Parker Stone is a financial advisor at Key Investment Services LLC with 12 years of experience in the industry. He holds Series 63 and Series 65 designations. His career includes multiple roles within Key Investment Services and KeyBank from 2016 to the present. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation by Envestnet, and offers various wrap programs alongside ancillary insurance products integrated with KeyCorp affiliates.

Michael Rabideau is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2016. 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 discretionary implementation and offers multiple wrap programs with custodial and trade execution services.

Joseph Skarda is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities, Chase Investment Services Corp., Banc One Securities Corporation, and Ameriprise. Outside of his advisory role, he is a passive investor in thoroughbred horse racing through an interest in a racing management 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 plan clients. The firm employs a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Benjamin Montreuil is a CFP® professional with 11 years of industry experience, currently affiliated with Key Investment Services LLC. His prior experience includes roles at LPL Financial, M&T Securities, Mass Mutual Investors Services, and AXA Advisors. Montreuil serves in the U.S. Army Reserve and represents his neighborhood as a street representative for a local association. 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 integrates services with KeyCorp affiliates to offer a range of investment and advisory solutions.

Nwan Joseph is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently with Key Investment Services LLC and has previously worked at KeyBank, Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Bank, N.A., and Edward Jones. Joseph is based in Poughkeepsie, NY. 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 offers multiple wrap programs and integrates services with KeyCorp affiliates, utilizing a multi-provider model for portfolio implementation and manager oversight.

Angela Davis is a financial advisor at Key Investment Services LLC in Indianapolis, IN, holding Series 63 and Series 66 designations with 12 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and OneAmerica Securities. Outside of her advisory work, she shares ownership in a rental property business that serves traveling nurses. 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 through a network of financial professionals. The firm employs a multi-provider model combining discretionary implementation and manager-led portfolio design, with a focus on non-discretionary asset management and wrap-fee programs.

Daniel Mullett is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds the Series 66 designation and has worked in various roles at Key Investment Services and KeyBank since 2016, in addition to earlier experience with LPL Financial and Equitable Advisors. Outside of advising, he has partial ownership in a family construction company and holds a limited partnership in a real estate entity, though he does not actively manage these businesses. 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 integrating discretionary and non-discretionary portfolio management with services offered through affiliated entities including KeyBank and KeyBanc Capital Markets.

Mark Klein is a financial advisor with Key Investment Services LLC in Pocatello, ID, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His career includes roles at Key Bank from 2009 to 2017 and Key Investment Services since 2014, with a brief period at Wells Fargo Advisors. 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, utilizes a multi-provider model for portfolio management, and integrates services with KeyCorp affiliates, emphasizing primarily non-discretionary asset management.

Pui San Reynolds is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Key Investment Services, she worked at Edward Jones and held roles in banking and hospitality sectors. 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 utilizes a multi-provider model supported by KeyCorp affiliates and offers services including discretionary implementation, tax and values overlay options, and various wrap programs.

Ryan Howard is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services and Mass Mutual Life Insurance Company. His background also includes positions outside the financial industry, such as roles at WoodnTap, Plymouth State University, and Harry's Place. 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 provides multiple wrap-fee programs through a multi-provider platform, integrating services from affiliated financial entities and third-party managers.

Karim Shady is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at FIFTH THIRD SECURITIES, Fifth Third Bank, and Credit Agricole Bank of Egypt. 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 employs a multi-provider model with discretionary and non-discretionary offerings and integrates services from KeyCorp affiliates, including investment banking and municipal advisory.

Susan Magyar is a financial advisor at Key Investment Services LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Chase Investment Services Corp., Nationwide Securities, LLC, and 1717 Capital Management Company. Outside of her advisory role, she is involved with her neighborhood homeowners association in Dublin, Ohio. 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 utilizes a multi-provider model for portfolio management and strategist oversight.

Victoria James is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and two years of industry experience. Her prior roles include positions at KeyBank and Equitable Advisors, LLC. She also engages in selling secondhand clothes on Depop in her spare time. 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 integrating discretionary and non-discretionary portfolio management with services from KeyCorp affiliates.

Thomas Anderson is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including Raymond James Financial, Massachusetts Mutual Life Insurance, and Morgan Stanley. Outside of his advisory role, Anderson serves as an alumni board member for St. Francis High School and is a young professional board member for Big Brothers Big Sisters of Niagara/Southern Tier. 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 uses a multi-provider platform with Envestnet and third-party managers, offering predominantly non-discretionary model portfolios alongside custodial and trade execution services.

Christina Santone is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and totaling 23 years of industry experience. Her previous roles include positions at MML Investors Services and Mass Mutual Life Insurance Company. 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 uses a multi-provider model with discretionary implementation and offers a range of wrap-fee programs supported by affiliated insurance products and custodial services.

Joshua Kezer is a financial advisor with Key Investment Services LLC in Portland, ME, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His career includes multiple roles within Key Investment Services LLC and KeyBank since 2013. 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, utilizing a multi-provider model combining discretionary implementation and third-party portfolio management.

Stephen Jenkins is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc. and Sterling Manor Financial, LLC. Outside of his advisory role, he serves as chair of the Board of Assessment Review and president of the Rhinebeck Central School District Board of 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 utilizes a multi-provider model with discretionary and non-discretionary implementation options and integrates services with KeyCorp affiliates.

Joseph Murphy is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Merrill and Keybank before joining Key Investment Services, where he has worked since 2015. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers portfolio management and model-based advisory products, utilizing a multi-provider platform and emphasizing non-discretionary models integrated with KeyCorp affiliates.

Peter Bushman 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 worked previously at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and M&T Securities. 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, utilizing a multi-provider model that includes Envestnet and third-party managers to design strategist portfolios.

Gregory Blood is a financial advisor at Key Investment Services LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Key Investment Services since 2005, including three years at KeyBanc Capital Markets Inc. prior to that. 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 combining discretionary and non-discretionary strategies and integrates services from KeyCorp affiliates to support investment and advisory capabilities.