Jonathan Evans is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Key Investment Services since 2007. Outside of his advisory role, he serves as a fill-in preacher at Kingsway Alliance Church and assists with Mouse Adventures LLC, a Disney travel agency. 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 utilizes a multi-provider model with discretionary and non-discretionary strategies, integrating services from KeyCorp affiliates and offering multiple wrap fee programs with custodial and trade execution support.

Deborah Brown is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2017. Prior to that, she worked at Afortus Financial and SII Investments, Inc. Outside of her advisory role, she works as a delivery driver for DoorDash during non-trading hours. 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 multi-provider platform that integrates with KeyCorp affiliates.

Kobie Fellure is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has one year of industry experience and previously worked in roles including at Pacers Sports and Entertainment and Plainfield Community High School. 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 with integration across KeyCorp affiliates and primarily manages assets on a non-discretionary basis using wrap-fee programs.

David Youngmark is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Key Bank and Wells Fargo. Outside of finance, he performs live music as a guitarist and singer. 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 through a large network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to deliver various investment and advisory services.

Amanda Prows is a financial advisor with Key Investment Services LLC in Portland, OR, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Key Investment Services since 2009, following brief roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of her advisory work, she coaches volleyball at Athena Volleyball Academy and Portland Public Schools. 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 portfolio management and model-based advisory products, utilizing a multi-provider platform with discretionary and non-discretionary options, and integrates services from KeyCorp affiliates.

Nicholas Grandominico is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes positions at KeyBank and U.S. Bank. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to a diverse client base, including individuals, trusts, small businesses, and institutional plans. The firm utilizes a multi-provider model for portfolio implementation and integrates offerings with KeyCorp affiliates to provide a range of investment and advisory services.

Patricia Tornes is a Series 66–registered financial advisor with seven years of industry experience. She is currently with Key Investment Services LLC and has prior experience at Merrill. Tornes works in Brooklyn, Ohio. 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 clients. The firm employs a multi-provider model with discretionary and non-discretionary options, integrating services from KeyCorp affiliates for broader financial offerings.

Shelly Thomas is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including JP Morgan Securities, UBS Financial Services, and KeyBank. Outside of finance, she co-owned Mark and Shelly Thomas Photography, LLC, a photography business. 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 through a multi-provider platform, integrating affiliated KeyCorp entities for additional services such as municipal advisory and investment banking.

Mason Mondo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Before joining Key Investment Services, he worked at KeyBank and Bankers Life entities. He has also been involved with the Hunger & Thirst Group. 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 model and integrates services with KeyCorp affiliates, offering a range of wrap programs with custodial and trade execution services.

Blake Herideen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at KeyBank and Robert W. Baird. 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 clients. The firm utilizes a multi-provider model with discretionary and non-discretionary options and integrates services with KeyCorp affiliates to provide a range of investment and advisory capabilities.

Renato Powell is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Key Investment Services 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 clients through a network of financial professionals. The firm offers multiple wrap programs and combines platform services from Envestnet with portfolio design by internal and third-party managers, supported by affiliated KeyCorp entities providing additional financial services.

Adam Gould is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He currently works at Key Investment Services LLC and has previously held positions at KeyBank, Key Capital Bank, Wells Fargo Clearing, Merrill, Bank of America, Citizens Securities Inc., LPL Financial, and J.P. Morgan Securities. 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 uses a multi-provider model to deliver portfolio management and model-based advisory products, integrating offerings from KeyCorp affiliates and emphasizing non-discretionary asset management.

Paul Coleman is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with KeyBank and its affiliated entities since 2001. 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 through a network of financial professionals. The firm uses a multi-provider platform with discretionary implementation and strategic portfolio design, serving clients primarily on a non-discretionary basis.

Michael Graf is a financial advisor with Key Investment Services LLC in Auburn, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Key Investment Services since 2010. 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, offering portfolio management and model-based advisory products. The firm employs a multi-provider model and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

James Plantholt is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Merrill, Raymond James Financial Services, and Planned Results, Inc. He served in the Army National Guard from 2015 to 2024. 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 advisory products with custodial and trade execution services, using a multi-provider platform and integration with KeyCorp affiliates for investment and advisory capabilities.

Andres Cano is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been affiliated with Key Investment Services and KeyBank since 2016. Cano serves as a director of Advocates, Inc., a nonprofit organization for families with children with disabilities. 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 platform and integrates services from KeyCorp affiliates, offering a combination of discretionary and non-discretionary investment solutions.

Ryan Cameron is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at KeyBank and MSI Financial Services, Inc. over his career. 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 plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionarily implemented strategist portfolios and integrates services from KeyCorp affiliates, providing a range of investment and advisory capabilities.

Theresa Smith is a financial advisor with Key Investment Services LLC in Hamburg, NY, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She has worked at Key Investment Services LLC since 2016, following roles at LPL Financial and HSBC Securities (USA) 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 plans through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary portfolio management, offering various wrap programs and integrating services from KeyCorp affiliates.

Alex Kucharski is a Series 66 licensed financial advisor with one year of industry experience, currently with Key Investment Services LLC. Prior to joining the firm, he held positions at Vail Resorts, Thrivent, Anytime Fitness, John Carroll University, and Applegreen. 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 supported by third-party managers and affiliated KeyCorp entities, employing a multi-provider model with a focus on non-discretionary portfolio management.

David Isaacs is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones from 2007 to 2010. 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 uses a multi-provider model with discretionary implementation by Envestnet and offers multiple wrap programs alongside custodial, trade execution, and ancillary insurance services.