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.

Hunter Boardwine is a financial advisor with PNC Wealth Management in Stow, Ohio, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining PNC, he worked at Empower Advisory Group, J.P. Morgan Securities, and JPMorgan Chase Bank among other firms. Outside of financial services, he owns Trash Ease LLC, a waste collection business registered in Ohio. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available as an invitation-only pilot for employees. The firm uses algorithm-driven model selection and delegates portfolio management and proxy voting to third-party specialists.

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.

Leeanne Mccabe is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. She has worked at Ameritas entities since 2023 and has been involved with Wallstreet Money Managers, Inc. since 2014. Outside of advisory work, she provides notary public services for legal and investment documents. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach combining in-house model portfolios, third-party managers, and co-advisory relationships to deliver both discretionary and non-discretionary solutions.

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.

Michael Rochelle is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has worked at KeyBank and Key Investment Services since 2001. Outside of his advisory role, he serves as Co-Chair and Finance Director for the community event Christmas in Swanton. 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 provides oversight and due diligence of third-party advisory products, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

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 based in Brooklyn, Ohio. She holds a Series 66 designation and has 25 years of industry experience, including ten years with Key Investment Services and KeyBank. She is a minority partner in a real estate business inherited from her father. 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 decisions supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with notable corporate affiliations.

Matthew Rossetti is a financial advisor with Key Investment Services LLC. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior experience includes roles at JPMorgan Securities LLC and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight through its affiliation with the KeyCorp group.