Desirae Monaco is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Farmers National Bank, and TLC Insurance Group. Monaco is involved in community activities, serving on the Howland Community Scholarship Foundation and the Children's Rehabilitation Center Charitable Foundation. 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 offers access to third-party discretionary managers, while providing ongoing monitoring, reporting, and supervisory oversight.

Emily Ergun is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Key Investment Services since 2016. 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 oversight of third-party advisory products, operating within the KeyCorp group and affiliated with KeyBank and KeyBanc Capital Markets.

David Cross is a financial advisor at The Huntington Investment Company with 17 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Bank and various Huntington entities. 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 on the Envestnet MAS platform, employing an open-architecture model that integrates third-party sub-managers, affiliate model offerings, and overlay services.

Christopher Divito is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 66 license. He has 36 years of industry experience and has been with Independent Financial Group for 17 years. Divito serves on the board of the Westlawn Square Unit Owners Association, a local office building homeowners association. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services, utilizing a range of in-house and third-party managed portfolios delivered through platforms such as AccessPoint, Schwab, and Pershing.

Peter Butler is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Mid Atlantic Financial Management, Inc. and Ameriprise Financial Services, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party manager strategies supported by technology tools and centralized due diligence.

Patrick Manning is a financial advisor with Primerica Advisors, based in Beachwood, OH, with 13 years of industry experience. He has been associated with Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2008. Outside of his advisory work, he serves on the City Club of Cleveland Programming Committee and is active as a voting location deputy. Park Avenue Securities serves a diverse retail client base, including individual investors, high-net-worth clients, charitable organizations, and corporate entities, offering both brokerage and advisory services. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account types and financial planning solutions.

Bryon Baylog is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with various Bankers Life entities since 2011, including roles in insurance and annuity sales and training agents. Baylog also serves as Treasurer on the Aynsley Court Condominium Board of Directors. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ objectives and risk tolerances.

Kevin Obrien is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with both firms since 2010. Obrien is also admitted to practice law in Ohio, though his bar status is inactive. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Michael Smith is a financial advisor with TIAA-CREF, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also provides advisory services for donor-advised funds and operates within a vertically integrated group using affiliated funds.

Jeffrey Yokiel is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 registrations and having nine years of industry experience. His career includes roles at PNC Investments and Key Investment Services. Outside of finance, he was involved with Towne Park Valet for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Mathew Bound is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at KeyBank, Key Private Bank, and Valmark Securities, Inc. in addition to his current position at Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolio offerings, and managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Mark Williamson is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Key Investment Services LLC in various capacities since 2006. 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 investment selection with non-binding recommendations and ongoing oversight, operating within the KeyCorp group and maintaining relationships with affiliated banking and capital markets entities.

Luann Spaethe is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 34 years of industry experience. She has been with Key Investment Services since 2016 and worked at KeyBank from 2016 to 2018. Outside of her advisory role, she is involved in training and development through the Cuyahoga Valley Chapter of the Association for Talent Development. 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 selection and ongoing monitoring, while also working with affiliated entities to provide custody, clearing, and access to third-party discretionary managers.

Joel Wozny is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked with firms including The Huntington Investment Company, Western Southern Life, and Fifth Third Securities. 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, and it operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

Kristen Hummel is a financial advisor with PNC Wealth Management in Cleveland, OH, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with PNC investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an employee-only digital offering that uses algorithmic risk assessments to recommend portfolio strategies implemented via mutual funds and ETFs with annual rebalancing.

John Krajnik is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 18 years of industry experience, including roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of finance, he contributes automotive advice on Pelicanparts.com and has co-authored two books, Retire Like a Shark and Retire Abundantly. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting. The firm manages portfolios using asset allocation across mutual funds, ETFs, and individual securities, with regular rebalancing and reviews.

Vincent Julian is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at The Prudential Insurance Company of America and Huntington National Bank. His career has consistently involved roles within the KeyCorp group and affiliated entities. 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 while providing non-binding recommendations and ongoing portfolio monitoring, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.

Brian Tammaro is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Key Investment Services and PNC Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

James Smith is a financial advisor with MAI Capital Management, LLC in Cleveland, OH. He holds a Series 65 designation and has 11 years of industry experience, all with MAI Capital Management since 2014. MAI Capital Management provides discretionary and non-discretionary investment management, 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 offers customized portfolio management across multiple strategies and integrates financial planning and related services into many client relationships.

Thomas Compernolle is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including prior roles at Ameriprise Financial Services and LPL Financial. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.