Kasey Walton is a financial advisor with Bankers Life Advisory Services, Inc. based in Westlake, OH. She holds Series 65 and Series 63 licenses and has six years of industry experience. Walton has worked at Bankers Life and its affiliated entities since 2016, including Bankers Life Securities and Bankers Life & Casualty, where she also serves as an insurance agent providing life and health insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analyses to tailor asset allocations and manage portfolios based on clients’ goals and risk tolerances.

Lindsay Bowman is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds a Series 66 designation and has been associated with Key Investment Services LLC since 2023 and Key Private Bank since 2005. 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 ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight within the KeyCorp group.

Steven Lee is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Key Investment Services and KeyBank since 2026 and previously spent several years at The Huntington Investment Company and Huntington National Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients by offering a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by due diligence and ongoing oversight, operating within the KeyCorp group and collaborating closely with affiliated banking and capital markets entities.

Anthony Grande is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at KeyBank and its affiliated entities since 1997. 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, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in investment decisions while providing non-binding recommendations and ongoing monitoring, operating within the KeyCorp group and working closely with affiliated financial entities.

Anna Krisselda Mc Coy is a financial advisor at Key Investment Services LLC holding a Series 66 designation. She has previously worked at ATRAM Trust Corporation and BDO Securities, Inc. Her industry experience includes roles in both investment and trust services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers while maintaining supervised oversight of client accounts.

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.

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 entities since 2023 and has been involved with Wallstreet Money Managers, Inc. since 2014. Outside of advisory work, she provides notary public services for legal and investment documents. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach combining in-house model portfolios, third-party managers, and co-advisory relationships to deliver both discretionary and non-discretionary solutions.

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.

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.

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.