Marcus Hanna is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including JP Morgan Chase Bank and Ameritas Investment Corp. His career includes multiple roles within Key Investment Services and KeyBank. 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. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to provide comprehensive due diligence, advisory, and investment-banking services.

Chandler Fout is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at KeyBank and PNC Wealth Management. 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 utilizes a multi-provider platform and integrates with KeyCorp affiliates, offering a variety of wrap programs with custodial and trade execution services.

William Grochala is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Key Investment Services since 2016 and a period at KeyBank from 2016 to 2019. 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 employs a multi-provider platform with discretionary and non-discretionary model management, integrates services from KeyCorp affiliates, and offers various wrap programs alongside insurance products.

Christopher O’Connor is a financial advisor with Key Investment Services LLC in Indianapolis, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Northwestern Mutual, and KeyBank. 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 uses a multi-provider platform with discretionary and non-discretionary investment models and integrates services from its affiliates KeyBank and KeyBanc Capital Markets.

Anna Smith is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining the firm, she worked for ten years at IU Health Methodist Hospital and currently works part-time as a registered nurse at IU Health North Hospital. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model with discretionary and non-discretionary portfolio options and integrates services from KeyCorp affiliates for investment and banking capabilities.

Nicholas Hench is a financial advisor at Key Investment Services LLC in Loveland, OH, holding a Series 66 designation with three years of industry experience. He has been with KeyBank NA since 2013, overlapping with his tenure at Key Investment Services LLC since 2023. 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 plans through a network of financial professionals. The firm employs a multi-provider model combining platform and discretionary implementation by Envestnet with strategist portfolios designed by internal and third-party managers, offering various wrap programs and ancillary insurance products.

David Cizmadia Jr. is a financial advisor at Key Investment Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2006, following six years at Citigroup Global Markets. 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 and utilizes a multi-provider platform model that integrates KeyCorp affiliates for due diligence, advisory, and investment-banking services.

William Buehler is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Key Investment Services LLC for 15 years. Outside of his advisory work, he is a small minority investor in Balance Beer Company, a brewpub and brewery in Golden, Colorado. 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 broad network of financial professionals. The firm utilizes a multi-provider platform model and offers various wrap fee programs with custodial and trade execution services supported by KeyCorp affiliates.

Colleen Shelly is a Series 66-licensed financial advisor with 18 years of industry experience. She currently works at Key Investment Services LLC and has previously held roles at LongView Financial Partners, Raymond James Financial Services, Lincoln Financial Advisors, PNC Investments, and Valmark 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 platform and offers a range of wrap-fee programs alongside custodial and insurance services.

Desirae Monaco is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Farmers National Bank, and TLC Insurance Group. She serves on the boards of the Howland Community Scholarship Foundation and the Children’s Rehabilitation Center Charitable Foundation, where she participates in scholarship management and fundraising efforts. 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. The firm uses a multi-provider model supported by a network of financial professionals and integrates services with KeyCorp affiliates.

Emily Ergun is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Key Investment Services and its affiliated entities since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model with portfolio management and strategist portfolios designed by its Chief Investment Office and third-party managers.

Aaron Schoonover is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses. He has four years of industry experience, including roles at KeyBank and PNC Bank, and spent 17 years at University Hospitals prior to entering the financial sector. 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 for portfolio construction and offers multiple wrap-fee programs supported by custodial services from Pershing and affiliated insurance products.

Jackson Pierce is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Equitable Advisors and KeyBank NA. Outside of his advisory work, he is a limited non-voting partner in Piercegang Investments LLLP, a partnership focused on illiquid investments. Key Investment Services LLC is an SEC-registered investment adviser that serves individuals, trusts, estates, small businesses, and institutional clients through a model-based advisory platform. The firm offers multiple wrap programs and integrates with KeyCorp affiliates to provide investment, banking, and risk management services.

Mathew Bound is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Valmark Securities, Inc. and Key Private Bank before joining KeyBank and Key Investment Services in 2019. 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. The firm utilizes a multi-provider platform with discretionary implementation and non-discretionary model selection, integrating offerings with KeyCorp affiliates for additional investment and advisory services.

Jordan Honan is a financial advisor with Key Investment Services LLC holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at HSBC Securities (USA) Inc. and Equitable Advisors. Outside of his advisory role, he serves as a member of the finance committee at St. John Vianney Church and holds a minority interest in a Thoroughbred racehorse. 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. The firm utilizes a multi-provider platform and offers a variety of wrap fee programs with integrations to KeyCorp affiliates for investment services and risk management.

Mark Williamson is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Morgan Stanley Dw Inc. and Equity Services, Inc. before joining Key Investment Services in 2006, where he has been continuously employed with various firm entities since then. 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 employs a multi-provider model and integrates services from KeyCorp affiliates, offering a range of wrap programs with custodial and trade execution support.

Tatiana Belova is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked for JP Morgan Chase for 25 years. Tatiana is a member of a family LLC formed for future home remodeling business operations. 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 utilizes a multi-provider model combining discretionary implementation with non-discretionary client-directed models and integrates services from KeyCorp affiliates.

Luann Spaethe is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 34 years of industry experience. Her prior roles include positions at ValMark Advisers, Inc., PNC Wealth Management, and Natcity Investments, Inc. She is also involved with the Cuyahoga Valley Chapter of the Association for Talent Development, focusing on training and development in the Northeast Ohio area. 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 uses a multi-provider model for portfolio management and offers a range of wrap programs combined with custodial and trade execution services.

Brian Bayer is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, HSBC Securities USA, and Flagstar Wealth Services. Key Investment Services LLC 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 and offers various wrap-fee programs with integrated services from KeyCorp affiliates.

Skyeller Hill is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Kestra Investment Services LLC, Wells Fargo Clearing Services LLC, and Farmers Financial Solutions LLC. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a range of clients including individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider model and offers a variety of wrap-fee programs supported by affiliated insurance products and custodial services through Pershing.