Chandler Groves is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Imber Wealth Advisors. 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 offers multiple wrap programs supported by affiliated insurance products and custodial services.

Tanya Knight is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at various KeyBank and Key Investment Services entities since 2016. 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 third-party portfolio strategists and in-house due diligence, with services including multiple wrap programs and integration with KeyCorp affiliates for additional financial capabilities.

Daniel Guenther is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Key Investment Services since 2006, including a prior stint from 2006 to 2011, and also worked at U.S. Bancorp Investments and Chase Investment Services. Outside of advisory work, he is an owner of Guenther Properties, LLC. Key Investment Services LLC is a 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 combining discretionary implementation and strategist portfolios, with a distinctive focus on non-discretionary asset management and integration with KeyCorp affiliates for expanded financial services.

Brian Weigel is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Key Investment Services since 2018, and previously held roles at Allstate Insurance Co and Citizens Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and integrates with KeyCorp affiliates to provide investment, advisory, and risk management services.

Chinh Nguyen is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Columbia Wealth Advisors, Raymond James Financial Services, Cetera, Steward Partners Investment Solutions, and Umpqua Bank. 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 utilizes a multi-provider model combining in-house and third-party portfolio management and offers a range of wrap programs integrated with KeyCorp affiliates for additional financial services.

Janelle Morrow is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses, and has 28 years of industry experience. She has been with Key Investment Services since 2007. 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 plans through a large network of financial professionals. The firm offers multiple wrap-fee programs supported by third-party platforms and integrates services from KeyCorp affiliates, with a focus on predominantly non-discretionary asset management.

Christine Jatzek is a financial advisor at Key Investment Services LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various KeyBank and Key Investment Services entities since 2015. Her career has been focused within the KeyCorp family of firms. 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 plans through a network of financial professionals. The firm utilizes a multi-provider platform and emphasizes non-discretionary model selection with integrated services from KeyCorp affiliates.

Ryan Hartland is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior experience includes roles at PNC Investments LLC and Northwestern Mutual. 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 a network of financial professionals. The firm offers model-based portfolio management with multiple wrap programs and integrates resources from KeyCorp affiliates for investment banking and risk management services.

Heidi Ouderkirk is a financial advisor with Key Investment Services LLC in Brooklyn, OH. She holds the Series 66 designation and has three years of industry experience. Heidi has been with Key Investment Services LLC since 2022 and has also worked at KeyBank since 2015. She serves as the treasurer of the DeRuyter Free Library. 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 and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Nathan Dillon is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Fort Washington, U.S. Bank, and U.S. Bancorp Investments. Outside of advising, he has self-published a book titled "Banners and Buzzer-Beaters: A Road Trip Through Kentucky Wildcats History" and serves as an industry mentor for college students participating in the CFA Research Challenge. 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 platform combining discretionary implementation with model selection largely on a non-discretionary basis and integrates services from KeyCorp affiliates.

Katherine Cizmadia is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning her career in 2026. Her prior work experience includes roles at KeyBank National Association and North Star Advisory Group, as well as positions at Cleveland State University and Ohio University. 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 with discretionary and non-discretionary options, integrating services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Timothy Shaw is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He has held Series 63 and Series 65 designations and has been with Key Investment Services since 2005. Outside of his advisory role, he serves as treasurer for a homeowners association in 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 large network of financial professionals. The firm employs a multi-provider model and integrates services with KeyCorp affiliates, offering both discretionary and non-discretionary management options along with ancillary insurance products.

John Mc Inerney Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes positions at LPL Financial and HSBC Securities (USA) Inc. prior to joining Key Investment Services in 2016. 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, integrating with affiliated companies to provide additional investment and advisory capabilities.

Mickele Vianello is a Series 66-licensed financial advisor with one year of industry experience, currently with Key Investment Services LLC. Prior to her current role, she worked at KeyBank NA and held positions in credit union services, senior living, and education. She also has experience with a music-related business venture. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a diverse client base including individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider platform with discretionary and non-discretionary strategies and integrates services from KeyCorp affiliates.

Jenna Gordon is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, The Huntington National Bank, Infinex Investments, First Commonwealth Bank, and KeyBank. Outside of her advisory work, she owns and manages a vending machine business serving the Medina County Juvenile Jail. 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 multiple wrap programs with portfolio management and model-based advisory products, utilizing a multi-provider platform and oversight from the Key Wealth Chief Investment Office and third-party managers.

Jena Viock is a Series 66-licensed financial advisor with 23 years of industry experience. She has worked at Key Investment Services LLC since 2015 and has a concurrent tenure at KeyBank beginning in 1998. 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 through a network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Jessica Rorar is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Key Investment Services LLC since 2026 and has held positions at Key Bank and Valmark Securities, Inc. previously. She is based in Brooklyn, 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 plan clients through a network of financial professionals. The firm uses a multi-provider model and offers various wrap programs with custodial and trade execution services.

Angel Kelley is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 23 years of industry experience. Prior to joining Key Investment Services in 2019, Angel worked at ValMark Advisers, Inc., LPL Financial, and other firms. 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 multiple wrap programs supported by a multi-provider model, combining portfolio management and model-based advisory products with custodial and trade execution services.

Andrew Webb is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His previous roles include positions at Merrill, Morgan Stanley, Wells Fargo Clearing, Berkshire Bank, and KeyBank NA. 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 platform model and integrates services from KeyCorp affiliates, offering a range of wrap programs alongside custodial and trade execution services.

Jason Wegner is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2016, following roles at Wells Fargo Clearing, Chase Investment Services Corp., and Banc One Securities 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 clients through a network of financial professionals. The firm employs a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment, advisory, and banking services.