Ryan Cameron is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at KeyBank and MSI Financial Services, Inc. over his career. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionarily implemented strategist portfolios and integrates services from KeyCorp affiliates, providing a range of investment and advisory capabilities.

Jeffrey Hurst is a CFP® certificant with 43 years of industry experience, currently serving at Principal Financial Services. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. In addition to his advisory role, he holds a bank officer position at Principal Bank & Trust Company, supporting retirement plan account relationships across the firm's insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Alex Kucharski is a Series 66 licensed financial advisor with one year of industry experience, currently with Key Investment Services LLC. Prior to joining the firm, he held positions at Vail Resorts, Thrivent, Anytime Fitness, John Carroll University, and Applegreen. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs supported by third-party managers and affiliated KeyCorp entities, employing a multi-provider model with a focus on non-discretionary portfolio management.

Michael Stobbe is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and UBS Financial Services. He has been with Key Investment Services since 2015. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider platform integrating discretionary and non-discretionary portfolio management with services from KeyCorp affiliates and focuses on wrap-fee programs supported by a product due diligence process.

Brian Evans is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Key Investment Services LLC since 2015, following prior roles at J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley DW Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and leverages a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates.

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 positions at KeyBank, PNC Investment, and The Prudential Insurance Company of America. Outside of finance, he has experience working in the food service and landscaping sectors. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model with discretionary and non-discretionary strategies, integrating services from KeyCorp affiliates and third-party managers.

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 with Key Investment Services LLC, holding a Series 66 credential and 22 years of industry experience. She has worked with Key Investment Services and KeyBank since 2016 and previously spent two years at KeyBanc Capital Markets Inc. Outside of her advisory role, she has been a cosmetics products representative for Avon since 1997. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm employs a multi-provider model combining discretionary and non-discretionary strategies, with integration across KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Robert Moore is a financial advisor with Truist Advisory Services in Cleveland, OH, holding a Series 66 designation and 29 years of industry experience. His career includes roles at Suntrust Advisory Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, and KeyBanc Capital Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Taylor King is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Gottfried & Somberg Wealth Management, Connecticut Wealth Management, and KeyBank NA. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model and integrates services from KeyCorp affiliates, offering both non-discretionary model selection and ancillary insurance products.

Christine Pauletta is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. She holds the Series 65 designation and has been with MAI Capital Management since 2014. MAI Capital Management provides discretionary and non-discretionary 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 manages a broad range of strategies and integrates financial planning and tax services into many 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.

John Muterspaw is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, T-Mobile, Fidelity Brokerage Services, Valvoline Instant Oil Change, and Cedar Fair. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model combining discretionary and non-discretionary management, with integration across KeyCorp affiliates offering additional financial services.

Paul Kasten is a financial advisor at Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with Key Investment Services since 2013. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model combining various strategists and platform services, and offers custodial, trade execution, and ancillary insurance products.

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, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. His work history includes roles at Key Bank NA and Key, spanning from 2015 to the present. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm utilizes a multi-provider model and integrates services from KeyCorp affiliates, offering a range of wrap-fee programs with custodial and trade execution services.

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.