Alexander Bruemmer is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has worked with KeyBank NA since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model with discretionary and non-discretionary options and integrates services from KeyCorp affiliates to offer due diligence, advisory, and risk management capabilities.

Kristy O'Driscoll is a financial advisor at Key Investment Services LLC with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Key Investment Services and Key Bank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Morgan Woods is a financial advisor with Commonwealth Financial Network in Avon Lake, Ohio, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Commonwealth, Woods held roles at MJ Baker Financial Advisors and Citizens Bank, among others. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Scott Clark is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Clark is based in Westlake, Ohio. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm employs algorithm-driven risk assessment and outsourced portfolio implementation using mutual funds and ETFs.

Andrew Ross is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His work history includes roles at Key Investment Services LLC starting in 2023 and prior experience at Bowling Green State University and North Ridgeville High School. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm uses a multi-provider model combining platform services, strategist portfolio design, and a product due diligence committee, with a focus on wrap-fee programs and integration with KeyCorp affiliates.

Susan Berchak is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and 36 years of industry experience. She worked at Scottrade, Inc. for 15 years before joining Key Investment Services LLC, where she has been since 2019, with a brief hiatus in 2018. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, using a multi-provider model that combines platform technology and third-party portfolio management.

Guerschom Altidor is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has worked at KeyBank, PNC Wealth Management, PNC Bank, and Target. Outside of finance, he has experience as a product operations educator at Lululemon. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model combining in-house and third-party portfolio management, with an emphasis on non-discretionary asset management.

Theresa Sdrakas is a financial advisor with Fifth Third Securities, Inc. in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Fifth Third Securities since 2010 and has worked at Fifth Third Bank since 2000. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Jennifer Zorman is a Series 66-licensed financial advisor with PNC Wealth Management, where she has worked since 2015. She has 21 years of industry experience and is based in Strongsville, Ohio. Outside of her advisory role, she serves as Treasurer of the Still Meadow Home Owners Association. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot discretionary model account that uses algorithm-driven risk assessments and approved third-party strategies for portfolio implementation.

Garret Keibler is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. before joining his current firm. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and uses a multi-provider model incorporating discretionary implementation by Envestnet and portfolio design by Key Wealth CIO and third-party managers.

Diane Gilger is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at Key Bank NA, LPL Financial, Firstmerit Bank, N.A., and KeyBanc Capital Markets Inc. throughout her career. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to a range of clients including individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider model with discretionary and non-discretionary options, integrating services from KeyCorp affiliates for comprehensive investment and advisory solutions.

Michelle Pipcak is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Equity Trust Company. Outside of advising, she has worked part-time as a nighttime office cleaner. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model integrating discretionary and non-discretionary portfolio management services, with custodial and trade execution support from Pershing and affiliated insurance offerings.

Brett Katana is a Series 66-licensed financial advisor with 14 years of industry experience. He has worked primarily with PNC Wealth Management and its affiliated entities since 2013, and previously spent two years at Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessment and implements portfolios using approved mutual fund and ETF strategies managed by PNC or third parties.

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 work history includes roles at KeyBank, Fifth Third Securities, and Legend Advisory, LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and integrates with KeyCorp affiliates to offer additional advisory and capital markets services.

Daniel Vieland is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 22 years of industry experience. His prior work experience includes roles at JPMorgan Securities LLC, Charles Schwab, Edward Jones, TD Ameritrade, Chase Investment Services Corp., Citizens Securities, Inc., and Waddell & Reed. Vieland is based in Westlake, Ohio. Stratos Wealth Partners, Ltd is an SEC‑registered enterprise adviser serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an independent advisor-driven model, using an open-architecture approach that integrates multiple third-party platforms and managers while offering customized portfolio management and planning services.

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.

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 at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at KeyBank, Key Investment Services LLC, and Perkins Coie LLP. 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 is an SEC-registered adviser serving individuals, trusts, estates, small businesses, and institutional plans through portfolio management and model-based advisory products. The firm uses a multi-provider model integrating platforms like Envestnet and KeyCorp affiliates to offer discretionary and non-discretionary investment solutions.

Tyler Durbin is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes multiple roles at Key Investment Services and KeyBank dating back to 2014. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with portfolio management and model-based advisory products, integrating services from affiliated KeyCorp entities and third-party managers.

Joanna Simmons is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities LLC and KeyBank. Before entering the financial sector, she was involved with Noona Baking Company LLC for six years. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm uses a multi-provider model combining in-house and third-party portfolio strategies and integrates with KeyCorp affiliates for a range of financial services.