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.

Heather Pollack is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and 33 years of industry experience. Her career includes roles at Beacon Financial Group, Inc. and a 20-year tenure with Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and partnerships with custodians like Schwab and Fidelity.

Joel Larson is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and with two years of industry experience. He has worked at KeyBank and Equitable Advisors, LLC, among other firms. Outside of his advisory role, Larson is the sole owner of JRL Homes LLC, a property management company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Robert Miller is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and 41 years of industry experience. Prior to joining Key Investment Services in 2023, he worked at UBS Financial Services Inc. from 2015 to 2023. 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-directed investment selection supported by ongoing monitoring and conducts due diligence on third-party advisory products while leveraging affiliations within the KeyCorp group.

Hugo Vazquez Alcala is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He joined Key Investment Services LLC and KeyBank NA in 2024. 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 selection and provides oversight and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Richard Ganim Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at several firms, including Metlife Securities and Cetera Advisors LLC, prior to joining Stratos Wealth Partners and LPL Financial in 2017. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, and access to model portfolios and third-party manager solutions, delivered through a large network of investment adviser representatives using a combination of proprietary and third-party strategies.

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 with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has 33 years of industry experience, including 13 years at C.L. King & Associates and several years with KeyBank and Key Investment Services. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporations through various programs, including wrap-fee advisory, model portfolios, and separately managed accounts. The firm focuses on client-directed model selection combined with ongoing monitoring and offers access to third-party discretionary managers within the KeyCorp group.

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® with 26 years of industry experience, currently affiliated with Key Investment Services LLC. His prior work includes positions at Charles Schwab and TIAA-CREF, covering roles from 2012 to 2022. He holds Series 63 and Series 65 licenses. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with affiliated banking and capital markets entities.

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 art merchandise sales through Red Bubble Inc. and manages a wellness LLC offering private ballet and virtual fitness lessons. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers while offering ongoing monitoring, rebalancing, and supervisory oversight.

Erica Acheson Dunay is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes multiple roles across KeyBank and Fifth Third Securities. Outside of her advisory work, she serves on the boards of the Lake Erie College National Alumni and the Downtown Painesville Organization, and she is a health coach with a wellness program. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing oversight and collaborates closely with affiliated financial institutions within the KeyCorp group.

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.

Matthew Carino is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 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 with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group, working closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

William Ostrowski is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Key Investment Services, as well as positions related to political and educational organizations. Key Investment Services LLC serves individuals, high-net-worth clients, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations, ongoing monitoring, and due diligence on third-party advisory products.

Michael Lausin is a financial advisor at Lincoln Investment with 12 years of experience at the firm and six years in the industry. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Lausin works as an administrative assistant at RKL Financial LLC and is also licensed as an insurance agent handling life insurance, fixed annuities, and long-term care policies. 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 a range of financial planning and investment management services, utilizing both strategic and tactical approaches, and manages over $22 billion in advisory assets.

Adriana Bastos Randall is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, Raymond James & Associates, and Thomas McDonald Partners. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Adam Aussem is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio, holding Series 65 and Series 63 licenses. He has two years of industry experience and has worked with Eagle Strategies and related New York Life entities since 2024. Outside of his advisory work, he has been involved in education roles at Ashland University since 2021 and previously at Cleveland State University and Cuyahoga Community College. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes personalized recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Granito is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds the Series 66 designation. He has eight years of industry experience and previously worked at Marcum Wealth, LLC, ProEquities, Inc., and other firms. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.