Michael Buroker is a CFP® professional with 26 years of industry experience, currently affiliated with Key Investment Services LLC. His prior experience includes roles at Schwab Private Client Investment Advisory, TIAA, UBS Financial Services, and other firms. He is based in Brooklyn, Ohio. 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 network of financial professionals. The firm uses a multi-provider platform and integrates services with KeyCorp affiliates to offer a range of wrap programs along with custodial and trade execution services.

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 selling art merchandise through Red Bubble Inc. and manages a wellness business that offers ballet, fitness, and arts lessons. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider model and offers a range of wrap programs supported by affiliated banking and capital markets entities.

Erica Acheson Dunay is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked primarily within KeyBank and its affiliated firms since 2017, and prior to that was with Fifth Third Securities and Wells Fargo Clearing. Outside of her advisory role, she serves on the boards of several organizations, including Lake Erie College National Alumni Board and Maple Leaf Community Residences, and participates in local community groups such as the Downtown Painesville Organization. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model involving platform services from Envestnet and portfolio design by internal and third-party managers, with a focus on non-discretionary model selection and wrap fee programs.

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 over 21 years of industry experience. He has worked at Key Investment Services since 2009 and previously held positions at The Huntington Investment Company, Chase Investment Services Corp., and Morgan Stanley DW Inc. 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 plans through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary offerings and integrates services from KeyCorp affiliates to support its investment and advisory capabilities.

William Ostrowski is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles outside the financial industry, such as involvement with Egriu for Congress and positions at John Carroll University and Dashs Markets. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers multiple wrap programs, integrating services from KeyCorp affiliates and third-party managers to deliver both discretionary and non-discretionary investment solutions.

Luis Mancipe is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at KeyBank and Wells Fargo, spanning from 2014 through the present. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients. The firm offers multiple wrap programs through a multi-provider model and integrates services with KeyCorp affiliates, combining portfolio management, due diligence, and ancillary insurance products.

Joseph Reynolds is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Citigroup, New York Life Insurance Company, NYLIFE Securities LLC, PNC Investments, and Merrill. He is based in Brooklyn, Ohio. 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 plan clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary strategies and offers services integrated with KeyCorp affiliates, combining investment, banking, and risk management capabilities.

Cynthia Ciccotti is a financial advisor at Key Investment Services LLC with 25 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at ValMark Advisers, Inc. and Northwestern Mutual Investment Management. Outside of her advisory work, she manages a rental real estate business. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a multi-provider platform and a network of financial professionals.

Aric Gordon is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Stratos in 2025, he worked at LPL Financial LLC and The 4:8 Group, and spent eight years at Northwest Bank. 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, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Charles Melsher is a financial advisor at Key Investment Services LLC with 36 years of industry experience. He has been with Key Investment Services since 2005 and also maintains a role at Sbhu since 1992. He holds Series 63 and Series 65 designations. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory solutions to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider platform and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Paul Muskin is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to his current role since 2021, he worked at several PNC affiliates and other firms, including Fifth Third Securities and Allstate Financial Advisors. Outside of finance, he has been active as a professional musician with The Muskin Band since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party investment delegations.

Laray Cash is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Key Corp for six years before joining Key Investment Services. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides 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 uses a multi-provider platform with discretionary and non-discretionary portfolio management options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

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.

Karen Luckoski is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked with KeyBank and Key Investment Services since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model combining discretionary implementation with strategist portfolio design and offers various wrap programs alongside custodial and trade execution services.

Derek Stover is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at KeyBank and Northwestern Mutual Investment Services, LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model for portfolio construction and offers multiple wrap programs with custodial and trade execution services.

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 financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 66 designation and previously worked at KeyBank for 37 years. Outside of his advisory role, he serves as a non-compensated treasurer for the political campaigns of Tom Bullock, a City of Lakewood councilman. 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 plan clients through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model combining in-house and third-party portfolio management, with custodial services carried out by Pershing.

Kylee Mendoza is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at KeyBank, Lower Valley Credit Union, and Wells Fargo Clearing. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform combining discretionary implementation and strategist-designed portfolios, with integration across KeyCorp affiliates for a range of advisory and banking services.

Robert Kowalewski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and firms such as Weslee Trillow and John Ertz. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers portfolio management and model-based advisory products, utilizing a multi-provider platform that integrates discretionary implementation by Envestnet and portfolio design by both internal and third-party managers.