Meghan Campbell is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 63 and Series 65 credentials. Her work history includes roles at KeyBank NA and several positions in the hospitality sector prior to her current advisory role. 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 implementation by Envestnet and strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Paul Taylor is a financial advisor with Key Investment Services LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Key Investment Services LLC in 2025, he worked at PNC Investments from 2021 to 2025 and has experience in construction and sales roles. 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 utilizes a multi-provider platform model, integrating services from KeyCorp affiliates and third-party managers.

Laray Cash is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Key Corp for six years before joining Key Investment Services. 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 with discretionary and non-discretionary portfolio management options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Timothy Manning is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at LPL Financial, HSBC Securities (USA) Inc., and Banc of America Investment Services, Inc. Manning has been with Key Investment Services 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 utilizes a multi-provider platform with discretionary implementation and emphasizes non-discretionary model selection, integrating capabilities from KeyCorp affiliates including banking and investment services.

Evan Galbraith is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services since 2018, following prior roles at First Command Advisory Services and First Command Financial Planning. Outside of his advisory role, he was involved in a personal service corporation established to provide care for his mother during her final years. 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. The firm utilizes a multi-provider platform with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates, offering wrap-fee programs and ancillary insurance products.

Priya Tater is a financial advisor with Key Investment Services LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at Fifth Third Bank and Fifth Third Securities. Outside of her advisory work, she assists in managing a rental property with her husband. 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. The firm utilizes a multi-provider model for portfolio implementation and integrates with KeyCorp affiliates to provide a range of financial services.

Jacob Kantor is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at KeyBank, MML Investors Services LLC, MassMutual Life Insurance Company, and New York Life Insurance Co. He has also worked at Minnesota Hockey Camps and the University of Buffalo. 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 for portfolio implementation and offers various wrap-fee programs supported by affiliated insurance products and integration with KeyCorp affiliates.

Michael Welch is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Cadaret Grant & Co., Inc., CCO Investment Services Corp, J.P. Morgan Securities, The Huntington Investment Company, Wells Fargo Clearing, and Fifth Third Securities. 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 offering various wrap fee programs with custodial and trade execution services, supported by affiliated insurance products and integration with KeyCorp affiliates.

Teresa Jackson is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at KeyBank and Key Investment Services since 2009. Outside of her advisory role, she owns a small business preparing and selling baked goods. 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 and offers multiple wrap programs with custodial and trade execution services.

Darin Jandreau 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 worked 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 plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers various wrap programs with custodial and trade execution services through Pershing.

Karen Luckoski is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked with KeyBank and Key Investment Services 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 uses a multi-provider model combining discretionary implementation with strategist portfolio design and offers various wrap programs alongside custodial and trade execution services.

Christian Brown is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial and M&T Securities, Inc. 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 with discretionary and non-discretionary portfolio options and offers various wrap programs supported by affiliated custodial and insurance services.

Derek Stover is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 credentials and has four years of industry experience. His prior work includes roles at KeyBank and Northwestern Mutual. 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 plans through a network of financial professionals. The firm uses a multi-provider model combining discretionary implementation and strategist portfolios, with integration across KeyCorp affiliates offering additional advisory and capital markets services.

James Sheahen is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 66 designation and previously worked at KeyBank for 37 years. Outside of his advisory role, he serves as a non-compensated treasurer for the political campaigns of Tom Bullock, a City of Lakewood councilman. 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 programs and utilizes a multi-provider model combining in-house and third-party portfolio management, with custodial services carried out by Pershing.

Tomisina Samuelson is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work history includes roles at KeyBank, HomeTrust Bank, M&T Bank, and positions in academic institutions such as Jamestown Community College and Buffalo State College. 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. The firm employs a multi-provider model leveraging third-party managers and affiliated KeyCorp services, offering primarily non-discretionary asset management with wrap-fee programs.

Conner Burt is a financial advisor with Key Investment Services LLC in Estes Park, CO, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Charles Schwab, Citizens Bank, and KeyBank. 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 supported by custodial and trade execution services and integrates with KeyCorp affiliates for model due diligence and other financial services.

Jonathan Neville is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Skyline Advisors, Thrivent Investment Management, and held roles at Hilltop Church and Christ Church. 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 programs and integrates services from KeyCorp affiliates, with a distinctive focus on non-discretionary asset management and model due diligence.

Robert Kowalewski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and firms such as Weslee Trillow and John Ertz. 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 portfolio management and model-based advisory products, utilizing a multi-provider platform that integrates discretionary implementation by Envestnet and portfolio design by both internal and third-party managers.

Marcus Tobin is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and has worked at KeyBank and Cetera in addition to his current role. Outside of his advisory work, he coaches youth soccer for 12-year-olds. 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 and integrates services from KeyCorp affiliates.

Evan Gutman is a financial advisor at Key Investment Services LLC with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at KeyBank and has experience in roles outside the financial sector, including at Uber and Penn State Housing and Food 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 clients through a large network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary investment options and integrates services from KeyCorp affiliates.