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.

Matthew Rossetti is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities LLC and KeyBank. 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 decisions and provides access to third‑party discretionary managers while offering monitoring and supervisory oversight across its programs.

Luke Schuler is a financial advisor at Key Investment Services LLC in Brooklyn, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at The Union Bank Co. and RBC Wealth Management, as well as work with The Toledo Zoo & Aquarium. 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, with access to third-party discretionary managers and supervisory oversight within the KeyCorp group.

James Musengo is a CFP® with over 30 years of industry experience, currently serving as a financial advisor at VALIC Financial Advisors since 2002. He has also held a position at Agia since 2022 and worked at the University of Akron from 2024 to 2025. Outside of advising, he is involved with the R J Musengo Irrevocable Trust dated 2001. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to serve a broad client base.

Daniel Jacobs is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65, Series 63, and Series 66 licenses with three years of industry experience. He previously worked for Key Bank NA for 20 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of investment strategies and integrates financial planning, tax, and bill-pay services, with $72.3 billion in assets under management as of May 2026.

Stephen Jewell is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, Northwestern Mutual Investment Services LLC, Flexjet, and KeyBank. Outside of financial services, he has experience working with DoorDash. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed investment strategy selection with ongoing monitoring and product due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated banking and capital markets entities.

Jason Fousek is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at PNC investments and PNC Wealth Management since 2016 and was previously involved with Kidd Productions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital platform that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.

Joseph Mckeon is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2009. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs a model-driven ETF investment approach alongside separately managed accounts and unified managed account solutions, with additional capabilities in fiduciary services, insurance, mortgage brokerage, and affiliated financial services.

Logan Zimmerman is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Charles Schwab & Co., Inc., and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, with an emphasis on client-directed model selection and ongoing oversight. The firm operates within the KeyCorp group and collaborates closely with affiliated banking and capital markets entities.

Slaiman Saab is a financial advisor with The Huntington Investment Company, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked with Huntington-affiliated firms continuously since 2014. Outside of his advisory role, he manages a rental property. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers a variety of wrap-fee programs on the Envestnet MAS platform utilizing an open-architecture model that combines third-party and affiliate-managed strategies.

Michael Ford is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services and its affiliated entities since 2015, including time at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, providing non-binding recommendations and ongoing monitoring while clients select their investment strategies. The firm operates within the KeyCorp group and offers integrated services across affiliated banking and capital markets entities.

Tyler Gramsz is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, Equitable Advisors, Medical Mutual of Ohio, and the Federal Bureau of Investigation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account that utilizes approved investment strategies executed via mutual funds and ETFs.

Chase Pegrim is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds the Series 66 designation and has worked previously at AGIA, Doordash, Kroger, Do It Best Corp, and The Ohio State University. Outside of advising, he is also registered as an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Ryan Catanese is a CFP® with seven years of industry experience and has been with MAI Capital Management, LLC for ten years. He is based in Cleveland, OH, and focuses on wealth management and investment services at the firm. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio management strategies and serves both product-sponsor and advisory roles, managing significant assets and affiliated private funds.

Arick Hedin is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC Investments LLC and The Leaders Group Inc, among other roles. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online offering available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed with mutual funds and ETFs, with execution and oversight delegated to third-party providers.

Boris Kagarlitskiy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Key Investment Services since 2015. Outside of his advisory role, he serves as a FINRA arbitrator. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings, emphasizing client-directed investment selection and ongoing monitoring within the KeyCorp group.

Austin Millar is a financial advisor at PNC Wealth Management with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked previously at Fidelity Brokerage Services and PNC Bank. His background includes roles outside finance, such as with Ohio Basketball and HR Block. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio strategy available by invitation to certain employees. The firm uses algorithm-driven risk assessment and delegated portfolio management within these programs.

Eric Haddad is a financial advisor with Fifth Third Securities, Inc. in Westerville, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2002. Outside of his advisory role, he maintains ownership of a rental property. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, corporate entities, and institutional investors. The firm offers multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.