Diane Gilger is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at Key Bank NA, LPL Financial, Firstmerit Bank, N.A., and KeyBanc Capital Markets Inc. throughout her career. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to a range of clients including individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider model with discretionary and non-discretionary options, integrating services from KeyCorp affiliates for comprehensive investment and advisory solutions.

Michelle Pipcak is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Equity Trust Company. Outside of advising, she has worked part-time as a nighttime office cleaner. 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. The firm uses a multi-provider model integrating discretionary and non-discretionary portfolio management services, with custodial and trade execution support from Pershing and affiliated insurance offerings.

Michael Liskay is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at KeyBank, Fifth Third Securities, and Legend Advisory, LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor providing 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 for portfolio implementation and integrates with KeyCorp affiliates to offer additional advisory and capital markets services.

Samer Hilal is a financial advisor at Stratos Wealth Partners, Ltd with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley. Hilal operates through Stratos Wealth Partners and LPL Financial. 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 institutional clients, offering services such as financial planning, advisor-managed portfolios, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Laurence Dunlap is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Agia and Lincoln Financial Advisors Corporation. Outside of his advisory work, he is the managing member of Bull and Bear Enterprises, LLC, a company used for accounting purposes. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts with centralized technology and model solutions to support its extensive client base.

Lawrence De Baltzo is a financial advisor with Cetera Planning Partners in Independence, Ohio, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Planning Partners, Inc. for four years. In addition to his advisory role, he is a shareholder and heads the tax and business valuation departments at Hobe & Lucas, Certified Public Accountants, Inc., where he provides accounting, consulting, and tax services. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services alongside a diversified investment approach tailored to clients’ objectives and risk tolerance.

Geoffrey Hoff is a Series 66-licensed financial advisor with 15 years of industry experience. He is affiliated with Primerica Advisors and has worked with Park Avenue Securities since 2010 and Guardian Life Insurance Company since 2009. Hoff serves on the advisory board of Lake Catholic. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment strategies, proprietary programs, and account-level solutions.

Eric Rotolo is a financial advisor at PNC Wealth Management with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial, The Huntington Investment Company, and The Middlefield Banking Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio service available by invitation that uses algorithm-driven risk assessments and invests via mutual funds and ETFs with annual rebalancing.

Jesse Lazar is a CFP® professional with two years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he worked at The Jentner Corporation for nine years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a mix of third-party independent managers and a proprietary “Focus List” to implement client strategies. The firm offers discretionary wealth management, financial planning, retirement plan consulting, and other fiduciary services.

Samuel Gondek is a financial advisor with Fifth Third Securities, Inc. in Akron, OH, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fifth Third Securities since 2014 and has worked at Fifth Third Bank since 2013. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated corporate relationships.

Cory Nutter is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with BDS Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform for operations, trading, technology, compliance, and practice management.

Pablo Torrico Alvarez is a Series 66-registered financial advisor at Citizens Securities, Inc. in Rocky River, OH, with two years of industry experience. His prior roles include positions at LPL Financial, Sun Federal Credit Union, and Chase Bank. He is a member of the Northwest Ohio Hispanic Chamber of Commerce. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary and non-discretionary investment solutions and is wholly owned by Citizens Bank, N.A.

Anthony Bucceri is a financial advisor at Principal Financial Services with 8 years of industry experience. He holds the Series 66 designation and has worked previously at Guardian Life Insurance Company, Park Avenue Securities, and Valic Financial Advisors. Outside of traditional advisory roles, Bucceri has experience in fixed insurance sales and service, including fixed life, fixed annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Abraham Lincoln is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at KeyBank, Key Investment Services LLC, and Perkins Coie LLP. Outside of his advisory role, he serves as president of the North Counties Christian Sports League, managing its annual charitable status. Key Investment Services LLC is an SEC-registered adviser serving individuals, trusts, estates, small businesses, and institutional plans through portfolio management and model-based advisory products. The firm uses a multi-provider model integrating platforms like Envestnet and KeyCorp affiliates to offer discretionary and non-discretionary investment solutions.

Christian Mc Entire is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at J.P. Morgan Securities and Fidelity Personal and Workplace Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection while executing trades only with client authorization, using Charles Schwab’s asset-allocation models and internal research tools.

Julee Mott is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial, RBC Capital Markets Corporation, and Merrill. Stratos Wealth Partners is an enterprise adviser with about 379 advisors and $18.6 billion in assets under management, serving a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutions. The firm uses an open-architecture investment approach and offers various services such as advisor-managed wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Tyler Durbin is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes multiple roles at Key Investment Services and KeyBank dating back to 2014. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with portfolio management and model-based advisory products, integrating services from affiliated KeyCorp entities and third-party managers.

Joanna Simmons is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities LLC and KeyBank. Before entering the financial sector, she was involved with Noona Baking Company LLC for six years. 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 uses a multi-provider model combining in-house and third-party portfolio strategies and integrates with KeyCorp affiliates for a range of financial services.

Tigress Jones is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Key Investment Services LLC, where she has worked since 2022. Her prior experience includes several years at JPMorgan Securities LLC and a brief tenure at Ameriprise. 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. The firm offers portfolio management and model-based advisory products through a multi-provider platform, integrating resources from KeyCorp affiliates and third-party managers.

William Carroll is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has four years of industry experience. Prior to his advisory role, he worked at Texas de Brazil for four years. In addition to his advisory activities, Carroll is a licensed insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities, emphasizing periodic rebalancing and performance reviews.