Garret Keibler is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporations. The firm offers a variety of advisory programs and emphasizes client-directed model selection while providing ongoing monitoring and due diligence of third-party advisory products.

Diane Gilger is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. She has 12 years of industry experience, having worked previously at LPL Financial and Firstmerit Bank, N.A. Ms. Gilger is based in Brooklyn, Ohio. 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 direction in investment decisions while providing non-binding recommendations and ongoing monitoring.

Michelle Pipcak is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 11 years of industry experience. Her prior work includes roles at Edward Jones and Equity Trust Company. Outside of advising, she works part-time as a nighttime office cleaner. 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 supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Michael Liskay is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at KeyBank and Fifth Third Securities. Key Investment Services LLC serves a broad client base including individuals, trusts, estates, small businesses, and corporations through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding advisor recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Sean Housel is a financial advisor at The Huntington Investment Company with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Key Investment Services, PNC Investments, and KeyBanc Capital Markets. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

Daniel Vieland is a financial advisor with Stratos Wealth Partners, Ltd in Westlake, Ohio, holding a Series 66 designation and 22 years of industry experience. His career includes roles at LPL Financial, JPMorgan Securities, Charles Schwab, Edward Jones, TD Ameritrade, Chase Investment Services, Citizens Securities, and Waddell & Reed. Stratos Wealth Partners serves a broad range of individual and institutional clients by providing financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and offers services across multiple custodians and platforms.

Ryan White is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, PNC Investments, and Citizens Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary Private Bank portfolios, primarily offering wrap-fee programs through the Envestnet MAS platform.

Eric Rotolo is a financial advisor at PNC Wealth Management with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial, The Huntington Investment Company, and The Middlefield Banking Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio service available by invitation that uses algorithm-driven risk assessments and invests via mutual funds and ETFs with annual rebalancing.

Daniel Hogan is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and over 40 years of industry experience. Prior to joining Huntington in 2017, he worked at Keybanc Capital Markets Inc. for 18 years and has been with Ameriprise Financial Services since 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, corporations, and business entities. The firm utilizes an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models with a range of wrap-fee programs offered through the Envestnet platform.

Pablo Torrico Alvarez is a Series 66-registered financial advisor at Citizens Securities, Inc. in Rocky River, OH, with two years of industry experience. His prior roles include positions at LPL Financial, Sun Federal Credit Union, and Chase Bank. He is a member of the Northwest Ohio Hispanic Chamber of Commerce. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary and non-discretionary investment solutions and is wholly owned by Citizens Bank, N.A.

Abraham Lincoln is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has nine years of industry experience, with prior work at Perkins Coie LLP and extensive tenure at KeyBank and Key Investment Services LLC. Outside of his advisory role, he serves as president of the North Counties Christian Sports League, managing its annual charitable status. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, and corporate clients through various fee-based programs and managed accounts. The firm emphasizes client-directed investment model selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Tyler Durbin is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked for Key Investment Services and KeyBank in various roles since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap‑fee advisory programs, model portfolios, separately managed accounts, and other investment solutions. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Joanna Simmons is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at J.P. Morgan Securities LLC and KeyBank. Outside of finance, she was involved with Noona Baking Company LLC for six years. Key Investment Services LLC provides a range of advisory programs, including wrap-fee accounts, model portfolios, and separately managed accounts, serving individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection with ongoing monitoring and operates within the KeyCorp group, offering integrated services in collaboration with affiliated financial entities.

Tigress Jones is a Series 66-licensed advisor at Key Investment Services LLC with 21 years of industry experience. She previously worked at JPMorgan Securities LLC for six years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, with oversight and due diligence conducted through its Product Due Diligence Committee.

Anthony Tuccini is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Citizens Securities and Citizens Bank since 2018, as well as at PNC Bank and PNC Investments from 2010 to 2018. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory solutions include a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency, and it is wholly owned by Citizens Bank, N.A.

James Brenneman is a financial advisor at Key Investment Services LLC with a Series 66 credential. He has one year of industry experience, including prior work at Equitable Advisors, LLC. His background includes roles outside the financial industry and a period of unemployment. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, managed accounts, and brokerage products. The firm emphasizes client-directed portfolio selection combined with ongoing monitoring and due diligence, and it operates within the KeyCorp group with multiple affiliated entities.

Eli Taylor is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank NA, U.S. Bancorp Investments, JPMorgan Chase Bank, and JPMorgan Securities. Outside of his advisory role, he serves on the boards of Clover Park Technical College, the Tacoma-Pierce County Chamber of Commerce, and United Way of Pierce County. Key Investment Services LLC provides advisory and brokerage 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 investment selections supported by ongoing monitoring and due diligence within the KeyCorp group of companies.

Richard Tannert is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Kingswood Capital Partners, LLC and the Washington Department of Fish and Wildlife, as well as service in the US Army. 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 decisions supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Sherri Lett is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and having 19 years of industry experience. Her work history includes roles at Fidelity Personal and Workplace Advisors and LPL Enterprise, LLC. 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 access to third-party discretionary managers, operating within the KeyCorp group and working closely with affiliated banking and capital markets entities.

Justin Fujka is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at KeyBank. Outside of finance, he teaches drum lessons and performs in local bands for events and live venues. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection combined with ongoing monitoring and offers access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.