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 worked at Key Investment Services and KeyBank since 2003. Outside of his advisory role, he is involved in a vacation rental business in McCall, Idaho. Key Investment Services LLC serves individuals, trusts, estates, and businesses through various advisory programs, model portfolios, and managed accounts. The firm offers client-directed model selection with ongoing monitoring and access to third-party discretionary managers, operating as part of the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Miriam Edes is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at Merrill, KeyBank, and U.S. Bank. Outside of her advisory role, she works as a personal trainer and manages a family rental property in Boise, ID. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs, emphasizing client-directed investment choices and ongoing monitoring, while providing access to third-party discretionary managers within the KeyCorp corporate group.