James Schroeder is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Fidelity Investments and The Huntington Investment Company. 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 and integrates services from KeyCorp affiliates to deliver a range of investment and advisory solutions.

Crystel Leidy is a financial advisor at Key Investment Services LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Key Investment Services and KeyBank 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. The firm offers portfolio management and model-based advisory products through a network of financial professionals, utilizing a multi-provider platform and integration with KeyCorp affiliates.

Jamon Higley is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Uber Technologies, DoorDash Inc., and various small businesses. 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 combining discretionary implementation and strategist portfolio design, with a significant portion of assets managed on a non-discretionary basis.

Jason Boeckman is a financial advisor with Key Investment Services LLC in Greenwood Village, CO. He holds Series 63 and Series 66 credentials and has 13 years of industry experience. Prior to joining Key Investment Services, he worked at TIAA and TIAA-CREF for 11 years. 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 with discretionary implementation and emphasizes percentage-of-AUM wrap fees, integrating services from KeyCorp affiliates.

Benjamin Moloney is a financial advisor with Key Investment Services LLC in Williamsville, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at HSBC Bank USA, HSBC Securities, Prestige Asset Distribution, and Morgan Stanley. 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 model and integrates with KeyCorp affiliates to offer a range of investment and advisory services, with an emphasis on non-discretionary portfolio management and wrap-fee programs.

Aaron Sandry is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial Services Advisors and U.S. Bancorp Investments. Outside of finance, Sandry is a musician performing at events such as weddings. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to a diverse client base including individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider platform and oversees strategist portfolios through internal and third-party managers, with a focus on non-discretionary asset management and wrap-fee programs.

Mitchell Williams is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior roles include a year at Equitable Advisors, LLC, and experience in automotive retail and education. 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 for portfolio implementation and offers various wrap programs integrated with KeyCorp affiliates.

Stephen Mitola is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Key Investment Services since 2008 and previously spent two years at Citizens 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 clients through a network of financial professionals. The firm uses a multi-provider platform and integrates offerings from KeyCorp affiliates to support its investment strategies.

Michael Nash is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at J.P. Morgan Securities and JPMorgan Chase. He is based in Rochester, NY. 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 employs a multi-provider model and integrates services from KeyCorp affiliates to offer diversified investment solutions.