Zachary Dahmen is a financial advisor at Guardian Life with five years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities since 2021. Prior to that, he was associated with Guardian Life Insurance Company and Lifetime Financial Growth. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with tailored client relationships and access to insurance products and alternative investments.

Jeffrey Kitzberger is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses 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 as a board member of the Make It Happen 4 BMD Foundation, a nonprofit organization. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of advisory services through an open-architecture platform and an IAR-driven model that emphasizes customized portfolio management and third-party integrations.

Justin Fujka is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at KeyBank and spent over a decade at Rettig Music. Outside of finance, he teaches drum lessons and performs in local bands. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model combining platform services from Envestnet with portfolio strategies developed by its own investment office and third-party managers, offering a range of customizable wrap programs and affiliated insurance products.

Kyle Heksch is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 14 years of industry experience. He has been affiliated with both Stratos Wealth Partners and LPL Financial since 2012. Heksch provides administrative support to Stratos Wealth Partners and operates a DBA business related to LPL Financial and Stratos Wealth Partners activities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse clientele including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an IAR-driven model and an open-architecture investment approach that integrates multiple third-party platforms and managers.

Robert Jankowski is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm in various capacities since 2010. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers multiple wrap programs, integrating resources from KeyCorp affiliates and third-party managers.

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.

James Gaydosh is a CFP® and holds a Series 66 license with 40 years of industry experience. He has been with Lincoln Investment since 2012 and also owns Capital Analysts, Incorporated, which he has operated since 1992. Outside of his advisory work, he serves as Vice Chair of the board for Beat the Streets Cleveland, a nonprofit youth organization. Lincoln Investment Planning, LLC is an enterprise firm serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and model portfolio management supported by an in-house Investment Management & Research team and third-party managers.

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 affiliated with Key Private Bank since 2005. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs supported by custodial and trade execution services and integrates resources from KeyCorp affiliates for due diligence and investment banking capabilities.

Steven Lee is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Key Investment Services, KeyBank, and The Huntington Investment Company. Key Investment Services LLC is an SEC-registered investment adviser that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap-fee programs and uses a multi-provider platform, integrating portfolio management, model-based advisory products, and services from affiliated KeyCorp entities.

Anthony Grande is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He has held roles within KeyBank and its affiliates since 1997. Grande holds the Series 66 designation. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans. The firm offers model-based portfolio management through a multi-provider platform, integrating services from affiliated entities including KeyBank and KeyBanc Capital Markets.

Anna Krisselda Mc Coy is a Series 66 licensed advisor at Key Investment Services LLC with one year of industry experience. She previously worked at ATRAM Trust Corporation and BDO Securities, Inc., and has held various roles since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model combining in-house and third-party portfolio management, with custodial and trade execution services provided by Pershing.

Yuliya Hemerlein is a financial advisor at Key Investment Services LLC with five years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model to design and implement strategist portfolios, offering a range of wrap-fee programs combined with custodial, trade execution, and ancillary insurance services.

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 at PNC Wealth Management with 12 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account currently available as an invitation-only employee pilot. The firm’s investment approach uses approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Leeanne Mccabe is a Series 66-credentialed advisor with Ameritas Advisory Services, LLC, where she has worked since 2024. She has three years of industry experience and concurrently works with Wallstreet Money Managers, Inc., where she has been involved in financial services since 2014. Additionally, she serves as a Notary Public, providing notarization of legal and investment documents for clients. Ameritas Advisory Services, LLC delivers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of model portfolios and third-party technology to build customized investment solutions across discretionary and non-discretionary programs.

Michael Agricola is a Series 66-credentialed financial advisor at Key Investment Services LLC with 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Fifth Third Bank, Fifth Third Securities, Inc., and UBS Financial Services. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model combining discretionary implementation and third-party portfolio management, with integration across KeyCorp affiliates.

Michael Rochelle is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within KeyBank and Key Investment Services since 2001. Outside of his advisory role, he serves as Co-Chair and Finance Director for the annual charitable event Christmas in Swanton. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm employs a multi-provider model combining discretionary implementation from Envestnet with portfolio design from its Chief Investment Office and third-party managers, serving primarily non-discretionary clients through a range of wrap-fee programs.

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, holding a Series 66 designation and accumulating 25 years of industry experience. She has been with Key Investment Services and its affiliates since 2016, and prior to that, worked at KeyBanc Capital Markets Inc. from 2003 to 2006. Outside of her advisory role, she holds a minority ownership interest in a real estate partnership inherited from her father. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a broad network of financial professionals. The firm uses a multi-provider platform for discretionary implementation and offers multiple wrap programs, integrating with KeyCorp affiliates to deliver additional investment banking and municipal advisory services.