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.

Douglas Thomas is a financial advisor with PNC Wealth Management in Lakewood, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining PNC in 2026, he worked at Equitable Advisors and Axa Advisors, and he has also been involved with Lakewood City Schools and Puritan Financial Group. He serves as a board member for both Bedford City Schools and the Lakewood Chamber of Commerce. 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 for PNC Bank employees. The firm uses algorithm-based risk assessments and delegates portfolio implementation and proxy voting to third parties.

Tia D'aveta is a financial advisor with Hightower Advisors, holding a Series 65 credential and nine years of industry experience. She previously worked at Fairport Wealth for three years before joining Hightower in 2017. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions through affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to a variety of investment vehicles, supported by proprietary research and a focus on operational features such as rebalancing and tax-managed strategies.

Paul Coleman is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at KeyBank and Key Investment Services since 2001, with a consistent focus within the KeyCorp group. Key Investment Services LLC serves individuals, including high-net-worth clients, 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 non-binding recommendations and ongoing monitoring, while leveraging affiliations within KeyCorp for integrated service offerings.

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.

Kevin Pietrzyk is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Marcum Wealth LLC and Strategic Wealth Partners. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Emily Shacklett is a financial advisor with Hightower Advisors, holding the PFS™ designation and Series 66 license, with 18 years of industry experience. She has worked at Hightower Advisors since 2019 and previously spent 12 years at WealthTrust Fairport, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.

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.

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 Germo is a CFP® professional with 45 years of industry experience. He is currently with &PARTNERS and has previously worked at Commonwealth Financial Network, Financial Planning Resources, and Royal Alliance Associates. Outside of his advisory work, he provides tax preparation and accounting services through Michael A. Germo Tax Services. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of proprietary and third-party portfolio management strategies delivered via the Envestnet platform.

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.

Robert Koeth is a ChFC® credentialed financial advisor with 55 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. The firm serves a diverse client base including individual investors, charitable organizations, corporate and business clients, and retirement plan sponsors. Hantz Financial Services employs a model-driven ETF investment approach combined with separately managed accounts and unified managed account solutions, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.