Sarah Rossi is a financial advisor at Key Investment Services LLC with 12 years of industry experience, including 10 years at her current firm. She holds Series 63 and Series 66 designations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions while providing ongoing monitoring and due diligence 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.

Jonathan Merckens is a CFP® with 25 years of industry experience, currently serving at Commonwealth Financial Network and Donald M. Graham & Associates since 2011. He has been a member of the U.S. Air Force since 2003. Merckens serves on the board of the Erie-Ottawa Regional Airport Authority. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Matthew Olver is a CFP® professional with 25 years of experience in the financial advisory industry. He has worked at HPM Partners LLC for 10 years and spent 15 years at Spero-Smith Investment Advisers, Inc. He is currently with Cerity Partners LLC in Cleveland, OH. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

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 at NewEdge Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously 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 individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs.

Nickolas Morgan is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Tony Volante State Farm for two years. Outside of his financial advising role, he is involved with Iheart Media as a board operator, handling podcast audio editing and soundboard operation. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, through investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Kenneth Renfro is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 16 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2011 and previously spent two years at Morgan Stanley. In addition to his advisory role, Renfro provides tax preparation services. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with proprietary and third-party strategies.

Megan Raleigh is a financial advisor with Fifth Third Securities, Inc. in Cleveland, OH, holding a Series 66 designation and 23 years of industry experience. She has been with Fifth Third Securities since 2003. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program, offering a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.

Zachary Stanley is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes six years at UBS. He is involved with the Cleveland Sight Center, where he advises and assists with the organization's strategic vision. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a broad range of investment and placement services through a consolidated investment platform.

Michael Mc Keown is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously spent 19 years with Aurum Wealth Management Group LLC before joining Wealth Enhancement Advisory Services in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Jason Armstrong is a financial advisor with PNC Wealth Management in Cleveland, OH. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, all with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses algorithmic questionnaires to recommend investment risk bands and allocates assets via approved model strategies.

Ian Murphy is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. Prior to joining Stratos and LPL Financial LLC in 2025, he worked at Morgan Stanley Smith Barney LLC and several other firms. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm’s model combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, supported by enterprise scale and a range of institutional and niche services.

John Mooney is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at UBS Financial Services for 15 years before joining Rockefeller Financial, where he has been since 2022. Outside of advisory work, he is a partner in a residential real estate investment partnership. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides a range of portfolio management and financial planning services, operating as both a registered investment adviser and broker-dealer, with a focus on a Private Advisor model and a consolidated investment platform.

Jeffrey Concepcion is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding a Series 63 designation and over 37 years of industry experience. He has worked with several firms including LPL Financial and has been with Stratos Wealth Partners since 2010. Outside of his advisory role, he is involved in recreational boating enterprises, including ownership and charter operations. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of services through a large network of investment adviser representatives, combining individualized asset allocation and active monitoring with access to proprietary and third-party strategies.

Justin Bradford is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at PNC Investments for nine years. Outside of his advisory role, he is involved in social media marketing through lead generation and appointment setting for a marketing company. Key Investment Services LLC serves individual, trust, small business, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment model selection and provides ongoing monitoring and supervisory oversight while collaborating with affiliated entities within the KeyCorp group.

Giuseppe Calabrese is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Key Investment Services and KeyBank. 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 strategies combined with ongoing monitoring and due diligence, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

William Jirousek is a financial advisor with The Huntington Investment Company in Mayfield Heights, OH. He holds a Series 66 designation and has 20 years of industry experience. His work history includes positions at Ameriprise Financial Services, LLC and CCO Investment Services Corp prior to joining Huntington. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and proprietary investment strategies.

Ryan Carlson is a financial advisor with Lincoln Investment in North Royalton, OH, holding a Series 66 license and 14 years of industry experience. He has worked with Capital Analysts, Eagle Strategies (NY Life), and New York Life Insurance, and he operates Carlson Financial Group, which involves insurance brokering. Carlson serves on the Board of Trustees for the Medina County District Library and is a board member and finance committee member for Community Assessment & Treatment Services, Inc. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, and businesses, with a focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches and manages both discretionary and non-discretionary portfolios.

Joseph Skarda is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including nine years at J.P. Morgan Securities before joining Key Investment Services and KeyBank in 2021. Outside of his advisory role, he is a passive investor in a thoroughbred horse racing management company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers while offering ongoing monitoring and supervisory oversight.