Blake Herideen is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at KeyBank and Robert W. Baird. His background includes roles at John Carroll University and Advance Partners. 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 investment selection and provides monitoring and oversight while leveraging its corporate affiliations within the KeyCorp group.

Douglas Thomas is a financial advisor with PNC Wealth Management in Lakewood, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining PNC in 2026, he worked at Equitable Advisors and Axa Advisors, and he has also been involved with Lakewood City Schools and Puritan Financial Group. He serves as a board member for both Bedford City Schools and the Lakewood Chamber of Commerce. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for PNC Bank employees. The firm uses algorithm-based risk assessments and delegates portfolio implementation and proxy voting to third parties.

Tia D'aveta is a financial advisor with Hightower Advisors, holding a Series 65 credential and nine years of industry experience. She previously worked at Fairport Wealth for three years before joining Hightower in 2017. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions through affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to a variety of investment vehicles, supported by proprietary research and a focus on operational features such as rebalancing and tax-managed strategies.

Paul Coleman is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at KeyBank and Key Investment Services since 2001, with a consistent focus within the KeyCorp group. Key Investment Services LLC serves individuals, including high-net-worth clients, 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 leveraging affiliations within KeyCorp for integrated service offerings.

Todd Simon is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Wealth Management since 2009. Outside of his advisory role, he coaches youth basketball for the Olmsted Falls Basketball Association. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to approved strategists and third parties.

James Plantholt is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Merrill, Raymond James Financial Services, and Bank of America, along with service in the Army National Guard from 2015 to 2024. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client-directed model selection, ongoing monitoring, and provides access to third-party discretionary managers while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Kevin Doyle is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has previously worked at Fifth Third Securities and New York Life in various capacities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm operates a digital advisory platform and manages both discretionary and non-discretionary accounts.

Emily Shacklett is a financial advisor with Hightower Advisors, holding the PFS™ designation and Series 66 license, with 18 years of industry experience. She has worked at Hightower Advisors since 2019 and previously spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.

Ryan Cameron is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked with KeyBank and Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-selected investment models with ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

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. He is currently affiliated with Key Investment Services LLC and previously worked at Vail Resorts, Thrivent, Anytime Fitness, John Carroll University, and Applegreen. 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 strategy selection and provides oversight and due diligence of third-party advisory products.

Michael Stobbe is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2015. The firm serves a diverse client base that includes individuals, trusts, estates, small businesses, and corporate clients, offering a variety of advisory programs and investment products. Key Investment Services emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Brian Evans is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2015. The firm serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. Key Investment Services operates within the KeyCorp group and emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence.

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.

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 roles at PNC Investment and The Prudential Insurance Company of America. He has also been involved in managing a bar business outside of his advisory career. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, separately managed accounts, and brokerage products. The firm emphasizes client-directed investment decisions and ongoing oversight while leveraging its affiliation with KeyCorp and related entities.

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 at Key Investment Services LLC with 22 years of industry experience. She holds the Series 66 designation and has been with Key Investment Services and KeyBank since 2016. Outside of her advisory work, she has been a cosmetic products representative with Avon since 1997. 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 strategies supported by due diligence and ongoing oversight, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Robert Moore is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver investment solutions.

Taylor King is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Connecticut Wealth Management, LLC and Gottfried & Somberg Wealth Management, LLC. King is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed and unified managed accounts, as well as brokerage and insurance products. The firm emphasizes client-directed model selection and provides ongoing review and oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Christine Pauletta is a Series 65-licensed financial advisor with MAI Capital Management, LLC in Cleveland, Ohio, where she has worked since 2014. She has nine years of industry experience. MAI Capital Management, LLC provides investment management, 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 a broad range of strategies and integrates financial planning and tax services into client relationships.