Jeffrey Yokiel is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 registrations and having nine years of industry experience. His career includes roles at PNC Investments and Key Investment Services. Outside of finance, he was involved with Towne Park Valet for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Mathew Bound is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at KeyBank, Key Private Bank, and Valmark Securities, Inc. in addition to his current position at Key Investment Services. 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 direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Mark Williamson is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Key Investment Services LLC in various capacities since 2006. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment selection with non-binding recommendations and ongoing oversight, operating within the KeyCorp group and maintaining relationships with affiliated banking and capital markets entities.

Luann Spaethe is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 34 years of industry experience. She has been with Key Investment Services since 2016 and worked at KeyBank from 2016 to 2018. Outside of her advisory role, she is involved in training and development through the Cuyahoga Valley Chapter of the Association for Talent Development. 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 ongoing monitoring, while also working with affiliated entities to provide custody, clearing, and access to third-party discretionary managers.

Joel Wozny is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked with firms including The Huntington Investment Company, Western Southern Life, and Fifth Third Securities. 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, collaborating closely with affiliated banking and capital markets entities.

Kristen Hummel is a financial advisor with PNC Wealth Management in Cleveland, OH, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with PNC investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an employee-only digital offering that uses algorithmic risk assessments to recommend portfolio strategies implemented via mutual funds and ETFs with annual rebalancing.

John Krajnik is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 18 years of industry experience, including roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of finance, he contributes automotive advice on Pelicanparts.com and has co-authored two books, Retire Like a Shark and Retire Abundantly. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting. The firm manages portfolios using asset allocation across mutual funds, ETFs, and individual securities, with regular rebalancing and reviews.

Vincent Julian is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at The Prudential Insurance Company of America and Huntington National Bank. His career has consistently involved roles within the KeyCorp group and affiliated entities. 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 while providing non-binding recommendations and ongoing portfolio monitoring, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.

Brian Tammaro is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Key Investment Services and PNC Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

James Smith is a financial advisor with MAI Capital Management, LLC in Cleveland, OH. He holds a Series 65 designation and has 11 years of industry experience, all with MAI Capital Management since 2014. 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 offers customized portfolio management across multiple strategies and integrates financial planning and related services into many client relationships.

Thomas Compernolle is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including prior roles at Ameriprise Financial Services and LPL Financial. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Thomas Sill is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2015. Sill serves as a Township Trustee for Madison Ohio Township. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, digital discretionary model account pilot. The firm utilizes algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Tyler Banyasz is a Series 66-licensed advisor at Fifth Third Securities, Inc. in Cleveland, OH, with one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Cambridge Investment Research, Inc. Outside of finance, he has worked in hospitality and recreation, including at Firehouse Grille & Pub and Stroud's Run State Park. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple managed account programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of portfolio management strategies including mutual funds, SMAs, tax-overlay, and direct indexing.

Scott Kinsell is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2010. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Patrick Cernosky is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. He has been with PNC Investments since 2016 and also maintains an ongoing role with Barhype, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessments to guide portfolio strategies executed via mutual funds and ETFs, with oversight delegated to third-party managers.

Sarah Rossi is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Key Investment Services since 2014 and previously at KeyBank from 2013 to 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions and conducts ongoing due diligence and supervisory oversight of third-party advisory products.

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.