Kyle Forman is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at KeyBank and Citizens Bank, where he worked from 2016 to 2024. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed account options. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and due diligence for third-party advisory products while operating within the KeyCorp group and maintaining relationships with affiliated entities.

Thomas Jarecki is a financial advisor with Key Investment Services LLC who holds Series 63 and Series 65 registrations and has 25 years of industry experience. His prior work includes positions at JPMorgan Chase Bank NA and JPMorgan Securities LLC. He has been with Key Investment Services LLC and Key Bank NA since 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight.

David Donnelly Sr. is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial and PNC Investments. David is based in Brooklyn, Ohio. 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 strategies supported by ongoing monitoring and oversight, and it operates within the KeyCorp group with close affiliations to KeyBank and KeyBanc Capital Markets.

Bradley Turner is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining MAI Capital Management in 2022, he worked at Hartland & Co. for ten years. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and integrates financial planning, tax, and bill-pay services into client relationships.

Ronald Zeppernick is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Key Investment Services since 2010. 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-directed model selection combined with third-party manager access and ongoing portfolio monitoring.

Richard Maloyan is a financial advisor at Stratos Wealth Partners, Ltd with 24 years of industry experience. He holds the Series 66 designation and has been with Stratos Wealth Partners and affiliated LPL Financial since 2010. In addition to his advisory work, he is involved in providing various insurance products including fixed annuities and life insurance. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model-based portfolios, third-party manager programs, and a range of financial planning and retirement consulting services, operating an open-architecture platform with access to multiple external providers.

Timothy Mahoney is a financial advisor at PNC Wealth Management with 35 years of industry experience. His prior roles include positions at Equity Trust Company and PNC Capital Advisors, among others. He holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Ryan Dobroka is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Hightower Advisors in 2023, he worked at Strategic Wealth Partners, LTD, Private Client Services, LPL Financial, and Elios Financial Group Inc. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Sean Kriak is a CFP®-credentialed financial advisor at MAI Capital Management, LLC with 25 years of industry experience. He worked at McDonald Partners LLC for 11 years before joining MAI Capital Management in 2022. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Cathy’s House, The Society Foundation, and the Jack Mulhull Center. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes 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 many client relationships.

Theodore Mihuta is a financial advisor at Lincoln Investment in Independence, OH, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Mihuta is also an agent for JL Thomas Company, involved in the sales and service of fixed life insurance products. 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, retirement plan advice, and a range of advisory programs combining in-house and third-party investment strategies overseen by its Investment Management & Research team.

Emmanuel Dela Cerna Jr. is a CFP® with four years of experience in the financial industry. He is currently with MAI Capital Management, LLC and has prior experience at Commonwealth Financial Network, Davenport Wealth Management, and Northwestern Mutual. Outside of finance, he has past work experience that includes time at The University of Akron and Master Pizza. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and customizes portfolio management across various strategies using both in-house and third-party resources.

Michael Dentino is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at KeyBank, J.P. Morgan Securities LLC, and JPMorgan Chase Bank. 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 combined with ongoing monitoring and due diligence, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Tom Thacker II is a financial advisor at Oppenheimer with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Maximilian Turner is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including marine detailing and recreation department positions. Outside of his advisory work, Turner serves as an assistant wrestling coach at a local high school. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Jason Parrett is a financial advisor with Eagle Strategies (NY Life) in Cleveland, OH, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at Eagle Strategies and NYLIFE Securities LLC, as well as New York Life Insurance Co. Outside of advising, he is a partner in an online marketing marketplace and serves as a board member for Redwood Christian Ministries, where he coordinates events and assists with organizational compliance. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm emphasizes tailored solutions across multiple program types and manages a large majority of assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and benefit plans as well as charitable and corporate entities.

Mark Schneider is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Fifth Third Securities, Fifth Third Bank, and The Huntington National Bank. Schneider is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory and brokerage products, emphasizing client-directed model selection and ongoing monitoring. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets, enabling a diversified range of financial services.

Robert Cohen is a financial advisor at Key Investment Services LLC with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at KeyBank and Wedbush Securities Inc. prior to his current role. 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-driven model selection and provides access to third-party discretionary managers, with oversight and due diligence conducted by its Product Due Diligence Committee.

John Ciancibello is a financial advisor at MAI Capital Management, LLC with 24 years of industry experience. He has been with MAI Capital Management since 2014. 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 offers a range of portfolio management strategies implemented through in-house managers and third-party sub-advisers and integrates financial planning and tax services into many client relationships.

Darin Kershner is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with Fifth Third Securities and Fifth Third Bank since 2004. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Amanda Hays is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds the Series 66 designation and has worked at KeyBank NA since 2009. 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 ongoing monitoring and due diligence and operates within the KeyCorp group, coordinating with affiliated entities for a comprehensive service offering.