement plan consulting, and other related services through various program models, with custody primarily arranged through Schwab and Fidelity.

Cory Nutter is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with BDS Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform for operations, trading, technology, compliance, and practice management.

Allison Werden is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Ownership Advisors, Inc., LPL Financial, LLC, and Charles Schwab. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers customized portfolio management across various strategies and integrates financial planning and other services, managing $72.3 billion in assets as of May 31, 2026.

Rafael Perez is a CFP® with 29 years of experience in the financial industry, currently serving at MAI Capital Management, LLC since 2021. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, with a long tenure at Fidelity Brokerage Services. He serves as an endowment committee member for The Church in Aurora, where he promotes the endowment fund and monitors its investment adviser. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, institutional clients, and trusts. The firm employs a range of customized portfolio strategies and serves both as an investment adviser and product sponsor, managing substantial assets and affiliated private funds.

Pablo Torrico Alvarez is a financial advisor at Citizens Securities, Inc. in Toledo, OH, holding a Series 66 designation with two years of industry experience. His prior roles include positions at LPL Financial, Sun Federal Credit Union, and Chase Bank. He is a member of the Northwest Ohio Hispanic Chamber of Commerce, participating in educational and networking events. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Anthony Bucceri is a financial advisor at Principal Financial Services with 8 years of industry experience. He holds the Series 66 designation and has worked previously at Guardian Life Insurance Company, Park Avenue Securities, and Valic Financial Advisors. Outside of traditional advisory roles, Bucceri has experience in fixed insurance sales and service, including fixed life, fixed annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.