Justin Bradford is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. He has previously worked at PNC Investments and currently supports a social media marketing company as an appointment setter. 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 broad network of financial professionals. The firm uses a multi-provider model for portfolio management and integrates closely with KeyCorp affiliates for a range of investment and advisory services.

Giuseppe Calabrese is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and four years of industry experience. He has worked at Key Investment Services LLC since 2021 and has been with KeyBank since 2016. 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 through a broad network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and portfolio design by its Chief Investment Office and third-party managers, offering a range of wrap programs alongside custodial and insurance services.

Joseph Skarda is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities, Chase Investment Services Corp., Banc One Securities Corporation, and Ameriprise. Outside of his advisory role, he is a passive investor in thoroughbred horse racing through an interest in a racing management LLC. 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 employs a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Daniel Mullett is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds the Series 66 designation and has worked in various roles at Key Investment Services and KeyBank since 2016, in addition to earlier experience with LPL Financial and Equitable Advisors. Outside of advising, he has partial ownership in a family construction company and holds a limited partnership in a real estate entity, though he does not actively manage these businesses. 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 integrating discretionary and non-discretionary portfolio management with services offered through affiliated entities including KeyBank and KeyBanc Capital Markets.

Pui San Reynolds is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones 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 integrating discretionary and non-discretionary investment models and offers services including custodial, trade execution, and ancillary insurance products.

Karim Shady is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at FIFTH THIRD SECURITIES, Fifth Third Bank, and Credit Agricole Bank of Egypt. 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 employs a multi-provider model with discretionary and non-discretionary offerings and integrates services from KeyCorp affiliates, including investment banking and municipal advisory.

Christina Santone is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and totaling 23 years of industry experience. Her previous roles include positions at MML Investors Services and Mass Mutual Life Insurance 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 clients through a large network of financial professionals. The firm uses a multi-provider model with discretionary implementation and offers a range of wrap-fee programs supported by affiliated insurance products and custodial services.

James Schroeder is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Fidelity Investments and The Huntington Investment Company. 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 plan clients through a network of financial professionals. The firm employs a multi-provider model and integrates services from KeyCorp affiliates to deliver a range of investment and advisory solutions.

Jamon Higley is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Uber Technologies, DoorDash Inc., and various small businesses. 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 plan clients through a network of financial professionals. The firm employs a multi-provider model combining discretionary implementation and strategist portfolio design, with a significant portion of assets managed on a non-discretionary basis.