Michael Buroker is a CFP® with 26 years of industry experience, currently affiliated with Key Investment Services LLC. His prior work includes positions at Charles Schwab and TIAA-CREF, covering roles from 2012 to 2022. He holds Series 63 and Series 65 licenses. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Alexander Berk is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KeyBank and CoverMyMeds. Outside of his advisory role, he is involved in art merchandise sales through Red Bubble Inc. and manages a wellness LLC offering private ballet and virtual fitness lessons. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers while offering ongoing monitoring, rebalancing, and supervisory oversight.

Erica Acheson Dunay is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes multiple roles across KeyBank and Fifth Third Securities. Outside of her advisory work, she serves on the boards of the Lake Erie College National Alumni and the Downtown Painesville Organization, and she is a health coach with a wellness program. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing oversight and collaborates closely with affiliated financial institutions within the KeyCorp group.

Michael Cusick is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Rocky River, Ohio, with three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Prudential, among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program using algorithm-driven ETF portfolios and a Managed Account program, and operates as a broker-dealer and insurance agency.

Matthew Carino is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Key Investment Services since 2009. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group, working closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

William Ostrowski is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Key Investment Services, as well as positions related to political and educational organizations. Key Investment Services LLC serves individuals, high-net-worth clients, 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, ongoing monitoring, and due diligence on third-party advisory products.

Luis Mancipe is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Key Investment Services and KeyBank since 2018, with prior experience at Wells Fargo from 2014 to 2018. 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 provides ongoing monitoring, due diligence of third-party advisory products, and access to discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Joseph Reynolds is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup, New York Life Insurance Company, NYLife Securities LLC, and PNC Investments. Reynolds is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight.

Cynthia Ciccotti is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Key Investment Services and its predecessor firm since 2014. Outside of her advisory work, she manages rental real estate properties. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing monitoring within the KeyCorp group.

Aric Gordon is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Stratos Wealth Partners in 2025, he worked at LPL Financial LLC and The 4:8 Group, and spent eight years at Northwest Bank. 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, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies across multiple custodians.

Charles Melsher is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Key Investment Services since 2005 and has additional professional experience dating back to 1992 with Sbhu. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap‑fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and maintaining supervisory oversight through due diligence and review processes.

Robert Moser is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Cetera, TCF National Bank, Equitable Advisors, AXA Advisors, and Edward Jones. 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 utilizing an open-architecture model that incorporates third-party sub-managers, affiliate model offerings from its Private Bank, and overlay services, with portfolio management and custodial services primarily provided through National Financial Services.

Paul Muskin is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at PNC Investments, PNC Bank, N.A., and Key Investment Services, LLC. Outside of finance, he has been a professional musician performing with The Muskin Band since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to select employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Laray Cash is a Series 66-licensed financial advisor at Key Investment Services LLC with three years of industry experience. Prior to joining Key Investment Services, Laray worked at Key Corp for six years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection combined with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Adrian Phipps is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an employee pilot. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Jacob Fozio is an advisor at The Huntington Investment Company with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Huntington National Bank and Apple Inc. Outside of his advisory role, he has worked seasonally at an Apple Store. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary offerings, managing accounts through various strategies and platforms including Envestnet MAS.

Karen Luckoski is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio. She holds Series 63 and Series 66 registrations and has 18 years of industry experience. Her prior work includes positions with KeyBank dating back to 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while offering access to third-party discretionary managers and maintaining supervisory oversight.

Derek Stover is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KeyBank and Northwestern Mutual in various advisory roles. 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 supported by financial professional recommendations and provides access to third-party discretionary managers, along with ongoing monitoring and supervisory oversight.

Darrius Davis is a Series 66 registered advisor with Citizens Securities, Inc., based in Rocky River, OH, and has two years of industry experience. His prior roles include positions at LPL Enterprise, Edward Jones, United Wholesale Mortgage, and Flagstar Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

James Sheahen is a Series 66-licensed financial advisor with Key Investment Services LLC. He has two years of experience in the industry and previously worked at KeyBank for 37 years. Outside of his advisory role, he serves as the treasurer for political campaigns for Tom Bullock, a Lakewood, Ohio councilman, in a non-compensated capacity. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers various investment programs and emphasizes client-directed model selection while overseeing third-party advisory products and discretionary managers.