Monte Gerlach is a financial advisor at Key Investment Services LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services and its related entities since 2006. Outside of his advisory role, he is involved in managing a vacation rental property in McCall, Idaho. 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 utilizes a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Jordan Pankratz is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Frost Bank. 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 utilizes a multi-provider platform and integrates offerings from KeyCorp affiliates to deliver a range of wrap programs and related services.

Matthew Keen is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. 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 employs a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services, integrating with KeyCorp affiliates for additional financial and advisory capabilities.

Michael Castillo is a financial advisor at Key Investment Services LLC with 37 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Key Investment Services in 2022, he worked at U.S. Bancorp Investments, Fidelity, Northern Trust Securities, and Banc of America Investment Services. 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 large network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and offers multiple wrap programs alongside ancillary insurance products through affiliated entities.

Kristy Toye is a financial advisor with Key Investment Services LLC in North Tonawanda, NY, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has been with Key Investment Services and its affiliates since 2012, including a six-year tenure at Key Bank NA. 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 uses a multi-provider platform model with discretionary implementation and manager-designed strategist portfolios, offering a range of wrap programs and integrated services in partnership with KeyCorp affiliates.

Matthew Hennessy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with various KeyBank and Key Investment Services entities since 2015, along with Citizens 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 offers multiple wrap programs and integrates services from KeyCorp affiliates, combining discretionary and non-discretionary management with ancillary insurance products.

Estella Taylor Greene is a financial advisor at Key Investment Services LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services and KeyBank NA in 2025, she worked at TIAA-CREF from 2016 to 2025. 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 uses a multi-provider model combining platform services from Envestnet with portfolios designed by internal and third-party managers.

Albert Erni Sr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Merrill. Outside of advising, he serves as a board member for Child & Family Services and is involved with Wall Street Sound, a recording studio and copyright holder. 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 and integrates services from KeyCorp affiliates, delivering both discretionary and non-discretionary investment solutions.

Amy Valentine is a CFP® and CFA® with nine years of industry experience. She has worked at Key Investment Services LLC since 2023, alongside roles at Key Bank NA, Planned Financial Services, LPL Financial LLC, and Ameriprise Financial Services, Inc. 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 utilizes a multi-provider platform with discretionary and non-discretionary model portfolios and integrates offerings with KeyCorp affiliates for additional banking and capital markets services.

Liqin Song is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Merrill, J.P. Morgan Securities, Cathay Bank, and JPMorgan Chase Bank. 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 uses a multi-provider model for portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Veronica Mangione is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at KeyBank since 2019 and previously held positions at Park Ave Securities and Guardian. Outside of her advisory role, she serves as a school bus driver for Ichabod Crane Central Schools. 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 offers various wrap programs supported by KeyCorp affiliates.

Anna Frehmeyer is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at KeyBank and Citizens Securities, Inc. She is based in Brooklyn, Ohio. 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 integrating discretionary and non-discretionary management, and it is affiliated with KeyCorp entities offering additional financial services.

Kyle Forman 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 experience includes roles at KeyBank and Citizens 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 uses a multi-provider platform and offers multiple wrap programs with integrated custodial, trade execution, and insurance services.

Thomas Jarecki is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Chase Investment Services Corp. since 2006. 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 utilizes a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services supported by affiliated insurance products and KeyCorp affiliates.

David Donnelly Sr. is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at LPL Financial LLC, PNC Investments, and CUNA Brokerage Services, Inc. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional plans through model-based portfolio management. The firm uses a multi-provider platform with discretionary implementation and offers multiple wrap programs supported by affiliated insurance products and services from KeyCorp affiliates.

Collin Avery is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at KeyBank, Mariner Finance, and Sir Walter Chevrolet prior to his current role. 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 uses a multi-provider model with discretionary and non-discretionary management options and integrates services from affiliated entities including KeyBank and KeyBanc Capital Markets.

Derrel Kent is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at several firms including JP Morgan Chase Bank and JP Morgan Securities. Outside of his advisory role, Kent is a licensed driver education instructor, teaching teenage students both classroom and behind-the-wheel driving skills. 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 combined with custodial and trade execution services.

Ronald Zeppernick is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Key Investment Services since 2010, following previous roles at PNC Wealth Management and Natcity Investments, 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 plans through a broad network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and portfolio design by both its internal Chief Investment Office and third-party managers, offering various wrap programs with custodial and trade execution services.

Katrina O'Sullivan is a financial advisor at Key Investment Services LLC with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Key Investment Services since 2011. The firm serves individuals, trusts, estates, small businesses, and institutional plan clients by providing portfolio management and model-based advisory products through a network of financial professionals. Key Investment Services integrates platform services from Envestnet with model portfolios designed by its in-house Chief Investment Office and third-party managers, offering primarily non-discretionary investment solutions alongside ancillary insurance products and custodial services.

Michael Dentino is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at J.P. Morgan Securities LLC and KeyBank. 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, integrating KeyCorp affiliates for a broad range of investment, advisory, and financial services.