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 with Lincoln Investment in Cleveland, OH, holding Series 63, 65, and 66 licenses and over 39 years of industry experience. She has worked at several firms including PNC Wealth Management, Key Investment Services, AdamsLynch, Wells Fargo Clearing, A.G. Edwards & Sons, and KeyBanc Capital Markets. Outside of her advisory role, she serves as a catechist at St. Christopher Church and is involved in personal photography and part-time dog sitting. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house investment research team that constructs strategic model portfolios and AIM strategies.

Matthew Hisey is a financial advisor at Foundations Investment Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Virtue Capital Management, LLC for 11 years. Outside of his advisory role, he owns The College Funding Connection, LLC, which provides college financial aid consulting. Foundations Investment Advisors offers financial planning and portfolio management to a broad client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis with tailored advice delivered through a large network of affiliated offices.

Matthew Jones is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at AllianceBernstein Private Wealth Management and has experience with the Greater Cleveland Sports Commission and ATL Hawks, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers trust and insurance administration services, overseeing $72.3 billion in assets as of May 2026.

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 with Key Investment Services LLC, holding Series 63 and Series 66 designations and totaling 23 years of industry experience. Her previous roles include positions at MML Investors Services and Mass Mutual Life Insurance Company. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm uses a multi-provider model with discretionary implementation and offers a range of wrap-fee programs supported by affiliated insurance products and custodial services.

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 and holds a Series 66 designation. He has been in the industry since 2026, with prior experience at LPL Financial LLC and Equitable Advisors, LLC. His background includes roles with Ohio International Consulting Program and Ohio University Integrated Business Cluster. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture, IAR-driven model that integrates multiple third-party platforms and managers for customized portfolio management and planning services.

Tyler Ankrom is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Stratos Wealth Partners, Ltd and has prior experience at LPL Financial. Ankrom has held roles in educational and recreational organizations, including Miami University and Portage Country Club. He is also involved with Wobdale LLC, a non-investment-related business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, third-party manager programs, and outsourced CIO solutions. Their model emphasizes independent advisor management and an open-architecture approach that integrates multiple third-party platforms and managers.

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 with Key Investment Services LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Fidelity Investments and The Huntington Investment Company. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model and integrates services from KeyCorp affiliates to deliver a range of investment and advisory solutions.

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 designation and two years of industry experience. His prior work includes roles at Uber Technologies, DoorDash Inc., and various small businesses. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model combining discretionary implementation and strategist portfolio design, with a significant portion of assets managed on a non-discretionary basis.

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.

Christian Morton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Northwestern Mutual and a current affiliation with Guardian Life and Park Avenue Securities. He is involved with the St. Edward Alumni Association in a nonprofit capacity. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and nonprofit clients with brokerage services, financial planning, and investment advisory programs, offering both discretionary and non-discretionary advisory relationships through a range of proprietary and third-party models.

Erica Stark is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. She has worked with the firm since 2016 and is also the owner of Taxes Accounting Payroll & Planning LLC, where she provides tax preparation services. Additionally, she has experience working with Tailgate USA. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm uses model-driven and asset-allocation strategies, employing both proprietary and third-party managed programs, and operates as part of an enterprise with several hundred advisors managing approximately $4.07 billion in assets.

Richard Buoncore is a financial advisor at MAI Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MAI Capital since 2014. His prior experience includes roles at Victory Capital Management Inc. and BC Investment Partners LLC. Outside of his advisory work, Buoncore serves as an audit committee member for two investment trusts and is an advisory board member for a restaurant distribution company. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management strategies and integrates financial planning and tax services, managing over $72 billion in assets as of May 2026.

Thomas Kehoe is a CFP®, ChFC®, and Series 63 holder with 29 years of industry experience. He has worked at Independent Financial Group, LLC since 2016 and previously spent ten years at MSI Financial Services, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services using both firm- and third-party models, combining passive and active investment exposures across various risk profiles.