Steven Clark is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Clark Wealth Management since 2015, alongside his roles at Brookstone Capital Management and Clark Financial Services. Outside of his advisory work, he is the president of the Lakewood Rocky River Rotary and is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, delivering primarily discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts with various strategies.

Jennifer Filkins is a Series 66-licensed financial advisor with 14 years of industry experience, currently with Key Investment Services LLC in Brooklyn, Ohio. She has been with Key Investment Services in various capacities since 2010. 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 employs a multi-provider model for portfolio implementation and offers clients discretionary and non-discretionary investment options integrated with KeyCorp affiliates.

Robert Fries is a financial advisor with Stratos Wealth Partners, Ltd in Westlake, Ohio, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at LPL Financial, Key Investment Services, and Morgan Stanley. Outside of his advisory work, Fries serves as a basketball coach for Monroeville Local Schools. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture investment model that integrates multiple third-party platforms and managers, with advisor-managed portfolios and a variety of planning and outsourcing solutions.

Karen Yorke Taylor is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Key Investment Services LLC since 2016. Outside of her advisory role, she serves as a board member on the finance team for Rise Ministry CDC in Cleveland, Ohio. 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 model and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Barbara Whitmore is a financial advisor with Eagle Strategies (NY Life) based in North Ridgeville, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Eagle Strategies since 2011 and has worked with New York Life Insurance Company since 2002. Outside of advisory services, she is involved in insurance brokering for non-registered products through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Nina Di Palma is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes roles at Marcum Wealth, Mid Atlantic Clearing & Settlement Corp., and several other firms over the past decade. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment strategy blending passive and active managers and offers a wide range of implementation tools and services through a large advisor network.

Scott Ziska is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and previously spent six years at Osaic FA, Inc. and has been associated with LPL Financial since 2009. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, providing a range of services such as financial planning and outsourced CIO solutions through an open-architecture platform that integrates multiple third-party managers.

Jarrett Mehalik is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. He has held positions at Fifth Third Securities and Fifth Third Bank since 2014, with prior experience at Ameriprise and Securities America Advisors. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of programs including mutual-fund/ETF models, SMA strategies, and tax-overlay services. The firm operates as a subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a large network of advisors and clients.

Sidney Reyes is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Key Investment Services since 2015. 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. The firm uses a multi-provider model to deliver portfolio management and model-based advisory products, integrating offerings from KeyCorp affiliates and emphasizing primarily non-discretionary asset management through various wrap programs.

Tyler Owens is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at KeyBank, Investment Distributors, Inc., Protective Life, and Concourse Financial Group Securities. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model combining third-party managers and internal strategists, with services that integrate custodial, trade execution, and insurance products.

Gabriel Phillips is a financial advisor at Key Investment Services LLC, holding a Series 66 designation. He has been in the industry since 2026 and has prior experience at Summit Financial Strategies and Huntington Bank. 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 employs a multi-provider model with discretionary and non-discretionary strategies and offers integration with KeyCorp affiliates for due diligence, municipal advisory, and investment banking services.

John Landers is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services LLC, Pruco Securities, Prudential Insurance Company of America, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and third-party strategists for portfolio implementation.

Matthew Hennessy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with various KeyBank and Key Investment Services entities since 2015, along with Citizens Securities. 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 offers multiple wrap programs and integrates services from KeyCorp affiliates, combining discretionary and non-discretionary management with ancillary insurance products.

Estella Taylor Greene is a financial advisor at Key Investment Services LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services and KeyBank NA in 2025, she worked at TIAA-CREF from 2016 to 2025. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and uses a multi-provider model combining platform services from Envestnet with portfolios designed by internal and third-party managers.

Anthony Trunzo is a financial advisor with Fifth Third Securities, Inc. in Strongsville, Ohio, holding Series 63 and Series 65 licenses and having four years of industry experience. His career includes roles at Fifth Third Bank since 2017, as well as prior positions at MML Investor Services and MassMutual during 2016-2017. Fifth Third Securities, Inc. serves a diverse client base that includes individual and institutional investors, offering both investment advisory and brokerage services. The firm provides access to multiple portfolio management programs through its Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Julie Halladay is a financial advisor at Citizens Securities, Inc. in Rocky River, OH, holding a Series 66 designation. She has been with Citizens Securities since 2026. Prior to this role, she has held positions at Citizens Bank, Mt Brighton, Home Depot, Long John Silvers, Target, and Pollo Tropical. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, alongside commission-based brokerage activities.

Amy Valentine is a CFP® and CFA® with nine years of industry experience. She has worked at Key Investment Services LLC since 2023, alongside roles at Key Bank NA, Planned Financial Services, LPL Financial LLC, and Ameriprise Financial Services, Inc. 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. The firm utilizes a multi-provider platform with discretionary and non-discretionary model portfolios and integrates offerings with KeyCorp affiliates for additional banking and capital markets services.

Gary Gilbert is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including roles at Securities America Advisors, Securities Service Network, and running his own firm, Gary M Gilbert and Associates LLC. He is also involved in tax preparation and serves as a trustee for a family trust. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.

Veronica Mangione is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at KeyBank since 2019 and previously held positions at Park Ave Securities and Guardian. Outside of her advisory role, she serves as a school bus driver for Ichabod Crane Central Schools. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform with discretionary implementation and offers various wrap programs supported by KeyCorp affiliates.

Anna Frehmeyer is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at KeyBank and Citizens Securities, Inc. She 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 utilizes a multi-provider platform integrating discretionary and non-discretionary management, and it is affiliated with KeyCorp entities offering additional financial services.