Syed Razvi is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and 16 years of industry experience. His work history includes roles at Key Bank NA and Key Investment Services LLC since 2015. 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 ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

John Vitou is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at MetLife and MetLife Investors Distribution Company. In addition to his advisory role, he is involved in insurance sales through Vitou Financial Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

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 previously worked at PNC Investments LLC for seven years. Outside of his advisory work, he serves as a Member At Large for the Avalon Estates Homeowners Association. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring and due diligence of third-party managers, operating within the KeyCorp group with close affiliations to KeyBank and KeyBanc Capital Markets.

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 and several other financial firms since 2017. Outside of his advisory role, he is involved as a club coach for a youth soccer organization. Key Investment Services LLC provides a range of advisory programs and investment products to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection and ongoing monitoring, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Chad Kuhns is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and having 16 years of industry experience. He has been with Key Investment Services since 2016, including its predecessor entities and related firms. Outside of his advisory role, Kuhns serves as Recreation Director for the City of Vermilion, organizing sports programs, and is an assistant football coach for Vermilion Local Schools. 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 operates within the KeyCorp group and emphasizes client-directed investment selection supported by ongoing monitoring and due diligence.

Holt Wallin is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to his current role, he completed his education at Oregon State University and held teaching positions at Mountainside High School and Highland Park Middle School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolio offerings, and managed accounts. The firm emphasizes client-directed investment selection supported by recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Tom Burchell is a CFP® with 18 years of experience in the financial services industry. He has worked at Citizens Securities, Inc. since 2020, and previously spent over a decade with Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating also as a broker-dealer and insurance agency.

Teresa Cotman is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Eaglehead Manufacturing for ten years, where she remains a co-owner. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining third-party portfolio managers and advisor-directed strategies.

Geoffrey James is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. Prior to his current role starting in 2017, he worked at Wells Fargo Clearing, Wachovia Bank, N.A., and Wells Fargo Advisors. Outside of finance, he is the CEO and owner of The Up All Nighters LLC, a music production company. 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 and provides access to discretionary managers, combined with periodic rebalancing and supervisory oversight.

Janene Culmo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Key Investment Services in various roles since 2016. Outside of her advisory work, she provides financial and other assistance for her mother. 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 and offers access to third-party discretionary managers alongside periodic rebalancing, reporting, and supervisory oversight.

Richard Evans is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at KeyBank, Quicken Loans, Valic Financial Advisors, and WBC Group. Outside of his advisory work, he bartends at restaurants in the Akron and Hudson, Ohio areas. 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 supported by ongoing monitoring and due diligence, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Gianpaolo Sferrella is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Republic Finance, the Ohio Department of Taxation, and community involvement with the YMCA of Central Ohio. He has also held positions in education and retail, including at Bowling Green State University and Dairy Queen. 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 selection combined with professional recommendations and ongoing oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Michael Fairchild is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. from 2019 to 2025. His prior work includes a one-year role at DRAINSCAPES and four years at Bryant University. 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 choices with ongoing monitoring and also intermediates access to third-party discretionary managers.

Nilufar Barak is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Barak has been with Key Investment Services LLC and KeyBank NA since 2024. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through a variety of managed accounts and wrap-fee programs. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and coordinated oversight across its programs.

Jeffrey Sokolowski is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank and First Commonwealth Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and a structured due diligence process.

Jennifer Kahl is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 23 years of industry experience. She has worked at NewEdge Advisors since 2021 and previously at Mid Atlantic Financial Management, Inc. from 2013 to 2021. In addition to her advisory role, she is a co-owner and advisor at The Kahl Group, LLC, where she provides financial planning and advisory services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

Charles Scrattish Jr. is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and multiple Huntington Bank affiliated entities. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by financial professional recommendations and provides access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Stephen Dzurec is a financial advisor at Stratos Wealth Partners, Ltd with 22 years of industry experience. He holds a Series 63 designation and has previously worked at Cetera Advisor Networks, Strategic Investment Solutions, and Purshe Kaplan Sterling Investments, among others. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations, offering financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

Matthew Moore is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes multiple roles at KeyBank and Key Investment Services as well as positions outside finance at Bestbuy and Firehouse Subs. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment solutions. The firm emphasizes client-directed model selection and provides oversight of third-party advisory products while operating within the KeyCorp group and maintaining relationships with affiliated entities.

Christopher Demuesy is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial, Tradefull, and KeyBank, as well as 12 years with the North Canton Hoover School System. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolios. The firm emphasizes client-directed investment strategy selection with ongoing monitoring and offers access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.