Christine Jatzek is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked within the KeyCorp organization in various roles since 2015, including positions at KeyBank and Key Investment Services. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Ryan Hartland is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at PNC Investments LLC, Northwestern Mutual, and Aurora Inn Hotel and Event Center. 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 strategy selection and provides ongoing monitoring and due diligence of third-party advisory products.

Heidi Ouderkirk is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds the Series 66 designation and has worked at KeyBank since 2015. Outside of her advisory role, she serves as Treasurer for the DeRuyter Free Library. 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 decisions supported by non-binding recommendations and provides oversight through a Product Due Diligence Committee and ongoing account monitoring.

Sue Bigley is a financial advisor with J. W. Cole Advisors, Inc. She holds a Series 66 designation and has 27 years of industry experience. Her prior work includes roles at Cco Investment Services Corp and Cornerstone Asset Management Services, Inc. Outside of advisory work, she is involved in fixed insurance products under the DBA Kruger Consulting. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions, including digital advice and variable-annuity sub-account management.

Nathan Dillon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Fort Washington, U.S. Bank, and U.S. Bancorp Investments. Outside of advising, he has self-published a book on Kentucky Wildcats history and serves as an industry mentor for college students participating in the CFA Society Research Challenge. 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 choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations that provide a broad range of financial services.

Katherine Cizmadia is a financial advisor at Key Investment Services LLC with a Series 66 designation and experience spanning several roles within the financial services industry since 2016. Her prior work includes positions at KeyBank National Association, North Star Advisory Group, and Cleveland State University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolio offerings, emphasizing client-directed model selection combined with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated entities to provide a range of investment and brokerage solutions.

Jacob Kucia is a financial advisor at FIFTH THIRD SECURITIES, Inc. in Cleveland, OH, holding a Series 66 designation with six years of industry experience. His previous work includes roles at Bank of America, Merrill, and Northwestern Mutual. He attended Case Western Reserve University and has experience both in higher education and financial services. FIFTH THIRD SECURITIES, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, including mutual fund/ETF models, SMA strategies, tax-overlay services, and direct indexing.

Timothy Shaw is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2005. Outside of his advisory role, Shaw serves as treasurer for a homeowners association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporations through various advisory programs, including wrap-fee accounts and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

William Bohney is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including seven years with Raymond James Financial Services and roles at Valic Financial Advisors and Farmers & Merchants State Bank. Outside of his advisory work, he serves as a trustee of the Perrysburg Rotary Community Foundation and is the immediate past president and a current board member of Perrysburg Rotary. Citizens Securities serves individual and high-net-worth investors with 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, with a range of investment solutions for retirement and other personal financial needs.

Steven Wolken Jr. is a financial advisor at Clearstead Advisory Solutions with 18 years of industry experience. He holds a Series 65 designation and has been with Hartland & Co. since 2011. Based in Cleveland, OH, Wolken's background includes extensive work within the financial advisory sector. Clearstead serves both affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, using a disciplined investment approach that incorporates portfolio analytics, manager research, and strategic asset allocation.

Gregory Meador is a financial advisor with Valic Financial Advisors in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Valic Financial Advisors since 2008 and is also associated with Agia, where he serves as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Roger Miller is a financial advisor at Lincoln Investment with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment since 2017. In addition to his advisory work, he operates as a transit bus driver for Summit County Transit Service. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, employing both strategic and dynamic investment approaches.

David Meler is a financial advisor at Stratos Wealth Partners, Ltd with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including LPL Financial, Purshe Kaplan Sterling Investments, and Mass Mutual Life Insurance Company. Outside of his advisory roles, he has been involved with St. Basil the Great Church. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with over 360 advisors serving more than 24,000 clients. The firm offers a range of advisory services including advisor-managed and model portfolios, third-party manager programs, and various financial planning engagements, utilizing an open-architecture approach that integrates multiple external platforms and investment solutions.

Denis Kazalac is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 22 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2019, he worked at Citizens Securities, Inc. for eight years. Outside of his advisory role, he manages rental properties in Brooklyn, Ohio. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

Erin Vick is a financial advisor with Eagle Strategies (New York Life) based in Independence, OH, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Eagle Strategies since 2018 and also operates Vines Financial Group LLC d/b/a V Financial Partners. Outside of her advisory role, she is active as an insurance broker specializing in non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

John Mc Inerney Jr. is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2016. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs, including wrap-fee advisory, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing oversight, and it operates as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Mickele Vianello is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services LLC, Vianello worked at KeyBank NA and held roles at Qualstar Credit Union and in music management. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence of third-party advisory products, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Joseph Beswick is a financial advisor with Fifth Third Securities, Inc. in Berea, Ohio. He holds a Series 66 designation and has 26 years of industry experience, including 22 years with Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Jenna Gordon is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions with The Huntington Investment Company, The Huntington National Bank, Infinex Investments, First Commonwealth Bank, and KeyBank. Outside of finance, she operates Gordon's Goodies LLC, a vending machine business serving a juvenile jail in Medina County, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs and investment products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, offering ongoing monitoring, rebalancing, and supervisory oversight.

Jena Viock is a financial advisor at Key Investment Services LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Key Investment Services since 2015 and at KeyBank since 1998. 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 investment selection supported by non-binding recommendations and ongoing monitoring, and operates as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.