Christopher Merrill is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes multiple roles at Key Investment Services and KeyBank. Outside of finance, he is a part-owner of an ice cream shop and holds a Michigan real estate license, primarily for personal use. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a range of clients, including individuals, trusts, and institutional plans. The firm employs a multi-provider platform with both discretionary and non-discretionary management options and leverages its affiliation with KeyCorp entities for additional financial services.

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.

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.

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.

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.

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.

Douglas Crowl is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at PNC Investments and PNC Wealth Management, with additional experience at 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 plans. The firm offers multiple wrap programs supported by a multi-provider platform and integrates services with KeyCorp affiliates for investment banking and municipal advisory.

Anthony Zak is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds the Series 66 designation and has nine years of industry experience. His prior work includes positions at Commonwealth Financial Network, MJ Baker Financial Advisors, and PNC Investments. 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 utilizes a multi-provider platform with discretionary and non-discretionary management options and is affiliated with KeyCorp entities offering additional financial services.

Alan Fullenkamp is a Series 66-licensed financial advisor with 25 years of industry experience, currently with Key Investment Services LLC since 2006. He previously worked at Equitable Advisors from 2003 to 2006. Outside of his advisory role, he serves on committees for local Boy Scout troops and related nonprofit organizations. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients. The firm provides model-based portfolio management through a multi-provider platform and integrates services from KeyCorp affiliates.

Ronald Bellamy is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Bank, Empower Advisory Group, and Axa Advisors. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory services to individuals, trusts, small businesses, and institutional clients through a large network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers various wrap-fee programs supported by custodial and trade execution services.

Courtney Jinjika is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her career includes over a decade with KeyBank and its affiliated investment services. 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 through a network of financial professionals. The firm utilizes a multi-provider platform combining discretionary implementation and strategist portfolios, with integration alongside KeyCorp affiliates for additional financial services.

Laura Bowe is a financial advisor at Key Investment Services LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services since 2013. 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 with custodial and trade execution services and integrates with KeyCorp affiliates to provide due diligence, advisory, and risk management capabilities.

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.

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.

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.

Eric Parker is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. His career includes roles at Key Investment Services LLC, Key Bank - KPB, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Key Private Bank. 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 uses a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services provided by Pershing.

Brad Wilk is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds a Series 66 credential and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also a partner in BKG3, LLC, a real estate investment entity. 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. The firm uses a multi-provider model with discretionary implementation and non-discretionary client selection, and integrates services from KeyCorp affiliates across banking and capital markets.

Kimberly Barley is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes roles at Charter One Bank and Citizens Securities Inc. Kimberly is based in Brooklyn, Ohio. 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 through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates while relying on a multi-provider model for portfolio implementation and manager oversight.

Anthony Fleming is a financial advisor with Key Investment Services LLC in Brooklyn, OH. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Fleming has been with Key Investment Services and KeyBank since 2014. 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. The firm uses a multi-provider model combining platforms like Envestnet with portfolio designs from its Chief Investment Office and third-party managers, delivering primarily non-discretionary investment solutions alongside custodial and ancillary insurance services.