Desiree Monahan is a financial advisor with Key Investment Services LLC in Saratoga Springs, NY. She holds Series 63 and Series 66 licenses and has 13 years of industry experience, including 12 years with her 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 plans 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 oversight.

Jason Navolio is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Key Investment Services LLC since 2022. His prior experience includes roles at LPL Financial, M&T Securities, TIAA-CREF, Citizens Securities, and Natcity Investments. He serves on the board of the Henrietta Chamber of Commerce, where he assists in promoting membership and coordinating events. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a multi-provider platform. The firm integrates services with KeyCorp affiliates and emphasizes wrap-fee programs with a notable portion of assets managed on a non-discretionary basis.

Joel Wozny is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western Southern Life, The Huntington Investment Company, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, 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 plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary options and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Nathanael Parady is a financial advisor with Key Investment Services LLC in Burlington, VT. He holds Series 63 and Series 66 designations and has one year of industry experience. His prior roles include positions at KeyBank, Equity Services Inc, and National Life Group. 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 operates a multi-provider platform combining discretionary and non-discretionary investment models, with integration across KeyCorp affiliates offering a range of financial services.

David Polly is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Key Investment Services since 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 plans. The firm utilizes a multi-provider model with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates to offer a range of investment and risk management capabilities.

Vincent Julian is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at The Prudential Insurance Company of America and The Huntington Investment Company. 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 uses a multi-provider platform approach with discretionary and non-discretionary investment models and integrates services from KeyCorp affiliates.

Thomas Mc Meekan is a financial advisor with Key Investment Services LLC in Hillsboro, Oregon. He holds the Series 63 and Series 66 credentials and has 13 years of industry experience. His work history includes roles at KeyBank and Key Investment Services dating back to 2007. 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 model with discretionary and non-discretionary investment options and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Tyler Foley is a financial advisor with Key Investment Services LLC in Kennett Square, PA, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at KeyBank, Santander Securities, The Prudential Insurance Company of America, and Branch Banking and Trust. 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 broad network of financial professionals. The firm employs a multi-provider model for portfolio implementation and oversight, with significant integration of affiliated services from KeyCorp entities.

Christopher Kurowski is a financial advisor with Key Investment Services LLC in Fairport, NY. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at KeyBank and positions in educational institutions such as St John Fisher University and Canandaigua High School. 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 offers multiple wrap programs and collaborates with KeyCorp affiliates to deliver a range of investment and advisory services, with a focus on non-discretionary asset management and integrated financial solutions.

Joseph Scanlan is a financial advisor with Key Investment Services LLC in Amsterdam, NY, holding Series 63 and Series 66 designations. He has 14 years of industry experience, including time at KeyBank. He also serves as trustee of a family irrevocable trust. 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 and integrates services from KeyCorp affiliates to support its offerings.

Sarah Rossi is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with 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 plans through a network of financial professionals. The firm offers multiple wrap programs and integrates model-based portfolio management with custodial and trade execution services provided by Pershing.

Austin Reese 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 previously worked at HSBC Securities (USA) Inc., Wells Fargo Clearing Services LLC, and Citi Group. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals, offering portfolio management and model-based advisory products primarily on a non-discretionary basis. The firm employs a multi-provider platform model and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Krista Galanin is a financial advisor at Key Investment Services LLC with 18 years of industry experience and holds Series 63 and Series 66 designations. She has been with Key Investment Services since 2010. Outside of her advisory work, she is a business partner with her husband in SNW Construction LLC. 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. The firm uses a multi-provider platform model and integrates services from affiliated KeyCorp entities, offering a range of wrap programs and custodial services.

Timothy Eddy is a financial advisor with Key Investment Services LLC in Rochester, NY, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with Key Bank NA since 2012 and with Key Investment Services LLC during two separate periods totaling 12 years. 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 model-based portfolio management and custodial services supported by multiple wrap programs and integrates resources from KeyCorp affiliates and third-party managers.

Jonathan Castle is a financial advisor with Key Investment Services LLC in Albany, NY. He holds the Series 66 designation and has 14 years of industry experience, including three years at Merrill prior to joining Key Investment Services in 2015. 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 that integrates platform services from Envestnet and portfolio management by the Key Wealth Chief Investment Office and third-party managers, with offerings that include multiple wrap programs and ancillary insurance products.

Dylan Kemp is a financial advisor with Key Investment Services LLC in Livonia, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Key Investment Services LLC, he worked at Nike Community Store and Michigan State University. 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 uses a multi-provider model and offers a range of wrap programs with custodial and trade execution services facilitated by Pershing.

Antonio Campos Vera I is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at KeyBank and TFC Bank. Outside of financial services, he supervises cashiers at a grocery store and holds a retail position at Walmart. 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 advisory products with custodial and trading services, utilizing a multi-provider platform and integrating with KeyCorp affiliates for additional financial services.

Justin Bradford is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. He has previously worked at PNC Investments and currently supports a social media marketing company as an appointment setter. 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 uses a multi-provider model for portfolio management and integrates closely with KeyCorp affiliates for a range of investment and advisory services.

Giuseppe Calabrese is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and four years of industry experience. He has worked at Key Investment Services LLC since 2021 and has been with KeyBank since 2016. 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 broad network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and portfolio design by its Chief Investment Office and third-party managers, offering a range of wrap programs alongside custodial and insurance services.

Lance Roetling is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 65 credentials. He has four years of industry experience, including roles at RK Financial and TD Bank N.A. Outside of his advisory work, he volunteers as a cook providing meals to people in need through Revivals Outreach in Perkasie, PA. 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 platform and emphasizes non-discretionary model portfolios supported by KeyCorp affiliates.