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.

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.

Aaron Nuti is a financial advisor with Hightower Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Hightower Advisors since 2019 and previously at WealthTrust Fairport, LLC from 2012 to 2019. Based in Cleveland, OH, Nuti’s career has focused on providing advisory services within established wealth management firms. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager portfolio solutions, combining affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Michael Cusick is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Rocky River, Ohio, with three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Prudential, among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program using algorithm-driven ETF portfolios and a Managed Account program, and operates as a broker-dealer and insurance agency.

Matthew Carino is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Key Investment Services since 2009. 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 unified managed accounts. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group, working closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

William Ostrowski is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Key Investment Services, as well as positions related to political and educational organizations. Key Investment Services LLC serves individuals, high-net-worth clients, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations, ongoing monitoring, and due diligence on third-party advisory products.

Adam Aussem is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio, holding Series 65 and Series 63 licenses. He has two years of industry experience and has worked with Eagle Strategies and related New York Life entities since 2024. Outside of his advisory work, he has been involved in education roles at Ashland University since 2021 and previously at Cleveland State University and Cuyahoga Community College. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes personalized recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Luis Mancipe is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Key Investment Services and KeyBank since 2018, with prior experience at Wells Fargo from 2014 to 2018. 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 and provides ongoing monitoring, due diligence of third-party advisory products, and access to discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Joseph Reynolds is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup, New York Life Insurance Company, NYLife Securities LLC, and PNC Investments. Reynolds is based in Brooklyn, Ohio. Key Investment Services LLC serves 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 investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight.

Douglas Butler is a CFA® charterholder with 22 years of experience in the financial industry. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, he serves on the Investment Committee of the YMCA of Greater Cleveland, participating in the evaluation of investment managers for the organization's endowment fund. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services within many client relationships.

Cynthia Ciccotti is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Key Investment Services and its predecessor firm since 2014. Outside of her advisory work, she manages rental real estate properties. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing monitoring within the KeyCorp group.

Aric Gordon is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Stratos Wealth Partners in 2025, he worked at LPL Financial LLC and The 4:8 Group, and spent eight years at Northwest Bank. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies across multiple custodians.

Charles Melsher is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Key Investment Services since 2005 and has additional professional experience dating back to 1992 with Sbhu. 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 unified managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and maintaining supervisory oversight through due diligence and review processes.

Paul Muskin is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at PNC Investments, PNC Bank, N.A., and Key Investment Services, LLC. Outside of finance, he has been a professional musician performing with The Muskin Band since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to select employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Laray Cash is a Series 66-licensed financial advisor at Key Investment Services LLC with three years of industry experience. Prior to joining Key Investment Services, Laray worked at Key Corp for six years. 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, and separately managed accounts. The firm emphasizes client-directed model selection combined with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated banking and capital markets entities.