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.

Curtis Aiken is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience, including ten years at Commonwealth Financial Network. Curtis also spends a small portion of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a wide range of managed account programs, third-party asset manager access, and comprehensive back-office services.

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.

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.

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.