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.

Richard Dyson is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, Ameriprise Financial Services, PNC Investments, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Justine Harvey is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 14 years of industry experience. Her prior firms include UBS Financial Services, Morgan Stanley Smith Barney LLC, and LPL Financial. Outside of her advisory work, she serves as a board member of the Norton Baseball Association, a nonprofit organization in Norton, Ohio. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm with approximately $18.6 billion in assets under management, serving over 24,000 clients through about 366 advisors. The firm offers a range of investment and financial planning services using an open-architecture approach that integrates external platforms and provides both advisor-managed and model-based strategies.

Angela Cosgray is a CFP® professional with 23 years of experience in the financial services industry. She is currently a financial advisor and vice president at Sequoia Financial Group, L.L.C., where she has worked since 2021. Her prior experience includes roles at Wealthstone and JPMorgan Chase in various capacities. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.

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.

Nathan Schultz is a Series 66-licensed financial advisor with The Huntington Investment Company, bringing 21 years of industry experience. His prior roles include positions at Sterne Agee Financial Services and Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party and proprietary portfolio management strategies within an open-architecture model.

Matthew Kulla is a financial advisor with Principal Financial Services in Stow, OH, holding a Series 63 designation and six years of industry experience. His prior work includes roles at Northwestern Mutual and Principal Life Insurance Company. Outside of advising, he owns Kulla Industries LLC, a business involved in buying and reselling clothing online. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers various advisory programs with direct financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

Richard Ganim Jr. is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017 and previously at MetLife Securities from 2010 to 2017. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, financial planning, and retirement plan consulting through an open-architecture platform that integrates multiple external providers and resources.

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.

Halle Chelko is a financial advisor at Sequoia Financial Group, L.L.C. with three years of industry experience. Prior to joining Sequoia Financial Group in 2025, she worked at Wellspring Financial Advisors, LLC for seven years and at MAI Capital Management for three years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a mix of model and custom portfolio solutions overseen by an Investment Policy Committee and utilizes a range of investment vehicles, supported by regular research, due diligence, and portfolio monitoring.

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.