James Love is a financial advisor at PNC Wealth Management in Cleveland, Ohio, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC Investments since 2016. Outside of his advisory role, he serves as a board member for the Greentree HOA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that relies on algorithmic risk assessment and third-party implementation.

Abraham Lincoln is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and having nine years of industry experience. He previously worked at Perkins Coie LLP before joining KeyBank and Key Investment Services, where he has been since 2017. Outside of his financial career, he serves as president of the North Counties Christian Sports League, managing its annual charitable status. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers wrap-fee programs, model portfolios, and separately managed accounts, emphasizing client-driven model selection and ongoing monitoring while collaborating with affiliated entities within the KeyCorp group.

Andrew Ditty is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 66 licenses. He began his financial services career in 2026 with KeyBank and Key Investment Services, after prior roles outside the industry including positions at The Cheesecake Factory Inc and several educational institutions. 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 model selection with ongoing monitoring and provides access to third-party discretionary managers, operating as part of the KeyCorp group with affiliations across banking and capital markets.

Christian Mc Entire is a CFP® with 10 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab since 2022, following prior roles at J.P. Morgan Securities and Fidelity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Tyler Durbin is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes multiple roles at Key Investment Services and KeyBank dating back to 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing oversight while working within the KeyCorp group and affiliated entities.

Joanna Simmons is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 66 and Series 63 licenses and has prior experience at J.P. Morgan Securities LLC and KeyBank. Outside of finance, she was involved with Noona Baking Company LLC for six years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Tigress Jones is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. Her prior roles include multiple positions at JPMorgan Securities LLC between 2016 and 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings, emphasizing client direction in model selection while providing non-binding recommendations and ongoing monitoring. The firm operates within the KeyCorp group and collaborates with affiliated entities to deliver a comprehensive range of investment and brokerage services.

Melissa Aiken is a Series 66 credentialed financial advisor with Valic Financial Advisors in Independence, Ohio, bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2012 and also holds a role with Agia since 2022. Outside of her advisory work, she serves on the board of directors for After School Discovery, a nonprofit providing educational and enrichment opportunities to at-risk children, and previously served as vice president of the Madison Band Patrons, a nonprofit supporting local school band programs. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models for portfolio construction and management.

Anthony Tuccini is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities and affiliated entities since 2018, as well as at PNC Bank and PNC Investments from 2010 to 2018. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Dexter James is a financial advisor with MAI Capital Management, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining MAI Capital Management in 2022. Outside of his advisory role, James serves on the City of Hudson Tax Incentive Review Council and the Hudson Community Foundation board of directors. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both advisory and product-sponsor roles, managing substantial assets and affiliated private investment vehicles.

James Brenneman is a financial advisor at Key Investment Services LLC with a Series 66 designation. He joined the firm in 2026 and has prior experience working at Equitable Advisors, LLC. His background includes roles outside the financial industry, including time at Ohio Wesleyan University and involvement with One Eyed Graphics. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory and brokerage programs. The firm emphasizes client-directed model selection and provides non-binding recommendations, ongoing monitoring, and access to third-party discretionary managers.

Eli Taylor is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at KeyBank NA, U.S. Bancorp Investments, JPMorgan Chase Bank, and affiliated entities. He serves as a board trustee at Clover Park Technical College and as a director on the boards of the Tacoma-Pierce County Chamber of Commerce and the United Way of Pierce County. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage products. The firm emphasizes client-directed investment decisions and ongoing oversight, leveraging its affiliation with KeyCorp and related entities to offer a range of managed account solutions.

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.

Robert Tripp is a financial advisor at The Huntington Investment Company in Cleveland, OH, holding a Series 66 designation with 11 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, TD Ameritrade, and PNC Investments. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model combining third-party sub-managers and proprietary private bank offerings.

Richard Tannert is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Kingswood Capital Partners, LLC and various organizations outside of finance, including the US Army. Key Investment Services LLC provides a range of advisory and brokerage services to individuals, trusts, estates, and businesses, emphasizing client-directed model strategy selection and ongoing oversight within the KeyCorp group.

Matthew Kolenich is a financial advisor at Clearstead with 21 years of industry experience. He holds a Series 63 designation and has previously worked at USI Securities, USI Advisors, Kestra Financial Services, and Chapman & Chapman Advisors. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and uses an investment process that combines portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.

Emily Ferguson is a financial advisor at The Huntington Investment Company with 21 years of industry experience. She holds the Series 66 designation and has worked previously at Ebix, Inc. and Key Investment Services LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture investment model that integrates third-party managers and proprietary Private Bank strategies, offering various wrap-fee programs through the Envestnet MAS platform.

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 held roles at The Ohio State University and Cleveland State University. He is also a licensed insurance agent. 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 and consulting.

Sherri Lett is a financial advisor at Key Investment Services LLC with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Fidelity Investments and LPL Enterprise, among other roles. 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 model selection and ongoing monitoring, and operates within the KeyCorp group, maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Anthony Sawtelle is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PNC Investments since 2011, including ten years at PNC Bank prior to his current role. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-appropriate portfolios managed with mutual funds and ETFs. The firm’s approach employs third-party strategists and emphasizes model-driven portfolio implementation with limited direct client trading.