Alex Kucharski is a Series 66-licensed financial advisor with one year of industry experience. He is currently affiliated with Key Investment Services LLC and previously worked at Vail Resorts, Thrivent, Anytime Fitness, John Carroll University, and Applegreen. 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 and provides oversight and due diligence of third-party advisory products.

Michael Stobbe is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2015. The firm serves a diverse client base that includes individuals, trusts, estates, small businesses, and corporate clients, offering a variety of advisory programs and investment products. Key Investment Services emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Brian Evans is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2015. The firm serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. Key Investment Services operates within the KeyCorp group and emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence.

Kevin Baumberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2014. Baumberger serves as a board member of Cornerstone of Hope, a bereavement organization, contributing to strategic planning and organizational growth. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm offers various advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Robert Wilber is a financial advisor with SPC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2010. Outside of his advisory role, he is an owner of the Financial Mentoring Foundation and serves as a Notary Public in Lorain County, Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Gabriel La Bianca is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at PNC Investment and The Prudential Insurance Company of America. He has also been involved in managing a bar business outside of his advisory career. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, separately managed accounts, and brokerage products. The firm emphasizes client-directed investment decisions and ongoing oversight while leveraging its affiliation with KeyCorp and related entities.

John Palguta is a CFP® with 24 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies through in-house and third-party resources.

Cynthia Prioletti is a financial advisor at Key Investment Services LLC with 22 years of industry experience. She holds the Series 66 designation and has been with Key Investment Services and KeyBank since 2016. Outside of her advisory work, she has been a cosmetic products representative with Avon since 1997. 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 supported by due diligence and ongoing oversight, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Robert Moore is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver investment solutions.

Taylor King is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Connecticut Wealth Management, LLC and Gottfried & Somberg Wealth Management, LLC. King is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed and unified managed accounts, as well as brokerage and insurance products. The firm emphasizes client-directed model selection and provides ongoing review and oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Christine Pauletta is a Series 65-licensed financial advisor with MAI Capital Management, LLC in Cleveland, Ohio, where she has worked since 2014. She has nine years of industry experience. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.

Nicole Zidlicky is a financial advisor at MAI Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Cetera Advisors and Velocity Advisors. MAI Capital Management, LLC provides investment management, retirement plan consulting, and family-office services to 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 client relationships.

Sandra Film is a financial advisor at The Huntington Investment Company with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at PNC Investments for 15 years before joining Huntington in 2024. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model incorporating third-party sub-managers and proprietary Private Bank models, offering various wrap-fee programs on the Envestnet MAS platform.

John Muterspaw is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked at KeyBank, T-Mobile, Fidelity Brokerage Services, Valvoline Instant Oil Change, and Cedar Fair. 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 model selection supported by financial professional recommendations and ongoing monitoring, combining internal oversight with access to third-party discretionary managers.

Paul Kasten is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2013. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in investment strategy selection and conducts ongoing due diligence and supervisory oversight across its offerings.

Derrick Cope is a financial advisor with Fifth Third Securities, Inc. in Brunswick, Ohio, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. Fifth Third Securities 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 tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated corporate structure.

Allen Dengler is a financial advisor at Clearstead and Clearstead Advisory Solutions in Cleveland, OH, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HPM Partners LLC, PNC Bank, and AXA Advisors, LLC. Dengler joined Clearstead and its predecessor Hartland & Co., LLC in 2022. Clearstead serves affluent private clients and institutional investors, 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, applying institutional disciplines and specialized investment strategies such as Direct Indexing and access to private pooled funds.

Syed Razvi is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio, holding Series 63 and Series 66 registrations and possessing 16 years of industry experience. His career includes multiple roles within Key and its affiliated entities since 2015. 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 model selection and provides access to third-party discretionary managers while offering ongoing monitoring and supervisory oversight.

Andrew Burger is a CFA® charterholder with six years of industry experience. He is currently with Cerity Partners LLC and previously worked at Clearstead and PNC. He serves as the Manager and President of a special purpose vehicle investing in the Ohio High Growth Investment Opportunities Fund LP. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors, with approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing customized and diversified portfolio strategies.

John Vitou is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at MetLife and MetLife Investors Distribution Company. In addition to his advisory role, he is involved in insurance sales through Vitou Financial Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.