David Cizmadia Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Key Investment Services since 2006. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Chad Schleh is a CFP® professional with five years of experience in financial advising, currently working at Sequoia Financial Group, L.L.C. in Akron, OH since 2024. Prior to joining Sequoia, he held roles at PNC Bank and its investments division, as well as Citizens Securities Inc. and Citizens Bank, N.A. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management overseen by an Investment Policy Committee and uses a variety of investment vehicles, supported by regular research, due diligence, and quarterly portfolio reviews.

Anthony Carsel 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 2023, following a three-year tenure at R. Karras Asset Management & Planning, LLC. Prior to his advisory career, he spent four years at Precision Environmental Co. 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 individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services into many relationships.

Colleen Shelly is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at firms including LongView Financial Partners, Raymond James Financial Services Advisors, Lincoln Financial Advisors, and PNC Investments. Her career also includes four years at doTERRA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-driven model selection supported by non-binding advisor recommendations and conducts ongoing due diligence and oversight of third-party advisory products.

Desirae Monaco is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at firms including Cetera, CoreCap Advisors, TLC Insurance Group, and Farmers National Bank. Monaco serves as a member of the Howland Community Scholarship Foundation and the Children's Rehabilitation Center Charitable Foundation, supporting scholarship distribution and fundraising efforts for local community organizations. 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 supported by financial professional recommendations and ongoing oversight, while operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Emily Ergun is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 13 years of industry experience. She has been with Key Investment Services since 2016, serving in various capacities within the firm. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and product offerings. The firm emphasizes client-directed investment decisions with financial professionals providing recommendations and ongoing monitoring, while also facilitating access to third-party discretionary managers and conducting product due diligence.

Christopher Divito is a financial advisor at Independent Financial Group, LLC with 36 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Independent Financial Group in 2009, he worked at Waterstone Financial Group, Inc. from 2006 to 2009. Divito serves on the Board of Directors of Westlawn Square Unit Owners Association. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a mix of strategic asset allocation and multi-manager portfolios using both passive and active strategies, offering services through various platforms and third-party manager programs.

Peter Butler is a financial advisor with NewEdge Advisors in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management and Ameriprise Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, including centralized due diligence and the use of artificial intelligence in certain business operations.

Bryon Baylog is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with various Bankers Life entities since 2011, including roles in insurance and annuity sales and training agents. Baylog also serves as Treasurer on the Aynsley Court Condominium Board of Directors. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ objectives and risk tolerances.

Mathew Bound is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing nine years of industry experience. His work history includes roles at KeyBank, Key Private Bank, and Valmark Securities, Inc. since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage products, emphasizing client direction in model selection and ongoing portfolio monitoring. The firm operates within the KeyCorp group and provides access to third-party discretionary managers alongside supervisory oversight and periodic rebalancing.

Mark Williamson is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Key Investment Services in its various forms since 2006. 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 and provides ongoing monitoring, due diligence, and supervisory oversight while leveraging affiliations within the KeyCorp group.

Luann Spaethe is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 34 years of industry experience. She has been with Key Investment Services since 2016, following a two-year tenure at KeyBank. Outside of her advisory role, she is involved with the Cuyahoga Valley Chapter of the Association for Talent Development, focusing on training and development in Northeast Ohio. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

Zachary Gerber is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has worked at Sequoia Financial Group, L.L.C. since 2022 and was previously employed at NCA Financial Planners. Prior to his advisory career, he spent six years in full-time education and three years at John Carroll University. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

James Weaver is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Sequoia Financial Advisors and Sequoia Financial Group in 2021, he worked at Key Bank for 11 years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Joel Wozny is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at The Huntington Investment Company, W&S Brokerage Services, and Fifth Third Securities. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while offering access to third-party discretionary managers and maintaining supervisory oversight.

David Polly is a financial advisor with Key Investment Services LLC in Medina, OH, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Key Investment Services LLC since 2016. 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 combined with ongoing monitoring and due diligence, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Vincent Julian is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Prudential Insurance Company of America and Huntington National Bank. Julian is based in Brooklyn, Ohio. 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 strategy selection with ongoing monitoring and intermediates access to third-party discretionary managers while providing reporting and supervisory oversight.

Brian Tammaro is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Key Investment Services and PNC Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Richard Parsson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to his current role, he worked at Citizens Securities from 2015 to 2022. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a platform that includes discretionary managed accounts, direct indexing, and access to various fund strategist programs.

James Smith is a financial advisor with MAI Capital Management, LLC in Cleveland, OH. He holds a Series 65 designation and has 11 years of industry experience, all with MAI Capital Management since 2014. 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, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and related services into many client relationships.