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 history includes multiple roles within Key Investment Services and KeyBank dating back to 2015. 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 offered via affiliated entities. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, alongside ongoing monitoring and supervisory oversight.

Jennifer Stoll is a CFP® with 17 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having previously worked at PNC Investments for 12 years. She is based in Cleveland, OH. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Lauren Coverdale is a Series 66-licensed financial advisor with Stratos Wealth Partners, Ltd. She has four years of industry experience, including roles at LPL Financial LLC and a brief tenure at Sherwin Williams. Lauren has also worked in entrepreneurial and educational settings prior to her advisory career. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of portfolio management and financial planning services, utilizing an open-architecture model that integrates multiple external platforms and emphasizes both advisor-managed and model-based strategies.

Thomas Jesser is a financial advisor with Principal Financial Services in Independence, OH, holding a Series 63 designation and offering 30 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Principal Securities Incorporated since 1995, while leading The Jesser Group since 2004. Outside of his advisory role, he is involved in selling and servicing individual and group medical insurance, fixed annuities, disability, and long-term care insurance. 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’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Reece Tatchell is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and previously worked in education roles at John Carroll University, Sylvania Northview High School, and McCord Middle School. 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 direction in model selection and provides access to third-party discretionary managers, alongside ongoing monitoring and supervisory oversight.

Ryan Thibault is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments, LLC and LPL Financial. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Stephanie Mushenheim is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at KeyBanc Capital Markets since 2019, following previous roles at Raymond James and Associates, Inc. and multiple stints at Key Investment Services. 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 choices supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with several affiliated financial entities.

Douglas Andrassy is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at MAI Capital Management, LLC since 2018 and previously spent 14 years at Calfee Financial Advisors, Inc. He is based in Cleveland, OH and holds Series 65 and Series 66 licenses. MAI Capital Management, LLC 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 range of strategies across multiple asset classes and offers additional services such as trust administration and insurance through affiliated entities.

Christopher Buoncore is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2017, with a brief tenure at Amazon in 2019 and prior service in the United States Army from 2012 to 2016. Outside of finance, he founded Cuore Italian Home, LLC, a business that creates and sells charcuterie boards on Etsy. MAI Capital Management 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, institutions, and professional athletes. The firm offers customized portfolio management across various strategies and integrates financial planning and related services, managing over $72 billion in assets as of May 2026.

James Magyari is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has two years of industry experience, including prior roles at Lincoln Financial Advisors Corporation and Aegis Consulting. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Jessica Novak is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 18 years of industry experience. She has worked with various PNC entities since 2013, including PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing.

Jonathan Evans is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Key Investment Services since 2007. Outside of his advisory role, he serves as a fill-in preacher at Kingsway Alliance Church and assists with a Disney travel agency in a part-time capacity. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs and investment solutions. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and providing supervisory oversight within its programs.

David Le Mond is a financial advisor at Farther with 26 years of industry experience. He holds Series 65 and Series 63 licenses and spent 25 years at Edward Jones before joining Farther in 2025. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with a focus on ETFs, mutual funds, individual equities, and fixed income.

Nicholas Grandominico is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His previous roles include positions at KeyBank and U.S. Bank. Outside of his financial advisory work, he is also involved in owning a rental property. Key Investment Services LLC offers advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment choices and ongoing monitoring, providing access to third-party discretionary managers and various wrap-fee advisory programs.

Patricia Tornes is a financial advisor at Key Investment Services LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill, KeyBank, and Key Investment Services throughout her career. Her current role spans both Key Investment Services and KeyBank. 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 provides access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Shelly Thomas is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities and KeyBank. Outside of finance, she was co-owner of Mark and Shelly Thomas Photography, LLC, a photography business. Key Investment Services LLC serves individuals, trusts, estates, and businesses through wrap-fee advisory programs, model portfolios, separately managed and unified managed accounts, as well as brokerage and insurance products. The firm emphasizes client-driven investment selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Lori Kaplan is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her career includes 15 years at Lori L. Kaplan, CLU Insurance & Financial Services and over 26 years with New York Life. Outside of her advisory role, she serves as Secretary/Treasurer for the CONGA Chapter of BNI, a business networking organization. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Jonathan Meyer is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and six years of industry experience. His background includes roles at PNC Investments, PNC Bank, Nationwide Insurance, and Upshift Cincinnati. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution that uses approved model strategies managed by PNC or third-party strategists.

Owen Rosenblum is a financial advisor at Oppenheimer with 41 years of industry experience. He has held his current position since 2012 and holds a Series 63 designation. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Blake Herideen is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at KeyBank and Robert W. Baird. His background includes roles at John Carroll University and Advance Partners. 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 monitoring and oversight while leveraging its corporate affiliations within the KeyCorp group.