Amy Valentine is a CFP® and CFA® with nine years of industry experience. She has worked at Key Investment Services LLC since 2023, alongside roles at Key Bank NA, Planned Financial Services, LPL Financial LLC, and Ameriprise Financial Services, Inc. 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 plan clients. The firm utilizes a multi-provider platform with discretionary and non-discretionary model portfolios and integrates offerings with KeyCorp affiliates for additional banking and capital markets services.

Gary Gilbert is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including roles at Securities America Advisors, Securities Service Network, and running his own firm, Gary M Gilbert and Associates LLC. He is also involved in tax preparation and serves as a trustee for a family trust. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.

Veronica Mangione is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at KeyBank since 2019 and previously held positions at Park Ave Securities and Guardian. Outside of her advisory role, she serves as a school bus driver for Ichabod Crane Central Schools. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform with discretionary implementation and offers various wrap programs supported by KeyCorp affiliates.

Anna Frehmeyer is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at KeyBank and Citizens Securities, Inc. She is based in Brooklyn, Ohio. 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 plan clients through a network of financial professionals. The firm utilizes a multi-provider platform integrating discretionary and non-discretionary management, and it is affiliated with KeyCorp entities offering additional financial services.

Michael Selzer is a CFP® professional at MAI Capital Management, LLC with seven years of industry experience. Before joining MAI in 2019, he worked at Paragon Advisors and Sterling Jewelers. 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, institutional clients, and professional athletes. The firm offers customized portfolio management across multiple strategies and integrates financial planning and other services for clients.

Kyle Forman is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at KeyBank and Citizens Bank. 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 network of financial professionals. The firm uses a multi-provider platform and offers multiple wrap programs with integrated custodial, trade execution, and insurance services.

Thomas Jarecki is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Chase Investment Services Corp. since 2006. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services supported by affiliated insurance products and KeyCorp affiliates.

David Donnelly Sr. is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at LPL Financial LLC, PNC Investments, and CUNA Brokerage Services, Inc. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional plans through model-based portfolio management. The firm uses a multi-provider platform with discretionary implementation and offers multiple wrap programs supported by affiliated insurance products and services from KeyCorp affiliates.

Bradley Turner is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining MAI Capital Management in 2022, he worked at Hartland & Co. for ten years. 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, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and integrates financial planning, tax, and bill-pay services into client relationships.

Sandra Centa is a CFA® charterholder and holds a Series 63 license, with 15 years of experience in the financial industry. She is currently with HSBC Securities (USA) Inc., where she has worked since 2022, having previously held positions at Truist Bank, Truist Securities, SunTrust Robinson Humphrey, and BB&T. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm uses a model-based investment approach supported by global asset management partners and offers specialized programs such as Offshore Spectrum for non-resident clients.

Ronald Zeppernick is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Key Investment Services since 2010, following previous roles at PNC Wealth Management and Natcity Investments, Inc. 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 plans through a broad network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and portfolio design by both its internal Chief Investment Office and third-party managers, offering various wrap programs with custodial and trade execution services.

Roger Ramirez is a financial advisor with SPC in Avon Lake, Ohio, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2007. Outside of his advisory role, Ramirez serves as a mentor coordinator for a local networking group, participates on the fundraising committee for St. Edward High School athletic teams, and is a Republican Party precinct committee member in Lorain County, Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

Ryan Dobroka is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Hightower Advisors in 2023, he worked at Strategic Wealth Partners, LTD, Private Client Services, LPL Financial, and Elios Financial Group Inc. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Sean Kriak is a CFP®-credentialed financial advisor at MAI Capital Management, LLC with 25 years of industry experience. He worked at McDonald Partners LLC for 11 years before joining MAI Capital Management in 2022. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Cathy’s House, The Society Foundation, and the Jack Mulhull Center. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Theodore Mihuta is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation, Legend Equities Corporation, VOYA Financial Advisors, Inc., and Voya Financial Partners, LLC. Outside of his advisory work, he is involved in the sales and service of fixed insurance products through JL Thomas Company. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house Investment Management & Research team that constructs strategic model portfolios and supports advisor-led consulting and portfolio management with both discretionary and non-discretionary options.

Emmanuel Dela Cerna Jr. is a CFP® with four years of experience in the financial industry. He is currently with MAI Capital Management, LLC and has prior experience at Commonwealth Financial Network, Davenport Wealth Management, and Northwestern Mutual. Outside of finance, he has past work experience that includes time at The University of Akron and Master Pizza. MAI Capital Management, LLC 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, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and customizes portfolio management across various strategies using both in-house and third-party resources.

Maximilian Turner is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services, he worked at Sureshine Marine Detailing and John Carroll Recreation Department. Outside of his advisory role, he serves as an assistant wrestling coach at a local high school. 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 utilizes a multi-provider model for portfolio implementation and offers various wrap programs with custodial and trade execution services.

Susan Schaufele is a financial advisor with Independent Financial Group, LLC in Westlake, OH, holding a Series 66 designation and 25 years of industry experience. She has worked at Independent Financial Group since 2016 and previously held positions at Foothill Securities, Fintegra, Sanders Morris, SMH Capital Advisors, and Ferris, Baker Watts. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models with a blend of passive and active investment strategies tailored to client risk profiles.

Jason Parrett is a financial advisor with Eagle Strategies (NY Life) based in Cleveland, OH, holding Series 63 and Series 65 licenses and has six years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life companies since 2019. Outside of his advisory role, he is a partner in an online marketing marketplace and serves as a board member for Redwood Christian Ministries. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Mark Schneider is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Fifth Third Securities and The Huntington National Bank. 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 network of financial professionals. The firm uses a multi-provider model and integrates services with KeyCorp affiliates, offering diverse investment and advisory solutions primarily on a non-discretionary basis.