Connor Fife is a Series 66 credentialed financial advisor with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Royal Alliance Associates, Inc. and NCA Financial Planners. His activities have included assistant duties at Financial Planners of Cleveland Inc, involving client meeting coordination and customer service. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers a range of investment options and trustee support services.

David Brown is a financial advisor at PNC Wealth Management with 10 years of industry experience. He held previous roles at Robert Baird & Co. before joining PNC Investments in 2020. Outside of his advisory work, he serves as an Assistant Tackle Director for youth football and cheerleading programs. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessment to guide investment strategy implementation through mutual funds and ETFs, with portfolio management delegated to third parties.

Richard Tannert is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Kingswood Capital Partners, LLC and the Washington Department of Fish and Wildlife, as well as service in the US Army. 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 brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Christopher Walters is a financial advisor with CWM, LLC, holding a Series 66 designation and over 26 years of industry experience. His career includes positions at Morgan Stanley Smith Barney, Wells Trecaso Financial Group, Cabot Lodge Securities LLC, and other firms. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts using discretionary model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of services including portfolio management, financial planning, and retirement plan solutions.

Servaas Fick is an investment advisor representative at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Partners Financial Group and has held positions at The Ohio State University, Cleveland State University, Emerald Resource Group, and Wepex Geotechnical. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, supported by technology tools and centralized due diligence.

Sherri Lett is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and having 19 years of industry experience. Her work history includes roles at Fidelity Personal and Workplace Advisors and LPL Enterprise, LLC. 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 access to third-party discretionary managers, operating within the KeyCorp group and working closely with affiliated banking and capital markets entities.

Joshua Anglin is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Ameriprise Financial Services, and Signator Investors. He is based in Independence, Ohio. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model that offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions and third-party strategists.

Justin Fujka is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at KeyBank. Outside of finance, he teaches drum lessons and performs in local bands for events and live venues. 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 model selection combined with ongoing monitoring and offers access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Robert Jankowski is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2010. 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 ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

James Gaydosh is a financial advisor with Lincoln Investment and holds CFP® and Series 66 designations. He has 39 years of industry experience and has worked with Lincoln Investment since 2012. He is also the owner of Capital Analysts, Incorporated, a client support and office administration business, and serves as Vice Chair of Beat the Streets Cleveland, a nonprofit youth organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs that combine in-house and third-party strategies overseen by an Investment Management & Research team using both strategic and tactical approaches.

Lindsay Bowman is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds the Series 66 designation and has worked at Key Private Bank since 2005. Bowman is based in Brooklyn, Ohio. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by professional recommendations and ongoing third-party product due diligence.

Steven Lee is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has worked throughout his career at various entities affiliated with Huntington and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and other investment products. The firm emphasizes client choice in model strategy selection while providing non-binding recommendations and supervisory oversight.

Anthony Grande is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds a Series 66 designation and has been with KeyBank and its affiliated entities since 1997. 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 direction in investment selection, offers access to third-party discretionary managers, and provides ongoing monitoring, reporting, and supervisory oversight.

Anna Krisselda Mc Coy is a Series 66-licensed financial advisor at Key Investment Services LLC with one year of industry experience. Her prior work includes roles at ATRAM Trust Corporation and BDO Securities, Inc. 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 direction in model selection while providing due diligence, oversight, and access to third-party discretionary managers.

Yuliya Hemerlein is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and five years of industry experience. She has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC before joining Key Investment Services and KeyBank in 2025. 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 supervisory oversight, while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Leeanne Mccabe is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. She has worked at Ameritas since 2023 and has been involved with Wallstreet Money Managers, Inc. since 2014, where she also provides notary services for legal and investment documents. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a range of managed account programs and third-party solutions to support portfolio construction and management.

Michael Agricola is a Series 66-registered financial advisor with 14 years of industry experience. He is currently with Key Investment Services LLC and has prior experience at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Fifth Third Bank. 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, and separately managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring and oversight, while leveraging corporate affiliations within the KeyCorp group.

Michael Rochelle is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has worked with KeyBank and Key Investment Services since 2001. Outside of his advisory role, he serves as Co-Chair and Finance Director for Christmas in Swanton, a community event held annually in December. 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 investment selection and provides ongoing monitoring and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Nicholas Mccreary is a Certified Financial Planner® at MAI Capital Management, LLC with eight years of industry experience. He has worked at MAI Capital Management since 2021 and previously held roles at HW Financial Advisors and Commonwealth Financial Network. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, combining in-house and third-party resources to meet client objectives.

Lu Ann Fogg is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding a Series 66 designation and 25 years of industry experience. She has been with Key Investment Services and Key Bank since 2016. Outside of her advisory role, she is a minority partner in a family-inherited real estate venture. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client direction in investment strategy selection and provides oversight and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital market entities.