Anna Krisselda Mc Coy is a Series 66-licensed financial advisor at Key Investment Services LLC with one year of industry experience. Her prior work includes roles at ATRAM Trust Corporation and BDO Securities, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection while providing due diligence, oversight, and access to third-party discretionary managers.

Yuliya Hemerlein is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and five years of industry experience. She has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC before joining Key Investment Services and KeyBank in 2025. 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 direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight, while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

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 since 2023 and has been involved with Wallstreet Money Managers, Inc. since 2014, where she also provides notary services for legal and investment documents. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a range of managed account programs and third-party solutions to support portfolio construction and management.

Kevin Kozlowski is a financial advisor with Fifith Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2011. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage channels. The firm offers various managed account programs on the Passageway platform, employing multiple investment strategies and third-party portfolio managers.

Michael Agricola is a Series 66-registered financial advisor with 14 years of industry experience. He is currently with Key Investment Services LLC and has prior experience 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 a variety of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring and oversight, while leveraging corporate affiliations 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 with KeyBank and Key Investment Services since 2001. Outside of his advisory role, he serves as Co-Chair and Finance Director for Christmas in Swanton, a community event held annually in December. 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 direction in investment selection and provides ongoing monitoring and supervisory oversight, operating within the KeyCorp group alongside 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 in Brooklyn, Ohio, holding a Series 66 designation and 25 years of industry experience. She has been with Key Investment Services and Key Bank since 2016. Outside of her advisory role, she is a minority partner in a family-inherited real estate venture. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client direction in investment strategy selection and provides oversight and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital market entities.

Matthew Rossetti is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities LLC and KeyBank. 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 direction in investment decisions and provides access to third‑party discretionary managers while offering monitoring and supervisory oversight across its programs.

Luke Schuler is a financial advisor at Key Investment Services LLC in Brooklyn, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at The Union Bank Co. and RBC Wealth Management, as well as work with The Toledo Zoo & Aquarium. 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 model selection and ongoing monitoring, with access to third-party discretionary managers and supervisory oversight within the KeyCorp group.

James Musengo is a CFP® with over 30 years of industry experience, currently serving as a financial advisor at VALIC Financial Advisors since 2002. He has also held a position at Agia since 2022 and worked at the University of Akron from 2024 to 2025. Outside of advising, he is involved with the R J Musengo Irrevocable Trust dated 2001. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to serve a broad client base.

Daniel Jacobs is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65, Series 63, and Series 66 licenses with three years of industry experience. He previously worked for Key Bank NA for 20 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of investment strategies and integrates financial planning, tax, and bill-pay services, with $72.3 billion in assets under management as of May 2026.

Stephen Jewell is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, Northwestern Mutual Investment Services LLC, Flexjet, and KeyBank. Outside of financial services, he has experience working with DoorDash. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed investment strategy selection with ongoing monitoring and product due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated banking and capital markets entities.

Michael Erdelyi is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 14 years of industry experience. His career includes roles at PNC Investments and Ameriprise Financial Services, LLC. Outside of his advisory work, he serves as Director of Flag Football for the St. Ambrose Athletic Boosters. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm employs an open-architecture model that combines third-party managers with affiliate offerings, serving clients through wrap-fee programs on the Envestnet MAS platform.

Frank Preziuso is a CFP® with 21 years of industry experience, currently with Lincoln Investment. His prior roles include positions at Capital Analysts, Agia, and a 16-year tenure at Valic Financial Advisors. He serves as a volunteer board member for Akron Children’s Roundtable, a hospital-focused nonprofit. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Douglas Burns is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Key Investment Services LLC and KeyBanc Capital Markets Inc. Burns is currently affiliated with Stratos Wealth Partners, LPL Financial LLC, and Stratos Wealth Securities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Jason Cohen is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has been with Stratos Wealth Partners, Ltd and LPL Financial, LLC since 2014. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives who provide discretionary and non-discretionary portfolio management and specialized consulting.

Christopher Peck is a financial advisor with Sequoia Financial Group, L.L.C. He holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Cirrus Wealth Management, Triad Advisors, Edward Jones, and Sanford C Bernstein & Co LLC. Outside of his advisory work, he serves as director of finance for Young Catholic Professionals, a nonprofit professional networking organization. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and research from various external providers.

Mindy Qua is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at LPL Financial LLC, McDonald Partners LLC, UBS Financial Services, and KeyBanc Capital Markets Inc. She serves on the board of Valley Lutheran Church, a nonprofit organization in Chagrin Falls, Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, portfolio management, access to model portfolios and third-party managers, and retirement plan consulting, with an investment approach that combines individualized asset allocation and active monitoring through a network of adviser representatives.

Maura Hagan is a financial advisor with Guardian Life and holds a Series 66 credential. She has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Her prior work experience includes positions in financial services and manufacturing sectors. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.