Erica Acheson Dunay is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked primarily within KeyBank and its affiliated firms since 2017, and prior to that was with Fifth Third Securities and Wells Fargo Clearing. Outside of her advisory role, she serves on the boards of several organizations, including Lake Erie College National Alumni Board and Maple Leaf Community Residences, and participates in local community groups such as the Downtown Painesville Organization. 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 through a network of financial professionals. The firm utilizes a multi-provider model involving platform services from Envestnet and portfolio design by internal and third-party managers, with a focus on non-discretionary model selection and wrap fee programs.

Edward Sanchez is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Thrivent Financial and Colonial Life Insurance. Outside of his advisory role, he serves as Vice President of Stilly Valley Little League, stepping in to fulfill presidential duties as needed. 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 utilizes a multi-provider model and integrates services with KeyCorp affiliates to provide a range of investment and advisory solutions.

Edward Turrisi is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at First Citizens Investor Services, Wells Fargo, Edward Jones, and The Washington Trust Company. Outside of his advisory role, he consults on optometric practice processes and financial management for Maine Mall Eye Care. 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 platforms and third-party managers to deliver portfolio management, with a notable integration of services from KeyCorp affiliates.

Maureen Dowling is a financial advisor at Key Investment Services LLC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2012, following five years at 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 clients through a network of financial professionals. The firm offers multiple wrap programs and combines platform services from Envestnet with portfolio strategies designed by its Chief Investment Office and third-party managers.

Joshua Vernon is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Key Investment Services, he worked at Principal Life Insurance Company, Northwestern Mutual, and held outside sales roles in insurance. 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 utilizes a multi-provider model for portfolio implementation and integrates with KeyCorp affiliates to provide additional advisory, banking, and risk management services.

Crystal Southerland Mc Koy is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes nine years at KeyBank NA. 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 uses a multi-provider model for portfolio management and offers various wrap programs supported by KeyCorp affiliates and third-party strategists.

Mehnmah Reeves is a financial advisor at Key Investment Services LLC with 17 years of industry experience. She holds a Series 66 license and previously worked at Merrill and Wells Fargo Advisors. Outside of her advisory role, she serves as Director of Worship and music ministry at Calvary Church in Wyncote and provides counseling services to individuals and families through her ministry. 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. The firm utilizes a multi-provider model to deliver discretionary and non-discretionary portfolio solutions, integrating services with KeyCorp affiliates to enhance its investment and advisory offerings.

Matthew Carino is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and over 21 years of industry experience. He has worked at Key Investment Services since 2009 and previously held positions at The Huntington Investment Company, Chase Investment Services Corp., and Morgan Stanley DW Inc. 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 through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary offerings and integrates services from KeyCorp affiliates to support its investment and advisory capabilities.

William Ostrowski is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles outside the financial industry, such as involvement with Egriu for Congress and positions at John Carroll University and Dashs Markets. 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 utilizes a multi-provider model for portfolio management and offers multiple wrap programs, integrating services from KeyCorp affiliates and third-party managers to deliver both discretionary and non-discretionary investment solutions.

Albina Balkic is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has worked with Key Investment Services LLC since 2016, including a role at KeyBank during that period. 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 involving Envestnet, the Key Wealth Chief Investment Office, and third-party managers, offering discretionary and non-discretionary investment options along with various wrap programs and ancillary insurance products.

Luis Mancipe is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to his current role, he worked with Wells Fargo Clearing and Wells Fargo Advisors. 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 for discretionary implementation and portfolio design, integrating with KeyCorp affiliates to offer a range of investment, advisory, and risk management services.

Joseph Reynolds is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Citigroup, New York Life Insurance Company, NYLIFE Securities LLC, PNC Investments, and Merrill. He is based in Brooklyn, Ohio. 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 with discretionary and non-discretionary strategies and offers services integrated with KeyCorp affiliates, combining investment, banking, and risk management capabilities.

David Palmiter is a financial advisor with Key Investment Services LLC, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He previously worked at Citizens Securities, Inc. for 17 years and HSBC Securities (USA) Inc. for one year. Outside of his advisory role, he owns a single-family rental property. 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 offers multiple wrap programs and utilizes a multi-provider model with discretionary implementation and third-party strategist portfolios, integrating services from KeyCorp affiliates.

Cynthia Ciccotti is a financial advisor at Key Investment Services LLC with 25 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at ValMark Advisers, Inc. and Northwestern Mutual Investment Management. Outside of her advisory work, she manages a rental real estate business. 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 and a network of financial professionals.

Rebekah Marshall is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2016. Outside of her advisory role, she serves as Committee Chair for a major fundraiser supporting Victim Services through Rural Resources Community Action, an organization assisting victims of domestic violence, sexual assault, and other crimes. 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 utilizes a multi-provider model, combining discretionary implementation by Envestnet with portfolio design from Key Wealth Chief Investment Office and third-party managers.

James Schaible Jr. is a financial advisor with Key Investment Services LLC holding a Series 66 designation and five years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, RBC Capital Markets, and LPL Financial, LLC, among others. He is based in Rensselaer, NY. 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 offers multiple wrap fee programs and utilizes a multi-provider model for portfolio implementation and oversight.

Matthew Jones is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Key Investment Services LLC, having joined in 2024. His prior roles include positions at The Huntington Investment Company, JPMorgan Securities LLC, and Charles Schwab. 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 utilizes a multi-provider model and integrates with KeyCorp affiliates to offer a range of advisory and investment services, primarily on a non-discretionary wrap-fee basis.

Charles Melsher 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 also maintains a role at Sbhu since 1992. He holds Series 63 and Series 65 designations. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory solutions to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider platform and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Todd Powers is a financial advisor at Key Investment Services LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Equitable Advisors, Axa Advisors, and Symmetry Financial Group. 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 using a multi-provider model that integrates discretionary implementation and third-party strategist portfolios, with a notable affiliation to KeyCorp affiliates offering additional financial services.

Patrick Mc Kinley is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has prior work experience at KeyBank, Bankers Life Advisory, Bankers Life Securities, Bankers Life & Casualty, Circle R Mechanical, Purdue University, and Bartholomew Consolidated School Corporation. 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 programs and integrates resources from KeyCorp affiliates, combining discretionary and non-discretionary management with services that include tax and values overlays.