Frederick Jackson is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He has also held academic positions at Morehouse College and Southern New Hampshire University. 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 financial professional network. The firm employs a multi-provider model with discretionary and non-discretionary portfolio options, integrating services from KeyCorp affiliates and third-party managers.

Angela Myers is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Fifth Third Securities, J.P. Morgan Securities LLC, and Bank of America. Outside of her advisory work, she owns and operates Goldie Brands LLC, a small business specializing in spray tans. 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 integrating discretionary and non-discretionary portfolio management, with a focus on wrap-fee programs supported by affiliated custodial and insurance services.

Jason Danheiser is a financial advisor with Key Investment Services LLC in Amherst, NY. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Prior to his current role, he worked at M&T Bank, AXA Advisors, and Citizens Bank. 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 employs a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services through Pershing.

Ramah Mohammed Sanni is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes positions at J.P. Morgan Securities LLC, Wells Fargo Bank, and KeyBank. Outside of finance, she owns and operates Miss Ramah LLC, a clothing business. Key Investment Services LLC is an SEC-registered 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 approach combining discretionary implementation and strategist-designed portfolios, with a significant portion of assets managed on a non-discretionary basis.

Julia Ferraro is a financial advisor with Key Investment Services LLC in Hamden, CT, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at Key Investment Services since 2023 and previously at KeyBank. Outside of her advisory role, she assists in her family’s meat market and grocery store, Ferraro's Foodland, particularly during busy holiday periods. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to a range of clients including individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider platform with discretionary implementation and non-discretionary model selection, integrating services through affiliated KeyCorp entities.

Brett Hilton is a Series 66 credentialed advisor at Key Investment Services LLC with three years of industry experience. His work history includes roles at John Carroll University, Elios Financial Group, and Sigma Financial Corporation. 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 and offers a range of wrap programs with custodial and trade execution services.

Sean Baratt is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Key Investment Services since 2020 and previously spent six years with Edward Jones. 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 portfolio management and model-based advisory products and integrates services from KeyCorp affiliates and multiple platform providers.

Donna Barth is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Barth has been with Key Investment Services and its affiliates since 2016. 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 with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates in areas such as investment banking and municipal advisory.

Miriam Edes is a financial advisor at Key Investment Services LLC based in Boise, ID, holding a Series 66 designation with one year of industry experience. She previously worked at Merrill, KeyBank, and US Bank, and has additional experience in education and retail. Outside of advising, Miriam is involved in personal training and assists with managing a family rental property. Key Investment Services LLC is an SEC-registered 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 employs a multi-provider model integrating discretionary and non-discretionary management, with services supported by KeyCorp affiliates.

Uriah Burke is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Key Investment Services, he worked at Fifth Third Securities, Fifth Third Bank, Goodyear, and University of Buffalo. Outside of his advisory role, he serves as an auditor and consultant for LS Traffic Control, a traffic control services 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 plan clients. The firm uses a multi-provider model combining discretionary implementation and third-party strategist portfolios, with a focus on wrap-fee programs and integration with KeyCorp affiliates.

Barbara Pal is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. She has 21 years of industry experience, having worked primarily with Key Investment Services and Securities America, Inc. since 2004. 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 broad network of financial professionals. The firm employs a multi-provider model and integrates services with KeyCorp affiliates, offering a range of discretionary and non-discretionary investment solutions.

Brenda Heitmuller is a financial advisor at Key Investment Services LLC with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Key Investment Services since 2016, also working concurrently with 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 clients through a network of financial professionals. The firm offers multiple wrap programs and relies on a multi-provider model combining platform services from Envestnet, strategist portfolios from the Key Wealth Chief Investment Office and third-party managers, and oversight by a Product Due Diligence Committee.

Matthew Verel is a financial advisor at Key Investment Services LLC in Buffalo, NY, holding Series 63 and Series 66 licenses with eight years of industry experience. His career includes roles at Key Investment Services since 2018 and Key Bank since 2017. Outside of his advisory work, he serves as a reserve deputy sheriff with the Erie County Sheriff Department during non-trading hours. 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 combining discretionary and non-discretionary management approaches and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Samuel Plastow is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His career includes multiple roles at Key Investment Services LLC 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 plans. The firm offers portfolio management and model-based advisory products through a network of financial professionals, utilizing a multi-provider platform with discretionary and non-discretionary options and integration with KeyCorp affiliates for various financial services.

Keven Graber is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 25 years of industry experience. His career includes nine years at CCO Investment Services Corp and seven years at Ameriprise prior to joining Key Investment Services in 2017. 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 utilizes a multi-provider model with platform services from Envestnet, portfolio design by its Chief Investment Office and third-party managers, and integrates capabilities from KeyCorp affiliates.

Darin Ring is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Key Investment Services since 2009 and previously worked at Chase Investment Services Corp. and Wamu Investments, Inc. 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 uses a multi-provider model for portfolio management, combining discretionary implementation and strategist portfolios, and integrates offerings with KeyCorp affiliates for additional advisory and banking services.

Kenneth Burr Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has worked at Key Investment Services and Fifth Third Securities, Inc. in various roles since 2005. 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 model-based advisory products with custodial and trade execution services, employing a multi-provider platform and integration with KeyCorp affiliates to deliver portfolio management and additional financial services.

Jarrod Perry is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Life Group, Equity Services, Inc., Upstate Caring Partners, and Bank of America. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers model-based advisory products and portfolio management with custodial and trade execution services, operating a multi-provider platform that includes discretionary implementation and third-party strategist portfolios.

Kristina Simpson is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and nine years of industry experience. She has previously worked at Bank of America, Merrill, Baird, and Wells Fargo Advisors. 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 portfolio implementation and offers multiple wrap programs with custodial and trade execution services.

Ayda Lupo is a financial advisor with Key Investment Services LLC in Chester, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with KeyBank and its affiliated entities since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a large network of financial professionals. The firm employs a multi-provider platform and offers various wrap-fee programs with custodial and trade execution services, integrating with KeyCorp affiliates to deliver additional financial and advisory capabilities.