Regan Puzzitiello is a Series 66-licensed financial advisor with two years of industry experience, currently with Key Investment Services LLC. Prior to joining Key Investment Services in 2026, Regan worked at Equitable Advisors and Charles Schwab. 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 employs a multi-provider model to deliver both discretionary and non-discretionary investment solutions, integrating services with KeyCorp affiliates.

Lawrence Meditz is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at KeyBank, Northwestern Mutual, and J.P. Morgan Securities. 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 plans through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary strategies and integrates services from KeyCorp affiliates.

Ashley Drogon is a financial advisor with Key Investment Services LLC in Kent, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Key Investment Services, Drogon worked at Wells Fargo Clearing, Wells Fargo Bank, and J.P. Morgan 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-fee programs with custodial and trade execution services and integrates resources from KeyCorp affiliates to support its investment and advisory processes.

Peter Bang Knudsen III is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Portland Parks and Recreation, Northwestern Mutual, and Reed College. 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 model combining platforms, strategist portfolios, and due diligence, with a significant portion of assets managed on a non-discretionary basis.

John Ranieri III is a financial advisor at Key Investment Services LLC in Aurora, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Key Investment Services, he held positions at UBS and MVision Private Equity Advisers and completed his education at the University of Colorado Boulder. 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 model and offers various wrap programs alongside custodial and trade execution services, integrating resources from KeyCorp affiliates.

Steven Semple is a CFP® professional with 16 years of industry experience. He currently works at Key Investment Services LLC and KeyBank NA, having previously served at J.P. Morgan Securities and Chase Investment Services Corp. Semple is also the general manager of Steven Semple Investments LLC, a Florida-based entity related to owning and managing mortgage and rental real estate. 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 plans. The firm utilizes a multi-provider model combining discretionary implementation and strategist portfolios, with integration across KeyCorp affiliates for additional advisory and investment services.

John Hanna is a financial advisor with Key Investment Services LLC in Anchorage, AK, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior work includes seven years at Merrill and roles at Charles Schwab entities before joining Key Investment Services and KeyBank NA in 2025. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider platform with discretionary implementation and non-discretionary model selection, integrating closely with KeyCorp affiliates to provide diverse investment and banking services.

Jordan Kelly is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Key Investment Services LLC since 2024 and previously held roles at PNC Investments, Commonwealth Financial Network, and Federated Investment Counseling. Outside of financial services, he operated Interior Solutions, a home and business organizing service, for 12 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 plan clients through a large network of financial professionals. The firm uses a multi-provider platform and offers various wrap programs with integrated custodial and trade execution services.

Solomon Schmidt is a Series 66-licensed advisor at Key Investment Services LLC with 25 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 16 years before joining Key Investment Services in 2022. 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 combining discretionary implementation and strategist portfolio design, and it integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Megan Sloma is a financial professional with 10 years of industry experience, currently affiliated with Key Investment Services LLC. She holds the Series 63 and Series 65 designations and has worked with firms including Cetera, Securian Financial Services, and Fifth Third Securities. Outside of her advisory role, she serves as Vice President on the board of LaSalle Academy, where she assists in planning school activities and supporting relationships between teachers and parents. 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 broad network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary portfolio options and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

David Baldwin is a financial advisor at Key Investment Services LLC with 35 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2005. 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 with discretionary implementation and emphasizes non-discretionary model selection, offering custodial and trade execution services along with ancillary insurance products.

Jason Vercelli is a financial advisor with Key Investment Services LLC in Colorado Springs, CO. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior work history includes roles at Thrivent Financial, Wells Fargo, Bank of America, and Dish Network. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor providing 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 that combines discretionary implementation with non-discretionary model selection and integrates services from KeyCorp affiliates.

Maria Opett is a financial advisor at Key Investment Services LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within Key Investment Services and its affiliated firms since 2012. 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 utilizes a multi-provider platform with both discretionary and non-discretionary investment models and is integrated with affiliates such as KeyBank and KeyBanc Capital Markets.

Jason Carlson is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 66 designations and 18 years of industry experience. He has worked at Key Investment Services since 2015 and previously held roles at Key Bank and Equitable 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. The firm offers model-based advisory products through multiple wrap programs and integrates services from KeyCorp affiliates to support portfolio management and risk management.

Greg Hildebrand is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. His career includes roles at KeyBank N.A., TIAA-CREF, LPL Financial, Planmember Securities Corporation, and MSI Financial 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 clients through a large network of financial professionals. The firm employs a multi-provider model for portfolio implementation and emphasizes non-discretionary management with integrated services from KeyCorp affiliates.

Kimberly Buzyniski is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2016, with prior experience at LPL Financial and Uvest Financial Services Group. 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 from Envestnet with portfolio design by the Key Wealth Chief Investment Office and third-party managers, and offers various wrap-fee programs along with custodial and trade execution services.

Dillon Kanhalikham is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Fisher Investments and several other financial firms. 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 platform and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Robert Hope is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Key Investment Services since 2005 and previously spent six years with KeyBanc Capital Markets Inc. 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 utilizes a multi-provider model for portfolio implementation and offers multiple wrap-fee programs with integrated custodial, trade execution, and ancillary insurance services.

Nicholas Adams is a Series 66 licensed advisor at Key Investment Services LLC with five years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and PW Companies prior to joining his current firm. 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 model to design and implement strategist portfolios and integrates services with KeyCorp affiliates, offering a range of custodial, trade execution, and ancillary insurance products.

Mykel Haney is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and two years of industry experience. His prior work includes roles at KeyBank, Bank of America, Merrill, and PNC Investments LLC. 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, using a multi-provider model and integrating services from KeyCorp affiliates.