Rebecca Greene is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Fifth Third Securities in 2020, she worked at Citizens Bank and Citizens Securities, Inc. from 1999 to 2020. Outside of her advisory role, she is an owner and landlord of rental property in Lakewood, Ohio. 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 combines third-party portfolio managers with advisor-managed strategies, featuring direct indexing and tax-overlay services.

Eric Woodfill is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2014. 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, separately managed accounts, and unified managed accounts. The firm focuses on client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and performing regular due diligence and supervisory oversight.

Christopher Merrill is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KeyBank and various Key Investment Services entities since 2016. Outside of his advisory work, Merrill is a part-owner of an ice cream shop and holds a realtor license in Michigan, primarily for personal and hobby purposes. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring and due diligence of third-party advisory products, operating as part of the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Jeffrey Carney is a financial advisor at PNC Wealth Management in N. Olmsted, OH, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Angela Myers is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Fifth Third Securities, J.P. Morgan Securities, and Bank of America. Outside of her advisory role, Myers owns Goldie Brands LLC, a spray tanning business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring and due diligence of third-party advisory products.

Brett Hilton is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Elios Financial Group, Inc. and Sigma Financial Corporation, as well as teaching experience at John Carroll University and various schools. 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, emphasizing client-directed model selection and ongoing monitoring.

John Estes is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Ameriprise Financial Services, First Merit Bank, and LPL Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture investment model combining third-party and proprietary strategies, including multiple wrap-fee programs on the Envestnet MAS platform.

James Broderick is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Stratos Wealth Partners and LPL Financial in 2026, he worked at Omega Pensions Inc., Valmark Advisers Inc., Valmark Securities, Inc., Strickland Brothers, AllianceBernstein L.P., and Merrill. Broderick serves as a board member and co-chair of the donor development team at the Rocky River Education Foundation in Ohio. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party investment strategies.

Brent Teague is an investment advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and more than 21 years of industry experience. His work history includes roles at Oswald Financial, Inc., Global Retirement Partners, LLC, and LPL Financial, LLC. Teague is also involved with Financial Wellness Partners, a DBA affiliated with his LPL business. Stratos Wealth Partners serves a diverse clientele including high-net-worth individuals, retirement plans, and charitable organizations, providing services such as financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management through a broad network of investment adviser representatives.

Uriah Burke is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fifth Third Securities, Inc., Fifth Third Bank, and Goodyear. Outside of his advisory role, he serves as an auditor and consultant for LS Traffic Control, a traffic control services company. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients, offering wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection, ongoing monitoring, and third-party manager due diligence while operating within the KeyCorp group.

Barbara Pal is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. Her career includes multiple tenures at Key Investment Services and Securities America, Inc. She is also associated with Burtoncarol (formerly CMI), where she has been involved since 2004. 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 involvement in model selection and provides oversight and due diligence on third-party advisory products, operating as part of the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Samuel Plastow is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within the KeyCorp group, including roles at KeyBank and CSE Federal Credit Union. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, with access to third-party discretionary managers and a framework of supervisory oversight.

Greg Smith is a financial advisor at The Huntington Investment Company with 27 years of industry experience. He held a position at Key Investment Services LLC for 10 years before joining Huntington in 2024. Outside of his advisory role, he serves as an assistant football coach at Elyria Catholic High School. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model, offering multiple wrap-fee programs and combining third-party and proprietary portfolio management strategies.

Kenneth Burr Jr. is a financial advisor at Key Investment Services LLC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2012. The firm serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, emphasizing client-directed investment strategy selection combined with ongoing monitoring and third-party due diligence. Key Investment Services operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

David Karbon is a CFP® with 21 years of industry experience, currently serving at Citizens Securities, Inc. since 2005. In addition to his advisory role, he is the Chief Financial Officer at ALP Music, LLC, where he oversees financial statements and consults on projects on a profit-sharing basis. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services.

Douglas Crowl is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for eight years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and due diligence, while leveraging corporate affiliations within the KeyCorp group.

Anthony Zak is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Commonwealth Financial Network, MJ Baker Financial Advisors, and PNC Investments. Outside of advising, he is a co-owner of a rental property in Lakewood, Ohio. 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 choices supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with multiple financial service affiliations.

Alan Fullenkamp is a Series 66 licensed financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He has 25 years of industry experience, including over 20 years with Key Investment Services. Outside of his advisory role, he is active in community service as a committee member and board member with local Boy Scouts organizations and the St. Rose School Endowment. 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 model selection supported by non-binding recommendations and ongoing oversight, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

Regina Lewis is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she focuses on helping clients develop personalized strategies to pursue their financial goals. She works closely with clients to understand their priorities and create tailored plans addressing retirement planning, investing, funding education, and managing unexpected expenses. Regina holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Her educational background includes a high school diploma from Ellison High School, an associate’s degree from Wayne County Community College, and a bachelor’s degree from Walsh College. Her approach emphasizes simplicity and transparency in wealth planning to support clients through their financial journeys.

Renee Kapanke is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Kapanke has been with Fifth Third Securities since 2013 and has also worked with Fifth Third Bank since 2012. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers a range of discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with features such as direct indexing and tax-overlay services.