Paul Coleman is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with KeyBank and its affiliated entities since 2001. Key Investment Services LLC is an SEC-registered investment adviser that offers 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 platform with discretionary implementation and strategic portfolio design, serving clients primarily on a non-discretionary basis.

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 at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Merrill, Raymond James Financial Services, and Planned Results, Inc. He served in the Army National Guard from 2015 to 2024. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers model-based advisory products with custodial and trade execution services, using a multi-provider platform and integration with KeyCorp affiliates for investment and advisory capabilities.

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 at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at KeyBank and MSI Financial Services, Inc. over his career. 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 plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionarily implemented strategist portfolios and integrates services from KeyCorp affiliates, providing a range of investment and advisory capabilities.

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 Series 66 licensed financial advisor with one year of industry experience, currently with Key Investment Services LLC. Prior to joining the firm, he held positions at Vail Resorts, Thrivent, Anytime Fitness, John Carroll University, and Applegreen. 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 supported by third-party managers and affiliated KeyCorp entities, employing a multi-provider model with a focus on non-discretionary portfolio management.

Michael Stobbe is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and UBS Financial Services. He has been with Key Investment Services since 2015. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider platform integrating discretionary and non-discretionary portfolio management with services from KeyCorp affiliates and focuses on wrap-fee programs supported by a product due diligence process.

Brian Evans is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Key Investment Services LLC since 2015, following prior roles at J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley DW Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and leverages a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates.

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 with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His prior work includes positions at KeyBank, PNC Investment, and The Prudential Insurance Company of America. Outside of finance, he has experience working in the food service and landscaping sectors. 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 plan clients. The firm uses a multi-provider model with discretionary and non-discretionary strategies, integrating services from KeyCorp affiliates and third-party managers.

Cynthia Prioletti is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 22 years of industry experience. She has worked with Key Investment Services and KeyBank since 2016 and previously spent two years at KeyBanc Capital Markets Inc. Outside of her advisory role, she has been a cosmetics products representative for Avon since 1997. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm employs a multi-provider model combining discretionary and non-discretionary strategies, with integration across KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Taylor King is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Gottfried & Somberg Wealth Management, Connecticut Wealth Management, and KeyBank NA. 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. The firm uses a multi-provider model and integrates services from KeyCorp affiliates, offering both non-discretionary model selection and ancillary insurance products.

John Muterspaw is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, T-Mobile, Fidelity Brokerage Services, Valvoline Instant Oil Change, and Cedar Fair. 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 plan clients through a network of financial professionals. The firm uses a multi-provider model combining discretionary and non-discretionary management, with integration across KeyCorp affiliates offering additional financial services.

Paul Kasten is a financial advisor at Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with Key Investment Services since 2013. 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 combining various strategists and platform services, and offers custodial, trade execution, and ancillary insurance products.

Derrick Cope is a financial advisor with Fifth Third Securities, Inc. in Brunswick, Ohio, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated corporate structure.

Syed Razvi is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. His work history includes roles at Key Bank NA and Key, spanning from 2015 to the present. 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 plan clients. The firm utilizes a multi-provider model and integrates services from KeyCorp affiliates, offering a range of wrap-fee programs with custodial and trade execution services.

John Vitou is a CFP® with five years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC. Prior to joining AE Wealth Management, he worked at MetLife for six years and has operated Vitou Financial Services since 2024, where he provides insurance sales and services. AE Wealth Management is a large enterprise firm managing approximately $49.8 billion for over 127,000 clients through a platform-based approach that includes discretionary model portfolios and supports a diverse client base ranging from individuals to corporate and ERISA plan sponsors.

Stephen D'alessandro is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments LLC, PNC Wealth Management, and Natcity Investments, Inc. Outside of his advisory role, he serves as a Member At Large for the Avalon Estates homeowners association in North Ridgeville, 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 clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary portfolio implementation and is integrated with KeyCorp affiliates that provide additional financial services and investment capabilities.

Timothy Conway is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at KeyBank since 2017 and has been with Key Investment Services LLC since 2018. Outside of finance, he serves as a youth soccer club coach for World Class Soccer. 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 plan clients through a network of financial professionals. The firm utilizes a multi-provider platform combining discretionary and non-discretionary management, with integrated services from KeyCorp affiliates.