Jena Viock is a Series 66-licensed financial advisor with 23 years of industry experience. She has worked at Key Investment Services LLC since 2015 and has a concurrent tenure at KeyBank beginning in 1998. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor offering 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 model with discretionary implementation by Envestnet and strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Jessica Rorar is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Key Investment Services LLC since 2026 and has held positions at Key Bank and Valmark Securities, Inc. previously. She is based in Brooklyn, 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 plan clients through a network of financial professionals. The firm uses a multi-provider model and offers various wrap programs with custodial and trade execution services.

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.

Angel Kelley is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 23 years of industry experience. Prior to joining Key Investment Services in 2019, Angel worked at ValMark Advisers, Inc., LPL Financial, and other firms. 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 offers multiple wrap programs supported by a multi-provider model, combining portfolio management and model-based advisory products with custodial and trade execution services.

Spenser Vago is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Virtue Capital Management, LLC and Horter Investment Management. Vago is also the owner of Vago Insurance Agency, an employee benefits and insurance firm operating since 1999. 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 customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Andrew Webb is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His previous roles include positions at Merrill, Morgan Stanley, Wells Fargo Clearing, Berkshire Bank, and KeyBank NA. 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 uses a multi-provider platform model and integrates services from KeyCorp affiliates, offering a range of wrap programs alongside custodial and trade execution services.

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, following roles at Wells Fargo Clearing, Chase Investment Services Corp., and Banc One Securities Corporation. 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 and integrates with KeyCorp affiliates to offer a range of investment, advisory, and banking services.

Luke Jeffery is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation. Prior to his current role, 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 is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model and offers various wrap-fee programs supported by custodial and trade execution services from Pershing.

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.

Danial Anderson is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2010, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he owns a single-family rental property managed by a property management company. 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, with a focus on non-discretionary asset management and percentage-of-AUM fee structures.

Timothy Mclaughlin is a CFP®-designated financial advisor with 36 years of industry experience. He currently works with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, where he has been since 2021. His previous roles include positions at Wells Fargo Clearing, Ameriprise, and Citigroup Global Markets. He serves on the board of Murray Ridge Housing Corporation, a nonprofit involved in property management and acquisition. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets with a client base that includes large institutional investors and sovereign wealth funds.

Scott Hughes is a financial advisor at Key Investment Services LLC with 8 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at JP Morgan Chase Bank, Citizens Securities, and Citizens Bank. 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 offers multiple wrap programs and relies on a multi-provider model for portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Jalan January is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Key Investment Services, he held positions at Huntington National Bank, Huntington Private Bank, and several other organizations across various industries. January has experience in community involvement through his work with the Jewish Community Center. 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 network of financial professionals. The firm employs a multi-provider model for portfolio implementation and maintains integration with KeyCorp affiliates for various financial services.

Franco Miranda Alves is a financial advisor at Citizens Securities, Inc. based in Rocky River, OH, holding a Series 66 credential with three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other roles in the financial sector. Citizens Securities serves individual and high-net-worth investors by providing investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory platform using proprietary algorithms for ETF-based portfolios, alongside commission-based brokerage and managed account programs.

Michael Buchanan is a financial advisor at Key Investment Services LLC with 26 years of industry experience. His background includes roles at J.P. Morgan Securities, Valic Financial Advisors, PNC Wealth Management, Chase Investment Services, LPL Financial, and Merrill. He holds Series 63 and Series 65 designations. 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 through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation by Envestnet and offers various wrap-fee programs supported by affiliated insurance products.

Sofia Carter is a financial advisor at Key Investment Services LLC with 12 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Huntington National Bank, and Bank of America. 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 with discretionary and non-discretionary options and integrates services from KeyCorp affiliates to support investment and advisory activities.

Joy Mitchell is a financial advisor with Janney Montgomery Scott in Elyria, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Gary Linn is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 28 years of industry experience. He has been with Key Investment Services since 2006. Outside of his advisory role, he serves as president of the Bethany Lutheran School Endowment Fund. 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 focuses primarily on non-discretionary asset management with integrated services from KeyCorp affiliates.

Jack Payne is a financial advisor with Citizens Securities, Inc. in Rocky River, OH. He holds a Series 66 designation and has three years of industry experience. Prior to joining Citizens Securities in 2025, he worked at Equitable Advisors, LLC and Dollar Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as 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.

Joshua Wagner is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 11 years of industry experience. His work history includes roles at several firms such as LPL Enterprise, The Prudential Insurance Company of America, Fifth Third Securities, and Cetera Investment Advisers. Outside of his advisory work, he serves as a member of the Defiance Area Chamber of Commerce and is a budget keeper for Defiance Christian Academy. 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 portfolio options and integrates services from KeyCorp affiliates in areas such as municipal advisory and investment banking.