Giuseppe Calabrese is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services LLC since 2021, alongside a concurrent role at KeyBank beginning in 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Joseph Skarda is a financial advisor at Key Investment Services LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for J.P. Morgan Securities for nine years. Outside of his advisory role, he is a passive investor in a thoroughbred horse racing management company. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through multiple investment program offerings, emphasizing client-directed model selection and ongoing oversight. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets.

Jacob Burnett is a CFP® professional with five years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Ancora Family Wealth Advisors, Inverness Securities, Oatey Company, Cleveland State University, and The Ohio State University. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including individuals, families, sports professionals, trusts, and institutions. The firm manages a diverse range of strategies and offers integrated financial planning and trust services, overseeing $72.3 billion in assets under management as of May 2026.

Craig Petti is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He has held positions at MAI Capital Management since 2021 and previously worked at Commonwealth Financial Network and HW Financial Advisors. He holds the Series 63 designation. 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 manages $72.3 billion in assets and offers a range of investment strategies implemented through both in-house and third-party managers.

Daniel Mullett is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 16 years of industry experience. His career includes multiple roles within Key Investment Services and KeyBank dating back to 2016. He has partial ownership in a family-owned construction company but does not participate in its management. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment model selection combined with ongoing monitoring and due diligence, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Brian Becka is a financial advisor with Lincoln Investment, holding 16 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains an affiliation with Royalton Financial Group since 2009. Outside of his advisory roles, he works as an associate planner at Valued Capital Advisors, focusing on investment planning and insurance sales. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed investment programs, employing a mix of strategic and dynamic investment approaches.

Pui San Reynolds is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Perfectly Splendid LLC, and Citizens Bank. 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 choices supported by non-binding recommendations and ongoing monitoring.

Karim Shady is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and two years of industry experience. He has worked at KeyBank and Fifth Third Securities and Bank, as well as Credit Agricole Bank of Egypt. Prior to his finance career, he spent five years at MISR International University. 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 provides oversight and due diligence on third-party advisory products within the KeyCorp group.

Naomi Dagostino is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and a Series 63 license, with 29 years of industry experience. She has worked with firms including Eagle Strategies, Insight Financial Associates, Naomi R. D'Agostino Insurance and Financial Services, Nylife Securities Inc., and New York Life Insurance Company. Outside of her advisory work, she volunteers with the Bath Volunteers for Service and the Bath Business Association, and serves as an educator for the Summit County Employees Lunch and Learn Program. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers various advisory programs, with the majority of assets managed on a non-discretionary basis.

Matthew Jones is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining MAI in 2024, he worked at AllianceBernstein Private Wealth Management for three years and was involved with the Greater Cleveland Sports Commission. MAI Capital Management provides investment and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies along with financial planning and trust administration services.

Jeremy Southworth is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he has worked in various roles including positions at Fifth Third Bank, Charter Communications, and Herbalife International, where he has been involved as a distributor in the health and wellness sector. Additionally, he serves as a Youth/Young Adult Pastor at LaGrange Church of God. 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 distinctive services such as direct indexing and tax-overlay, supported by its affiliation with Fifth Third Bank and a multi-tiered operational structure.

Christina Santone is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. Her prior work includes roles at MML Investors Services and Mass Mutual Life Insurance Company. She is currently based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and model portfolio offerings. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Michael Gregory is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has been in the industry since 2026. His prior experience includes roles at LPL Financial LLC and Equitable Advisors, LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with around 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services, operating on an open-architecture platform that integrates multiple external providers and solutions.

Tyler Ankrom is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and three years of industry experience. Prior to joining Stratos, he has held roles at LPL Financial and worked in education and retail sectors. He is also involved with Wobdale LLC, a non-investment-related business. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management and about 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model-based portfolios, financial planning services, and retirement plan consulting, operating with an open-architecture approach that integrates various external platforms and investment solutions.

Robert Bove is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior experience includes roles at LPL Financial, Strategic Investment Solutions, and Purshe Kaplan Sterling Investments. He also manages a private business entity for tax and investment purposes. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

James Schroeder is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Huntington Investment Company and Fidelity Investments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and model portfolios. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Christine Boehnlein is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, Ohio, with 19 years of industry experience. She has been with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2016. Boehnlein also serves as Director of Private Client Services at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, employing a range of investment vehicles from mutual funds and ETFs to private and alternative investments.

Michael Neff II is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise, Bank of America, Merrill, Huntington Bank, and JPMorgan Chase. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Jamon Higley is a financial advisor at Key Investment Services LLC with a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services, he held positions at Uber Technologies, Inc. and DoorDash Inc. His background also includes work in various roles outside finance. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and due diligence for third-party advisory products.

Tyler Colton is a CFP® affiliated with MAI Capital Management, LLC in Cleveland, OH. He has experience working at several firms including Clearstead and Fairport Wealth, with a total industry tenure beginning in 2016. His background also includes roles at CPA firms such as Corrigan Krause CPAs and Arnett Carbis Toothman. 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 manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships, with $72.3 billion in assets under management as of May 31, 2026.