Patricia Tornes is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Key Investment Services LLC and has prior experience at Merrill. Tornes is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client direction in investment selection while providing non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with notable corporate affiliations.

Shelly Thomas is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 25 years of industry experience. Her background includes roles at JP Morgan Securities and KeyBank. Outside of finance, she co-owned and operated Mark and Shelly Thomas Photography, LLC, a small photography business. Key Investment Services LLC serves a broad client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and portfolio management options. The firm emphasizes client-directed investment model selection and provides ongoing monitoring and supervisory oversight.

Autumn Harvey is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Morgan Stanley, JP Morgan Chase Bank, and AXA Advisors, LLC. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a network of investment adviser representatives.

Gordon Netschke is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online-banking credentials. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third parties, with implementation via mutual funds and ETFs and annual rebalancing.

Mark Kelly is a financial advisor with Lincoln Investment, bringing seven years of industry experience. He has worked with Lincoln Investment since 2018 and previously spent 12 years at Anderson International Corp. Outside of his advisory role, he serves as Vice President at Kelly's Tax & Financial Services, where he prepares tax returns and offers insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement services, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Blake Herideen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at KeyBank and Robert W. Baird, along with experience in educational and business environments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

Douglas Thomas is a financial advisor with PNC Wealth Management in Lakewood, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining PNC in 2026, he worked at Equitable Advisors and Axa Advisors, and he has also been involved with Lakewood City Schools and Puritan Financial Group. He serves as a board member for both Bedford City Schools and the Lakewood Chamber of Commerce. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for PNC Bank employees. The firm uses algorithm-based risk assessments and delegates portfolio implementation and proxy voting to third parties.

Paul Coleman is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at KeyBank and Key Investment Services since 2001, with roles spanning more than two decades. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Todd Simon is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Wealth Management since 2009. Outside of his advisory role, he coaches youth basketball for the Olmsted Falls Basketball Association. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to approved strategists and third parties.

James Plantholt is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 10 years of industry experience. His career includes roles at KeyBank NA, Planned Results, Inc., Raymond James Financial Services, Merrill, Bank of America, and Citizens Securities. He also served in the Army National Guard from 2015 to 2024. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers a range of wrap-fee programs, model portfolios, and separately managed accounts, emphasizing client-directed investment choices supported by non-binding recommendations and ongoing monitoring.

Kevin Doyle is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Citizens Securities since 2020 and previously held positions at Fifth Third Securities and various New York Life entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program based on ETF portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Ryan Cameron is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior work includes roles at KeyBank and Key Investment Services, where he has been employed since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and other financial products. The firm emphasizes client-directed investment decisions supported by recommendations and ongoing monitoring and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Jeffrey Hurst is a CFP® certificant with 43 years of industry experience, currently serving at Principal Financial Services. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. In addition to his advisory role, he holds a bank officer position at Principal Bank & Trust Company, supporting retirement plan account relationships across the firm's insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Alex Kucharski is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Vail Resorts and Thrivent. 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 supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Michael Stobbe is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2015. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through a variety of advisory programs, including wrap‑fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group and collaborating closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Brian Evans is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding a Series 66 designation and 20 years of industry experience. He has been with Key Investment Services since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment model selection, with financial professionals providing recommendations and ongoing monitoring while conducting due diligence on third-party advisory products.

Robert Wilber is a financial advisor with SPC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2010. Outside of his advisory role, he is an owner of the Financial Mentoring Foundation and serves as a Notary Public in Lorain County, Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Gabriel La Bianca is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investment and The Prudential Insurance Company of America. Outside of finance, he has experience in the food service and hospitality industries, including roles at Jimmy John’s and Brathaus Bar. 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 investment strategy selection supported by ongoing monitoring and due diligence, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Cynthia Prioletti is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 22 years of industry experience. She has been with Key Investment Services and KeyBank since 2016. Outside of her advisory work, she is a cosmetic products representative for Avon. 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 strategies and provides access to third-party discretionary managers while offering ongoing monitoring, reporting, and supervisory oversight.

Taylor King 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 worked at firms including Gottfried & Somberg Wealth Management, Connecticut Wealth Management, and KeyBank NA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed model selection and provides ongoing monitoring and due diligence of third-party advisory products.