James Vitou is a ChFC® credentialed financial advisor with 10 years of experience at AE Wealth Management, LLC. He previously worked at Horter Investment Management for eight years and has been a founding partner of Vitou Financial Services since 1990, where he is involved in insurance sales. He also serves as a seminar presenter for the Association of Financial Consultants. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Nicholas Oskowski is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, UBS Financial Services, and The Huntington National Bank. Outside of his advisory role, he is involved with Zero Drift, LLC, a wellness company focused on physical fitness, mental health, and personal development that leverages social media content and affiliate marketing. Key Investment Services LLC serves a broad client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client direction and model selection, providing non-binding recommendations and ongoing monitoring while working within the KeyCorp group and affiliated entities.

Jaimie Stachowiak is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services, Fifth Third Securities, Fifth Third Bank, Huntington Investment Company, and Huntington National Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, managed accounts, and affiliated brokerage and insurance products. The firm emphasizes client direction in model selection while providing recommendations and ongoing oversight, and it operates within the KeyCorp group alongside related banking and capital markets entities.

John Jolliffe is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at PNC Investments since 2019, following roles at Citizens Securities Inc. and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies with mutual funds and ETFs.

Eric Dworznik is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 66 and Series 63 licenses and eight years of industry experience. Prior to joining Key Investment Services in 2024, he worked at PNC Investments for six years and at Buckeye Business Products for three years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides non-binding recommendations, ongoing monitoring, and due diligence on third-party advisory products.

Steven Vale is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses 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 advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in investment selection while providing recommendations and ongoing monitoring, and it operates as part of the KeyCorp group with affiliations that support a broad range of financial services.

Burton Hotz 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 KeyCorp-KPB since 2011. His current role at Key Investment Services began in 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and oversight, offering access to third-party discretionary managers and maintaining supervisory review across its programs.

Michael Syrowski is a financial advisor with Principal Financial Services based in Avon Lake, Ohio. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior work history includes roles at Principal Securities, Principal Life Insurance, Nationwide Investment Services Corporation, and Pentegra Distributors, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Kelly is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2012. In addition to his advisory role, he is president of Kelly's Tax Service, which prepares income tax returns for individuals and small businesses. Kelly also has a background in insurance sales, including life insurance and fixed annuities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer‑sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor‑managed and firm‑managed investment programs, utilizing strategic and tactical approaches overseen by its Investment Management & Research team.

Gary Sprecher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 16 years before joining Commonwealth and True North Investment Partners in 2023. Sprecher has been involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, compliance, and practice-management support, enabling advisors to construct portfolios from a broad array of securities and insurance products.

Andrew Timko is a financial advisor with Fifth Third Securities, Inc. in Parma Heights, Ohio. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including over two decades with Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a large bank affiliation to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

Alexander Bruemmer 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 NA since 2016. Bruemmer is based in Brooklyn, Ohio. 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 and provides access to third-party discretionary managers, operating as part of the KeyCorp group with connections to affiliated banking and capital market entities.

Kristy O'Driscoll is a financial advisor at Key Investment Services LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and Key Bank during her career. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions with non-binding recommendations and ongoing oversight, operating within the KeyCorp group and collaborating closely with affiliated entities.

Morgan Woods is a financial advisor with Commonwealth Financial Network in Avon Lake, Ohio, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Commonwealth, Woods held roles at MJ Baker Financial Advisors and Citizens Bank, among others. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Scott Clark is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Clark is based in Westlake, Ohio. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm employs algorithm-driven risk assessment and outsourced portfolio implementation using mutual funds and ETFs.

Eric Proszek is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at PNC Investments and associated PNC entities. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, and business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party and proprietary investment strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

Andrew Ross is a financial advisor with Key Investment Services LLC in Brooklyn, OH. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Bowling Green State University and North Ridgeville High School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Susan Berchak is a financial advisor at Key Investment Services LLC with 36 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Scottrade, Inc. for 15 years before joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers while maintaining ongoing monitoring and supervisory oversight.

Guerschom Altidor is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His work history includes roles at KeyBank and PNC Wealth Management. Outside of finance, he has experience as a product operations educator at Lululemon. 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 decisions combined with ongoing oversight and access to third-party discretionary managers within the KeyCorp group.

Theresa Sdrakas is a financial advisor with Fifth Third Securities, Inc. in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Fifth Third Securities since 2010 and has worked at Fifth Third Bank since 2000. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.