Guerschom Altidor is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has worked at KeyBank, PNC Wealth Management, PNC Bank, and Target. Outside of finance, he has experience as a product operations educator at Lululemon. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model combining in-house and third-party portfolio management, with an emphasis on non-discretionary asset management.

Pieter Burhans is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at JP Morgan Securities, Morgan Stanley, and Wells Fargo. 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 uses a multi-provider platform combining discretionary and non-discretionary models, and integrates services from KeyCorp affiliates including banking, capital markets, and municipal advisory.

Christian Drew is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Key Investment Services since 2016. Outside of his advisory role, he is a shareholder in Heritage Distilling Inc., a distilling company. 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 model-based portfolio management and multiple wrap-fee programs, utilizing a multi-provider platform and integration with KeyCorp affiliates for due diligence and advisory services.

Garret Keibler is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. before joining his current firm. 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 uses a multi-provider model incorporating discretionary implementation by Envestnet and portfolio design by Key Wealth CIO and third-party managers.

Diane Gilger is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at Key Bank NA, LPL Financial, Firstmerit Bank, N.A., and KeyBanc Capital Markets Inc. throughout her career. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to a range of clients including individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider model with discretionary and non-discretionary options, integrating services from KeyCorp affiliates for comprehensive investment and advisory solutions.

Daniel Frey is a financial advisor at Key Investment Services LLC in Glastonbury, CT, with 13 years of industry experience. He holds a Series 66 designation and has worked at KeyBank NA since 2016, including roles at Key Investment Services LLC, LPL Financial, Equitable Advisors, and Edward Jones. 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, relying on a multi-provider model featuring Envestnet and Key Wealth Chief Investment Office, and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

John Mc Vay Jr. is a financial advisor at Key Investment Services LLC with 15 years of industry experience and holds a Series 66 designation. His prior work includes positions at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. He was also involved with Magic Moments LLC for one year. 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 platform technology and strategist portfolios, with a focus on non-discretionary management and integration with KeyCorp affiliates.

Michelle Pipcak is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Equity Trust Company. Outside of advising, she has worked part-time as a nighttime office cleaner. 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 model integrating discretionary and non-discretionary portfolio management services, with custodial and trade execution support from Pershing and affiliated insurance offerings.

Michael Liskay is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at KeyBank, Fifth Third Securities, and Legend Advisory, LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor 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 utilizes a multi-provider model for portfolio implementation and integrates with KeyCorp affiliates to offer additional advisory and capital markets services.

James Fiore III is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 designations. He has 19 years of industry experience and has been 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 products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm integrates offerings with KeyCorp affiliates and emphasizes a multi-provider model with non-discretionary management and various wrap programs.

Raymond Durant is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at TIAA-CREF and Missionsquare Retirement. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves 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 utilizes a multi-provider model combining internal and third-party portfolio management resources.

Jeffrey Bryce is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2018, following roles at Citizens Bank and Citizens Securities, Inc. 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 with a multi-provider model that includes discretionary implementation by Envestnet and portfolio design by Key Wealth Chief Investment Office and third-party managers.

Alexander Gere is a financial advisor with Key Investment Services LLC in Rome, NY, holding Series 63 and Series 66 licenses and three years of industry experience. His career includes multiple roles at Key Investment Services LLC and KeyBank, as well as previous positions at Oakley and Fire Brothers Masonry. 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 various wrap programs and integrates with KeyCorp affiliates for investment due diligence and related services, employing a multi-provider model with a focus on non-discretionary portfolio management.

Eric Farnsworth is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Key Investment Services since 2016 and previously spent three years at Ameriprise. 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 utilizes a multi-provider model for portfolio implementation and offers various wrap programs alongside custodial, trade execution, and ancillary insurance services.

Jonathan Theberge is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and three years of industry experience. He has been affiliated with KeyBank NA since 2013. Outside of advising, he owns and operates a general construction and remodeling 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 broad network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolios, integrating services from KeyCorp affiliates and offering multiple wrap-fee programs.

Jaime Manzo is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Key Investment Services and KeyBank since 2015. 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 platform integrating discretionary and non-discretionary portfolio management with ancillary insurance services, supported by affiliated entities including KeyBank and KeyBanc Capital Markets.

Kyle Smith is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at KeyBank and has run a precious metals refining business as CEO since 2024. 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 incorporating both in-house and third-party strategist portfolios, with custodial and trade execution services provided by Pershing.

Michael Clementi is a financial advisor with Key Investment Services LLC holding Series 63, Series 65, and Series 66 credentials and five years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and AXA Advisors, LLC. He also spent 15 years with Phil's Vitamin Company. 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 utilizes a multi-provider platform with discretionary implementation, integrating services from KeyCorp affiliates to support model due diligence and advisory capabilities.

Anthony Chrisikos is a financial advisor at Key Investment Services LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2005, following six years at KeyBanc Capital Markets Inc. Outside of his advisory work, he serves as president of Washman Associates LLC. 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, combining in-house and third-party portfolio management with integrated services from affiliated KeyCorp entities.

Wesley Minton is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Key Investment Services in 2025, he worked in various roles at State Farm Investment Management Corp, State Farm VP Management Corp, and insurance agencies, as well as serving at the California Department of Corrections and Rehabilitation and Minton Construction. 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 platform combining discretionary and non-discretionary models, with integration across KeyCorp affiliates offering additional financial and advisory services.