Laura Bowe is a financial advisor at Key Investment Services LLC with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked with Key Investment Services since 2013. 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 decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group, maintaining connections with KeyBank and KeyBanc Capital Markets.

Regan Puzzitiello is a financial advisor at Key Investment Services LLC with a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services, Regan worked at Equitable Advisors and Charles Schwab. Key Investment Services LLC serves individuals, trusts, estates, and businesses through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing portfolio monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Solomon Schmidt is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked for U.S. Bancorp Investments, Inc. for 16 years before joining his current firm in 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and product offerings. The firm emphasizes client-directed investment decisions with ongoing monitoring and provides access to third-party discretionary managers alongside supervisory oversight.

David Baldwin is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 35 years of industry experience. He has been with Key Investment Services since 2005. 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 model selection supported by ongoing monitoring and due diligence of third-party advisory products.

Matthew Kuzma is a financial advisor with Eagle Strategies (NY Life) in Fairview Park, OH, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked with Eagle Strategies since 2022 and has prior experience at Nylife Securities LLC, New York Life Insurance Co., Key Investment Services LLC, and KeyBank. Outside of his advisory role, he owns Super Kuzma Bros LLC, a business reselling sports memorabilia and media products online. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on advisory services related to insurance and annuity products.

Eric Parker is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 registrations and 14 years of industry experience. His career includes roles at Key Investment Services, Key Bank, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Key Private Bank. 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 model selection with non-binding recommendations and ongoing monitoring, offering access to third-party discretionary managers and performing due diligence and supervisory oversight.

Brad Wilk is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. Wilk is also an owner and partner of BKG3, LLC, a real estate entity. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and brokerage products. The firm emphasizes client-directed investment model selection and provides access to third-party discretionary managers with ongoing oversight and reporting.

Nicole Welsh is a financial advisor with Citizens Securities, Inc. in Lakewood, OH, holding Series 63 and Series 65 credentials and with 11 years of industry experience. She has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

James Vitou is a CFP® with seven years of industry experience, currently serving at AE Wealth Management, LLC. He previously worked at Horter Investment Management, LLC and Aon Risk Solutions, and has been a partner at Vitou Financial Services, LLC since 2018. Vitou also presents retirement seminars as an Associate of Financial Consultants. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual clients, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and operates a large-scale platform managing nearly $50 billion in assets across more than 127,000 clients.

Shawn Brunner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth since 2011 and is also associated with MJ Baker & Associates, where he has been active since 2006. Outside of his advisory roles, he co-owns and manages commercial real estate through a private entity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, technology, and compliance.

Carl Hendrix is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 21 years of industry experience, including roles at Principal Securities, Principal Life Insurance Company, Empower, and STANDARD. He also serves as a bank officer at Principal Bank & Trust Company, supporting retirement plan account relationships across insurance, broker-dealer, and bank trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Kimberly Barley is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her career includes roles at KeyBank, Citizens Securities Inc., and nearly three decades at Charter One Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and other investment products. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group and maintaining relationships with affiliated banking and capital markets entities.

Anthony Fleming is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked with Key Investment Services LLC and KeyBank since 2014. 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 model selection while providing recommendations and oversight, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Chandler Groves is a financial advisor with Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Fidelity Investments and Imber Wealth Advisors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Jason Christopoulos is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, and Fifth Third Securities. Outside of advising, he is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tanya Knight is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked within the KeyBank and Key Investment Services organizations since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight within the KeyCorp group.

Jonathan Clark is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds a Series 65 designation and has operated Clark Wealth Management since 2015 and Clark Financial Services since 2004. Clark is also licensed as a life and health insurance agent in Ohio, offering life, long-term care, and health insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Aaron Jameyson is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Citizens Securities and its affiliated entities since 2019, with prior experience at PNC Bank and Marsh Plating. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Thomas Biadas is a financial advisor at Kestra Advisory with 38 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Biadas provides investment advisory services and portfolio management through Kestra Advisory and registered representative activities via Kestra Investment Services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and manages multiple platforms and third-party solutions to serve large institutional investors, including sovereign wealth funds.

Daniel Guenther is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2014. Outside of his advisory role, he is the owner of Guenther Properties, LLC. 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.