James Matthews is a financial advisor at Key Investment Services LLC in Brooklyn, OH, holding Series 65 and Series 63 licenses with one year of industry experience. His background includes roles at KeyBank, W&S Brokerage Services, and Western Southern Life. 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-directed investment strategy selection and provides ongoing monitoring and supervisory oversight within the KeyCorp group.

Dan Romano is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, he is an owner and landlord of a rental property through PAMJ Group LLC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Paul Evanoff is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 22 years of industry experience. He has been with Charles Schwab since 2008 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Gabriel Sauvinsky is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America, Merrill, and MassMutual. Outside of his advisory work, he serves as Chapter Counsel Advisor for the Alpha Sigma Phi Fraternity, providing leadership guidance on weekends. Sequoia Financial Group offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Matthew Mowchan is a financial advisor at Fifth Third Securities, Inc. with 31 years of industry experience. He has been with Fifth Third Securities since 1999 and holds Series 63 and Series 66 licenses. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs and portfolio management options via the Passageway platform, combining direct indexing, tax overlay services, and other strategies.

Joel Larson is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and with two years of industry experience. He has worked at KeyBank and Equitable Advisors, LLC, among other firms. Outside of his advisory role, Larson is the sole owner of JRL Homes LLC, a property management company. 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 investment choices supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Robert Miller is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and 41 years of industry experience. Prior to joining Key Investment Services in 2023, he worked at UBS Financial Services Inc. from 2015 to 2023. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and conducts due diligence on third-party advisory products while leveraging affiliations within the KeyCorp group.

Hugo Vazquez Alcala is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He joined Key Investment Services LLC and KeyBank NA in 2024. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment selection and provides oversight and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Richard Dyson is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, Ameriprise Financial Services, PNC Investments, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Justine Harvey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and UBS Financial Services. She serves as a board member for the Norton Baseball Association, a nonprofit organization in Norton, Ohio. Stratos Wealth Partners serves a diverse client base that includes 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 and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Angela Cosgray is a CFP® professional with 24 years of experience in the financial services industry. She is currently a financial advisor and vice president at Sequoia Financial Group, L.L.C., where she has worked since 2021. Her prior roles include positions at Wealthstone, JPMorgan Chase, and Fifth Third Securities. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm offers both model and custom portfolio management, utilizing a range of investment vehicles and informed by research and due diligence overseen by an Investment Policy Committee.

Mary Lynn Thornton is a Series 66 licensed financial advisor with 29 years of industry experience. She has been with PNC Wealth Management since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and approved third-party strategists to manage portfolios primarily with mutual funds and ETFs.

Nathan Schultz is a Series 66-licensed financial advisor with The Huntington Investment Company, bringing 21 years of industry experience. His prior roles include positions at Sterne Agee Financial Services and Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party and proprietary portfolio management strategies within an open-architecture model.

Richard Ganim Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at several firms, including Metlife Securities and Cetera Advisors LLC, prior to joining Stratos Wealth Partners and LPL Financial in 2017. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, and access to model portfolios and third-party manager solutions, delivered through a large network of investment adviser representatives using a combination of proprietary and third-party strategies.

Joseph Macfarlane is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has 33 years of industry experience, including 13 years at C.L. King & Associates and several years with KeyBank and Key Investment Services. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporations through various programs, including wrap-fee advisory, model portfolios, and separately managed accounts. The firm focuses on client-directed model selection combined with ongoing monitoring and offers access to third-party discretionary managers within the KeyCorp group.

Sean Hesch is a financial advisor with NewEdge Advisors in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management, KMC Wealth Management, and Cambridge Investment Research. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, using multiple program structures and technology tools to support advisor and client needs.

Michael Buroker is a CFP® with 26 years of industry experience, currently affiliated with Key Investment Services LLC. His prior work includes positions at Charles Schwab and TIAA-CREF, covering roles from 2012 to 2022. He holds Series 63 and Series 65 licenses. 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 strategy selection supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Alexander Berk is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KeyBank and CoverMyMeds. Outside of his advisory role, he is involved in art merchandise sales through Red Bubble Inc. and manages a wellness LLC offering private ballet and virtual fitness lessons. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers while offering ongoing monitoring, rebalancing, and supervisory oversight.

Erica Acheson Dunay is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes multiple roles across KeyBank and Fifth Third Securities. Outside of her advisory work, she serves on the boards of the Lake Erie College National Alumni and the Downtown Painesville Organization, and she is a health coach with a wellness program. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing oversight and collaborates closely with affiliated financial institutions within the KeyCorp group.

Halle Chelko is a financial advisor at Sequoia Financial Group, L.L.C. with three years of industry experience. Prior to joining Sequoia Financial Group in 2025, she worked at Wellspring Financial Advisors, LLC for seven years and at MAI Capital Management for three years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a mix of model and custom portfolio solutions overseen by an Investment Policy Committee and utilizes a range of investment vehicles, supported by regular research, due diligence, and portfolio monitoring.