Sean Langan is a financial advisor with Key Investment Services LLC in Portland, ME, holding Series 63, Series 65, and Series 66 licenses and 23 years of industry experience. He has been with Key Investment Services since 2008, following three years at Valic Financial Advisors. Outside of his advisory role, he is a 50% stakeholder in Spellbound Biscotti LLC, a cookie manufacturing company. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap-fee programs and uses a multi-provider model that includes discretionary implementation and portfolio design by the Key Wealth Chief Investment Office and third-party managers.

Ethan Smith is a financial advisor with Key Investment Services LLC holding a Series 66 designation and four years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Ethan is also involved as a member and manager of DONATI LLC, a company managing rental property. 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 uses a multi-provider platform and emphasizes non-discretionary model portfolios with ancillary insurance offerings and integration with KeyCorp affiliates.

Roger Anderson is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 24 years of industry experience. His career includes roles at HSBC Securities (USA) Inc. and LPL Financial prior to joining Key Investment Services in 2016. 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 and employs a multi-provider model for portfolio management, integrating services from KeyCorp affiliates and third-party managers while generally emphasizing non-discretionary asset management.

Camilla Merrick is a financial advisor with Key Investment Services LLC and holds the ChFC® designation, along with Series 63 and Series 66 licenses. She has 31 years of industry experience, including prior roles at M&T Bank, M&T Securities, Inc., LPL Financial LLC, and Wall Street Financial Group, Inc. 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 utilizes a multi-provider model with discretionary and non-discretionary options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Anna Marie Pera is a financial advisor at Key Investment Services LLC with 31 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. from 2016 to 2022. 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 services from KeyCorp affiliates and third-party managers.

Cynthia Switalski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at KeyBank and KeyBanc Capital Markets Inc. She is based in Mishawaka, Indiana. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a broad network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Kevin Burke is a CFP® with 23 years of industry experience, currently serving with Key Investment Services LLC since 2018. His prior positions include roles at Capital One Advisors, LLC, Morgan Stanley, and TIAA-CREF, among others. He holds Series 63, Series 65, and Series 66 registrations. 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. The firm operates a multi-provider model delivering discretionary and non-discretionary solutions with integration across KeyCorp affiliates for a range of financial services.

Alec Schumacher is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and three years of industry experience. His professional background includes several roles at KeyBank dating back to 2017, as well as experience at Fetch Logistics, Shoe Show Inc., and Daemen College. 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 model for portfolio implementation and emphasizes non-discretionary asset management alongside wrap-fee programs.

Jonathan Prinz is a financial advisor with Key Investment Services LLC based in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at The Leaders Group, Inc., Capital Investments Management, Inc., Cetera Investment Services, LLC, and Heritage Bank. Outside of his advisory work, he serves as treasurer for the Woodbury Home Owners Association. 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. The firm offers multiple wrap programs supported by a multi-provider platform and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Amer Tipura is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has 8 years of industry experience, including prior roles at Raymond James Financial Services Advisors, Inc. and MassMutual Life Insurance Co. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients. The firm offers multiple wrap-fee programs supported by a multi-provider platform and integrates services from KeyCorp affiliates.

Janelle Morrow is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses, and has 28 years of industry experience. She has been with Key Investment Services since 2007. 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 plans through a large network of financial professionals. The firm offers multiple wrap-fee programs supported by third-party platforms and integrates services from KeyCorp affiliates, with a focus on predominantly non-discretionary asset management.

Luke Purkey is a financial advisor with Key Investment Services LLC in Albany, OR, holding Series 63 and Series 66 designations and six years of industry experience. His prior work includes roles at Key Bank, AXA Advisors, and founding Purkey Bookkeeping, LLC. 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 offers multiple wrap programs and integrates services from KeyCorp affiliates, emphasizing non-discretionary asset management and a multi-provider investment model.

Joshua Mc Kelvey is a financial advisor at Key Investment Services LLC with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at KeyBank and various companies in the hospitality and brewing sectors. 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 uses a multi-provider model combining platform services from Envestnet with portfolio design by internal and third-party managers.

La Dawn Coburn is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Key Investment Services LLC since 2017 and previously held roles at Cambridge Investment Research Inc and Capital Concepts Financial. 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 with discretionary and non-discretionary options, offering custody and trade execution services through Pershing and affiliated insurance products.

Christine Jatzek is a financial advisor at Key Investment Services LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various KeyBank and Key Investment Services entities since 2015. Her career has been focused within the KeyCorp family of firms. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider platform and emphasizes non-discretionary model selection with integrated services from KeyCorp affiliates.

Bonnie Addison is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Key Investment Services since 2007 and previously held roles at Banc Of America Investment Services, Inc. and Quick & Reilly, 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 through a network of financial professionals. The firm uses a multi-provider model with discretionary and non-discretionary options, integrates services from KeyCorp affiliates, and offers various wrap-fee programs supported by custodial and trade execution services.

Ryan Hartland is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior experience includes roles at PNC Investments LLC and Northwestern Mutual. 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 model-based portfolio management with multiple wrap programs and integrates resources from KeyCorp affiliates for investment banking and risk management services.

Heidi Ouderkirk is a financial advisor with Key Investment Services LLC in Brooklyn, OH. She holds the Series 66 designation and has three years of industry experience. Heidi has been with Key Investment Services LLC since 2022 and has also worked at KeyBank since 2015. She serves as the treasurer of the DeRuyter Free Library. 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 offers multiple wrap-fee programs and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Cheryl Himmel is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 25 years of industry experience. She has been with Key Investment Services since 2006. Outside of her advisory role, Cheryl works as a sales associate at a retail clothing store and as a style consultant at a retail store. 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 supported by a multi-provider platform, combining discretionary implementation and non-discretionary model selection with integrated services from KeyCorp affiliates.

Sarah Germini is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds the Series 63 and Series 66 designations. Her work history includes multiple roles within 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 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 employs a multi-provider model with discretionary implementation via Envestnet and portfolio design by the Key Wealth Chief Investment Office and third-party managers.