Noah Hubele is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise and various roles outside finance including positions at Dutch Brothers Coffee and Oregon State University. 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 model and collaborates with KeyCorp affiliates to offer due diligence, advisory, and risk management services.

Jessica Snyder is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 20 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for 16 years before joining Key Investment Services in 2022. 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, using a multi-provider model that includes platform management by Envestnet and portfolio design by the Key Wealth Chief Investment Office and third-party managers.

John Mc Inerney Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes positions at LPL Financial and HSBC Securities (USA) Inc. 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 utilizes a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services, integrating with affiliated companies to provide additional investment and advisory capabilities.

Mickele Vianello is a Series 66-licensed financial advisor with one year of industry experience, currently with Key Investment Services LLC. Prior to her current role, she worked at KeyBank NA and held positions in credit union services, senior living, and education. She also has experience with a music-related business venture. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a diverse client base including individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider platform with discretionary and non-discretionary strategies and integrates services from KeyCorp affiliates.

Brian Wade is a financial advisor with Key Investment Services LLC in Salt Lake City, UT, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has been with Key Investment Services since 2006. Outside of his advisory role, he serves as Secretary for the Boundary Springs Waters Users Association, which manages water shares for homeowners in a specific geographic area. 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 model-based advisory programs and utilizes a multi-provider platform with oversight from its Product Due Diligence Committee, integrating resources from KeyCorp affiliates to provide various financial services.

Thomas Stritt is a financial advisor with Key Investment Services LLC who holds the Series 66 designation and has four years of industry experience. Prior to joining Key Investment Services and KeyBank in 2026, he worked at Morgan Stanley Smith Barney LLC for four years and Hudson Valley Credit Union for three years. Outside of finance, he remains listed as a part-time math tutor at The Learning Center at Regina Coeli, providing occasional support in subjects ranging from middle school math to calculus. 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 offers multiple wrap programs and integrates services from KeyCorp affiliates, utilizing a multi-provider model to deliver both discretionary and non-discretionary investment options.

Shemilore Oguntoye is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Key Investment Services in 2022, Oguntoye worked at First Command Financial Planning, Inc. and related affiliates from 2019 to 2022. 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 utilizes a multi-provider model with discretionary and non-discretionary portfolio implementations and integrates offerings from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Jenna Gordon is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, The Huntington National Bank, Infinex Investments, First Commonwealth Bank, and KeyBank. Outside of her advisory work, she owns and manages a vending machine business serving the Medina County Juvenile Jail. 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 portfolio management and model-based advisory products, utilizing a multi-provider platform and oversight from the Key Wealth Chief Investment Office and third-party managers.

Anna Michaelson is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at Continental General Insurance, PNC Investments LLC, and Lincoln Financial. 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 that includes portfolio management from Envestnet, Key Wealth Chief Investment Office, and third-party managers.

David Jaeger Jr. is a financial advisor at Key Investment Services LLC with 14 years of industry experience. His prior roles include positions at Key Bank, People's United Advisors, and Peoples United Bank. Jaeger serves as a commissioner for the Norwalk Transit District, a local transit authority. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Evan Ryan is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at KeyBank and the Potsdam Town & Country Club. Key Investment Services LLC is an SEC-registered adviser that provides 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 employs a multi-provider model combining in-house and third-party portfolio management and offers both discretionary and non-discretionary solutions.

Joel Wilson is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Key Investment Services LLC and has previously worked at Wells Fargo Advisors, Chase Investment Services Corp., and Country Trust Bank. 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 large network of financial professionals. The firm utilizes a multi-provider platform and offers a range of wrap programs supported by affiliated insurance products and banking services through KeyCorp affiliates.

Jena Viock is a Series 66-licensed financial advisor with 23 years of industry experience. She has worked at Key Investment Services LLC since 2015 and has a concurrent tenure at KeyBank beginning in 1998. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor offering 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 with discretionary implementation by Envestnet and strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Dean Janceski is a financial advisor with Key Investment Services LLC in Southfield, MI, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. His prior work includes roles at Merrill, Bank of America, Wells Fargo Clearing, and Robert Half International. 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. The firm employs a multi-provider model combining discretionary implementation and strategist portfolios, with integration across KeyCorp affiliates offering additional financial services.

Jessica Rorar is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Key Investment Services LLC since 2026 and has held positions at Key Bank and Valmark Securities, Inc. previously. She is based in Brooklyn, Ohio. 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 uses a multi-provider model and offers various wrap programs with custodial and trade execution services.

Andrew Cheatham is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and six years of industry experience. His career includes roles at KeyBank, LPL Financial, M&T Securities, Edward Jones, Bank of America NA, and Merrill Lynch. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients. The firm offers multiple wrap programs through a network of financial professionals, combining platform services from Envestnet with portfolio management by the Key Wealth Chief Investment Office and third-party managers.

Scott Moulton is a financial advisor at Key Investment Services LLC with 25 years of industry experience. His career includes roles at Merrill Lynch, Key Bank NA, Banc of America Investment Services, and Quick & Reilly. He holds Series 63 and Series 65 licenses. 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 network of financial professionals. The firm employs a multi-provider model combining in-house and third-party portfolio management with custodial and trade execution services, primarily on a non-discretionary basis.

Angel Kelley is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 23 years of industry experience. Prior to joining Key Investment Services in 2019, Angel worked at ValMark Advisers, Inc., LPL Financial, and other firms. 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 supported by a multi-provider model, combining portfolio management and model-based advisory products with custodial and trade execution services.

James Boyer is a financial advisor with Key Investment Services LLC in Albany, NY, holding a Series 66 designation and 25 years of industry experience. He has been with Key Investment Services since 2010. Outside of his advisory role, he is the owner of an Airbnb property in Saratoga Springs, NY. 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 with custodial and trade execution services, relying on a multi-provider model for portfolio management and includes connections with KeyCorp affiliates for additional financial services.

Andrew Webb is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His previous roles include positions at Merrill, Morgan Stanley, Wells Fargo Clearing, Berkshire Bank, and KeyBank NA. 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 uses a multi-provider platform model and integrates services from KeyCorp affiliates, offering a range of wrap programs alongside custodial and trade execution services.