Anna Meliza is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and 14 years of industry experience. She has worked at Key Investment Services since 2011 and previously held a role at KeyBank from 2009 to 2020. 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 utilizes a multi-provider model and integrates services from KeyCorp affiliates, offering both discretionary and non-discretionary management alongside various wrap-fee programs.

Trenton Stoddard is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His work history includes roles at Key Bank and World Wide Golf Shops. 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 offers multiple wrap programs with custodial and trade execution services in partnership with Pershing.

Megan Richter is a financial advisor at Key Investment Services LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and U.S. Bancorp Investments. Outside of advising, she owns and operates a travel services business and serves as a limited-term lecturer at Purdue University Northwest. 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 by Envestnet and offers various wrap programs alongside custodial and insurance services.

Abraham Lincoln is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at KeyBank, Key Investment Services LLC, and Perkins Coie LLP. Outside of his advisory role, he serves as president of the North Counties Christian Sports League, managing its annual charitable status. Key Investment Services LLC is an SEC-registered adviser serving individuals, trusts, estates, small businesses, and institutional plans through portfolio management and model-based advisory products. The firm uses a multi-provider model integrating platforms like Envestnet and KeyCorp affiliates to offer discretionary and non-discretionary investment solutions.

Thomas Abramson is a financial advisor with Key Investment Services LLC in Cheektowaga, NY, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at HNP Capital LLC, Five Star Bank, and LPL Financial, LLC. 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 broad network of financial professionals. The firm utilizes a multi-provider model combining discretionary implementation and strategist portfolios, with integration across KeyCorp affiliates for additional financial services.

Robert Cipriano is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 66 licenses and offering 10 years of industry experience. His prior work includes roles at KeyBank, J.P. Morgan Securities, and Edward Jones. 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 network of financial professionals. The firm uses a multi-provider platform with discretionary implementation and offers multiple wrap programs alongside custodial and trade execution services.

David Epolito is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at KeyBank for 20 years. Outside of financial advising, he works as a laborer for SMG, managing operations at arenas and amphitheaters. 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 integrates with KeyCorp affiliates to provide portfolio management and related advisory services.

Kevin Kraus is a financial advisor with Key Investment Services LLC in Latham, NY. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including roles at KeyBank and Key Investment Services dating back to 2016. 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 uses a multi-provider model for portfolio implementation and offers various wrap programs with custodial and trade execution services supported by affiliated insurance entities.

Jodi Sherman is a financial advisor at Key Investment Services LLC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Key Investment Services and KeyBank since 2016, with prior experience at HSBC Securities and TD Ameritrade. Outside of her advisory role, she pursues a hobby in arts and crafts, focusing on jewelry and wood products, and serves on the board of a local condominium association as treasurer. 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 employs a multi-provider model combining Envestnet platforms with strategist portfolios from the Key Wealth Chief Investment Office and third-party managers, and it integrates services with KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Lukas Goehring is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds a Series 66 designation and has worked primarily with Key Investment Services and KeyBank since 2020. Prior to his financial services career, he held positions at Saint Vincent College and Blackhawk School District. 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 uses a multi-provider platform combining discretionary implementation with manager-designed portfolios and maintains integration with KeyCorp affiliates for additional financial services.

Owen Doremus is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank and The Charles prior to his current role. His background also includes experience with Island Outfitters and several small business roles. 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 and offers multiple wrap-fee programs with custodial and trade execution services through Pershing.

Aaron Fields is a financial advisor with Key Investment Services LLC in Puyallup, WA, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at IFS Financial Services, Touchstone Securities, Citadel Film Group, and Gwfs Equities Inc/Great West Life & Annuity Insurance Co. 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 portfolio construction and implementation, offering wrap-fee programs and integrates with KeyCorp affiliates for additional financial services.

Tyler Durbin is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes multiple roles at Key Investment Services and KeyBank dating back to 2014. 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 with portfolio management and model-based advisory products, integrating services from affiliated KeyCorp entities and third-party managers.

Joanna Simmons is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities LLC and KeyBank. Before entering the financial sector, she was involved with Noona Baking Company LLC for six years. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm uses a multi-provider model combining in-house and third-party portfolio strategies and integrates with KeyCorp affiliates for a range of financial services.

Tigress Jones is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Key Investment Services LLC, where she has worked since 2022. Her prior experience includes several years at JPMorgan Securities LLC and a brief tenure at Ameriprise. 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 portfolio management and model-based advisory products through a multi-provider platform, integrating resources from KeyCorp affiliates and third-party managers.

Tanya Lapointe is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes an extensive tenure at Key Bank from 1985 to 2020, followed by multiple roles within Key Investment Services since 2006. 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 portfolio management and model-based advisory products with a multi-provider platform, integrating services from affiliated entities including KeyBank and KeyBanc Capital Markets.

Reece Chlumsky is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at Key Investment Services, KeyBank, Bankers Life, and Wells Fargo. Key Investment Services LLC is an SEC-registered 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 featuring discretionary and non-discretionary portfolio management, with integration of affiliated financial services from KeyCorp entities.

Steven Franco Ross is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2015, previously holding roles at Key Bank, Banc of America Investment Services, and KeyBanc Capital Markets. Ross has been nominated to serve as Treasurer for his child's elementary school PTA, where he assists with budgeting and audit-related tasks. 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 model portfolios designed by in-house and third-party managers, often managing assets on a non-discretionary basis.

Andrew Bartholomew is a financial advisor at Key Investment Services LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Key Investment Services since 2016, following two years at LPL Financial. 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 portfolio management and model-based advisory products through a multi-provider platform, integrating services from affiliated entities such as KeyBank and KeyBanc Capital Markets.

V Wallace III is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Crown Wealth Management and Axiom Wealth Strategies. 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 utilizes a multi-provider platform with discretionary implementation, offering multiple wrap programs and integrating services from KeyCorp affiliates.