Nathan Dillon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Key Investment Services, he worked at Fort Washington, U.S. Bank, and U.S. Bancorp Investments. He is the author of a self-published book on Kentucky Wildcats history and serves as an industry mentor for the CFA Society Research Challenge, providing guidance to college students. 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 supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and oversight through its Product Due Diligence Committee.

Katherine Cizmadia is a financial advisor with Key Investment Services LLC holding a Series 66 designation and beginning her industry experience in 2026. Her prior roles include positions at KeyBank National Association, North Star Advisory Group, and work in higher education institutions. 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 choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Timothy Shaw is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He has been with Key Investment Services since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as treasurer for a homeowners association. Key Investment Services LLC provides a range of advisory programs and investment solutions for individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers, supported by a Product Due Diligence Committee and supervisory oversight.

William Bohney is a CFP® with 25 years of industry experience and currently works at Citizens Securities, Inc. since 2024. He previously held advisory roles at Raymond James Financial Services Advisors and Valic Financial Advisors. Bohney serves as a trustee and immediate past president of the Perrysburg Rotary Community Foundation, where he also advises the board president. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Anjana Rao Ashok Kumar is a financial advisor at Citizens Securities, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Citizens Bank and Indian Overseas Bank. 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 managed with proprietary algorithms and a separate Managed Account program, alongside commission-based brokerage activities.

David Meler is a financial advisor at Stratos Wealth Partners, Ltd with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, The 4:8 Group, and Purshe Kaplan Sterling Investments. Stratos Wealth Partners serves a diverse range of individual and institutional clients, providing financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting. The firm’s platform combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting a wide variety of client needs through a large network of investment adviser representatives.

John Mc Inerney Jr. is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2016. 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 direction in model selection and performs ongoing due diligence and supervisory oversight of third-party advisory products.

Mickele Vianello is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at KeyBank NA and Qualstar Credit Union, as well as involvement with "2 Jeffs on Music" and Northwest University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, emphasizing client-directed investment decisions and access to third-party discretionary managers within the KeyCorp group.

Joseph Beswick is a financial advisor with Fifth Third Securities, Inc. in Berea, Ohio. He holds a Series 66 designation and has 26 years of industry experience, including 22 years with Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Jenna Gordon 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 previously worked at The Huntington Investment Company, The Huntington National Bank, Infinex Investments, Inc., First Commonwealth Bank, and KeyBank. Outside of her advisory role, she operates a vending machine business serving the Medina County Juvenile Jail. 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 direction in investment decisions, conducts thorough due diligence on third-party products, and operates within the KeyCorp group, collaborating with affiliated banking and capital markets entities.

Jena Viock is a financial advisor at Key Investment Services LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at Key Investment Services since 2015 and KeyBank since 1998. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection while providing recommendations and oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Jessica Rorar is a CFP® and holds a Series 66 license with seven years of industry experience. She has worked at Key Investment Services LLC since 2026 and is concurrently employed at Key Bank, where she has served since 2022. Prior to that, she spent nine years at Valmark Securities, Inc. 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 unified managed accounts. The firm emphasizes client-directed model selection and provides non-binding recommendations, ongoing monitoring, and supervisory oversight, operating within the KeyCorp group alongside affiliated financial entities.

Roberto Rizza is a financial advisor at Citizens Securities, Inc. with 36 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Citizens Securities since 2015. He is based in Rocky River, Ohio. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Stephen Shuman is a financial advisor at The Huntington Investment Company with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Ameriprise Financial Services and KeyBank. 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 investment model that incorporates third-party sub-managers and affiliate private bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.

Angel Kelley is a financial advisor at Key Investment Services LLC with 23 years of industry experience. She holds the Series 66 designation and has previously worked at Fifth Third Bank, Fifth Third Securities, and ValMark Advisers, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and offers access to third-party discretionary managers, alongside ongoing portfolio monitoring and supervisory oversight.

Spenser Vago is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Stratos in 2025, he worked at Virtue Capital Management, LLC and Horter Investment Management. He is also the owner of Vago Insurance Agency, an employee benefits and insurance firm he has operated since 1999. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to 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.

Andrew Webb is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Merrill from 2011 to 2023, Berkshire Bank from 2023 to 2024, and KeyBank NA since 2024. He has been with Key Investment Services LLC since 2025. 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 investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Jason Wegner is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2016. His prior experience includes roles at Wells Fargo Clearing, Chase Investment Services Corp., and Banc One Securities Corporation. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage products. The firm emphasizes client-directed model selection, ongoing monitoring, and access to third-party discretionary managers, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Luke Jeffery is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Key Investment Services, he worked at BJ's Brew House and held teaching positions at John Carroll University, Lakeland Community College, and Mentor High School. 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 direction in model selection, provides non-binding recommendations and ongoing monitoring, and has affiliations with KeyCorp and KeyBank that support its integrated business model.

Ameer Richardson is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2005. Outside of his advisory role, he owns and manages rental properties, which he states do not interfere with his professional duties. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and distinctive features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its municipal-advisor registration.