Joel Larson is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. He has previously worked at KeyBank and Equitable Advisors, and is the sole owner of JRL Homes LLC, a company managing rental properties. 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 profile questionnaires and model strategy selection, while providing non-binding recommendations and ongoing monitoring.

Robert Miller is a financial advisor at Key Investment Services LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously 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 advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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 credentials and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee and separately managed accounts. The firm emphasizes client-directed investment profiles and model selection while providing ongoing monitoring, third-party product due diligence, and access to discretionary managers.

Mary Lynn Thornton is a Series 66 licensed financial advisor with 29 years of industry experience. She has been with PNC Wealth Management since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and approved third-party strategists to manage portfolios primarily with mutual funds and ETFs.

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, holding Series 63 and Series 66 licenses and having 33 years of industry experience. His prior work includes over a decade at C.L. King & Associates and multiple roles within KeyBank and Key Investment Services. 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, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and oversees third-party advisory products through a due diligence committee.

Sean Hesch is a financial advisor with NewEdge Advisors in Cleveland, OH, holding Series 63 and Series 65 licenses and having 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 advisers. The firm offers a broad range of services including portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence processes.

Michael Buroker is a CFP® with 26 years of industry experience, currently advising at Key Investment Services LLC. His prior roles include positions at Charles Schwab, Schwab Private Client Investment Advisory, and TIAA. He has been with Key Investment Services and Key Bank NA since 2022. 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 monitoring while providing access to third-party discretionary managers and supervisory oversight.

Alexander Berk is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and having three years of industry experience. Prior to joining Key Investment Services, he worked at KeyBank and CoverMyMeds. Outside of his advisory role, he is involved in selling art and print-on-demand merchandise through Red Bubble Inc. and provides business consulting for a wellness and fitness LLC focused on ballet and virtual arts activities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee offerings, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Erica Acheson Dunay is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Her career includes multiple roles at KeyBank and Fifth Third Securities. Outside of her advisory work, Dunay serves on the boards of the Lake Erie College National Alumni Board, Downtown Painesville Organization, and Maple Leaf Community Residences, and she is involved in bookkeeping for two small businesses. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs and separately managed accounts. The firm emphasizes client-directed investment profiles and model selection while providing non-binding recommendations and ongoing oversight.

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.

Michael Cusick is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at firms including Kevin Yeargers, Brandon Fisher, Northwestern Mutual Investment Services LLC, and Prudential. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with advisory offerings that include a digital advisory program and a separate Managed Account program.

Matthew Carino is a Series 66-licensed advisor at Key Investment Services LLC with 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 supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

William Ostrowski is a Series 66-licensed financial advisor at Key Investment Services LLC with three years of industry experience. His background includes roles at Key Investment Services and involvement with Egriu for Congress and John Carroll University. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and product offerings. The firm emphasizes client direction in investment model selection while providing non-binding recommendations and ongoing monitoring, supported by a due diligence committee and affiliations within the KeyCorp group.

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.

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.

Luis Mancipe is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked at KeyBank and Wells Fargo in various roles since 2014. 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 supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Anthony Podojil is a financial advisor at OSAIC Advisory Services, LLC with 16 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Arbor Point Advisors and Cedar Brook Financial Partners. Outside of his advisory role, he serves as executive director of the Alliance for High Quality Education and holds board positions related to public education and state retirement systems in Ohio. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and other related services through multiple program models utilizing a range of proprietary and third-party platforms.

Joseph Reynolds is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Citigroup, New York Life Insurance Company, NYLife Securities LLC, and PNC Investments. He has been with Key Investment Services since 2021. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, while operating within the KeyCorp group and maintaining affiliated relationships with KeyBank and KeyBanc Capital Markets.

Douglas Butler is a CFA® charterholder with 22 years of experience in the financial industry. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, he serves on the Investment Committee of the YMCA of Greater Cleveland, participating in the evaluation of investment managers for the organization's endowment fund. 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, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services within many client relationships.