Jeffrey Sokolowski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at KeyBank and First Commonwealth Bank. 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 model selection with ongoing monitoring and operates within the KeyCorp group, maintaining affiliated relationships with KeyBank and KeyBanc Capital Markets.

Joyce Zak is a financial advisor at Hightower Advisors with seven years of industry experience. She previously worked at WealthTrust Fairport, LLC for 19 years. Zak is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates mutual funds, ETFs, alternative investments, and custom indexing.

Jennifer Kahl is a Series 66-licensed financial advisor with 23 years of industry experience, currently with NewEdge Advisors. She has worked at NewEdge Advisors and NewEdge Securities since 2019 and previously spent eight years with Mid Atlantic Financial Management. Outside of her advisory role, she co-owns and advises clients through The Kahl Group, LLC, a financial planning and advisory business. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities.

Charles Scrattish Jr. is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 31 years of industry experience. His career includes roles at KeyBank, Huntington National Bank, The Huntington Investment Company, and LPL Financial. 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 decisions supported by financial professional recommendations and performs due diligence and supervisory oversight across its offerings.

Stephen Dzurec is a financial advisor at Stratos Wealth Partners, Ltd with 22 years of industry experience. He holds a Series 63 designation and has previously worked at Cetera Advisor Networks, Purshe Kaplan Sterling Investments, Strategic Investment Solutions, Inc., and LPL Financial. Outside of his advisory role, he operates Stephen Dzurec Financial Planning and is involved in non-variable insurance sales and notary services. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers a Strategic Wealth Management platform with open-architecture portfolio solutions and emphasizes active monitoring and asset allocation across multiple custodians, utilizing both affiliated and third-party sub-advisors.

Matthew Moore is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services and KeyBank since 2019. Prior to his financial career, he held positions at Best Buy and Firehouse Subs. Key Investment Services LLC serves individuals—including high-net-worth clients—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 supported by non-binding recommendations and ongoing oversight.

Christopher Demuesy 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 Thrivent Financial, Tradefull, and in the North Canton Hoover School System. 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 decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Thomas Seifert is a financial advisor with Hightower Advisors, holding the PFS™ and Series 66 designations and bringing 19 years of industry experience. He worked at WealthTrust Fairport, LLC for 12 years before joining Hightower Advisors in 2019. Hightower provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial entities. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a range of investment vehicles and operational support tailored to both domestic and international clients.

Thomas Murphy is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at KeyBanc Capital Markets Inc., JP Morgan Securities LLC, Edward C. Hawkins & Co., Ltd., and KeyCorp and its affiliates. 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 ongoing monitoring, due diligence, and access to third-party discretionary managers.

Rory Mccarthy is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes roles at Bill McCarthy & Associates and Agia. Outside of advisory services, he acts as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and a centralized technology approach.

Mary Terry is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2005, with additional experience at Cambridge Investment Research Advisors and True North Investment Partners, where she is the owner. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Ernest Cunningham III is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked previously at Ameriprise, Cetera Investment Advisors, Edward Jones, and Cox Automotive. Outside of his advisory role, he umpires high school athletic events in Ohio. Key Investment Services LLC serves individuals, trusts, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection supported by professional recommendations and ongoing monitoring, and operates as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Rachel Keesey is a financial advisor at Key Investment Services LLC with nine years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and SJS Investment Services. Rachel is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account solutions. The firm emphasizes client-directed model selection and ongoing monitoring, with supervisory oversight and due diligence on third-party advisory products.

Vincent Mars is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to employees. The firm utilizes algorithmic assessments to guide model selection and delegates portfolio implementation to third-party managers.

Lynne Lawrence is a Series 65 registered advisor with MAI Capital Management, LLC in Cleveland, OH, where she has worked for 10 years. She has nine years of industry experience. Outside of her advisory role, she is the vice president and co-owner of Lawrence Tile Inc., a tile installation business. 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, tax, and bill-pay services within many client relationships.

Stacie Lieb is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 credentials and nine years of industry experience. Her career includes roles at KeyBank, Citizens Securities, Inc., Citizens Bank, Cco Investment Services, and Charter One Bank. 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 operates within the KeyCorp group and emphasizes client-directed investment model selection supported by non-binding recommendations and ongoing monitoring.

Richard Damico is a financial advisor at Hightower Advisors with seven years of industry experience. He holds the Series 63 designation and previously worked at Fairport Asset Management for ten years before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm’s approach includes multi-manager solutions, proprietary research, and a variety of investment vehicles, serving clients that include pension plans, charitable organizations, corporations, and insurance companies.

Adam Baker is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and Prudential Insurance Company of America. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a unique combination of bank affiliation and municipal-advisor registration.

Malak Rabi is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Key Investment Services, Malak worked at Fifth Third Securities, Inc. and Fifth Third Bank, N.A., and has experience at LMU Law and Aurora University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed investment choices and ongoing monitoring. The firm operates within the KeyCorp group and coordinates with affiliated entities for custody, clearing, and discretionary management services.

Megan Barnes is a financial advisor at &PARTNERS with nine years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Private Client Services, and Lincoln Financial Advisors. Barnes has an ownership interest in County Line Capital Partners, LLC, which invests in non-publicly held entities. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary models and third-party manager solutions, and engages in a variety of financial services including financial planning, ERISA consulting, and investment banking.