Robert Lucarelli is a financial advisor at Key Investment Services LLC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Key Investment Services since 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 utilizes a multi-provider model for portfolio implementation and offers integrated services with KeyCorp affiliates.

Kwang Yi is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, TD Ameritrade, and Merrill. 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 and offers wrap programs supported by affiliated insurance products and custodial services from Pershing.

Terri Torregrossa is a financial advisor with Key Investment Services LLC in Rochester, NY, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes various roles within Key Investment Services and Key Bank dating back to 2010. Outside of her advisory work, she is involved in managing residential real estate properties. 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 model-based portfolio management supported by a multi-provider platform and integrates services with KeyCorp affiliates.

Janene Culmo is a financial advisor at Key Investment Services LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2016, following prior roles at LPL Financial and HSBC Securities (USA) Inc. Outside of her advisory role, she provides financial and other assistance to a family member. 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 portfolio management and model-based advisory products through a multi-provider platform integrating discretionary and non-discretionary management with services from affiliated entities.

Richard Evans is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Key Investment Services, KeyBank, Quicken Loans, Valic Financial Advisors, WBC Group, and Charles Schwab. Outside of finance, he works part-time as a bartender at local restaurants in Ohio. Key Investment Services LLC is an SEC-registered investment adviser specializing in portfolio management and model-based advisory products for individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model with custodial and trade execution services, offering a range of wrap-fee programs and integration with KeyCorp affiliates.

David Dunfee is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services since 2005, with prior experience at KeyBanc Capital Markets Inc. from 2002 to 2005. 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 utilizes a multi-provider platform featuring discretionary and non-discretionary model strategies, integrating services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Michael Coffey 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 previously worked at notable firms including Citizens Securities, Inc., Private Advisor Group, LLC, LPL Financial, and PNC Wealth 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. The firm employs a multi-provider model for portfolio management and emphasizes non-discretionary model selection with custodial and trade execution services offered through Pershing.

Gianpaolo Sferrella is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 designation and less than one year of industry experience. His work history includes roles at Republic Finance, the Ohio Department of Taxation, and the YMCA of Central Ohio, as well as educational and retail positions. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary options and integrates with KeyCorp affiliates for due diligence and advisory services.

Richard Resling is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at PNC Investments and PNC Wealth Management. 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 network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary strategies and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Krishnan Harihara is a financial advisor at Key Investment Services LLC with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Global Atlantic Financial Group and Global Bankers Capital. 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 platform with discretionary and non-discretionary model options and integrates services from KeyCorp affiliates covering due diligence, municipal advisory, and investment banking.

Taylor Sokolowsky is a financial advisor at Key Investment Services LLC in Vancouver, WA, holding Series 63 and Series 65 registrations with three years of industry experience. Prior to joining Key Investment Services, Taylor worked at KeyBank NA and Fisher Investments. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that offers 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, providing a range of investment and advisory solutions.

Nonna Davydova is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Cetera Investment Services LLC, and Columbia/UMPQUA Bank. She is also involved with Consumer Direct Care Network outside of her advisory work. 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 investment management and offers multiple wrap programs with custodial services by Pershing and insurance products through affiliated entities.

Allen Dina III is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His career includes eight years at JPMorgan Chase Bank and JPMorgan Securities LLC, followed by multiple roles at KeyBank and Key Investment Services. 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 portfolio management and model-based advisory products with a multi-provider platform that integrates KeyCorp affiliates to provide additional investment and risk management services.

Michael Fairchild is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Key Investment Services LLC and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. His background also includes experience at Drainscapes and Bryant 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 plan clients through a broad network of financial professionals. The firm utilizes a multi-provider model with services including custodial and trade execution as well as ancillary insurance products, supported by its integration with KeyCorp affiliates.

Michelle Andrews is a financial advisor with Key Investment Services LLC in Moxee, WA. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Her work history includes over a decade at both Key Investment Services and Key Bank. 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 utilizes a multi-provider model for portfolio management and offers various wrap programs with ancillary insurance products, integrating capabilities from KeyCorp affiliates.

Nilufar Barak is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and KeyBank NA. 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. The firm employs a multi-provider platform and emphasizes non-discretionary asset management through a network of financial professionals.

James Keller III is a financial advisor with Key Investment Services LLC in Camillus, NY. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at Principal Securities and KeyBank. 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 portfolio options and integrates services from KeyCorp affiliates.

Kervin Vincent is a financial advisor at Key Investment Services LLC with Series 63 and Series 66 licenses and two years of industry experience. His career includes roles at KeyBank and Westfield Bank prior to his current position. 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 and integrates services from KeyCorp affiliates, offering a combination of discretionary and non-discretionary portfolio management with various wrap fee programs.

Michael Paul is a financial advisor with Key Investment Services LLC in Lancaster, NY, holding Series 63 and Series 66 designations and 10 years of industry experience. He has been with Key Investment Services LLC and its affiliate KeyBank since 2015. 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 combining discretionary implementation and strategist portfolios from internal and third-party managers, with integration of services from KeyCorp affiliates.

Jacqueline Stulmaker is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 23 years of industry experience. She has worked with Key Investment Services and KeyBank since 2013. Outside of her advisory role, she is an owner and lessor of a family income property in Rensselaer, NY. 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 model-based portfolio management and utilizes a multi-provider platform to deliver discretionary and non-discretionary investment solutions.