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Alex K

Series 66

Brooklyn, OH

Key Investment Services LLC

Alex Kucharski is a Series 66 licensed financial advisor with one year of industry experience, currently with Key Investment Services LLC. Prior to joining the firm, he held positions at Vail Resorts, Thrivent, Anytime Fitness, John Carroll University, and Applegreen. 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 supported by third-party managers and affiliated KeyCorp entities, employing a multi-provider model with a focus on non-discretionary portfolio management.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Michael S

Series 66

Brooklyn, OH

Key Investment Services LLC

Michael Stobbe is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and UBS Financial Services. He has been with Key Investment Services since 2015. 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 uses a multi-provider platform integrating discretionary and non-discretionary portfolio management with services from KeyCorp affiliates and focuses on wrap-fee programs supported by a product due diligence process.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Brian E

Series 66

Brooklyn, OH

Key Investment Services LLC

Brian Evans is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Key Investment Services LLC since 2015, following prior roles at J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley DW Inc. 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 and leverages a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Gabriel L

Series 66

Brooklyn, OH

Key Investment Services LLC

Gabriel La Bianca is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His prior work includes positions at KeyBank, PNC Investment, and The Prudential Insurance Company of America. Outside of finance, he has experience working in the food service and landscaping sectors. 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. The firm uses a multi-provider model with discretionary and non-discretionary strategies, integrating services from KeyCorp affiliates and third-party managers.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Cynthia P

Series 66

Brooklyn, OH

Key Investment Services LLC

Cynthia Prioletti is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 22 years of industry experience. She has worked with Key Investment Services and KeyBank since 2016 and previously spent two years at KeyBanc Capital Markets Inc. Outside of her advisory role, she has been a cosmetics products representative for Avon since 1997. 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 employs a multi-provider model combining discretionary and non-discretionary strategies, with integration across KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Taylor K

Series 63, Series 65

Brooklyn, OH

Key Investment Services LLC

Taylor King is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Gottfried & Somberg Wealth Management, Connecticut Wealth Management, and KeyBank NA. 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 uses a multi-provider model and integrates services from KeyCorp affiliates, offering both non-discretionary model selection and ancillary insurance products.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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John M

Series 66

Brooklyn, OH

Key Investment Services LLC

John Muterspaw is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, T-Mobile, Fidelity Brokerage Services, Valvoline Instant Oil Change, and Cedar Fair. 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 and non-discretionary management, with integration across KeyCorp affiliates offering additional financial services.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Paul K

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Paul Kasten is a financial advisor at Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with Key Investment Services since 2013. 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 combining various strategists and platform services, and offers custodial, trade execution, and ancillary insurance products.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Syed R

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Syed Razvi is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. His work history includes roles at Key Bank NA and Key, spanning from 2015 to the present. 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 model and integrates services from KeyCorp affiliates, offering a range of wrap-fee programs with custodial and trade execution services.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Stephen D

Series 66

Brooklyn, OH

Key Investment Services LLC

Stephen D'alessandro is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments LLC, PNC Wealth Management, and Natcity Investments, Inc. Outside of his advisory role, he serves as a Member At Large for the Avalon Estates homeowners association in North Ridgeville, 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 employs a multi-provider model with discretionary and non-discretionary portfolio implementation and is integrated with KeyCorp affiliates that provide additional financial services and investment capabilities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Timothy C

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Timothy Conway is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at KeyBank since 2017 and has been with Key Investment Services LLC since 2018. Outside of finance, he serves as a youth soccer club coach for World Class Soccer. 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 combining discretionary and non-discretionary management, with integrated services from KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Chad K

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Chad Kuhns is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Key Investment Services and KeyBank since 2016. Outside of his advisory role, Kuhns serves as the Recreation Director for the City of Vermilion, organizing sports programs, and also works as an assistant football coach for Vermilion Local Schools. 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 platform and integrates with KeyCorp affiliates to deliver a range of investment solutions, primarily on a non-discretionary basis.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Geoffrey J

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Geoffrey James 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 Key Investment Services and KeyBank since 2017, with previous experience at Wells Fargo Clearing and Wachovia Bank. Outside of finance, he is the CEO and owner of a music company, The Up All Nighters LLC, which produces music for a band and other artists. 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 platform integrating discretionary and non-discretionary management, supported by KeyCorp affiliates and third-party managers.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Janene C

Series 63, Series 65

Brooklyn, OH

Key Investment Services LLC

Janene Culmo is a financial advisor at Key Investment Services LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2016, following prior roles at LPL Financial and HSBC Securities (USA) Inc. Outside of her advisory role, she provides financial and other assistance to a family member. 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 offers portfolio management and model-based advisory products through a multi-provider platform integrating discretionary and non-discretionary management with services from affiliated entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Richard E

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Richard Evans is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Key Investment Services, KeyBank, Quicken Loans, Valic Financial Advisors, WBC Group, and Charles Schwab. Outside of finance, he works part-time as a bartender at local restaurants in Ohio. Key Investment Services LLC is an SEC-registered investment adviser specializing in portfolio management and model-based advisory products for individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model with custodial and trade execution services, offering a range of wrap-fee programs and integration with KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Gianpaolo S

Series 66

Brooklyn, OH

Key Investment Services LLC

Gianpaolo Sferrella is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 designation and less than one year of industry experience. His work history includes roles at Republic Finance, the Ohio Department of Taxation, and the YMCA of Central Ohio, as well as educational and retail positions. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory services 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 options and integrates with KeyCorp affiliates for due diligence and advisory services.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Michael F

Series 66

Brooklyn, OH

Key Investment Services LLC

Michael Fairchild is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Key Investment Services LLC and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. His background also includes experience at Drainscapes and Bryant 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 broad network of financial professionals. The firm utilizes a multi-provider model with services including custodial and trade execution as well as ancillary insurance products, supported by its integration with KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Nilufar B

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Nilufar Barak is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and KeyBank NA. 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 employs a multi-provider platform and emphasizes non-discretionary asset management through a network of financial professionals.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Jeffrey S

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Jeffrey Sokolowski is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Key Private Bank, KeyBank, and First Commonwealth 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. The firm uses a multi-provider platform and integrates services from KeyCorp affiliates, offering a range of wrap programs and ancillary insurance products.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Charles S

Series 66

Brooklyn, OH

Key Investment Services LLC

Charles Scrattish Jr. is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 31 years of industry experience. His prior roles include positions at Huntington National Bank, The Huntington Investment Company, LPL Financial, and several other firms. 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 operates a multi-provider model with both discretionary and non-discretionary management options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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