Diane Gilger is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. She has 12 years of industry experience, having worked previously at LPL Financial and Firstmerit Bank, N.A. Ms. Gilger is based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment decisions while providing non-binding recommendations and ongoing monitoring.

Michelle Pipcak is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 11 years of industry experience. Her prior work includes roles at Edward Jones and Equity Trust Company. Outside of advising, she works part-time as a nighttime office cleaner. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

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 prior work includes roles at KeyBank and Fifth Third Securities. Key Investment Services LLC serves a broad client base including individuals, trusts, estates, small businesses, and corporations through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding advisor recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Samer Hilal is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes positions at J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley Dw Inc. He is also the owner of Samer Hilal Wealth LLC, a business entity established for tax and investment purposes. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

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.

Sean Housel is a financial advisor at The Huntington Investment Company with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Key Investment Services, PNC Investments, and KeyBanc Capital Markets. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

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.

Daniel Vieland is a financial advisor with Stratos Wealth Partners, Ltd in Westlake, Ohio, holding a Series 66 designation and 22 years of industry experience. His career includes roles at LPL Financial, JPMorgan Securities, Charles Schwab, Edward Jones, TD Ameritrade, Chase Investment Services, Citizens Securities, and Waddell & Reed. Stratos Wealth Partners serves a broad range of individual and institutional clients by providing financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and offers services across multiple custodians and platforms.

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 with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has nine years of industry experience, with prior work at Perkins Coie LLP and extensive tenure at KeyBank and Key Investment Services LLC. 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 provides advisory and brokerage services to individuals, trusts, estates, and corporate clients through various fee-based programs and managed accounts. The firm emphasizes client-directed investment model selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Christian Mc Entire is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory Inc., Charles Schwab, J.P. Morgan Securities, JP Morgan Chase Bank, and Fidelity in various advisory roles. Mc Entire is currently based in Richfield, Ohio. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools, with final trading decisions made by clients.

Julee Mott is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 21 years of industry experience. She has worked at LPL Financial, RBC Capital Markets Corporation, and Merrill. Mott is based in Hudson, Ohio. 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 using both proprietary and third-party strategies.

Tyler Durbin is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked for Key Investment Services and KeyBank in various roles since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap‑fee advisory programs, model portfolios, separately managed accounts, and other investment solutions. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Joanna Simmons is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at J.P. Morgan Securities LLC and KeyBank. Outside of finance, she was involved with Noona Baking Company LLC for six years. Key Investment Services LLC provides a range of advisory programs, including wrap-fee accounts, model portfolios, and separately managed accounts, serving individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection with ongoing monitoring and operates within the KeyCorp group, offering integrated services in collaboration with affiliated financial entities.