Emily Ferguson is a financial advisor at The Huntington Investment Company with 21 years of industry experience. She holds the Series 66 designation and has worked previously at Ebix, Inc. and Key Investment Services LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture investment model that integrates third-party managers and proprietary Private Bank strategies, offering various wrap-fee programs through the Envestnet MAS platform.

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.

Anthony Sawtelle is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PNC Investments since 2011, including ten years at PNC Bank prior to his current role. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-appropriate portfolios managed with mutual funds and ETFs. The firm’s approach employs third-party strategists and emphasizes model-driven portfolio implementation with limited direct client trading.

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.

Zachary Dahmen is a Series 66-licensed financial advisor at Primerica Advisors with four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been associated with Guardian Life Insurance Company since 2019. Dahmen also has experience with Lifetime Financial Growth and studied at The Ohio State University from 2015 to 2019. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Jeffrey Kitzberger is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2010 and has worked with Home Life Insurance Company since 1985. Kitzberger serves on the board of the Make It Happen 4 BMD Foundation, a nonprofit organization. Stratos Wealth Partners provides advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, utilizing multiple custodians and a range of affiliated and third-party sub-advisors.

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 Heksch is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 13 years of industry experience. He has been associated with both Stratos Wealth Partners and LPL Financial, LLC since 2012. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients, utilizing an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios. The firm emphasizes active monitoring and asset allocation across multiple custodians and employs a combination of affiliated and unaffiliated sub-advisors to implement tailored investment strategies.

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.

Jessica Trouten is a CFP® affiliated with Hightower Advisors with one year of experience in financial advising. Her prior work includes roles at PNC Private Bank, Cubic Enterprises, Nestle USA, and HDI Landing Gear USA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with capabilities that include discretionary portfolio management, financial planning, and access to alternative investments.

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.

Peter Kamel is a financial advisor at PNC Wealth Management based in Cleveland, OH, holding a Series 66 designation with 11 years of industry experience. He has worked at PNC Investments since 2018 and previously spent three years at Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an employee-only pilot. Their investment approach involves algorithm-driven risk assessment and the use of approved model strategies managed or delegated by third parties, focusing on mutual funds and ETFs with annual rebalancing.

David De Salvo is a CFP® and Series 66-licensed advisor with three years of industry experience. He is currently with Clearstead Advisory Solutions and previously worked at Balanced Wealth Group LLC and Ameriprise Financial Services. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, and family office services. The firm employs an institutional investment process featuring portfolio analytics, manager research, and strategic asset allocation across various investment vehicles, supported by in-house capabilities such as the ClearAccess platform and proprietary Direct Indexing strategies.

Christopher Leben is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. He has previously worked with Equitable Advisors and Axa Advisors, LLC, and also spent eight years at Willoughby South High School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account designed for employees with PNC Bank online-banking credentials. The firm employs third-party strategists and investment delegates to manage portfolios using mutual funds and ETFs, with annual rebalancing and no direct trading or margin use by clients.

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.