Eric Parker is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. His career includes roles at Key Investment Services LLC, Key Bank - KPB, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Key Private Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services provided by Pershing.

Bryan Baker is a financial advisor at Key Investment Services LLC with 25 years of industry experience and holds a Series 66 designation. He has been with Key Investment Services in various capacities since 2006 and previously worked at KeyBank from 2003 to 2020. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm uses a multi-provider model combining discretionary implementation and strategist portfolio design, primarily offering non-discretionary model selections supported by custodial and trade execution services through Pershing.

Brad Wilk is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds a Series 66 credential and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also a partner in BKG3, LLC, a real estate investment entity. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model with discretionary implementation and non-discretionary client selection, and integrates services from KeyCorp affiliates across banking and capital markets.

Patricia Linekin is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes roles at Key Investment Services and KeyBank over the past 18 years. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model combining discretionary implementation and strategist portfolios, with a focus on non-discretionary model selection and integration with KeyCorp affiliates.

Richard Failoo Velasquez is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and four years of industry experience. He has held positions at KeyBank, Wells Fargo, The Hartford Insurance Group, and other firms since 2015. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform featuring discretionary and non-discretionary models, integration with KeyCorp affiliates, and offers a range of wrap-fee programs along with ancillary insurance products.

Erik Dececco is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at HSBC Bank USA, N.A. and HSBC SECURITIES (USA) Inc., where he worked for six years. He has been with Key Investment Services since 2021. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers portfolio management and model-based advisory products through a multi-provider platform, integrating resources from KeyCorp affiliates and focusing on non-discretionary investment models with optional tax and values overlays.

Jodi Fellows is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Key Investment Services and its affiliates since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform combining discretionary implementation and third-party strategist portfolios, with services including wrap programs and ancillary insurance products.

Kevin Schunck is a financial advisor at Key Investment Services LLC in Monroe, NY, holding Series 63 and Series 65 credentials with 14 years of industry experience. His prior roles include positions at LPL Financial, M&T Securities, and Equitable Advisors. Outside of his advisory work, he is a co-owner of a seasonal ice cream shop, Treats & Tiques NNY LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through model-based portfolio management. The firm uses a multi-provider platform, combining discretionary implementation with non-discretionary client model selection, and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Elena Colibraro is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Key Investment Services LLC in various capacities since 2016 and previously worked at Key Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model that includes platform support from Envestnet and portfolio management by the Key Wealth Chief Investment Office and third-party managers.

Lee Lashombe is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes multiple roles at Key Investment Services LLC and KeyBank dating back to 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services and employs a multi-provider model relying on Envestnet, the Key Wealth Chief Investment Office, and third-party managers to design and monitor portfolios.

Hunter Fauci is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at LPL Financial, Hudson Valley Credit Union, and Axa Advisors. Fauci is also a notary, occasionally notarizing documents for friends and family. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model integrating third-party managers and affiliated KeyCorp services, offering primarily non-discretionary asset management with percentage-based wrap fees.

Luca Solimeno is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he worked at Equitable Advisors and has held various roles including referee for the Washington State Referee Association, where he is involved with youth and adult soccer leagues. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm offers multiple wrap programs supported by custodial and trade execution services and integrates resources from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Kimberly Barley is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes roles at Charter One Bank and Citizens Securities Inc. Kimberly is based in Brooklyn, Ohio. Key Investment Services LLC is an SEC-registered adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates while relying on a multi-provider model for portfolio implementation and manager oversight.

Anthony Fleming is a financial advisor with Key Investment Services LLC in Brooklyn, OH. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Fleming has been with Key Investment Services and KeyBank since 2014. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider model combining platforms like Envestnet with portfolio designs from its Chief Investment Office and third-party managers, delivering primarily non-discretionary investment solutions alongside custodial and ancillary insurance services.

David Dershteller is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services since 2018, following roles at UMB Bank and PNC Bank and Investments. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and uses a multi-provider model for portfolio management, combining in-house and third-party strategist portfolios with custodial and trade execution services from Pershing.

Hayley Andrews is a financial advisor at Key Investment Services LLC in Medford, OR, holding Series 63 and Series 66 credentials with eight years of industry experience. She has worked at Key Investment Associates since 2018 and previously spent 14 years at KeyBank. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap-fee programs and utilizes a multi-provider model that combines discretionary portfolio management with non-discretionary client selection, supported by affiliated KeyCorp entities providing additional financial services.

Pallavi Shrestha is a financial advisor at Key Investment Services LLC based in Seattle, WA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Equitable Advisors and KeyBank, as well as experience outside finance with Peepal Group and in the restaurant industry. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary investment models and offers integrated services through KeyCorp affiliates.

Allan Carmello is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Key Investment Services LLC since 2005. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs featuring custodial and trade execution services, utilizing a multi-provider model for portfolio management and investment strategy.

Gregory Hammontree is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Key Investment Services LLC since 2005, including a prior firm affiliation with KeyBanc Capital Markets Inc. He also serves as a youth and adult soccer referee in the Pierce and Kitsap County areas. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider platform integrating third-party and internal strategist portfolios with both discretionary and non-discretionary investment options.

William Evans is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at KeyBank, US Bank, Home Depot, and Corban University. Outside of his advisory role, he serves as a sound technician for West Salem Foursquare Church. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers model-based portfolio management supported by third-party managers and integrates services with KeyCorp affiliates to provide a range of investment and advisory solutions.