Luke Jeffery is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at BJ's Brew House and held teaching positions at John Carroll University, Lakeland Community College, and Mentor High School. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model and offers various wrap-fee programs supported by custodial and trade execution services from Pershing.

Danial Anderson is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2010, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he owns a single-family rental property managed by a property management 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 network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, with a focus on non-discretionary asset management and percentage-of-AUM fee structures.

Scott Hughes is a financial advisor at Key Investment Services LLC with 8 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at JP Morgan Chase Bank, Citizens Securities, and Citizens 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 offers multiple wrap programs and relies on a multi-provider model for portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Jalan January is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Key Investment Services, he held positions at Huntington National Bank, Huntington Private Bank, and several other organizations across various industries. January has experience in community involvement through his work with the Jewish Community Center. 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 clients through a network of financial professionals. The firm employs a multi-provider model for portfolio implementation and maintains integration with KeyCorp affiliates for various financial services.

Michael Buchanan is a financial advisor at Key Investment Services LLC with 26 years of industry experience. His background includes roles at J.P. Morgan Securities, Valic Financial Advisors, PNC Wealth Management, Chase Investment Services, LPL Financial, and Merrill. He holds Series 63 and Series 65 designations. 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 through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation by Envestnet and offers various wrap-fee programs supported by affiliated insurance products.

Sofia Carter is a financial advisor at Key Investment Services LLC with 12 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Huntington National Bank, and Bank of America. 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 with discretionary and non-discretionary options and integrates services from KeyCorp affiliates to support investment and advisory activities.

Gary Linn is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 28 years of industry experience. He has been with Key Investment Services since 2006. Outside of his advisory role, he serves as president of the Bethany Lutheran School Endowment Fund. 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 focuses primarily on non-discretionary asset management with integrated services from KeyCorp affiliates.

Joshua Wagner is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 11 years of industry experience. His work history includes roles at several firms such as LPL Enterprise, The Prudential Insurance Company of America, Fifth Third Securities, and Cetera Investment Advisers. Outside of his advisory work, he serves as a member of the Defiance Area Chamber of Commerce and is a budget keeper for Defiance Christian Academy. 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 portfolio options and integrates services from KeyCorp affiliates in areas such as municipal advisory and investment banking.

Carlos Robert is a financial advisor at Key Investment Services LLC in Brooklyn, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to joining Key Investment Services LLC in 2023, Carlos has been with KeyBank NA since 2014. 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 integrates multiple custodial and trade execution services and delivers investment strategies developed by the Key Wealth Chief Investment Office and third-party managers.

David D'arienzo is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within KeyBank and Key Investment Services since 2015. 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 platform with discretionary and non-discretionary models and integrates services from KeyCorp affiliates such as KeyBank and KeyBanc Capital Markets.

Reece Tatchell is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles in education at John Carroll University, Sylvania Northview High School, and McCord Middle School. 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 model for portfolio implementation and offers a range of wrap-fee programs supported by integrations with KeyCorp affiliates.

Stephanie Mushenheim is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked with KeyBanc Capital Markets since 2019, including prior tenures at Key Investment Services and Raymond James and Associates. 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 platform integrating discretionary and non-discretionary models and offers custodial, trade execution, and ancillary insurance services through its affiliates.

Jonathan Evans is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Key Investment Services since 2007. Outside of his advisory role, he serves as a fill-in preacher at Kingsway Alliance Church and assists with Mouse Adventures LLC, a Disney travel agency. 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. The firm utilizes a multi-provider model with discretionary and non-discretionary strategies, integrating services from KeyCorp affiliates and offering multiple wrap fee programs with custodial and trade execution support.

Nicholas Grandominico is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes positions at KeyBank and U.S. Bank. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to a diverse client base, including individuals, trusts, small businesses, and institutional plans. The firm utilizes a multi-provider model for portfolio implementation and integrates offerings with KeyCorp affiliates to provide a range of investment and advisory services.

Patricia Tornes is a Series 66–registered financial advisor with seven years of industry experience. She is currently with Key Investment Services LLC and has prior experience at Merrill. Tornes works in Brooklyn, Ohio. 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. The firm employs a multi-provider model with discretionary and non-discretionary options, integrating services from KeyCorp affiliates for broader financial offerings.

Shelly Thomas is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including JP Morgan Securities, UBS Financial Services, and KeyBank. Outside of finance, she co-owned Mark and Shelly Thomas Photography, LLC, a photography business. 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 through a multi-provider platform, integrating affiliated KeyCorp entities for additional services such as municipal advisory and investment banking.

Blake Herideen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at KeyBank and Robert W. Baird. 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. The firm utilizes a multi-provider model with discretionary and non-discretionary options and integrates services with KeyCorp affiliates to provide a range of investment and advisory capabilities.

Paul Coleman is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with KeyBank and its affiliated entities since 2001. 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 uses a multi-provider platform with discretionary implementation and strategic portfolio design, serving clients primarily on a non-discretionary basis.

James Plantholt is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Merrill, Raymond James Financial Services, and Planned Results, Inc. He served in the Army National Guard from 2015 to 2024. 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 advisory products with custodial and trade execution services, using a multi-provider platform and integration with KeyCorp affiliates for investment and advisory capabilities.

Ryan Cameron is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at KeyBank and MSI Financial Services, Inc. over his career. 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 plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionarily implemented strategist portfolios and integrates services from KeyCorp affiliates, providing a range of investment and advisory capabilities.