Charles Grimm is a CFP® with nine years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2023. Prior to joining MAI, he spent 14 years with Key Investment Services LLC and Key Bank NA. Outside of his advisory role, he works as an independent basketball referee for high school and college games. MAI Capital Management, LLC 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, and institutional clients. The firm offers customized portfolio management through multiple strategies and integrates financial planning and other services into many client relationships.

David Cizmadia Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Key Investment Services 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 model selection and ongoing monitoring, while providing access to third-party discretionary managers and conducting due diligence and supervisory oversight.

Chad Schleh is a CFP® professional with five years of experience in financial advising, currently working at Sequoia Financial Group, L.L.C. in Akron, OH since 2024. Prior to joining Sequoia, he held roles at PNC Bank and its investments division, as well as Citizens Securities Inc. and Citizens Bank, N.A. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management overseen by an Investment Policy Committee and uses a variety of investment vehicles, supported by regular research, due diligence, and quarterly portfolio reviews.

Anthony Carsel is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2023, following a three-year tenure at R. Karras Asset Management & Planning, LLC. Prior to his advisory career, he spent four years at Precision Environmental Co. 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 clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services into many relationships.

Colleen Shelly is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at LongView Financial Partners, Raymond James Financial Services, Lincoln Financial Advisors, PNC Investments, and Valmark 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 operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Desirae Monaco is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Farmers National Bank, and TLC Insurance Group. Monaco is involved in community activities, serving on the Howland Community Scholarship Foundation and the Children's Rehabilitation Center Charitable Foundation. 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 offers access to third-party discretionary managers, while providing ongoing monitoring, reporting, and supervisory oversight.

Emily Ergun is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Key Investment Services since 2016. 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 oversight of third-party advisory products, operating within the KeyCorp group and affiliated with KeyBank and KeyBanc Capital Markets.

Christopher Divito is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 66 license. He has 36 years of industry experience and has been with Independent Financial Group for 17 years. Divito serves on the board of the Westlawn Square Unit Owners Association, a local office building homeowners association. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services, utilizing a range of in-house and third-party managed portfolios delivered through platforms such as AccessPoint, Schwab, and Pershing.

Peter Butler is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Mid Atlantic Financial Management, Inc. and Ameriprise Financial Services, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party manager strategies supported by technology tools and centralized due diligence.

Patrick Manning is a financial advisor with Primerica Advisors, based in Beachwood, OH, with 13 years of industry experience. He has been associated with Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2008. Outside of his advisory work, he serves on the City Club of Cleveland Programming Committee and is active as a voting location deputy. Park Avenue Securities serves a diverse retail client base, including individual investors, high-net-worth clients, charitable organizations, and corporate entities, offering both brokerage and advisory services. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account types and financial planning solutions.

Bryon Baylog is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with various Bankers Life entities since 2011, including roles in insurance and annuity sales and training agents. Baylog also serves as Treasurer on the Aynsley Court Condominium Board of Directors. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ objectives and risk tolerances.

Kevin Obrien is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with both firms since 2010. Obrien is also admitted to practice law in Ohio, though his bar status is inactive. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, 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.

Michael Smith is a financial advisor with TIAA-CREF, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also provides advisory services for donor-advised funds and operates within a vertically integrated group using affiliated funds.

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.

Zachary Gerber is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has worked at Sequoia Financial Group, L.L.C. since 2022 and was previously employed at NCA Financial Planners. Prior to his advisory career, he spent six years in full-time education and three years at John Carroll University. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth 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 extensive research resources.

James Weaver is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Sequoia Financial Advisors and Sequoia Financial Group in 2021, he worked at Key Bank for 11 years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth 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 extensive research resources.

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.

David Polly is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Key Investment Services since 2016, serving clients from Medina, Ohio. 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 model selection supported by non-binding recommendations, due diligence reviews, and ongoing monitoring, operating as part of the KeyCorp group with affiliated banking and capital markets entities.