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 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.

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 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.

Joshua Anglin is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 20 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2016 and previously at Ameriprise Financial Services from 2010 to 2016. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Justin Fujka is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his financial services career, he worked at Rettig Music for 13 years. Outside of his advisory role, he teaches drum lessons and performs in local bands at events, weddings, and live venues. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolio offerings, and separately managed account solutions. The firm emphasizes client-directed investment selection and provides ongoing monitoring, due diligence, and supervisory oversight while operating within the KeyCorp group.

Kyle Lybarger is a financial advisor with The Huntington Investment Company in Rocky River, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at The Huntington Investment Company since 2008 and spent one year with Ameriprise starting in 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services using an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank offerings.

Robert Jankowski is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Key Investment Services since 2010 in various roles within the firm. 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 decisions supported by non-binding recommendations and ongoing oversight, operating within the KeyCorp group and collaborating closely with affiliated banking and capital markets entities.

Kasey Walton is a financial advisor with Bankers Life Advisory Services, Inc. based in Westlake, OH. She holds Series 65 and Series 63 licenses and has six years of industry experience. Walton has worked at Bankers Life and its affiliated entities since 2016, including Bankers Life Securities and Bankers Life & Casualty, where she also serves as an insurance agent providing life and health insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analyses to tailor asset allocations and manage portfolios based on clients’ goals and risk tolerances.

Lindsay Bowman is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds a Series 66 designation and has been associated with Key Investment Services LLC since 2023 and Key Private Bank since 2005. 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 while providing access to third-party discretionary managers and supervisory oversight within the KeyCorp group.

Steven Lee is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Key Investment Services and KeyBank since 2026 and previously spent several years at The Huntington Investment Company and Huntington National Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients by offering a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by due diligence and ongoing oversight, operating within the KeyCorp group and collaborating closely with affiliated banking and capital markets entities.

Anthony Grande is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at KeyBank and its affiliated entities since 1997. 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, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in investment decisions while providing non-binding recommendations and ongoing monitoring, operating within the KeyCorp group and working closely with affiliated financial entities.

Anna Krisselda Mc Coy is a financial advisor at Key Investment Services LLC holding a Series 66 designation. She has previously worked at ATRAM Trust Corporation and BDO Securities, Inc. Her industry experience includes roles in both investment and trust services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers while maintaining supervised oversight of client accounts.

Yuliya Hemerlein is a financial advisor at Key Investment Services LLC with a Series 66 designation and four years of industry experience. She previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee accounts, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment choices and performs ongoing due diligence and supervisory oversight of third-party advisory products.

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 entities since 2023 and has been involved with Wallstreet Money Managers, Inc. since 2014. Outside of advisory work, she provides notary public services for legal and investment documents. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach combining in-house model portfolios, third-party managers, and co-advisory relationships to deliver both discretionary and non-discretionary solutions.

Kevin Kozlowski is a financial advisor with Fifth Third Securities, Inc. in Westlake, Ohio. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Kozlowski has been with Fifth Third Securities and Fifth Third Bank since 2011. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Michael Agricola is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions 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 various advisory programs and brokerage products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight 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 at KeyBank and Key Investment Services since 2001. Outside of his advisory role, he serves as Co-Chair and Finance Director for the community event Christmas in Swanton. 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 provides oversight and due diligence of third-party advisory products, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.