Nicholas Schwitzgebel is a financial advisor at Guardian Life with a Series 66 designation. He has been with Guardian Life and its subsidiary, Park Avenue Securities, since 2025 and 2026, respectively. Prior to his current role, he held positions at MyShyft, Butler University, Dartmouth College, Keyfactor, and Saint Ignatius High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including brokerage, financial planning, retirement plan consulting, and advisory programs using both proprietary and third-party models.

Kimberly Bish is a financial advisor with Key Investment Services LLC, holding the Series 66 designation and bringing 25 years of industry experience. She has worked within Key-related entities since 2003, including Key Bank and KeyBanc Capital Markets. Outside of her advisory role, she volunteers as a speaker for the Ohio Department of Education. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm uses a multi-provider model with discretionary and non-discretionary options, integrating services from affiliated KeyCorp entities and offering wrap-fee programs alongside custodial and ancillary insurance products.

James Matthews is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at KeyBank, W&S Brokerage Services, Western Southern Life, and Empower Behavioral Health. 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 for portfolio management and integrates with KeyCorp affiliates for additional investment and advisory services.

Ishmael Thomas is a financial advisor at Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Rocket Mortgage, and Enterprise Rent-a-Car. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Matthew Rosner is a financial advisor with Primerica Advisors in Beachwood, OH, holding five years of industry experience. He has worked at Park Avenue Securities since 2021 and has been affiliated with Guardian Life Insurance Company since 2008. Outside of his advisory role, he is involved in property management through Jaylene Development LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a mix of proprietary and third-party investment strategies across various account types.

Matthew Levine is a financial advisor with Independent Financial Partners holding Series 63 and Series 66 designations and 35 years of industry experience. He worked at key Investment Services LLC for 10 years before joining Independent Financial Partners in 2022. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with a multi-advisor platform, serving individual, charitable, corporate, and high-net-worth clients, and offers notable retirement-plan advisory and pension consulting capabilities.

Joel Larson is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at KeyBank and Equitable Advisors. Outside of financial advising, he is the sole owner of JRL Homes LLC, a rental property management company. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm utilizes a multi-provider model with discretionary and non-discretionary services and integrates with KeyCorp affiliates for a range of financial and advisory capabilities.

Robert Miller is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at UBS Financial Services, Raymond James & Associates, and Morgan Keegan & Company. Key Investment Services LLC is an SEC-registered investment adviser that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model combining platform services from Envestnet with portfolio management from Key Wealth Chief Investment Office and third-party managers.

Hugo Vazquez Alcala is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has been with Key Investment Services LLC and KeyBank NA since 2024. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and integrates platform services from Envestnet and portfolio management strategies from Key Wealth Chief Investment Office and third-party managers.

Jonathan Douglas is a CFP® and ChFC® with 18 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party investment advisory programs.

Joseph Macfarlane is a financial advisor at Key Investment Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at C.L. King & Associates for 13 years. 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 combining discretionary platform implementation with strategist portfolios designed by internal and third-party managers, and it integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Sean Hesch is a financial advisor with NewEdge Advisors in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 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 representatives. The firm offers a range of portfolio management, financial planning, and consulting services, using multiple program structures and technology tools to support advisor and client needs.

Michael Buroker is a CFP® professional with 26 years of industry experience, currently affiliated with Key Investment Services LLC. His prior experience includes roles at Schwab Private Client Investment Advisory, TIAA, UBS Financial Services, and other firms. He 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 clients through a network of financial professionals. The firm uses a multi-provider platform and integrates services with KeyCorp affiliates to offer a range of wrap programs along with custodial and trade execution services.

Alexander Berk is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KeyBank and CoverMyMeds. Outside of his advisory role, he is involved in selling art merchandise through Red Bubble Inc. and manages a wellness business that offers ballet, fitness, and arts lessons. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider model and offers a range of wrap programs supported by affiliated banking and capital markets entities.

Erica Acheson Dunay is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked primarily within KeyBank and its affiliated firms since 2017, and prior to that was with Fifth Third Securities and Wells Fargo Clearing. Outside of her advisory role, she serves on the boards of several organizations, including Lake Erie College National Alumni Board and Maple Leaf Community Residences, and participates in local community groups such as the Downtown Painesville Organization. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model involving platform services from Envestnet and portfolio design by internal and third-party managers, with a focus on non-discretionary model selection and wrap fee programs.

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 Series 66-licensed financial advisor at Citizens Securities, Inc. in Rocky River, Ohio, with three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Prudential, among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program using algorithm-driven ETF portfolios and a Managed Account program, and operates as a broker-dealer and insurance agency.

Matthew Carino is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and over 21 years of industry experience. He has worked at Key Investment Services since 2009 and previously held positions at The Huntington Investment Company, Chase Investment Services Corp., and Morgan Stanley DW Inc. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary offerings and integrates services from KeyCorp affiliates to support its investment and advisory capabilities.

William Ostrowski is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles outside the financial industry, such as involvement with Egriu for Congress and positions at John Carroll University and Dashs Markets. 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 utilizes a multi-provider model for portfolio management and offers multiple wrap programs, integrating services from KeyCorp affiliates and third-party managers to deliver both discretionary and non-discretionary investment solutions.

Michael Lausin is a financial advisor with Lincoln Investment in Willoughby, OH, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Lincoln Investment since 2014. Outside of his advisory role, Lausin assists with administrative tasks at RKL Financial LLC and serves as an agent handling life insurance and fixed annuities. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team and third-party managers.