Justin Bradford is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Key Investment Services, he worked at PNC Investments for nine years. Outside of advisory work, he is involved with GenerationZMarketing LLC as an appointment setter in a social media and marketing capacity. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client direction in investment selection while providing ongoing monitoring and due diligence on third-party advisory products.

Giuseppe Calabrese is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services LLC since 2021, alongside a concurrent role at KeyBank beginning in 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

William Jirousek is a financial advisor with The Huntington Investment Company in Mayfield Heights, OH. He holds a Series 66 designation and has 20 years of industry experience. His work history includes positions at Ameriprise Financial Services, LLC and CCO Investment Services Corp prior to joining Huntington. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and proprietary investment strategies.

Joseph Skarda is a financial advisor at Key Investment Services LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for J.P. Morgan Securities for nine years. Outside of his advisory role, he is a passive investor in a thoroughbred horse racing management company. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through multiple investment program offerings, emphasizing client-directed model selection and ongoing oversight. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets.

Shane Justice is a financial advisor at Bankers Life Advisory Services, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been affiliated with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2015. In addition to his advisory role, he recruits and trains insurance agents as a Unit Field Trainer for Bankers Life. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Jacob Burnett is a CFP® professional with five years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Ancora Family Wealth Advisors, Inverness Securities, Oatey Company, Cleveland State University, and The Ohio State University. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including individuals, families, sports professionals, trusts, and institutions. The firm manages a diverse range of strategies and offers integrated financial planning and trust services, overseeing $72.3 billion in assets under management as of May 2026.

Craig Petti is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He has held positions at MAI Capital Management since 2021 and previously worked at Commonwealth Financial Network and HW Financial Advisors. He holds the Series 63 designation. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of investment strategies implemented through both in-house and third-party managers.

Chaim Schur is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and beginning his industry career in 2026. He previously worked at Marcum Wealth and Lucky Currency Services and has experience in higher education at Ono College. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and offers diversified, risk-class based investment solutions combining passive and active management with oversight from an internal Investment Committee.

Caitlin Monahan is a financial advisor at Clearstead with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at UBS Financial Services and Fidelity, where she worked for a total of 11 years before joining Clearstead. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm applies institutional disciplines with a range of investment strategies, managing approximately $33.9 billion in assets across over 4,300 client relationships.

Daniel Mullett is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 16 years of industry experience. His career includes multiple roles within Key Investment Services and KeyBank dating back to 2016. He has partial ownership in a family-owned construction company but does not participate in its management. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment model selection combined with ongoing monitoring and due diligence, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Pui San Reynolds is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Perfectly Splendid LLC, and Citizens Bank. 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 choices supported by non-binding recommendations and ongoing monitoring.

Karim Shady is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and two years of industry experience. He has worked at KeyBank and Fifth Third Securities and Bank, as well as Credit Agricole Bank of Egypt. Prior to his finance career, he spent five years at MISR International University. 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 provides oversight and due diligence on third-party advisory products within the KeyCorp group.

David Hertl is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2013. Outside of his advisory role, he volunteers as a co-coordinator for Dave Ramsey’s Financial Peace University at Groveport United Methodist Church. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with various investment strategies, and acts as a qualified custodian for client assets.

Benjamin Hill is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds the Series 66 designation and has worked at IFP Securities, LLC since 2019, following nearly a decade at LPL Financial Corporation and ongoing service at Independent Financial Partners since 2010. Hill serves as a board member of DCC Corp, participating in quarterly meetings. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of approximately 261 advisors nationwide. The firm supports a decentralized advisory model while offering formal retirement-plan advisory and pension consulting services, including ERISA 3(21) and 3(38) capabilities.

Naomi Dagostino is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and a Series 63 license, with 29 years of industry experience. She has worked with firms including Eagle Strategies, Insight Financial Associates, Naomi R. D'Agostino Insurance and Financial Services, Nylife Securities Inc., and New York Life Insurance Company. Outside of her advisory work, she volunteers with the Bath Volunteers for Service and the Bath Business Association, and serves as an educator for the Summit County Employees Lunch and Learn Program. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers various advisory programs, with the majority of assets managed on a non-discretionary basis.

Theresa Mystic is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63, 65, and 66 licenses and 39 years of industry experience. She previously worked at Key Investment Services LLC, AdamsLynch, and PNC Investments. Outside of her advisory role, she is involved as a catechist at St. Christopher Church and pursues photography and part-time dog sitting. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees, which utilizes algorithm-driven risk assessments and implements strategies via mutual funds and ETFs.

Matthew Jones is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining MAI in 2024, he worked at AllianceBernstein Private Wealth Management for three years and was involved with the Greater Cleveland Sports Commission. MAI Capital Management provides investment and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies along with financial planning and trust administration services.

Christina Santone is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. Her prior work includes roles at MML Investors Services and Mass Mutual Life Insurance Company. She is currently based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and model portfolio offerings. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Erica Cameron is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Cerity Partners Retirement Plan Consultants and has previously worked at HPM Partners LLC and Spero-Smith Investment Advisers, Inc. in Cleveland, OH. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm emphasizes asset-allocation driven model portfolios and investment policy statement–based monitoring, managing the majority of assets on a non-discretionary basis.

Pamela Zelonis is a financial advisor with PNC Wealth Management in Cleveland, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven pilot program for employees that uses mutual funds and ETFs with annual rebalancing and no direct client trading or margin use.