Sarah Rossi is a financial advisor at Key Investment Services LLC with 12 years of industry experience, including 10 years at her current firm. She holds Series 63 and Series 66 designations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions while providing ongoing monitoring and due diligence of third-party advisory products.

Jonathan Merckens is a CFP® with 25 years of industry experience, currently serving at Commonwealth Financial Network and Donald M. Graham & Associates since 2011. He has been a member of the U.S. Air Force since 2003. Merckens serves on the board of the Erie-Ottawa Regional Airport Authority. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Dennis Champa is a financial advisor at &PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and municipal advisory services through a combination of proprietary and third-party strategies.

Nickolas Morgan is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Tony Volante State Farm for two years. Outside of his financial advising role, he is involved with Iheart Media as a board operator, handling podcast audio editing and soundboard operation. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, through investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Richard Muccio is a financial advisor with GWN Securities Inc. in Westlake, Ohio, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at GWN Securities since 2007 and also operates RMM Financial. Outside of advisory work, he is actively involved in the health insurance industry, serving as past president of the Northeast Ohio Health Underwriters Association and holding leadership roles with the Ohio and National Associations of Health Underwriters, including creating and teaching insurance continuing education classes. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Ashley Graham is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2017 and previously held roles at Mayfield Financial Services and Cambridge Investment Research Inc. Outside of her advisory work, she is a notary public in Lakewood, OH. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, managed wrap and non-wrap programs, access to various model portfolios and sub-advisory solutions, delivered through a large network of investment adviser representatives.

Justin Bradford is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at PNC Investments for nine years. Outside of his advisory role, he is involved in social media marketing through lead generation and appointment setting for a marketing company. Key Investment Services LLC serves individual, trust, small business, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment model selection and provides ongoing monitoring and supervisory oversight while collaborating with affiliated entities within the KeyCorp group.

Giuseppe Calabrese is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Key Investment Services 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-directed investment strategies combined with ongoing monitoring and due diligence, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Ryan Carlson is a financial advisor with Lincoln Investment in North Royalton, OH, holding a Series 66 license and 14 years of industry experience. He has worked with Capital Analysts, Eagle Strategies (NY Life), and New York Life Insurance, and he operates Carlson Financial Group, which involves insurance brokering. Carlson serves on the Board of Trustees for the Medina County District Library and is a board member and finance committee member for Community Assessment & Treatment Services, Inc. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, and businesses, with a focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches and manages both discretionary and non-discretionary portfolios.

Joseph Skarda is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including nine years at J.P. Morgan Securities before joining Key Investment Services and KeyBank in 2021. Outside of his advisory role, he is a passive investor in a thoroughbred horse racing management company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various 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 offering ongoing monitoring and supervisory oversight.

Daniel Mullett is a financial advisor with Key Investment Services LLC and holds a Series 66 credential. He has 16 years of industry experience, including roles at KeyBank and Key Investment Services dating back to 2016. Outside of his advisory work, he has partial ownership in a family construction business, The Mullett Company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of 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, with a due diligence committee overseeing third-party advisory products.

Brian Becka is a financial advisor with Lincoln Investment, holding 16 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains an affiliation with Royalton Financial Group since 2009. Outside of his advisory roles, he works as an associate planner at Valued Capital Advisors, focusing on investment planning and insurance sales. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed investment programs, employing a mix of strategic and dynamic investment approaches.

Pui San Reynolds is a Series 66-licensed financial advisor with four years of industry experience. She is currently with Key Investment Services LLC and previously worked at Edward Jones, Citizens Bank, and Perfectly Splendid LLC. 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 direction in investment model selection and provides ongoing monitoring, due diligence, and supervisory oversight while collaborating with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Karim Shady is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Fifth Third Securities, Fifth Third Bank, Credit Agricole Bank of Egypt, and a five-year tenure at MISR International University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolio offerings. The firm emphasizes client direction in investment decisions while providing advisory recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Christina Santone is a financial advisor at Key Investment Services LLC with 23 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. She joined Key Investment Services in 2025 after two years with KeyBank NA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and provides oversight of third-party advisory products while operating within the KeyCorp group and maintaining relationships with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Michael Gregory is a financial advisor at Stratos Wealth Partners, Ltd with Series 66 credentials. He has been in the industry since 2025, previously working at Equitable Advisors, LLC. 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 wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Tyler Ankrom is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Miami University. Ankrom has been involved with Wobdale LLC, a non-investment-related business based in Akron, Ohio. Stratos Wealth Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Robert Bove is a financial advisor with Stratos Wealth Partners, Ltd in Avon, OH. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior work includes roles at LPL Financial LLC, Strategic Investment Solutions, Purshe Kaplan Sterling Investments, Pension Portfolio Management, and Waterstone Financial Group. Stratos Wealth Partners serves a diverse range of individual and institutional clients, providing financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a wide network of investment adviser representatives. The firm combines individualized asset allocation with active monitoring and access to both proprietary and third-party strategies across multiple custodians.

James Schroeder is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Key Investment Services in 2026, he worked at The Huntington Investment Company and Fidelity in various advisory roles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment model selection combined with ongoing monitoring and due diligence of third-party advisory products, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Michael Neff II is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Bank of America, Merrill, Huntington Bank, JPMorgan Chase, and Eastern Michigan University. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.