Nathaniel Hirko is a financial advisor with The Huntington Investment Company in Willoughby, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., and Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary Private Bank strategies, offering multiple wrap-fee programs managed through the Envestnet MAS platform.

Ryan Knotts is a CFP® professional with 16 years of experience in the financial services industry. He has been with PNC Wealth Management since 2014, working in the Cleveland, OH office. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation only to employees with PNC Bank online credentials. The firm utilizes approved model strategies managed by PNC or third-party strategists and executes investments primarily through mutual funds and ETFs with an emphasis on algorithm-driven portfolio selection and annual rebalancing.

James Schroeder is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Huntington Investment Company and Fidelity Investments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and model portfolios. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Jamon Higley is a financial advisor at Key Investment Services LLC with a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services, he held positions at Uber Technologies, Inc. and DoorDash Inc. His background also includes work in various roles outside finance. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and due diligence for third-party advisory products.

Bryan Garber is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously operated as co-owner of Evexia Cafe & Market LLC. His prior work experience also includes over a decade at MT Industries DBA Sunless Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation. The firm’s approach uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs, focusing on automated portfolio management without individual security trading.

Tyler Colton is a CFP® affiliated with MAI Capital Management, LLC in Cleveland, OH. He has experience working at several firms including Clearstead and Fairport Wealth, with a total industry tenure beginning in 2016. His background also includes roles at CPA firms such as Corrigan Krause CPAs and Arnett Carbis Toothman. MAI Capital Management provides 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, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships, with $72.3 billion in assets under management as of May 31, 2026.

Christian Morton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Northwestern Mutual and a current affiliation with Guardian Life and Park Avenue Securities. He is involved with the St. Edward Alumni Association in a nonprofit capacity. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and nonprofit clients with brokerage services, financial planning, and investment advisory programs, offering both discretionary and non-discretionary advisory relationships through a range of proprietary and third-party models.

Erica Stark is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. She has worked with the firm since 2016 and is also the owner of Taxes Accounting Payroll & Planning LLC, where she provides tax preparation services. Additionally, she has experience working with Tailgate USA. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm uses model-driven and asset-allocation strategies, employing both proprietary and third-party managed programs, and operates as part of an enterprise with several hundred advisors managing approximately $4.07 billion in assets.

Richard Buoncore is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MAI since 2014. Outside of his advisory role, he serves on the audit committees for two Blue Owl trusts and is an advisory board member for Anderson-DuBose Company, a distribution center for restaurants. MAI Capital Management provides investment management, wealth management, retirement planning, and family-office services to a diverse clientele, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and tax services into client relationships.

Ryan Bergen is a CFP® professional with one year of industry experience, currently serving at MAI Capital Management, LLC in Cleveland, OH. Prior to joining MAI Capital Management in 2022, he spent four years in full-time education. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a range of clients including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers diverse portfolio strategies supported by in-house managers and third-party advisers, as well as trust and insurance administration services.

David Rome is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Aurum Wealth Management Group LLC, Bank of America, N.A., and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental analysis, and offers a range of financial planning, asset management, and specialized consulting services.

Raymond Klosz is a financial advisor at Key Investment Services LLC with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA. 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 decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Alexander Barclay is a financial advisor with Morgan Stanley in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and was previously with UBS Financial Services from 2009 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models, while generally acting in an advisory capacity rather than providing individual security recommendations.

James Steinmetz is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he worked at Equitable Advisors, LLC, and has held roles in diverse fields including food service and mortgage lending. Outside of his advisory work, Steinmetz is involved with Western Reserve Distillers, where he assists with food preparation and service. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dennis Schwartz is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James, he worked at Newman & Company CPAs for eight years. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

Ian Huber is an advisor at Robert Baird & Co. with a Series 66 designation and no prior industry experience. Before joining the firm, he operated R&E Ground Keeping LLC and worked as a self-employed contractor. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department, offering a range of financial planning and portfolio management services that include separately managed account programs and tax-management strategies. The firm manages approximately $394 billion in regulatory assets and provides municipal advisory services alongside its investment advisory business.

Heather Sara is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various entities within JPMorgan Chase since 2007. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Nicholas Gelder is a financial advisor with J.P. Morgan Securities in Independence, Ohio, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with J.P. Morgan since 2019, previously working at Northwestern Mutual and Nationwide Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

James Corrigan is a financial advisor at Fidelity with nine years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Fidelity entities as well as DoorDash and Key Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.