Marcus Hanna is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including JP Morgan Chase Bank and Ameritas Investment Corp. His career includes multiple roles within Key Investment Services and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to provide comprehensive due diligence, advisory, and investment-banking services.

Franklin Walter II is a Series 65-credentialed financial advisor with 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Equities Corporation and MSI Financial Services, Inc. In addition to his advisory role, he provides Medicare plans education and enrollment services as an independent broker through the Robert F. Provance Agency. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management and research team that develops strategic model portfolios and adaptive investment strategies.

Chandler Fout 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 KeyBank and PNC Wealth Management. 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 plan clients through a network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates, offering a variety of wrap programs with custodial and trade execution services.

Charles Grimm is a CFP® with nine years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2023. Prior to joining MAI, he spent 14 years with Key Investment Services LLC and Key Bank NA. Outside of his advisory role, he works as an independent basketball referee for high school and college games. MAI Capital Management, LLC 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, and institutional clients. The firm offers customized portfolio management through multiple strategies and integrates financial planning and other services into many client relationships.

Bradley Weemhoff is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, and Lincoln Investment Planning. In addition to his advisory role, he is licensed to sell insurance and has experience advising on insurance needs. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

David Cizmadia Jr. is a financial advisor at Key Investment Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2006, following six years at Citigroup Global Markets. 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 with custodial and trade execution services and utilizes a multi-provider platform model that integrates KeyCorp affiliates for due diligence, advisory, and investment-banking services.

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.

Philip Amos is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® and Series 66 designations and with 27 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Osaic FA, Inc. He is active in his community, serving as chair of One Lorain County and treasurer for the Lorain County Community College Foundation Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, serving clients that include large institutional investors and sovereign wealth funds.

Colleen Shelly is a Series 66-licensed financial advisor with 18 years of industry experience. She currently works at Key Investment Services LLC and has previously held roles at LongView Financial Partners, Raymond James Financial Services, Lincoln Financial Advisors, PNC Investments, and Valmark Securities. 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 platform and offers a range of wrap-fee programs alongside custodial and insurance services.

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 worked at firms including Cetera, Farmers National Bank, and TLC Insurance Group. She serves on the boards of the Howland Community Scholarship Foundation and the Children’s Rehabilitation Center Charitable Foundation, where she participates in scholarship management and fundraising efforts. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model supported by a network of financial professionals and integrates services with KeyCorp affiliates.

Emily Ergun is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Key Investment Services and its affiliated entities since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model with portfolio management and strategist portfolios designed by its Chief Investment Office and third-party managers.

Aaron Schoonover is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses. He has four years of industry experience, including roles at KeyBank and PNC Bank, and spent 17 years at University Hospitals prior to entering the financial sector. 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 uses a multi-provider model for portfolio construction and offers multiple wrap-fee programs supported by custodial services from Pershing and affiliated insurance products.

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.

Patrick Manning is a financial advisor with Primerica Advisors, based in Beachwood, OH, with 13 years of industry experience. He has been associated with Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2008. Outside of his advisory work, he serves on the City Club of Cleveland Programming Committee and is active as a voting location deputy. Park Avenue Securities serves a diverse retail client base, including individual investors, high-net-worth clients, charitable organizations, and corporate entities, offering both brokerage and advisory services. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account types and financial planning solutions.

Kevin Obrien is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 65 credentials and having 31 years of industry experience. His prior firms include Morgan Stanley, UBS Financial Services, and Merrill. He is admitted to practice law in Ohio, although his bar status is currently inactive. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm 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, and utilizes an open-architecture investment approach with discretionary and non-discretionary portfolio management.

Michael Smith is a financial advisor with TIAA-CREF, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also provides advisory services for donor-advised funds and operates within a vertically integrated group using affiliated funds.

Jeffrey Yokiel is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 registrations and having nine years of industry experience. His career includes roles at PNC Investments and Key Investment Services. Outside of finance, he was involved with Towne Park Valet for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Mathew Bound is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Valmark Securities, Inc. and Key Private Bank before joining KeyBank and Key Investment Services in 2019. 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. The firm utilizes a multi-provider platform with discretionary implementation and non-discretionary model selection, integrating offerings with KeyCorp affiliates for additional investment and advisory services.

Mark Williamson is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Morgan Stanley Dw Inc. and Equity Services, Inc. before joining Key Investment Services in 2006, where he has been continuously employed with various firm entities since then. 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 plan clients through a network of financial professionals. The firm employs a multi-provider model and integrates services from KeyCorp affiliates, offering a range of wrap programs with custodial and trade execution support.

Luann Spaethe is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 34 years of industry experience. Her prior roles include positions at ValMark Advisers, Inc., PNC Wealth Management, and Natcity Investments, Inc. She is also involved with the Cuyahoga Valley Chapter of the Association for Talent Development, focusing on training and development in the Northeast Ohio area. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and offers a range of wrap programs combined with custodial and trade execution services.