David Harrison is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within KeyBank and its affiliated investment services since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans. The firm delivers portfolio management and model-based advisory products through a multi-provider platform and integrates resources from KeyCorp affiliates for due diligence and specialized financial services.

Ryan Sundberg is a financial advisor with Key Investment Services LLC, holding the Series 66 designation and five years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and Heritage Bank. 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 for portfolio management and offers wrap-fee programs supported by affiliated KeyCorp entities.

Michael Stobbe is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and UBS Financial Services. He has been with Key Investment Services since 2015. 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 uses a multi-provider platform integrating discretionary and non-discretionary portfolio management with services from KeyCorp affiliates and focuses on wrap-fee programs supported by a product due diligence process.

Brian Evans is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Key Investment Services LLC since 2015, following prior roles at J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley DW Inc. 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 leverages a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates.

Genevra Mitrovich is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds a Series 66 designation and has previous experience at Equitable Advisors and as an independent contractor. Outside of financial advising, she works as a group fitness instructor at Powerhouse Gym and provides consulting and training services through Mitrovich Consulting LLC. 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 and integrates services from affiliated entities including KeyCorp affiliates, offering a range of wrap-fee programs and ancillary insurance products.

Cole Christianson is a financial advisor at Key Investment Services LLC in Yakima, WA, with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Key Investment Services LLC in 2025, he worked at KeyBank from 2021 to 2025 and has experience in various roles at Washington State University and other local organizations. 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 offers multiple wrap programs with custodial and trade execution services and uses a multi-provider model for portfolio management, integrating with KeyCorp affiliates to provide expanded financial services.

Kevin Davidson is a financial advisor with Key Investment Services LLC in Dedham, ME, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at KeyBank and Key Investment Services LLC since 2017, as well as earlier experience at Lowe’s and the University of Maine. 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 plans. The firm uses a multi-provider platform with discretionary and non-discretionary models, integrating services from KeyCorp affiliates and providing a range of wrap-fee programs and ancillary insurance products.

Gabriel La Bianca is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His prior work includes positions at KeyBank, PNC Investment, and The Prudential Insurance Company of America. Outside of finance, he has experience working in the food service and landscaping sectors. 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. The firm uses a multi-provider model with discretionary and non-discretionary strategies, integrating services from KeyCorp affiliates and third-party managers.

Cynthia Prioletti is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 22 years of industry experience. She has worked with Key Investment Services and KeyBank since 2016 and previously spent two years at KeyBanc Capital Markets Inc. Outside of her advisory role, she has been a cosmetics products representative for Avon since 1997. 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 employs a multi-provider model combining discretionary and non-discretionary strategies, with integration across KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Taylor King is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Gottfried & Somberg Wealth Management, Connecticut Wealth Management, and KeyBank NA. 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 and integrates services from KeyCorp affiliates, offering both non-discretionary model selection and ancillary insurance products.

Nathan La France is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Key Investment Services since 2007 and previously worked at KeyBanc Capital Markets Inc. from 2004 to 2006. 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 combines discretionary and non-discretionary portfolio management with platform services provided by Envestnet and oversight by its Product Due Diligence Committee.

David Beam is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Key Investment Services since 2020, following five years at TIAA-CREF. 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 operates a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates.

Kaitlyn Worthley is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes positions at KeyBank and White House Black Market, as well as experience at the University of Oregon. 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, leveraging a multi-provider model that includes Envestnet and third-party managers to deliver portfolio management and advisory solutions.

Kevin Roche is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Key Bank NA for seven years before joining Key Investment Services in 2015. Outside of his advisory work, he serves as a board member, coordinator, and head coach for a local youth basketball league in Amherst, NY. 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 employs a multi-provider platform combining third-party and in-house portfolio management and offers various wrap-fee programs with custodial services through Pershing.

Karl Wollman Jr. is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments and PNC 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 supported by a multi-provider platform and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Perry Laulu is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, Merrill, Bank of America, and U.S. Bank. Outside of his advisory work, he is involved in owning and operating several small businesses, including an event consulting firm, an RV trailer rental service, and long-term residential property management. 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 uses a multi-provider model to deliver portfolio management and model-based advisory products, with services including custodial and trade execution through Pershing and ancillary insurance products via affiliated entities.

Matthew Severs is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has been with Key Investment Services LLC and its affiliate Key Bank NA since 2013. 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 offers multiple wrap programs with custodial and trade execution services, relying on a multi-provider model that includes Envestnet, the Key Wealth Chief Investment Office, and third-party managers to design and oversee strategist portfolios.

Katelyn Sager is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds the Series 66 credential and previously worked at KeyBank and Deli and Brew. 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 platform with discretionary and non-discretionary portfolio management and integrates services from affiliated KeyCorp entities.

John Muterspaw is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, T-Mobile, Fidelity Brokerage Services, Valvoline Instant Oil Change, and Cedar Fair. 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 discretionary and non-discretionary management, with integration across KeyCorp affiliates offering additional financial services.

Isabella Foltyniak is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at KeyBank, Exp Realty, Delighted Hospitality Group, Keller Williams, ReMax Plus, and Axa Advisors. She serves as a project management consultant for the Society for the Protection and Care of Children, assisting with event planning and marketing efforts. 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 employs a multi-provider model for portfolio management, integrating services from KeyCorp affiliates and third-party managers.