Danila Vasiukou is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Principal Life Insurance Company, Principal Securities, Inc., and KeyBank. 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 uses a multi-provider platform with discretionary implementation and model selection typically conducted on a non-discretionary basis.

Kimberly Gustafson is a Series 66-licensed financial advisor at Key Investment Services LLC with eight years of industry experience. Her prior roles include positions at Wells Fargo Bank, The O.N. Equity Sales Company, and PrimeLending. She is based in Highlands Ranch, Colorado. 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 with custodial and trade execution services and relies on a multi-provider platform combining in-house and third-party manager strategies.

Nathan Poorbaugh is a financial advisor with Key Investment Services LLC in North Huntingdon, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked in multiple roles at 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 products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm emphasizes a multi-provider platform with a combination of discretionary and non-discretionary management, and it integrates services with KeyCorp affiliates across investment banking and municipal advisory sectors.

Stacie Lieb is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at KeyBank, Citizens Securities, Inc., Citizens Bank, Cco Investment Services, and Charter One 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 utilizing a multi-provider platform with discretionary and non-discretionary portfolio management, integrated with KeyCorp affiliates for additional financial services.

Robert Woolwine is a financial advisor with Key Investment Services LLC in Denver, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he worked in educational roles at the University of Colorado - Boulder, Collegiate School Richmond, and Tuckahoe Middle School between 2014 and 2025. 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 with KeyCorp affiliates for additional due diligence, advisory, and capital markets services.

Malak Rabi is a financial advisor at Key Investment Services LLC with one year of industry experience. Their prior roles include positions at Fifth Third Securities, Inc., Fifth Third Bank, N.A., LMU Law, and Aurora University. Malak holds Series 63 and Series 65 licenses. 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 model with discretionary implementation and offers multiple wrap-fee programs supported by custodial and execution services from Pershing.

Jordonna Spina is a financial advisor with Key Investment Services LLC in Latham, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with Key Investment Services and KeyBank since 2017. Her background includes work at Siena College and BJ's Wholesale Club. 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 relies on a multi-provider model incorporating Envestnet and third-party managers, with integration across KeyCorp affiliates for a range of investment and advisory services.

Saul Sanchez is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at KeyBank and Bank of America. 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-fee programs and utilizes a multi-provider model combining in-house and third-party strategies with custodial and trade execution services.

Robert Stevens is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Key Investment Services since 2005 and previously worked at KeyBanc Capital Markets Inc. from 1999 to 2005. 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 plan clients through a network of financial professionals. The firm uses a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment, advisory, and ancillary insurance services.

Tyler Guarasci is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at LPL Financial LLC, Northwest Bank, and Massachusetts Mutual Life Insurance Company. 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 employs a multi-provider model featuring discretionary implementation by Envestnet and portfolio design by its Chief Investment Office and third-party managers, with a focus on non-discretionary model selection and integration with KeyCorp affiliates.

Keith Holmes is a financial advisor with Key Investment Services LLC in Emmaus, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Key Investment Services LLC and Key Bank 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 plan clients through a network of financial professionals. The firm offers multiple wrap programs through a multi-provider platform, combining discretionary implementation with non-discretionary model selection and integrates services with KeyCorp affiliates for a range of investment and advisory capabilities.

Nancy Noga is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her prior work includes roles at LPL Financial and Northwest Bank before joining KeyBank and Key Investment Services in 2019. 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 plan clients through a network of financial professionals. The firm uses a multi-provider model combining platform services from Envestnet with portfolio strategies designed by the Key Wealth Chief Investment Office and third-party managers.

Sydia Cromer is a financial advisor at Key Investment Services LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2012, following four years at HSBC Securities (USA) Inc. Outside of her advisory role, she is involved with Young Living Essential Oils as a member. 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 emphasizes non-discretionary model selection supported by multiple wrap programs and integrates services from KeyCorp affiliates to offer a diverse range of investment and advisory solutions.

Michael La Rosa Jr. is a Series 66-registered advisor with Key Investment Services LLC, bringing one year of industry experience. His prior roles include positions at MissionSquare Investment Services, LPL Financial, and Citibank. Outside of advising, he serves as an adjunct instructor for undergraduate business courses at Southern New Hampshire University and volunteers as a community manager for a nonprofit focused on cancer and mental health causes. 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 employs a multi-provider model with discretionary implementation and emphasizes non-discretionary asset management through various wrap programs.

Rommel Garcia is a financial advisor with Key Investment Services LLC in Lacey, WA, holding Series 63 and Series 66 licenses and bringing three years of industry experience. Prior to joining Key Investment Services, he worked at KeyBank and has experience in academic settings. Outside of his advisory role, he works as a delivery driver for a food delivery service. 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-fee programs and integrates services from affiliated KeyCorp entities along with third-party managers to deliver tailored investment solutions.

Morgan Robinson is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds a Series 66 designation and previously worked at KeyBank and Concentrix. Outside of her advisory role, she has occasionally worked as a waitress at Edgewood Resort during special events. 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 uses a multi-provider model and integrates services from KeyCorp affiliates, offering a range of wrap-fee programs and ancillary insurance products.

Andrew Nothstine is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at WesBanco Securities, Fifth Third Securities, and Fifth Third Bank. 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 both discretionary and non-discretionary management, supported by affiliates including KeyBank and KeyBanc Capital Markets.

Jeffrey Hannett is a financial advisor with Key Investment Services LLC in Hudson, NY, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Key Investment Services in various roles since 2016 and previously worked at KeyBank. In addition to advising, Hannett is a financial education instructor at Kaplan North America’s College for Financial Planning, where he teaches and develops curriculum. 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 offers model-based advisory products with multi-provider platform support and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Brandi Smith is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Key Investment Services and KeyBank throughout her career. 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 plan clients through a network of financial professionals. The firm employs a multi-provider model combining platform services from Envestnet with portfolio strategies designed by the Key Wealth Chief Investment Office and third-party managers.

Daniel Juliussen is a financial advisor at Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 66 licenses and has four years of industry experience. Juliussen has been with Key Investment Services LLC since 2023 and has also worked at Key Bank NA 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 plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model for portfolio management and strategy implementation.