Andrew Ditty is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 66 licenses. He began his financial services career in 2026 with KeyBank and Key Investment Services, after prior roles outside the industry including positions at The Cheesecake Factory Inc and several educational institutions. 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 model selection with ongoing monitoring and provides access to third-party discretionary managers, operating as part of the KeyCorp group with affiliations across banking and capital markets.

Christian Mc Entire is a CFP® with 10 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab since 2022, following prior roles at J.P. Morgan Securities and Fidelity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Julee Mott is a financial advisor at Stratos Wealth Partners, Ltd with 20 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2010, concurrently serving at Stratos Wealth Partners. Prior to that, she was with RBC Capital Markets Corporation from 2009 to 2016. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Tyler Durbin is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes multiple roles at Key Investment Services and KeyBank dating back to 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing oversight while working within the KeyCorp group and affiliated entities.

Joanna Simmons is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 66 and Series 63 licenses and has prior experience 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 serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Tigress Jones is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. Her prior roles include multiple positions at JPMorgan Securities LLC between 2016 and 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings, emphasizing client direction in model selection while providing non-binding recommendations and ongoing monitoring. The firm operates within the KeyCorp group and collaborates with affiliated entities to deliver a comprehensive range of investment and brokerage services.

William Carroll is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has four years of industry experience. Prior to his advisory role, he worked at Texas de Brazil for four years. In addition to his advisory activities, Carroll is a licensed insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities, emphasizing periodic rebalancing and performance reviews.

Melissa Aiken is a Series 66 credentialed financial advisor with Valic Financial Advisors in Independence, Ohio, bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2012 and also holds a role with Agia since 2022. Outside of her advisory work, she serves on the board of directors for After School Discovery, a nonprofit providing educational and enrichment opportunities to at-risk children, and previously served as vice president of the Madison Band Patrons, a nonprofit supporting local school band programs. 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, consulting, and brokerage services, using Envestnet-developed UMA models for portfolio construction and management.

Victor Roach is a financial advisor with TIAA-CREF in Beachwood, Ohio, holding a Series 66 designation and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Roach umpires youth baseball games for boys aged 9 to 20 in Ohio. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm offers a range of advisory services that include model portfolios, customized portfolio management, and fiduciary services with a vertically integrated approach.

Jules Blakely is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles. Blakely has also been a student since 2009. 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 both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, along with financial planning and consulting services.

Laura Kiick is a CFP® professional with 19 years of experience in the financial services industry, currently serving at Sequoia Financial Group, L.L.C. since 2016. She holds Series 63 and Series 66 licenses and works in Akron, OH. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Anthony Tuccini is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities and affiliated entities since 2018, as well as at PNC Bank and PNC Investments from 2010 to 2018. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Dexter James is a financial advisor with MAI Capital Management, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining MAI Capital Management in 2022. Outside of his advisory role, James serves on the City of Hudson Tax Incentive Review Council and the Hudson Community Foundation board of directors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 serves in both advisory and product-sponsor roles, managing substantial assets and affiliated private investment vehicles.

James Brenneman is a financial advisor at Key Investment Services LLC with a Series 66 designation. He joined the firm in 2026 and has prior experience working at Equitable Advisors, LLC. His background includes roles outside the financial industry, including time at Ohio Wesleyan University and involvement with One Eyed Graphics. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory and brokerage programs. The firm emphasizes client-directed model selection and provides non-binding recommendations, ongoing monitoring, and access to third-party discretionary managers.

Eli Taylor is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at KeyBank NA, U.S. Bancorp Investments, JPMorgan Chase Bank, and affiliated entities. He serves as a board trustee at Clover Park Technical College and as a director on the boards of the Tacoma-Pierce County Chamber of Commerce and the United Way of Pierce County. 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 investment decisions and ongoing oversight, leveraging its affiliation with KeyCorp and related entities to offer a range of managed account solutions.

Connor Fife is a Series 66 credentialed financial advisor with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Royal Alliance Associates, Inc. and NCA Financial Planners. His activities have included assistant duties at Financial Planners of Cleveland Inc, involving client meeting coordination and customer service. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers a range of investment options and trustee support services.

David Brown is a financial advisor at PNC Wealth Management with 10 years of industry experience. He held previous roles at Robert Baird & Co. before joining PNC Investments in 2020. Outside of his advisory work, he serves as an Assistant Tackle Director for youth football and cheerleading programs. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessment to guide investment strategy implementation through mutual funds and ETFs, with portfolio management delegated to third parties.

Richard Tannert is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses, and has three years of industry experience. His prior roles include positions at Kingswood Capital Partners and the Washington Department of Fish and Wildlife. He served in the US Army from 2015 to 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a range of advisory programs and investment products. The firm emphasizes client-directed model selection and provides non-binding recommendations, ongoing monitoring, and due diligence of third-party advisory products.

James Sophia Jr. is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and Merrill Lynch. In addition to his advisory work, he is a 1099 insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

Christopher Walters is a financial advisor with CWM, LLC, holding a Series 66 designation and over 26 years of industry experience. His career includes positions at Morgan Stanley Smith Barney, Wells Trecaso Financial Group, Cabot Lodge Securities LLC, and other firms. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts using discretionary model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of services including portfolio management, financial planning, and retirement plan solutions.