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Michael D

Series 63, Series 66

East Aurora, NY

Key Investment Services LLC

Michael Donahue is a financial advisor at Key Investment Services LLC with 37 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Key Investment Services in 2012, he worked at HSBC Securities (USA) Inc. for five years. 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 large network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model combining in-house and third-party management with integration across KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Andrew B

Series 66

Brunswick, ME

Key Investment Services LLC

Andrew Burns is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He has held positions at Key Investment Services since 2012 and previously worked at Ameriprise from 2006 to 2012. Outside of advising, he owns and manages a long-term residential rental business in Portland, Maine. 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 plans. The firm offers multiple wrap fee programs and utilizes a multi-provider platform, integrating services from KeyCorp affiliates for investment and risk management solutions.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Tanya R

Series 63, Series 66

Redmond, WA

Key Investment Services LLC

Tanya Range is a financial advisor with Key Investment Services LLC in Redmond, WA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has worked with Key Investment Services since 2009. 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 combining platform services from Envestnet with portfolio strategies from its Chief Investment Office and third-party managers, and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Remy D

Series 66

Meridian, ID

Key Investment Services LLC

Remy De Angelo is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2012 to 2014. 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 large network of financial professionals. The firm utilizes a multi-provider platform combining discretionary implementation by Envestnet and strategist portfolios designed by its Chief Investment Office and third-party managers, with notable integration of services from KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Jhuriko T

Series 63, Series 66

Cortlandt Manor, NY

Key Investment Services LLC

Jhuriko Then is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked with Key Investment Services and KeyBank 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 services to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolio options, and integrates closely with affiliates KeyBank and KeyBanc Capital Markets for additional financial services.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Philip S

Series 63, Series 66

Hudson, NY

Key Investment Services LLC

Philip Stire is a financial advisor at Key Investment Services LLC with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Key Investment Services since 2008, following a two-year tenure at McGinn, Smith Advisors LLC. 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 model that integrates discretionary and non-discretionary portfolio management, with additional services including custodial, trade execution, and ancillary insurance products.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Jeffrey S

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Jeffrey Sokolowski is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Key Private Bank, KeyBank, and First Commonwealth 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. The firm uses a multi-provider platform and integrates services from KeyCorp affiliates, offering a range of wrap programs and ancillary insurance products.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Dillion G

Series 63, Series 65

Denver, CO

Key Investment Services LLC

Dillion Galdi is a financial advisor with Key Investment Services LLC in Denver, CO, holding Series 63 and Series 65 designations and two years of industry experience. His prior roles include positions at KeyBank NA, PFS Investments Inc., Primerica Financial Services, and Gpac. 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 utilizes a multi-provider platform with discretionary implementation and model-based advisory products, integrating services from KeyCorp affiliates including banking and investment capabilities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Robert L

Series 63, Series 66

Hamburg, NY

Key Investment Services LLC

Robert Lucarelli is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at KeyBank NA and Alry Tool and Die. 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 and uses a multi-provider model involving Envestnet, its Chief Investment Office, and third-party managers to design and implement strategist portfolios.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Kristian V

Series 66

Dewitt, NY

Key Investment Services LLC

Kristian Vartabedian is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds a Series 66 designation and has worked at multiple firms including LPL Financial, M&T Securities, Empower Federal Credit Union, CUSO Financial Services, Morgan Stanley, and Bankers Healthcare 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 employs a multi-provider model supported by KeyCorp affiliates, offering primarily non-discretionary, percentage-of-AUM wrap fee programs with integrated custodial, trade execution, and insurance services.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Patrick G

Series 63, Series 65

Hamburg, NY

Key Investment Services LLC

Patrick Gardner is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Key Investment Services since 2012. 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 with discretionary and non-discretionary management options and integrates with KeyCorp affiliates for due diligence and advisory services.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Nicholas R

Series 66

Portland, OR

Key Investment Services LLC

Nicholas Rodenkirch is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Johnson Bixby. Outside of his advisory role, he serves as the Director of NexGen for the Financial Planning Association's Oregon and Southwest Washington Chapter, overseeing activities and member engagement for the group. 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 utilizes a multi-provider platform combining discretionary and non-discretionary portfolio options and integrates services with KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Charles S

Series 66

Brooklyn, OH

Key Investment Services LLC

Charles Scrattish Jr. is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 31 years of industry experience. His prior roles include positions at Huntington National Bank, The Huntington Investment Company, LPL Financial, and several other firms. 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 operates a multi-provider model with both discretionary and non-discretionary management options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Michael W

Series 63, Series 66

Williamsville, NY

Key Investment Services LLC

Michael Walker is a financial advisor at Key Investment Services LLC in Williamsville, NY, holding Series 63 and Series 66 credentials with four years of industry experience. His work history includes roles at KeyBank and academic positions at Canisius College and Fredonia University. 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 combining platform services from Envestnet with strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers, supporting both discretionary and non-discretionary investment approaches.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Heriberto R

Series 66

Longview, WA

Key Investment Services LLC

Heriberto Regino is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has prior work history at KeyBank NA as well as positions in education at Central Washington University and local schools. 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 and integrates model-based portfolio management with custodial and trade execution services, leveraging a multi-provider platform and coordination with KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Matthew M

Series 63, Series 65

Brooklyn, OH

Key Investment Services LLC

Matthew Moore is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes multiple roles within KeyBank and Key Investment Services as well as prior experience in retail positions at Bestbuy and Firehouse Subs. 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 with a focus on non-discretionary model portfolios and integrates services from KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Christopher D

Series 66

Brooklyn, OH

Key Investment Services LLC

Christopher Demuesy is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial, Tradefull, and in education at the North Canton Hoover School System. 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 employs a multi-provider model for portfolio management and oversight, and integrates services with KeyCorp affiliates, providing a range of investment and advisory solutions.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Thomas M

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Thomas Murphy is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at J.P. Morgan Securities LLC and Edward C. Hawkins & Co., Ltd. before joining Key Investment Services and KeyBanc Capital Markets. 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 with discretionary and non-discretionary portfolio management and integrates services from KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Ernest C

Series 65, Series 66

Brooklyn, OH

Key Investment Services LLC

Ernest Cunningham III is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Ameriprise, Cetera Investment Advisors, and Edward Jones. Outside of his advisory role, he umpires athletic events for the Ohio High School Athletic Association during evenings and weekends. 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 through a network of financial professionals. The firm utilizes a multi-provider model with both discretionary and non-discretionary management and integrates services from KeyCorp affiliates, including investment banking and municipal advisory capabilities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Theodore F

Series 63, Series 66

Bethel Park, PA

Key Investment Services LLC

Theodore Feitt Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Huntington Investment Company, OSAIC Institutions, Essex National Securities, LPL Financial, and Walnut Street Securities. He serves as a board member of the Disciples Church Ext Fund, an organization that funds charitable and nonprofit projects within the Disciples of Christ member churches network. 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 utilizes a multi-provider model for portfolio implementation and offers various wrap-fee programs with custodial and trade execution services.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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