Darrell Briggs Jr. is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank and Enterprise Holdings. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory solutions to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model with discretionary and non-discretionary portfolio management and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Chandler Groves is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Imber Wealth Advisors. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation and offers multiple wrap programs supported by affiliated insurance products and custodial services.

Melissa O'Brien is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She has held her current position since 2012 and previously worked at M&T Securities, Inc. from 2010 to 2012. O'Brien holds Series 63 and Series 65 licenses. 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 multiple wrap programs and employs a multi-provider model with discretionary implementation and model-based advisory services, supported by its integration with KeyCorp affiliates.

Tanya Knight is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at various KeyBank and Key Investment Services entities 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 plan clients through a network of financial professionals. The firm uses a multi-provider model combining third-party portfolio strategists and in-house due diligence, with services including multiple wrap programs and integration with KeyCorp affiliates for additional financial capabilities.

Joshua Milligan is a financial advisor at Key Investment Services LLC with 27 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2005, following three years at KeyBanc Capital Markets Inc. 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 plan clients. The firm offers multiple wrap programs and utilizes a multi-provider model that includes internal and third-party portfolio managers, with a focus on non-discretionary model selection and integration with KeyCorp affiliates.

Marc Gleason is a financial advisor at Key Investment Services LLC with 10 years of experience in the industry. He holds Series 63 and Series 66 licenses. His career includes 17 years at KeyBank and over a decade at Key Investment Services, along with experience outside finance as a Medicare enrollment agent for Essential Solutions during non-trading hours. 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 third-party strategist portfolios, offering multiple wrap programs with custodial and trade execution services.

Mallory Haseley is a financial advisor with Key Investment Services LLC, holding the Series 63 and Series 66 designations and four years of industry experience. Her background includes positions at KeyBank, as well as work in service roles at Killington Ski Resort and with Becker Farms and Vizcarra Vineyards. 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 network of financial professionals. The firm employs a multi-provider model for portfolio management and integrates with KeyCorp affiliates to offer a range of investment, banking, and advisory services.

Haddie Sauer is a financial advisor with Key Investment Services LLC in Carthage, NY, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She is also the owner and photographer of Haddie Helene Photography, a personal business unrelated to investment services. Key Investment Services LLC is an SEC-registered adviser and wrap-fee program sponsor offering 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 strategist portfolios, with a significant portion of assets managed on a non-discretionary basis.

Steven Beck is a financial advisor at Key Investment Services LLC with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Key Investment Services since 2005. Prior to that, he was affiliated with Montgomery Ward starting in 1986. 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 and employs a multi‑provider model combining discretionary implementation and third‑party strategist portfolios, with integration across KeyCorp affiliates providing a range of banking and advisory services.

David Butler is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with KeyBank and Key Investment Services since 2012. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment, advisory, and ancillary insurance services.

Michael Scheiwe is a financial advisor at Key Investment Services LLC in Columbus, OH, holding Series 63 and Series 66 licenses with eight years of industry experience. His previous roles include four years at J.P. Morgan Securities LLC and a brief tenure at KFORCE. 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 model-based advisory products through a multi-provider platform and integrates with KeyCorp affiliates to provide additional financial services.

Andrew Ellis is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Key Investment Services and KeyBank in various capacities since 2015. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model combining discretionary implementation and strategist portfolio design, with notable integration of KeyCorp affiliates for additional advisory and banking services.

Claens Bon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 10 years of industry experience. His work history includes multiple roles within Key Investment Services and KeyBank, as well as Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of his advisory career, he is a member of B & M Enterprise, LLC, involved in real estate property management. 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 network of financial professionals. The firm utilizes a multi-provider model combining discretionary implementation and manager-led strategist portfolios, with integration across KeyCorp affiliates offering additional financial services.

Thomas Lott is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including MassMutual and Fidelity Brokerage Services. Outside of his advisory role, Lott serves on the board of Kids Cooperative Theatre in southern New Hampshire, where he assists with show selection, promotional graphics, and technical theatre support; he also participates on the steering committee of FUSION:Bangor, a regional networking group for engaged residents. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model and integrates services with KeyCorp affiliates, offering wrap-fee programs alongside custodial, trade execution, and ancillary insurance products.

Timur Tyra is a financial advisor at Key Investment Services LLC with 36 years of industry experience. He has been with Key Investment Services since 2005 and previously worked at KeyBanc Capital Markets Inc. from 1999 to 2005. Tyra is a member of the Finance Committee at Holy Apostles Roman Catholic Parish. Key Investment Services LLC 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 management options and integrates services from KeyCorp affiliates.

Daniel Guenther 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 since 2006, including a prior stint from 2006 to 2011, and also worked at U.S. Bancorp Investments and Chase Investment Services. Outside of advisory work, he is an owner of Guenther Properties, LLC. Key Investment Services LLC is a 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 strategist portfolios, with a distinctive focus on non-discretionary asset management and integration with KeyCorp affiliates for expanded financial services.

Brian Weigel is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Key Investment Services since 2018, and previously held roles at Allstate Insurance Co and Citizens Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and integrates with KeyCorp affiliates to provide investment, advisory, and risk management services.

Thomas Yokum is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at UBS Financial Services and LPL Enterprise LLC, as well as experience in tutoring and other service positions. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor 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 model portfolios and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Chinh Nguyen is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Columbia Wealth Advisors, Raymond James Financial Services, Cetera, Steward Partners Investment Solutions, and Umpqua Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model combining in-house and third-party portfolio management and offers a range of wrap programs integrated with KeyCorp affiliates for additional financial services.

Daniel Aikin is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds a Series 66 designation and previously worked for the New York State Senate from 2008 to 2019. 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 employs a multi-provider model and integrates services with KeyCorp affiliates, offering both discretionary and primarily non-discretionary asset management solutions.