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.

Nicholas Kearney is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Richfield, Ohio, bringing eight years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been with Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he worked at MRI Software for one year. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients make final trading decisions.

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.

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.

Jeffrey Tudor is a financial advisor at Sequoia Financial Group, L.L.C. with 23 years of industry experience. He holds the Series 66 designation and has previously worked at The Joseph Group and JPMorgan. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and custom solutions supported by thorough research and due diligence.

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.

Robert Wilber is a financial advisor with SPC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2010. Outside of his advisory role, he is an owner of the Financial Mentoring Foundation and serves as a Notary Public in Lorain County, Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Jill Branthoover is a CFP® with 27 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Akron, OH. Her prior roles include positions at RSM US Wealth Management and UBS Financial Services. Outside of her advisory work, she is president of Integrity Excavating, LLC, a construction contracting business. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Michael Bryan is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Charles Schwab & Co., Inc. since 2016. Outside of finance, he owns a commercial and residential pressure washing business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses standard asset allocation models and Schwab research tools to guide clients, with final trading decisions made by clients themselves.

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.

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.

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.

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 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at PNC Investments for 15 years before joining Huntington in 2024. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model incorporating third-party sub-managers and proprietary Private Bank models, offering various wrap-fee programs on the Envestnet MAS platform.

John Muterspaw 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 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-directed model selection supported by financial professional recommendations and ongoing monitoring, combining internal oversight with access to third-party discretionary managers.