Robert Kowalewski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and firms such as Weslee Trillow and John Ertz. 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 portfolio management and model-based advisory products, utilizing a multi-provider platform that integrates discretionary implementation by Envestnet and portfolio design by both internal and third-party managers.

Jennifer Filkins is a Series 66-licensed financial advisor with 14 years of industry experience, currently with Key Investment Services LLC in Brooklyn, Ohio. She has been with Key Investment Services in various capacities since 2010. 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 for portfolio implementation and offers clients discretionary and non-discretionary investment options integrated with KeyCorp affiliates.

Karen Yorke Taylor is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Key Investment Services LLC since 2016. Outside of her advisory role, she serves as a board member on the finance team for Rise Ministry CDC in Cleveland, Ohio. 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 and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Sidney Reyes is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Key Investment Services since 2015. 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 uses a multi-provider model to deliver portfolio management and model-based advisory products, integrating offerings from KeyCorp affiliates and emphasizing primarily non-discretionary asset management through various wrap programs.

Tyler Owens is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at KeyBank, Investment Distributors, Inc., Protective Life, and Concourse Financial Group Securities. 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 employs a multi-provider model combining third-party managers and internal strategists, with services that integrate custodial, trade execution, and insurance products.

Gabriel Phillips is a financial advisor at Key Investment Services LLC, holding a Series 66 designation. He has been in the industry since 2026 and has prior experience at Summit Financial Strategies and Huntington 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 employs a multi-provider model with discretionary and non-discretionary strategies and offers integration with KeyCorp affiliates for due diligence, municipal advisory, and investment banking services.

Matthew Hennessy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with various KeyBank and Key Investment Services entities since 2015, along with Citizens 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 programs and integrates services from KeyCorp affiliates, combining discretionary and non-discretionary management with ancillary insurance products.

Estella Taylor Greene is a financial advisor at Key Investment Services LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services and KeyBank NA in 2025, she worked at TIAA-CREF from 2016 to 2025. 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 multiple wrap programs and uses a multi-provider model combining platform services from Envestnet with portfolios designed by internal and third-party managers.

Amy Valentine is a CFP® and CFA® with nine years of industry experience. She has worked at Key Investment Services LLC since 2023, alongside roles at Key Bank NA, Planned Financial Services, LPL Financial LLC, and Ameriprise Financial Services, Inc. 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 utilizes a multi-provider platform with discretionary and non-discretionary model portfolios and integrates offerings with KeyCorp affiliates for additional banking and capital markets services.

Veronica Mangione is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at KeyBank since 2019 and previously held positions at Park Ave Securities and Guardian. Outside of her advisory role, she serves as a school bus driver for Ichabod Crane Central Schools. 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 with discretionary implementation and offers various wrap programs supported by KeyCorp affiliates.

Anna Frehmeyer is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at KeyBank and Citizens Securities, Inc. She is based in Brooklyn, Ohio. 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 integrating discretionary and non-discretionary management, and it is affiliated with KeyCorp entities offering additional financial services.

Kyle Forman is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at KeyBank 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 and offers multiple wrap programs with integrated custodial, trade execution, and insurance services.

Thomas Jarecki is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Chase Investment Services Corp. since 2006. 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 utilizes a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services supported by affiliated insurance products and KeyCorp affiliates.

David Donnelly Sr. is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at LPL Financial LLC, PNC Investments, and CUNA Brokerage Services, Inc. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional plans through model-based portfolio management. The firm uses a multi-provider platform with discretionary implementation and offers multiple wrap programs supported by affiliated insurance products and services from KeyCorp affiliates.

Ronald Zeppernick is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Key Investment Services since 2010, following previous roles at PNC Wealth Management and Natcity Investments, Inc. 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 broad network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and portfolio design by both its internal Chief Investment Office and third-party managers, offering various wrap programs with custodial and trade execution services.

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 Series 63 and Series 65 licenses and has worked at firms including Fifth Third Securities, FIFTH THIRD BANK, and Principal Financial Services. 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 offers multiple wrap programs and integrates services from KeyCorp affiliates, utilizing a multi-provider model for portfolio management and oversight.

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.

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.