Stephen D'alessandro is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at PNC Investments LLC for seven years before joining Key Investment Services, where he has been since 2018. Outside of his advisory role, he serves as a Member At Large for the Avalon Estates Homeowners Association in North Ridgeville, Ohio. 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 and ongoing oversight, operating within the KeyCorp group and collaborating closely with affiliated banking and capital markets entities.

Timothy Conway is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to his current role, he worked at KeyBank, Sterling National Bank, LPL Financial, and Ameriprise Financial Advisors. Outside of his advisory work, he serves as a youth soccer coach for World Class Soccer. 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 and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight across its programs.

Dana Hastings is a financial advisor at HighTower Advisors with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at HighTower Advisors since 2019, following previous roles at Fairport and Prosperity Capital Advisors. HighTower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with a focus on manager selection and multi-manager solutions. The firm utilizes both affiliated and third-party managers and employs proprietary research and a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.

Chad Kuhns is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked extensively with Key Investment Services and previously at KeyBank. Outside of his advisory role, Kuhns serves as the Recreation Director for the City of Vermilion and is an assistant football coach for Vermilion Local Schools. 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 choices supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Tom Burchell is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Citizens Securities, Inc., where he has worked since 2020, and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s investment approach includes a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Katherine Trivisonno is a financial advisor with Truist Advisory Services in Cleveland, OH, holding Series 65 and Series 63 licenses and having 11 years of industry experience. Her prior roles include positions at Suntrust Advisory Services, Suntrust Investment Services, U.S. Bancorp Investments, US BANK, and Citizens Securities. She also serves as a notary public. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Robert Yurgalewicz is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with eight years of industry experience. His work history includes roles at PNC Investments since 2019, as well as positions at JP Morgan Securities LLC, JP Morgan Chase Bank, Edward Jones, and Equity Trust Company. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithmic risk assessment and implements investment strategies via mutual funds and ETFs with annual rebalancing.

Geoffrey James is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Key Investment Services and KeyBank since 2017, with prior roles at Wells Fargo Clearing, Wachovia Bank, and Wells Fargo Advisors. Outside of finance, he is the CEO and owner of The Up All Nighters LLC, a music company producing for the band The Up All Nighters and other artists. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm operates within the KeyCorp group and emphasizes client-directed model selection combined with ongoing monitoring and third-party manager oversight.

Marco Frabotta is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Winbridge Partners, LLC and Zappitelli Financial Services. Outside of advising, he was involved with Ideas to Go, Inc. for five years. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering financial planning, wealth management, and a range of portfolio strategies centered on diversified ETFs and tax-aware implementations.

Janene Culmo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and over 38 years of industry experience. She has been with Key Investment Services since 2016. Outside of her advisory role, she provides financial and other assistance to a family member. 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 ongoing monitoring and access to third-party discretionary managers, and it operates within the KeyCorp group with affiliations that influence its service offerings.

Richard Evans is a financial advisor at Key Investment Services LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at KeyBank, Quicken Loans, Valic Financial Advisors, and WBC Group. Outside of his advisory work, Evans bartends part-time at two restaurants in 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 decisions supported by ongoing monitoring and due diligence, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Gianpaolo Sferrella is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His background includes roles at Republic Finance, the Ohio Department of Taxation, and the YMCA of Central Ohio. 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, emphasizing client-directed investment decisions supported by ongoing recommendations and supervisory oversight.

Sheena Dee Pauley is a CFP® professional with 11 years of experience in financial advising. She currently works at MAI Capital Management, LLC and previously spent seven years at PNC Bank. MAI Capital Management, LLC provides investment management, 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 wide range of portfolio strategies and integrates financial planning and tax services into many client relationships.

Michael Fairchild is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Fairchild also has experience outside finance, including a role at Drainscapes. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing oversight and operates within the KeyCorp group, collaborating closely with affiliated financial entities.

Michael Stuneck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 licenses and bringing 29 years of industry experience. He has been with PNC since 2014. Outside of his advisory role, he is active as a freelance musician. PNC Wealth Management offers retail brokerage and advisory services through several model‑based programs, including an invitation‑only online discretionary model account pilot that combines algorithmic risk assessment with portfolio strategies managed by PNC or third-party strategists.

Nilufar Barak is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC prior to joining Key Investment Services and KeyBank. 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 non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Theresa Flynn is a financial advisor at PNC Wealth Management with 27 years of industry experience. She holds a Series 63 designation and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees, which uses algorithmic assessments to recommend investment strategies implemented via mutual funds and ETFs.

Carl Cline is a Series 66-licensed advisor with PNC Wealth Management in Cleveland, OH, where he has worked since 2017. He has 25 years of industry experience and is also associated with Joseph D. Carney & Associates, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available by invitation to employees. The firm utilizes algorithm-driven risk assessments and implements investment strategies primarily through mutual funds and ETFs with annual rebalancing.

Jonathan Abbuhl is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bendix Commercial Vehicle Systems and involvement with organizations such as Providence Church and Bowling Green State University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and discretionary investment management. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

David Bosak is a CFP® professional at Hightower Advisors with seven years of industry experience. He previously worked at Fairport for five years before joining Hightower Advisors in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.