Ryan Cameron is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior work includes roles at KeyBank and Key Investment Services, where he has been employed since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and other financial products. The firm emphasizes client-directed investment decisions supported by recommendations and ongoing monitoring and operates within the KeyCorp group with connections to 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 financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Vail Resorts and Thrivent. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Michael Stobbe is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2015. Key Investment Services LLC serves individual, trust, estate, small business, 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 model selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group and collaborating closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Brian Evans is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding a Series 66 designation and 20 years of industry experience. He has been with Key Investment Services since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment model selection, with financial professionals providing recommendations and ongoing monitoring while conducting due diligence on third-party advisory products.

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.

Marla Petti is a CFP® and PFS™ credentialed advisor with 10 years of industry experience, currently with MAI Capital Management, LLC since 2021. She previously worked at Commonwealth Financial Network and HW Financial Advisors from 2016 to 2020. Petti serves on the Finance Advisory Committee for the City of Beachwood. MAI Capital Management 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 customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Gabriel La Bianca is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investment and The Prudential Insurance Company of America. Outside of finance, he has experience in the food service and hospitality industries, including roles at Jimmy John’s and Brathaus Bar. 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 strategy selection supported by ongoing monitoring and due diligence, operating as part of the KeyCorp group with connections to affiliated banking and capital markets 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 with Key Investment Services LLC, holding a Series 66 designation and 22 years of industry experience. She has been with Key Investment Services and KeyBank since 2016. Outside of her advisory work, she is a cosmetic products representative for Avon. 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 and provides access to third-party discretionary managers while offering ongoing monitoring, reporting, and supervisory oversight.

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 Series 63 and Series 65 licenses and has worked at firms including Gottfried & Somberg Wealth Management, Connecticut Wealth Management, and KeyBank NA. 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-directed model selection and provides ongoing monitoring and due diligence of third-party advisory 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.

Sandra Film is a financial advisor at The Huntington Investment Company with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at PNC Investments for 15 years before joining Huntington in 2024. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary private bank models.

John Muterspaw is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and having one year of industry experience. His prior work experience includes roles at KeyBank, T-Mobile, Fidelity Brokerage Services, Valvoline Instant Oil Change, and Cedar Fair. 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 access to third-party discretionary managers, with ongoing monitoring and supervisory oversight.

Paul Kasten is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Key Investment Services LLC since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment model selection supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group, collaborating closely with KeyBank and KeyBanc Capital Markets.

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 in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and 16 years of industry experience. His work history includes roles at Key Bank NA and Key Investment Services LLC since 2015. 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 and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

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.