Joseph Macfarlane is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and having 33 years of industry experience. His prior work includes over a decade at C.L. King & Associates and multiple roles within KeyBank and Key Investment Services. 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, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and oversees third-party advisory products through a due diligence committee.

Sean Hesch is a financial advisor with NewEdge Advisors in Cleveland, OH, holding Series 63 and Series 65 licenses and having 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 advisers. The firm offers a broad range of services including portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence processes.

Michael Buroker is a CFP® with 26 years of industry experience, currently advising at Key Investment Services LLC. His prior roles include positions at Charles Schwab, Schwab Private Client Investment Advisory, and TIAA. He has been with Key Investment Services and Key Bank NA since 2022. 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 and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Alexander Berk is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and having three years of industry experience. Prior to joining Key Investment Services, he worked at KeyBank and CoverMyMeds. Outside of his advisory role, he is involved in selling art and print-on-demand merchandise through Red Bubble Inc. and provides business consulting for a wellness and fitness LLC focused on ballet and virtual arts activities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee offerings, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Erica Acheson Dunay is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Her career includes multiple roles at KeyBank and Fifth Third Securities. Outside of her advisory work, Dunay serves on the boards of the Lake Erie College National Alumni Board, Downtown Painesville Organization, and Maple Leaf Community Residences, and she is involved in bookkeeping for two small businesses. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs and separately managed accounts. The firm emphasizes client-directed investment profiles and model selection while providing non-binding recommendations and ongoing oversight.

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 financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at firms including Kevin Yeargers, Brandon Fisher, Northwestern Mutual Investment Services LLC, and Prudential. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with advisory offerings that include a digital advisory program and a separate Managed Account program.

Matthew Carino is a Series 66-licensed advisor at Key Investment Services LLC with 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 supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

William Ostrowski is a Series 66-licensed financial advisor at Key Investment Services LLC with three years of industry experience. His background includes roles at Key Investment Services and involvement with Egriu for Congress and John Carroll University. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and product offerings. The firm emphasizes client direction in investment model selection while providing non-binding recommendations and ongoing monitoring, supported by a due diligence committee and affiliations within the KeyCorp group.

Luis Mancipe is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked at KeyBank and Wells Fargo 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 brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Joseph Reynolds is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Citigroup, New York Life Insurance Company, NYLife Securities LLC, and PNC Investments. He has been with Key Investment Services since 2021. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, while operating within the KeyCorp group and maintaining affiliated relationships with KeyBank and KeyBanc Capital Markets.

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.

Benjamin Wooley is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has 12 years of industry experience, having worked at Charles Schwab since 2012 and joining Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and emphasizes client-directed trading decisions supported by Schwab’s asset allocation models and research tools.

Cynthia Ciccotti is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds a Series 66 designation and has been with Key Investment Services in various capacities since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, offering monitoring, rebalancing, and supervisory oversight across its offerings.

Aric Gordon is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at LPL Financial LLC, The 4:8 Group, and Northwest Bank. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving more than 24,000 clients with roughly $18.6 billion in assets under management. The firm offers a range of portfolio management and financial planning services through a network of independent advisors using an open-architecture approach.

Charles Melsher is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and offering 36 years of industry experience. He has been with Key Investment Services since 2005 and has concurrently worked with Sbhu since 1992. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account options, utilizing a client-directed approach combined with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated banking and capital markets entities.

Robert Moser is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Cetera, TCF National Bank, Equitable Advisors, AXA Advisors, and Edward Jones. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs utilizing an open-architecture model that incorporates third-party sub-managers, affiliate model offerings from its Private Bank, and overlay services, with portfolio management and custodial services primarily provided through National Financial Services.

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 financial advisor at Key Investment Services LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Key Corp from 2016 to 2022. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment model selection and ongoing monitoring, with access to third-party discretionary managers and supervisory oversight.

Scott Snow is a CFP® with 26 years of industry experience. He has been with Clearstead since 2022 and previously operated his own advisory firm, Scott Snow (Financial Advisors) LLC, from 2005 to 2022. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and uses an institutional investment process across a range of strategies and account types.