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.

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.

Christopher Leben is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. He has previously worked with Equitable Advisors and Axa Advisors, LLC, and also spent eight years at Willoughby South High School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account designed for employees with PNC Bank online-banking credentials. The firm employs third-party strategists and investment delegates to manage portfolios using mutual funds and ETFs, with annual rebalancing and no direct trading or margin use by clients.

Kevin Kozlowski is a financial advisor with Fifth Third Securities, Inc. in Westlake, Ohio. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Kozlowski has been with Fifth Third Securities and Fifth Third Bank since 2011. 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 wholly-owned subsidiary of Fifth Third Bank.

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.

Luke Schuler is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at The Union Bank Co. and RBC Wealth Management. Outside of finance, he has experience working with the Toledo Zoo & Aquarium and has held roles in education at Bowling Green State University and local schools. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolio offerings. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

James Musengo is a CFP® with 29 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2002 and also holds Series 63, Series 65, and Series 66 licenses. In addition to his advisory role, he is an appointed agent for Agia, selling non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

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 Series 63 and Series 65 credentials and has worked previously with Equitable Advisors, Northwestern Mutual Investment Services LLC, and KeyBank. Outside of finance, he has experience working in various roles including at DoorDash and Flexjet. 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-directed model selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Douglas Burns is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 20 years of industry experience. He has worked with Stratos Wealth Partners since 2021 and previously spent nine years at Key Investment Services LLC. Burns is also associated with LPL Financial and Stratos Wealth Securities. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Jason Cohen is a CFP® professional with 16 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd and LPL Financial, LLC since 2014. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform. The firm uses an open-architecture approach and multiple custodians and sub-advisors to deliver tailored investment strategies.

Jason Fousek is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at PNC investments and PNC Wealth Management since 2016 and was previously involved with Kidd Productions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital platform that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.

Mindy Qua is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at LPL Financial and McDonald Partners LLC. Qua serves as a board member of Valley Lutheran Church, a nonprofit organization in Chagrin Falls, OH. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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.

Joseph Mckeon is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2009. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs a model-driven ETF investment approach alongside separately managed accounts and unified managed account solutions, with additional capabilities in fiduciary services, insurance, mortgage brokerage, and affiliated financial services.