Shikha Raghuwanshi is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at KeyBank and Wells Fargo. 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 for portfolio implementation and offers various wrap programs alongside custodial and insurance services.

Daniel Mcnelis is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank for a decade. Outside of his advisory role, he is involved with the Circle City Irish Festival, a nonprofit organization that promotes Irish culture in Indianapolis and supports educational and homeless feeding initiatives. 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 discretionary and non-discretionary model offerings and maintains integration with KeyCorp affiliates for due diligence and specialized financial services.

Robert Hamilton is a financial advisor at Key Investment Services LLC in North Tonawanda, NY, holding Series 63 and Series 66 licenses with 17 years of industry experience. His career includes multiple roles at Key Investment Services LLC and KeyBank spanning from 2016 to the present. 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 multi-provider model-based advisory products with custodial and trade execution services, integrating resources from KeyCorp affiliates and third-party managers.

Lisa Porpora is a financial advisor at Key Investment Services LLC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Key Bank since 1999. Porpora has been with Key Investment Services LLC 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 with custodial and trade execution services, utilizing a multi-provider model that includes discretionary implementation and strategist portfolios designed by internal and third-party managers.

Sierra Walley is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at KeyBank, Wells Fargo, and U.S. Bancorp Investments. 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 offers various wrap-fee programs supported by affiliated insurance products and custodial services.

Michele Spruell is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Her career includes multiple roles at Key Investment Services LLC and Key Bank. 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 portfolio management and model-based advisory products, using a multi-provider platform and integration with KeyCorp affiliates for various financial services.

Rachel Gunderson is a financial advisor at Key Investment Services LLC with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at KeyBank and its affiliated investment services entities since 2005. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap-fee programs and employs a multi-provider model combining platform services from Envestnet with portfolio management by the Key Wealth Chief Investment Office and third-party managers.

Barbara De Corse is a financial advisor with Key Investment Services LLC in Williamsville, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked with Key Investment Services since 2015 and has been associated with KeyBank since 1989. 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 and integrates services from KeyCorp affiliates, offering a range of wrap programs with custodial and trade execution services.

David Riffe is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds a Series 66 credential and has previous experience with firms including Mercer Global Advisors, First Interstate Bank, LPL Financial, and Citigroup Global Markets. Outside of his advisory role, he serves on the board of the Rotary Club of Boise and provides financial counseling to military personnel through Magellen Health. 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 multi-provider platform. The firm emphasizes non-discretionary model portfolios and integrates services with KeyCorp affiliates, delivering wrap-fee programs supported by custodial and trade execution services.

Matthew Siegel is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, LLC and Sterling Oak 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 offers multiple wrap programs through a multi-provider platform model, emphasizing non-discretionary management and integration with KeyCorp affiliates.

Jennifer Mc Curdy is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and Key Bank since 1995. 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. The firm employs a multi-provider model for discretionary implementation and emphasizes wrap-fee programs, integrating services with KeyCorp affiliates.

Andrew Ross is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His work history includes roles at Key Investment Services LLC starting in 2023 and prior experience at Bowling Green State University and North Ridgeville High School. 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 large network of financial professionals. The firm uses a multi-provider model combining platform services, strategist portfolio design, and a product due diligence committee, with a focus on wrap-fee programs and integration with KeyCorp affiliates.

Scott Gonzales is a financial advisor with Key Investment Services LLC in Ogden, UT, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Key Investment Services since 2016, following roles at U.S. Bancorp Investments and Edward Jones. 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 large network of financial professionals. The firm offers multiple wrap programs and uses a multi-provider model integrating third-party managers and the Key Wealth Chief Investment Office, with services supported by affiliated entities including KeyBank and KeyBanc Capital Markets.

Minuet Caldwell is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at Cetera and First National Bank of Pennsylvania. 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 for portfolio implementation and integrates services with KeyCorp affiliates, offering a range of wrap programs and custodial services.

David Karwick is a financial advisor with Key Investment Services LLC in Lewiston, NY. He holds Series 63 and Series 65 credentials and has 43 years of industry experience. Prior to joining Key Investment Services in 2005, he worked at KeyBanc Capital Markets Inc. from 2001 to 2005. Outside of his advisory role, he serves on the finance committee at St. Peter’s Roman Catholic Church, where he reviews the church’s financial condition and budgets. 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 utilizes a multi-provider model with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Jonathan Lomonaco is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has a varied work history including positions at Bob Johnson Auto Group and Northstar Recovery Services. 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 model and integrates services with KeyCorp affiliates, offering both discretionary and non-discretionary investment solutions.

Adam Birch is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Key Investment Services since 2013, including prior experience at Key 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 with custodial and trade execution services and integrates resources from KeyCorp affiliates and third-party managers to provide model-based portfolio management.

Lucas Mc Daniels is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services in various capacities since 2015. Outside of his advisory role, he serves as a landlord for an apartment above his home. 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 delivers multiple wrap-fee programs and integrates services from KeyCorp affiliates, combining discretionary implementation and third-party manager oversight.

Susan Berchak is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and 36 years of industry experience. She worked at Scottrade, Inc. for 15 years before joining Key Investment Services LLC, where she has been since 2019, with a brief hiatus in 2018. 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 integrates services from KeyCorp affiliates, using a multi-provider model that combines platform technology and third-party portfolio management.

Gina Drew is a financial advisor at Key Investment Services LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Key Investment Services since 2010. Outside of her advisory role, she is a shareholder in Heritage Distilling Inc., a distilling company. 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 supported by custodial and trade execution services and integrates with KeyCorp affiliates to provide a range of investment and advisory capabilities.