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Kyle L

Series 66

Rocky River, OH

The huntington Investment company

Kyle Lybarger is a financial advisor with The Huntington Investment Company in Rocky River, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at The Huntington Investment Company since 2008 and spent one year with Ameriprise starting in 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services using an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank offerings.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Robert J

Series 63, Series 65

Brooklyn, OH

Key Investment Services LLC

Robert Jankowski is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2010. 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 ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Kasey W

Series 65, Series 63

Westlake, OH

Bankers Life Advisory Services, Inc.

Kasey Walton is a financial advisor with Bankers Life Advisory Services, Inc. holding Series 63 and Series 65 licenses and seven years of industry experience. Walton has worked at various Bankers Life entities since 2016, including Bankers Life Securities and Bankers Life & Casualty, where they also provide life and health insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients' goals and risk tolerances.

Wealth management Retired
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Lindsay B

Series 66

Brooklyn, OH

Key Investment Services LLC

Lindsay Bowman is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds the Series 66 designation and has worked at Key Private Bank since 2005. Bowman is based in Brooklyn, Ohio. Key Investment Services LLC serves a diverse client base including 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 investment decisions supported by professional recommendations and ongoing third-party product due diligence.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Steven L

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Steven Lee is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has worked throughout his career at various entities affiliated with Huntington and KeyBank. 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 products. The firm emphasizes client choice in model strategy selection while providing non-binding recommendations and supervisory oversight.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Anthony G

Series 66

Brooklyn, OH

Key Investment Services LLC

Anthony Grande is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds a Series 66 designation and has been with KeyBank and its affiliated entities since 1997. 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 selection, offers access to third-party discretionary managers, and provides ongoing monitoring, reporting, and supervisory oversight.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Anna Krisselda M

Series 66

Brooklyn, OH

Key Investment Services LLC

Anna Krisselda Mc Coy is a Series 66-licensed financial advisor at Key Investment Services LLC with one year of industry experience. Her prior work includes roles at ATRAM Trust Corporation and BDO Securities, Inc. 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 direction in model selection while providing due diligence, oversight, and access to third-party discretionary managers.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Yuliya H

Series 66

Brooklyn, OH

Key Investment Services LLC

Yuliya Hemerlein is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and five years of industry experience. She has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC before joining Key Investment Services and KeyBank in 2025. 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 direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight, while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Kevin K

Series 63, Series 65

Westlake, OH

FIFTH THIRD SECURITIES, Inc.

Kevin Kozlowski is a financial advisor with Fifith Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2011. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage channels. The firm offers various managed account programs on the Passageway platform, employing multiple investment strategies and third-party portfolio managers.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Michael A

Series 66

Brooklyn, OH

Key Investment Services LLC

Michael Agricola is a Series 66-registered financial advisor with 14 years of industry experience. He is currently with Key Investment Services LLC and has prior experience at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Fifth Third Bank. 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 direction in model selection and provides ongoing monitoring and oversight, while leveraging corporate affiliations within the KeyCorp group.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Michael R

Series 65, Series 63

Brooklyn, OH

Key Investment Services LLC

Michael Rochelle is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has worked with KeyBank and Key Investment Services since 2001. Outside of his advisory role, he serves as Co-Chair and Finance Director for Christmas in Swanton, a community event held annually in December. 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 direction in investment selection and provides ongoing monitoring and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Lu Ann F

Series 66

Brooklyn, OH

Key Investment Services LLC

Lu Ann Fogg is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding a Series 66 designation and 25 years of industry experience. She has been with Key Investment Services and Key Bank since 2016. Outside of her advisory role, she is a minority partner in a family-inherited real estate venture. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client direction in investment strategy selection and provides oversight and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital market entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Matthew R

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Matthew Rossetti is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities LLC and KeyBank. 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 direction in investment decisions and provides access to third‑party discretionary managers while offering monitoring and supervisory oversight across its programs.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Luke S

Series 66

Brooklyn, OH

Key Investment Services LLC

Luke Schuler is a financial advisor at Key Investment Services LLC in Brooklyn, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at The Union Bank Co. and RBC Wealth Management, as well as work with The Toledo Zoo & Aquarium. 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 ongoing monitoring, with access to third-party discretionary managers and supervisory oversight within the KeyCorp group.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Stephen J

Series 63, Series 65

Brooklyn, OH

Key Investment Services LLC

Stephen Jewell is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, Northwestern Mutual Investment Services LLC, Flexjet, and KeyBank. Outside of financial services, he has experience working with DoorDash. 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 investment strategy selection with ongoing monitoring and product due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated banking and capital markets entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Logan Z

Series 66

Brooklyn, OH

Key Investment Services LLC

Logan Zimmerman is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Charles Schwab & Co., Inc., and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, with an emphasis on client-directed model selection and ongoing oversight. The firm operates within the KeyCorp group and collaborates closely with affiliated banking and capital markets entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Slaiman S

Series 66, Series 63

Rocky River, OH

The huntington Investment company

Slaiman Saab is a financial advisor with The Huntington Investment Company, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked with Huntington-affiliated firms continuously since 2014. Outside of his advisory role, he manages a rental property. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers a variety of wrap-fee programs on the Envestnet MAS platform utilizing an open-architecture model that combines third-party and affiliate-managed strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Michael F

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Michael Ford is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services and its affiliated entities since 2015, including time at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, providing non-binding recommendations and ongoing monitoring while clients select their investment strategies. The firm operates within the KeyCorp group and offers integrated services across affiliated banking and capital markets entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Tyler G

Series 66

Middleburg Heights, OH

PNC Wealth Management

Tyler Gramsz is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, Equitable Advisors, Medical Mutual of Ohio, and the Federal Bureau of Investigation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account that utilizes approved investment strategies executed via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Boris K

Series 63, Series 65

Brooklyn, OH

Key Investment Services LLC

Boris Kagarlitskiy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Key Investment Services since 2015. Outside of his advisory role, he serves as a FINRA arbitrator. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings, emphasizing client-directed investment selection and ongoing monitoring within the KeyCorp group.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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