Christian Alaimo is a financial advisor with Key Investment Services LLC in Kenmore, NY, holding Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at KeyBank, Bank of America N.A., and Merrill. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor delivering 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 with discretionary implementation by Envestnet and portfolio design by Key Wealth Chief Investment Office and third-party managers.

James Brenneman is a financial advisor at Key Investment Services LLC based in Brooklyn, Ohio. He holds the Series 66 designation and has one year of industry experience. His prior work includes a position at Equitable Advisors, LLC and several years in non-financial roles including Ohio Wesleyan University and Nordonia High School. 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, employing a multi-provider model for portfolio management and discretionary implementation.

Chyron Williamson is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles at Pacific Life Insurance, HSBC Securities, and LPL Financial. 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 and emphasizes non-discretionary model portfolios with custodial and trade execution services provided by Pershing.

Mark Lorentzen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Key Investment Services and KeyBank NA from 2017 to the present, and previously at First Security of Bank of WA. 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, using a multi-provider model that combines platform technology, strategist portfolio design, and ongoing manager due diligence.

Eli Taylor is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank, U.S. Bancorp Investments, and JPMorgan Chase. Outside of his advisory role, he serves on the boards of Clover Park Technical College, the Tacoma-Pierce County Chamber of Commerce, and United Way of Pierce County. 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. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, emphasizing non-discretionary portfolio management and a multi-provider model.

Christopher Pester is a financial advisor at Key Investment Services LLC with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at KeyBank and TD Bank AMCB. Outside of his advisory role, he coordinates DJs for wedding and event services and serves as a board member for The Community Gourmet, a nonprofit focused on meal provision and food education. 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 emphasizes non-discretionary model selection with integrated custodial and trade execution services.

Richard Tannert is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kingswood Capital Partners, LLC and the Washington Department of Fish and Wildlife. Prior to his financial career, he served seven years in the US Army. 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 and offers multiple wrap-fee programs supported by affiliated insurance products and integration with KeyCorp affiliates.

Joseph Price is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Natcity Investments, Inc. He serves as power of attorney for his father, managing certain investment-related financial decisions without compensation. 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 relies on a multi-provider model for portfolio implementation and manager oversight.

Brian Crandall is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, M&T Bank, and Citizens Bank. In addition to his advisory role, he is a Notary Public. 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 offers multiple wrap programs and integrates with KeyCorp affiliates to deliver a range of investment, advisory, and financial services.

Noah Mink is a financial advisor at Key Investment Services LLC in Seattle, WA, with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at CitiGroup and KeyBank. 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 with discretionary and non-discretionary portfolio options and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Paul Lorenz is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including PNC Private Bank, Infinex Investments, and Citizens Bank prior to joining his current firm. 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 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.

Sherri Lett is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and LPL Enterprise. 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 platform services from Envestnet alongside model portfolios designed by its Chief Investment Office and third-party managers.

Loucas Kalliantasis is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services since 2019, including previous roles at M&T Securities, Inc. and LPL Financial. 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 and integrates services from KeyCorp affiliates and third-party managers, providing portfolio management primarily on a non-discretionary basis.

Louis Lamoreaux is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2016, previously working at LPL Financial. 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 with platform and discretionary implementation by Envestnet, supported by internally designed strategist portfolios and third-party managers, and is integrated with KeyCorp affiliates for various advisory and banking services.

Justin Fujka is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at KeyBank and spent over a decade at Rettig Music. Outside of finance, he teaches drum lessons and performs in local bands. 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 utilizes a multi-provider model combining platform services from Envestnet with portfolio strategies developed by its own investment office and third-party managers, offering a range of customizable wrap programs and affiliated insurance products.

Ryan Petry is a financial advisor with Key Investment Services LLC in Westminster, CO, holding Series 63 and Series 66 designations and 20 years of industry experience. His career includes roles at CORDA Investment Management, Zenith Investment Management, TD Ameritrade, Scottrade, and Charles Schwab. 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 employs a multi-provider model combining discretionary and non-discretionary portfolio management with integration across KeyCorp affiliates.

Joseph Badolato is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with Key Investment Services since 2016 and previously with Citizens Securities, Inc. for eight years. Outside of his advisory role, he co-owns a short-term family vacation rental property in Rainbow Lake, NY. 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 KeyCorp affiliates and third-party managers.

Miriam Bianchini is a financial advisor at Key Investment Services LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Citizens Securities, Inc. and Citizens Bank. Outside of her advisory role, she is a partner in a personal real estate investment venture. 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 clients through a network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Robert Jankowski is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm in various capacities since 2010. 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 utilizes a multi-provider model for portfolio management and offers multiple wrap programs, integrating resources from KeyCorp affiliates and third-party managers.

Maximino Bautista Jr. is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo Clearing, Wells Fargo Bank, NA, and First Interstate Bank. Bautista is based in Idaho Falls, ID. 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 and utilizes a multi-provider model combining platform services from Envestnet, portfolio design from internal and third-party managers, and oversight by a Product Due Diligence Committee.