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 Series 66-registered financial advisor at Citizens Securities, Inc. in Rocky River, OH, 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. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary and non-discretionary investment solutions and is wholly owned by Citizens Bank, N.A.

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.

Christopher Muirhead is a financial advisor at Hightower Advisors with 14 years of industry experience. He previously worked at Winslow Asset Management, Inc. for 11 years before joining Hightower in 2023. He holds a Series 63 designation and is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers, with capabilities that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

James Love is a financial advisor at PNC Wealth Management in Cleveland, Ohio, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC Investments since 2016. Outside of his advisory role, he serves as a board member for the Greentree HOA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that relies on algorithmic risk assessment and third-party implementation.

Abraham Lincoln is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at KeyBank, Key Investment Services LLC, and Perkins Coie LLP. Outside of his advisory role, he serves as president of the North Counties Christian Sports League, managing its annual charitable status. Key Investment Services LLC is an SEC-registered adviser serving individuals, trusts, estates, small businesses, and institutional plans through portfolio management and model-based advisory products. The firm uses a multi-provider model integrating platforms like Envestnet and KeyCorp affiliates to offer discretionary and non-discretionary investment solutions.

Julee Mott is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial, RBC Capital Markets Corporation, and Merrill. Stratos Wealth Partners is an enterprise adviser with about 379 advisors and $18.6 billion in assets under management, serving a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutions. The firm uses an open-architecture investment approach and offers various services such as advisor-managed wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Tyler Durbin is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes multiple roles at Key Investment Services and KeyBank dating back to 2014. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with portfolio management and model-based advisory products, integrating services from affiliated KeyCorp entities and third-party managers.

Joanna Simmons is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities LLC and KeyBank. Before entering the financial sector, she was involved with Noona Baking Company LLC for six years. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm uses a multi-provider model combining in-house and third-party portfolio strategies and integrates with KeyCorp affiliates for a range of financial services.

Tigress Jones is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Key Investment Services LLC, where she has worked since 2022. Her prior experience includes several years at JPMorgan Securities LLC and a brief tenure at Ameriprise. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers portfolio management and model-based advisory products through a multi-provider platform, integrating resources from KeyCorp affiliates and third-party managers.

William Carroll is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has four years of industry experience. Prior to his advisory role, he worked at Texas de Brazil for four years. In addition to his advisory activities, Carroll is a licensed insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities, emphasizing periodic rebalancing and performance reviews.

Melissa Aiken is a Series 66 credentialed financial advisor with Valic Financial Advisors in Independence, Ohio, bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2012 and also holds a role with Agia since 2022. Outside of her advisory work, she serves on the board of directors for After School Discovery, a nonprofit providing educational and enrichment opportunities to at-risk children, and previously served as vice president of the Madison Band Patrons, a nonprofit supporting local school band programs. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models for portfolio construction and management.

Victor Roach is a financial advisor with TIAA-CREF in Beachwood, Ohio, holding a Series 66 designation and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Roach umpires youth baseball games for boys aged 9 to 20 in Ohio. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm offers a range of advisory services that include model portfolios, customized portfolio management, and fiduciary services with a vertically integrated approach.

Jules Blakely is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles. Blakely has also been a student since 2009. 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 both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, along with financial planning and consulting services.

Dean Weemhoff is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC since 2024. His prior experience includes roles at Arbor Point Advisors, Securities America, Inc., and Lincoln Investment. He is also involved in insurance planning as part of the financial planning process. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management, financial planning, and retirement consulting services, utilizing a mix of proprietary and third-party platforms to tailor portfolios and accommodate client restrictions.

Anthony Tuccini is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Citizens Securities and Citizens Bank since 2018, as well as at PNC Bank and PNC Investments from 2010 to 2018. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory solutions include a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency, and it is wholly owned by Citizens Bank, N.A.

Dexter James is a financial advisor at MAI Capital Management, LLC with 21 years of industry experience. He previously worked for 17 years at Ameriprise Financial Services, Inc. James holds the Series 66 designation. Outside of his advisory role, he serves as an alternate member of The City of Hudson Tax Incentive Review Council and is involved with the Hudson Community Foundation. 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 individuals, families, sports professionals, trusts, and institutional investors. The firm manages a wide range of strategies through both in-house and third-party managers, integrating financial planning and tax services into many client relationships.

James Brenneman is a financial advisor at Key Investment Services LLC based in Brooklyn, Ohio. He holds the Series 66 designation and has one year of industry experience. His prior work includes a position at Equitable Advisors, LLC and several years in non-financial roles including Ohio Wesleyan University and Nordonia High School. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, employing a multi-provider model for portfolio management and discretionary implementation.

Eli Taylor is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank, U.S. Bancorp Investments, and JPMorgan Chase. Outside of his advisory role, he serves on the boards of Clover Park Technical College, the Tacoma-Pierce County Chamber of Commerce, and United Way of Pierce County. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, emphasizing non-discretionary portfolio management and a multi-provider model.