Matthew Hennessy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at KeyBank and Citizens Securities, INC, among others, all within the KeyCorp group of companies. 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 monitoring, supported by a Product Due Diligence Committee and supervisory oversight, operating within the broader KeyCorp affiliated network.

Estella Taylor Greene is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She previously worked at TIAA-CREF and Tiaa for nine years before joining KeyBank NA and Key Investment Services in 2025. 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 strategy selection supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group alongside affiliated entities.

Julie Halladay is a financial advisor at Citizens Securities, Inc. in Cleveland, OH, holding a Series 66 designation. She began her career in the financial industry in 2026. Prior to joining Citizens Securities, she worked in various roles outside the financial sector, including positions at Mt Brighton, Citizens Bank, Home Depot, Long John Silvers, Target, and Pollo Tropical. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Amy Valentine is a CFP® and CFA® certificant with nine years of experience in the financial services industry. She has worked at Key Investment Services LLC since 2023, with prior roles at Planned Financial Services, LPL Financial LLC, and Ameriprise Financial Services, Inc. She is based in Brooklyn, Ohio. 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 professional recommendations, ongoing monitoring, and due diligence of third-party advisory products.

Kevin Friday is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and also serves as president and owner of Centre for Financial and Retirement Planning, a financial planning and asset management firm he founded. He has worked in financial planning since 1993. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, portfolio management, and consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple custodians.

Veronica Mangione is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Key Investment Services and KeyBank since 2019, with prior experience at Park Ave Securities and Guardian. Outside of her advisory role, she serves as a school bus driver for Ichabod Crane Central Schools. 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 choices supported by non-binding recommendations and ongoing monitoring, with oversight provided by a Product Due Diligence Committee and connections within the KeyCorp group.

Anna Frehmeyer is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes roles at KeyBank and Citizens Securities, Inc. 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 selection alongside ongoing monitoring and uses a due diligence committee to review third-party advisory products.

William Lloyd is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. His prior experience includes roles at Ameriprise, BMO Harris Financial Advisors, BMO Harris Bank, and Citizens Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture investment approach, combining third-party sub-managers and proprietary Private Bank models to offer a range of managed account strategies.

Lynne Jones is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her career includes roles at Valic Financial Advisors for 22 years, followed by positions at Agia, Capital Analysts, and currently Lincoln Investment. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, managing assets through both discretionary and non-discretionary programs that utilize strategic and dynamic investment approaches.

Michael Selzer is a CFP® professional at MAI Capital Management, LLC with seven years of industry experience. Before joining MAI in 2019, he worked at Paragon Advisors and Sterling Jewelers. 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, institutional clients, and professional athletes. The firm offers customized portfolio management across multiple strategies and integrates financial planning and other services for clients.

Kyle Forman is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at KeyBank and Citizens Bank earlier in his career. 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 direction in model selection and provides oversight and due diligence on third-party advisory products while operating within the KeyCorp group.

Thomas Jarecki is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Jarecki is based in Brooklyn, Ohio. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by a structured due diligence and supervisory framework and operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

David Donnelly Sr. is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at LPL Financial and PNC Investments. 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 investment decisions with non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight across its programs.

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.

Daniel Tesfaye is a CFP® professional with seven years of industry experience, currently with Sequoia Financial Group, L.L.C. in Akron, OH. His prior experience includes roles at Bank of America, Merrill, and Northwestern Mutual. He also writes educational personal finance articles for SeekingAlpha.com. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and extensive research resources.

Sergio Diaz is a Series 66 licensed financial advisor at Schwab Wealth Advisory with 24 years of industry experience. He has been with Charles Schwab since 2008 and joined Schwab Wealth Advisory in 2025. Outside of his advisory role, Diaz is a sole proprietor involved in the resale of sporting event tickets. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standardized asset allocation models and Schwab research tools to offer investment recommendations while leaving final trading decisions to clients.

Ronald Zeppernick is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials 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 various advisory programs, including wrap-fee offerings, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence on third-party advisory products, and supervisory oversight.

Richard Maloyan is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 24 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2010 and previously was with Merrill from 2003 to 2010. Outside of his advisory role, he is involved in managing fixed annuities and various insurance products. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting, supported by a large network of investment adviser representatives using both proprietary and third-party strategies.

Gavin Reaser is an advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Portage Community Bank and Infinex Investments, Inc. since 2021. Prior to that, he was employed by Tarkett and UH Portage Medical Center. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

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.