Christopher Peck is a financial advisor with Sequoia Financial Group, L.L.C. He holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Cirrus Wealth Management, Triad Advisors, Edward Jones, and Sanford C Bernstein & Co LLC. Outside of his advisory work, he serves as director of finance for Young Catholic Professionals, a nonprofit professional networking organization. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and research from various external providers.

Mindy Qua is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at LPL Financial and McDonald Partners LLC. Qua serves as a board member of Valley Lutheran Church, a nonprofit organization in Chagrin Falls, OH. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Maura Hagan is a financial advisor with Guardian Life and holds a Series 66 credential. She has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Her prior work experience includes positions in financial services and manufacturing sectors. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Joseph Mckeon is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2009. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs a model-driven ETF investment approach alongside separately managed accounts and unified managed account solutions, with additional capabilities in fiduciary services, insurance, mortgage brokerage, and affiliated financial services.

Logan Zimmerman is a Series 66-licensed financial advisor with six years of industry experience, currently with Key Investment Services LLC. His prior experience includes roles at Fidelity Investments, Charles Schwab & Co., Inc., and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Slaiman Saab is a financial advisor with The Huntington Investment Company, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked with Huntington-affiliated firms continuously since 2014. Outside of his advisory role, he manages a rental property. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers a variety of wrap-fee programs on the Envestnet MAS platform utilizing an open-architecture model that combines third-party and affiliate-managed strategies.

Kathryn Louttit is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding 18 years of industry experience. She has worked at LPL Financial, LLC since 2021 and previously held roles at CBIZ Investment Advisory Services, LLC and CBIZ Financial Solutions, Inc. from 2012 to 2021. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians and sub-advisors.

Michael Ford is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Key Investment Services and KeyBank since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and supervisory oversight within the KeyCorp group.

Tyler Gramsz is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, Equitable Advisors, Medical Mutual of Ohio, and the Federal Bureau of Investigation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account that utilizes approved investment strategies executed via mutual funds and ETFs.

Chase Pegrim is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds the Series 66 designation and has worked previously at AGIA, Doordash, Kroger, Do It Best Corp, and The Ohio State University. Outside of advising, he is also registered as an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Ryan Catanese is a CFP® with seven years of industry experience and has been with MAI Capital Management, LLC for ten years. He is based in Cleveland, OH, and focuses on wealth management and investment services at the firm. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio management strategies and serves both product-sponsor and advisory roles, managing significant assets and affiliated private funds.

Paul Miller Jr. is a CFP® professional with 38 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 2016 and previously spent eight years with Raymond James & Associates. Miller is also the president and owner of Basis Point, LLC, a private securities and investment advisory company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, technology, compliance, and practice support.

Nicholas Mcrandal is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2023. His prior experience includes roles at Snap Medical Industries LLC and teaching positions at Mercyhurst University and Fox Chapel School District. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of managed-account programs with features such as direct indexing and tax-overlay services.

Boris Kagarlitskiy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Key Investment Services since 2015. Outside of his advisory role, he serves as a FINRA arbitrator. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, and business clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection combined with ongoing monitoring and due diligence, operating as part of the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Austin Millar is a financial advisor at PNC Wealth Management with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked previously at Fidelity Brokerage Services and PNC Bank. His background includes roles outside finance, such as with Ohio Basketball and HR Block. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio strategy available by invitation to certain employees. The firm uses algorithm-driven risk assessment and delegated portfolio management within these programs.

Michael Sidoti is a financial advisor with Hornor, Townsend & Kent, LLC in Akron, Ohio, holding a Series 63 designation and 27 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2007 and has been with Hornor, Townsend & Kent since 2007. Outside of his advisory role, Sidoti serves as president of the Sand Court Condo Association, a nonprofit position with no financial responsibilities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through third-party asset manager platforms, financial planning, and retirement consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Renee Brandes is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2016 and joined Schwab Wealth Advisory Inc. in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its wealth advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Marcus Hanna is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank, JP Morgan Chase Bank, Ameritas Investment Corp, and other firms prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and separately managed accounts. The firm emphasizes client-directed investment selection and provides access to third-party discretionary managers while offering ongoing monitoring and supervisory oversight.

Franklin Walter II is a financial advisor with Lincoln Investment in Independence, OH, holding a Series 65 credential and 24 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked for Legend Equities Corporation for seven years. He is also involved with the Robert F. Provance Agency as a certified independent broker, focusing on Medicare plans education and enrollments. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice services, managing both in-house and third-party investment strategies through a combination of strategic and dynamic approaches.

Chandler Fout is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at KeyBank and PNC Wealth Management. 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 and provides access to third-party discretionary managers alongside periodic rebalancing, reporting, and oversight.