Scott Crossin is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life Insurance Company and NYLife Securities LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor 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 uses a multi-provider model combining discretionary implementation by Envestnet with strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Geoffrey Skadra is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at Citizens Securities, Northwestern Mutual, Symmetry Financial Group, and Experior Financial Group. Outside of his advisory role, he is the owner and president of Catchpoint, LLC. 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 supported by a multi-provider model and integrates with KeyCorp affiliates to provide a range of portfolio management, advisory, and related financial services.

Jamie Alloway is a financial advisor with Key Investment Services LLC holding the Series 63 and Series 65 designations and two years of industry experience. Prior to joining Key Investment Services and KeyBank in 2025, Alloway worked at PNC Bank and Equitable Advisors. Outside of finance, Alloway has experience in the food service industry, having been involved with Valerios Italian Restaurant for seven years. 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 model with discretionary implementation by Envestnet, while Key Wealth Chief Investment Office and third-party managers design strategist portfolios, serving clients mainly through non-discretionary models and integrated wrap-fee programs.

Joseph Hart is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Hantz Financial Services, Inc. for three years before joining Key Investment Services LLC in 2014. 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 and relies on a multi-provider model for portfolio management, with integration of KeyCorp affiliates providing additional financial services and resources.

Michael De Bottis is a financial advisor with Key Investment Services LLC in Liverpool, NY. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Key Investment Services, he worked at LPL Financial, M&T Securities, Equitable Advisors, and AXA 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 model-based advisory products supported by a multi-provider platform and integrates with KeyCorp affiliates for additional investment and banking services.

Teresa Murray is a financial advisor with Key Investment Services LLC in Puyallup, WA, holding Series 63 and Series 66 designations and 14 years of industry experience. Her career includes over two decades at Key Bank NA prior to joining Key Investment Services, where she has worked since 2012. 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 offers multiple wrap-fee programs supported by custodial and execution services, leveraging a multi-provider model for portfolio design and implementation.

Chase Carroll is a financial advisor with Key Investment Services LLC in Saratoga Springs, NY, holding a Series 66 designation and one year of industry experience. His background includes roles at KeyBank, Goldman Sachs Ayco, and Luther Forest Wealth Advisors. Outside of finance, he has experience working with Hayners Sports Barn and Dick’s Sporting Goods. 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 and utilizes a multi-provider model combining internal and third-party portfolio management, with a focus on non-discretionary model selection and integration with KeyCorp affiliates.

Richard Marsh Jr. 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 previously worked at LPL Financial and M&T Bank. 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 several wrap-fee programs with custodial and trade execution services supported by KeyCorp affiliates.

Brittany Byrne is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, with nine years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory work, she serves as a Group Helper for a Family Readiness Group associated with a National Guard unit, helping communicate with families about events. 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 utilizing third-party and in-house portfolio management, with custodial and trade execution services provided by Pershing.

Robert Weiss is a financial advisor with Key Investment Services LLC in Naples, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and SunTrust Advisory Services, among others. 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 supported by a multi-provider platform and integrates services with KeyCorp affiliates, combining portfolio management, model-based advisory products, and ancillary insurance offerings.

Jennifer Filkins is a Series 66-licensed financial advisor with 14 years of industry experience, currently with Key Investment Services LLC in Brooklyn, Ohio. She has been with Key Investment Services in various capacities since 2010. 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 model for portfolio implementation and offers clients discretionary and non-discretionary investment options integrated with KeyCorp affiliates.

Karen Yorke Taylor is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Key Investment Services LLC since 2016. Outside of her advisory role, she serves as a board member on the finance team for Rise Ministry CDC in Cleveland, Ohio. 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 utilizes a multi-provider model and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Brandon Maggio is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Key Investment Services and KeyBank, he worked at Prudential Insurance Company of America and Pruco Securities. His background also includes roles at the Syracuse VA Medical Center. 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 employs a multi-provider platform that integrates investment strategies from Key Wealth Chief Investment Office and third-party managers, offering mainly non-discretionary model portfolios through various wrap fee programs.

David Stonehill Jr. is a financial advisor with Key Investment Services LLC in Philadelphia, PA, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at KeyBank, TD Bank, and Philadelphia Federal Credit Union. 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 with discretionary implementation by Envestnet and offers various wrap-fee programs, integrating services with KeyCorp affiliates.

Kieran Harkness Robertson is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His background includes roles at KeyBank, Equitable Advisors, and involvement with the Seattle Seawolves and various community activities such as the Battle of the Ballers Tournament and the Chronicle Sunshine Fund. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional plans through a multi-provider model that emphasizes portfolio management and model-based advisory products, with a significant portion of assets managed on a non-discretionary basis.

Christina Bates is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Investment Services in various roles since 2011, including prior experience at KeyBank. 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 employs a multi-provider model for discretionary and non-discretionary investment management and integrates services from KeyCorp affiliates for investment banking and municipal advisory support.

Sidney Reyes is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Key Investment Services since 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. The firm uses a multi-provider model to deliver portfolio management and model-based advisory products, integrating offerings from KeyCorp affiliates and emphasizing primarily non-discretionary asset management through various wrap programs.

Mitchell Ruff is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory role, he serves as an executor of his father’s estate. 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 multi-provider platform and a network of financial professionals.

Tyler Owens is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at KeyBank, Investment Distributors, Inc., Protective Life, and Concourse Financial Group Securities. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model combining third-party managers and internal strategists, with services that integrate custodial, trade execution, and insurance products.

Gabriel Phillips is a financial advisor at Key Investment Services LLC, holding a Series 66 designation. He has been in the industry since 2026 and has prior experience at Summit Financial Strategies and Huntington Bank. 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 strategies and offers integration with KeyCorp affiliates for due diligence, municipal advisory, and investment banking services.