Scott Hughes is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 66 and Series 63 licenses and eight years of industry experience. His work history includes roles at JP Morgan Chase Bank, Citizens Securities, and Citizens Bank. Key Investment Services LLC offers 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 investment choices supported by ongoing monitoring and due diligence, with affiliations to KeyCorp and related entities.

Michael Marrapese is a CFA® charterholder and holds the Series 63 designation, with 16 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023, following a seven-year tenure at MarketCipher Partners LLC. MAI Capital Management, LLC 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 through in-house portfolio managers and third-party sub-advisers, and offers integrated financial planning, tax, and trust services.

Jalan January is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he held positions at Huntington National Bank, Huntington Private Bank, and other firms. January has also been involved with the Jewish Community Center from 2020 to 2023. 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 and due diligence across its offerings, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Ronald Moss is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He has worked at several firms, including Huntington Private Bank, Buttonwood Corp Finance, LPL Financial LLC, Global Retirement Partners, and Charles Schwab & Co., Inc. Prior to entering the financial services industry, he was employed at Uber Technologies Inc and Northern Kentucky University. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes model and custom portfolios overseen by an Investment Policy Committee and incorporates a range of investment vehicles alongside detailed research and due diligence processes.

Joseph Coyne is a CFP® professional with four years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Akron, OH. His prior experience includes roles at Hightower and NRP Group LLC. Outside of his advisory work, he is involved in real estate investment activities on a limited basis. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies supported by fundamental, technical, and cyclical research, with additional offerings such as trustee support and retirement-plan participant education.

Franco Miranda Alves is a financial advisor at Citizens Securities, Inc. based in Rocky River, OH, holding a Series 66 credential with three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other roles in the financial sector. Citizens Securities serves individual and high-net-worth investors by providing investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory platform using proprietary algorithms for ETF-based portfolios, alongside commission-based brokerage and managed account programs.

Michael Buchanan is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for J.P. Morgan Securities LLC for 11 years. 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 choices supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Marie Kowalski is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds the Series 66 designation and has been with Key Investment Services since 2011. The firm serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. Key Investment Services emphasizes client-directed model selection and ongoing product due diligence, operating within the KeyCorp group with affiliated banking and capital markets entities.

Laurie Longstreth is a financial advisor with Independent Financial Partners, holding a Series 63 designation and 25 years of industry experience. She has worked at IFP Securities, LLC since 2019, Independent Financial Partners since 2012, and LPL Financial Corporation from 2010 to 2019. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Sofia Carter is a Series 66-licensed financial advisor with 12 years of industry experience. She currently works at Key Investment Services LLC and has held prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Huntington National Bank, and Bank of America. 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 oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Michael Vantusko is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. 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, access to model portfolios, and retirement plan consulting through a network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Jeffrey Stark is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, Stark serves as a board member for the HELP Foundation, providing advice on the foundation’s investments. MAI Capital Management, LLC provides investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across various asset classes, integrating financial planning and tax services while serving in both advisory and product-sponsor capacities.

Andrew Grannis is a Series 66-licensed financial advisor at Independent Financial Partners with 10 years of industry experience. He has worked at Independent Financial Partners since 2016 and previously spent three years at LPL Financial, LLC. Grannis is also involved with Blueprint Financial Corporation, a registered investment advisory firm based in Cleveland, OH. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves a diverse client base, including individuals, charitable organizations, corporations, and high-net-worth clients, and offers a decentralized advisory model alongside formal retirement-plan and pension consulting capabilities.

Andrew Marusic is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, with 14 years of industry experience. He holds the Series 63 designation and has previously worked at Commonwealth Financial Network and Hw Financial Advisors. Marusic has been with MAI Capital Management since 2021. 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 a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated companies.

Gary Linn is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2006. He serves as President of the Bethany Lutheran School Endowment Fund. Key Investment Services LLC provides advisory services to individuals, trusts, estates, and businesses through a variety of wrap-fee programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing oversight.

Matthew Zepp is a CFP® professional affiliated with Schwab Wealth Advisory, bringing 29 years of industry experience. He has worked with Charles Schwab in various capacities since 2007, including a 15-year tenure at Charles Schwab Bank before joining Schwab Wealth Advisory in 2023. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab's asset allocation models and research tools to recommend investments while clients retain final trading decisions, focusing on annual reviews and wealth management education.

Joshua Wagner is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and over 11 years of industry experience. His work history includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Fifth Third Securities. Outside of his advisory role, he is a member of the Defiance Area Chamber of Commerce and serves as budget keeper for Defiance Christian Academy. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers a range of wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts, emphasizing client-directed investment strategy selection supported by ongoing monitoring and due diligence.

Bruce Murphy is a financial advisor at Principal Financial Services with 37 years of industry experience. He holds a Series 63 designation and has worked with Falling Water Financial Group Inc since 2010, alongside his longstanding role at Princor Financial Services Corporation since 1995. Outside of investment advisory, he is involved in a business that assists business owners with group medical, dental, disability, and life insurance benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm’s investment approach includes direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Carlos Robert is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and has been with KeyBank NA since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and related brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and supervisory oversight across its programs.

David D'arienzo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His career includes multiple roles at Key Investment Services and KeyBank since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.