Brian Henning is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked at Key Investment Services since 2016, following roles at LPL Financial and M&T 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 plans. The firm operates a multi-provider platform with discretionary and non-discretionary solutions, integrating services with affiliates KeyBank and KeyBanc Capital Markets.

Sean Allen is a financial advisor with Key Investment Services LLC in Exton, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include nearly a decade at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as Strategy Committee Chair for Germantown Cricket Club, a membership-only country club focused on racquet sports and dining. 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 combining third-party and internal strategist portfolios, with services designed to accommodate discretionary and non-discretionary client preferences.

Luke Doremus is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at KeyBank and its affiliated entities 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 clients through a network of financial professionals. The firm offers a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Travis May is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles at Wells Fargo-affiliated firms from 2011 to 2026. 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 employs a multi-provider model and integrates services with KeyCorp affiliates, offering a range of wrap programs and ancillary insurance products.

Michael Roper is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Keybank, LPL Financial, and MSI Financial Services, Inc. before joining Key Investment Services in 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 clients through a network of financial professionals. The firm uses a multi-provider platform combining discretionary and non-discretionary management, with integration across KeyCorp affiliates for a broad range of financial services.

Christopher Woods is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Key Investment Services and KeyBank since 2016, with prior roles at HSBC Securities (USA) Inc. and Chase Investment Services Corp. Woods serves as president and coach of the Niagara Pioneer Soccer League and volunteers as an assistant coach for the Lewiston Porter School District soccer teams. 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 platforms and strategists overseeing portfolio design and implementation, and offers multiple wrap-fee programs with custodial services and affiliated insurance products.

Maximilian Turner is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services, he worked at Sureshine Marine Detailing and John Carroll Recreation Department. Outside of his advisory role, he serves as an assistant wrestling coach at a local high school. 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 utilizes a multi-provider model for portfolio implementation and offers various wrap programs with custodial and trade execution services.

Mark Schneider is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Fifth Third Securities and The Huntington National 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 model and integrates services with KeyCorp affiliates, offering diverse investment and advisory solutions primarily on a non-discretionary basis.

Robert Cohen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior work includes roles at KeyBank and Wedbush Securities Inc. He is based in Brooklyn, Ohio. 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 various portfolio management and model-based advisory products. The firm utilizes a multi-provider model combining platform services from Envestnet with portfolio design by its Chief Investment Office and third-party managers, offering clients primarily non-discretionary investment models alongside optional tax and values overlay services.

Amanda Hays is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds a Series 66 designation and has worked at KeyBank NA since 2009. 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 and integrates services with KeyCorp affiliates, offering a range of wrap programs and investment solutions.

Christopher Przicina is a financial advisor with Key Investment Services LLC in Colorado Springs, CO. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at T. Rowe Price and multiple entities affiliated with Federated Global Investment Management Corp. 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 integrates services from KeyCorp affiliates and employs a multi-provider model with discretionary implementation and non-discretionary client model selection.

Eric Woodfill is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Key Investment Services and The Huntington Investment Company. 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 model combining discretionary implementation and third-party strategist portfolios, serving clients primarily through non-discretionary model selections.

Travis Brown is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at KeyBank for six years before joining Key Investment Services. 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 that combines platform services from Envestnet with portfolio design by the Key Wealth Chief Investment Office and third-party managers.

Elizabeth Davis is a Series 66-credentialed financial advisor with two years of industry experience. She is currently with Key Investment Services LLC and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and PRUCO Securities, LLC. Before entering the financial advisory field, she spent 14 years in online sales. 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 uses a multi-provider platform and offers several wrap programs with custodial and trade execution services supported by KeyCorp affiliates.

James Eagan is a financial advisor at Key Investment Services LLC in Hartford, CT, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked with Key Investment Services since 2016 and also spent time at Key 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 employs a multi-provider model that integrates platform services from Envestnet with strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Michael Meyer is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank for eight 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 through a network of financial professionals. The firm utilizes a multi-provider model and integrates with KeyCorp affiliates to provide a range of investment and risk management services.

Ryan Woodward is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and related entities. Outside of finance, he is involved with the Underdog Sports League. 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 clients through a network of financial professionals. The firm uses a multi-provider platform and emphasizes non-discretionary asset management with integrated services from its KeyCorp affiliates.

Christopher Merrill is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes multiple roles at Key Investment Services and KeyBank. Outside of finance, he is a part-owner of an ice cream shop and holds a Michigan real estate license, primarily for personal use. 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, and institutional plans. The firm employs a multi-provider platform with both discretionary and non-discretionary management options and leverages its affiliation with KeyCorp entities for additional financial services.

Bryn Malagon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Key Investment Services, Bryn worked at Northwestern Mutual in various roles from 2016 to 2018. Outside of finance, Bryn serves as a Zumba instructor at the Kosciusko Community YMCA. 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, utilizing a multi-provider model with both discretionary and non-discretionary services.

Heather Schultz is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds a Series 66 designation and has worked previously at Park Avenue Securities, Guardian Life Insurance Company, Alliance Advisory Group, Wegmans Food Markets, and Kenmore West High School. 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, leveraging a multi-provider model that includes Envestnet and Key Wealth Chief Investment Office strategists.