Pui San Reynolds is a Series 66-licensed financial advisor with four years of industry experience. She is currently with Key Investment Services LLC and previously worked at Edward Jones, Citizens Bank, and Perfectly Splendid LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction in investment model selection and provides ongoing monitoring, due diligence, and supervisory oversight while collaborating with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Karim Shady is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Fifth Third Securities, Fifth Third Bank, Credit Agricole Bank of Egypt, and a five-year tenure at MISR International University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolio offerings. The firm emphasizes client direction in investment decisions while providing advisory recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

David Hertl is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2013. His prior roles include positions at Invest Financial Corporation, FSC Securities Corporation, Osaic FA, Inc., and Banc One Securities Corporation. Hertl also volunteers as a co-coordinator for the Dave Ramsey Financial Peace University at Groveport United Methodist Church. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and other entities. The firm offers a range of investment programs and advisory services, focusing on both discretionary and non-discretionary management, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Benjamin Hill is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds a Series 66 designation and has worked with IFP Securities, LLC since 2019. Hill serves on the board of DCC Corp, participating in quarterly meetings. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Naomi Dagostino is a ChFC® credentialed financial advisor with 30 years of industry experience. She is currently affiliated with Eagle Strategies (NY Life) and has previously worked with Insight Financial Associates and operated her own insurance and financial services firm. Dagostino volunteers with local community organizations in Bath, Ohio, and serves as an educator for a Summit County employee lunch and learn program. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and fiduciary responsibilities, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Theresa Mystic is a financial advisor at Lincoln Investment with 39 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including PNC Wealth Management, Key Investment Services, AdamsLynch, Wells Fargo Clearing, A.G. Edwards & Sons, and KeyBanc Capital Markets. Outside of her advisory work, she is involved as a catechist at St. Christopher Church and also pursues photography and part-time dog sitting. 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 investment management services, utilizing both strategic and tactical approaches supported by an Investment Management & Research team.

Matthew Jones is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining MAI in 2024, he worked at AllianceBernstein Private Wealth Management for three years and was involved with the Greater Cleveland Sports Commission. MAI Capital Management provides investment and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies along with financial planning and trust administration services.

Jeremy Southworth is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he has worked in various roles including positions at Fifth Third Bank, Charter Communications, and Herbalife International, where he has been involved as a distributor in the health and wellness sector. Additionally, he serves as a Youth/Young Adult Pastor at LaGrange Church of God. 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 provides multiple discretionary managed-account options and distinctive services such as direct indexing and tax-overlay, supported by its affiliation with Fifth Third Bank and a multi-tiered operational structure.

Christina Santone is a financial advisor at Key Investment Services LLC with 23 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. She joined Key Investment Services in 2025 after two years with KeyBank NA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and provides oversight of third-party advisory products while operating within the KeyCorp group and maintaining relationships with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Erica Cameron is a CFP® and holds a Series 65 license with 19 years of industry experience. She is currently with Cerity Partners LLC and previously worked at HPM Partners LLC and Spero-Smith Investment Advisers, Inc. She is based in Cleveland, OH. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm uses tailored asset allocation and proprietary quantitative screens alongside third-party managers and individual securities to build client portfolios.

Pamela Zelonis is a financial advisor with PNC Wealth Management in Cleveland, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven pilot program for employees that uses mutual funds and ETFs with annual rebalancing and no direct client trading or margin use.

Michael Gregory is a financial advisor at Stratos Wealth Partners, Ltd with Series 66 credentials. He has been in the industry since 2025, previously working at Equitable Advisors, LLC. 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 wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Tyler Ankrom is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Miami University. Ankrom has been involved with Wobdale LLC, a non-investment-related business based in Akron, Ohio. Stratos Wealth Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Ryan Knotts is a CFP® professional with 16 years of experience in the financial services industry. He has been with PNC Wealth Management since 2014, working in the Cleveland, OH office. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation only to employees with PNC Bank online credentials. The firm utilizes approved model strategies managed by PNC or third-party strategists and executes investments primarily through mutual funds and ETFs with an emphasis on algorithm-driven portfolio selection and annual rebalancing.

James Schroeder is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Key Investment Services in 2026, he worked at The Huntington Investment Company and Fidelity in various advisory roles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment model selection combined with ongoing monitoring and due diligence of third-party advisory products, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Todd Stout is a financial advisor at Lincoln Investment with 40 years of industry experience. He has held positions at Lincoln Investment since 2017 and previously worked for 14 years at Legend Equities Corporation. Outside of his advisory role, he serves as president of Diversified Wealth Management Company, Inc. and is a sales associate offering health care benefits through Health Karma. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services, utilizing both strategic and tactical investment approaches across discretionary and non-discretionary programs.

Michael Neff II is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Bank of America, Merrill, Huntington Bank, JPMorgan Chase, and Eastern Michigan University. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Jamon Higley is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Key Investment Services, he worked in various roles including positions at Uber Technologies, Inc. and DoorDash Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs and model portfolio offerings. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence of third-party advisory products.

Bryan Garber is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously operated as co-owner of Evexia Cafe & Market LLC. His prior work experience also includes over a decade at MT Industries DBA Sunless Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation. The firm’s approach uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs, focusing on automated portfolio management without individual security trading.

Tyler Colton is a CFP® affiliated with MAI Capital Management, LLC in Cleveland, OH. He has experience working at several firms including Clearstead and Fairport Wealth, with a total industry tenure beginning in 2016. His background also includes roles at CPA firms such as Corrigan Krause CPAs and Arnett Carbis Toothman. 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 manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships, with $72.3 billion in assets under management as of May 31, 2026.