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Matthew M

Series 63, Series 65

Brooklyn, OH

Key Investment Services LLC

Matthew Moore is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes multiple roles within KeyBank and Key Investment Services as well as prior experience in retail positions at Bestbuy and Firehouse Subs. 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 with a focus on non-discretionary model portfolios and integrates 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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Christopher D

Series 66

Brooklyn, OH

Key Investment Services LLC

Christopher Demuesy is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial, Tradefull, and in education at the North Canton Hoover School System. 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 employs a multi-provider model for portfolio management and oversight, and integrates services with KeyCorp affiliates, providing a range of investment and advisory solutions.

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

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Thomas Murphy is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at J.P. Morgan Securities LLC and Edward C. Hawkins & Co., Ltd. before joining Key Investment Services and KeyBanc Capital Markets. 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 utilizes a multi-provider model with discretionary and non-discretionary portfolio management and integrates 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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Ernest C

Series 65, Series 66

Brooklyn, OH

Key Investment Services LLC

Ernest Cunningham III is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Ameriprise, Cetera Investment Advisors, and Edward Jones. Outside of his advisory role, he umpires athletic events for the Ohio High School Athletic Association during evenings and weekends. 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 utilizes a multi-provider model with both discretionary and non-discretionary management and integrates services from KeyCorp affiliates, including investment banking and municipal advisory 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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Stacie L

Series 63, Series 65

Brooklyn, OH

Key Investment Services LLC

Stacie Lieb is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at KeyBank, Citizens Securities, Inc., Citizens Bank, Cco Investment Services, and Charter One Bank. 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 utilizing a multi-provider platform with discretionary and non-discretionary portfolio management, integrated with KeyCorp affiliates for 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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Malak R

Series 63, Series 65

Brooklyn, OH

Key Investment Services LLC

Malak Rabi is a financial advisor at Key Investment Services LLC with one year of industry experience. Their prior roles include positions at Fifth Third Securities, Inc., Fifth Third Bank, N.A., LMU Law, and Aurora University. Malak holds Series 63 and Series 65 licenses. 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 with discretionary implementation and offers multiple wrap-fee programs supported by custodial and execution services from Pershing.

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

Series 63, Series 65

Brooklyn, OH

Key Investment Services LLC

Nancy Noga is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her prior work includes roles at LPL Financial and Northwest Bank before joining KeyBank and Key Investment Services in 2019. 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 platform services from Envestnet with portfolio strategies designed by the Key Wealth Chief Investment Office 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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Andrew N

Series 63, Series 65

Brooklyn, OH

Key Investment Services LLC

Andrew Nothstine is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at WesBanco Securities, Inc. and a long tenure at Fifth Third Securities and Fifth Third 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 offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model for portfolio management and due diligence.

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

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Daniel Juliussen is a financial advisor at Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 66 licenses and has four years of industry experience. Juliussen has been with Key Investment Services LLC since 2023 and has also worked at Key Bank NA 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 plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model for portfolio management and strategy implementation.

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

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Nicholas Oskowski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at KeyBank, Bank of America, Merrill, and UBS Financial Services. Outside of finance, he is involved with Zero Drift, LLC, a wellness company focused on physical fitness, mental health, and personal development through social media content and affiliate marketing. 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 uses a multi-provider platform with discretionary implementation, non-discretionary model selection, and integrates 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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Jaimie S

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Jaimie Stachowiak is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Fifth Third Securities, Fifth Third Bank, Huntington Investment Company, and Huntington National 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 and integrates services across KeyCorp affiliates, offering a range of wrap-fee programs with custodial and 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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Eric D

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Eric Dworznik is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments and Buckeye Business Products. 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 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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Steven V

Series 63, Series 65

Brooklyn, OH

Key Investment Services LLC

Steven Vale is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Huntington Investment Company, PNC Wealth Management, Firstmerit Advisors, Edward Jones, and Natcity Investments. He has been with Key Investment Services LLC for a total of 16 years across two periods. 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 model for portfolio management and integrates services with KeyCorp affiliates, providing a range of investment and advisory capabilities 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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Burton H

Series 66

Brooklyn, OH

Key Investment Services LLC

Burton Hotz 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 KeyCorp-KPB since 2011 and with Key Investment Services LLC since 2022. 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 platform combining in-house and third-party portfolio strategies, offering mainly non-discretionary models alongside custodial and ancillary insurance 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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Alexander B

Series 66

Brooklyn, OH

Key Investment Services LLC

Alexander Bruemmer is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has worked with KeyBank NA since 2016. 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 with discretionary and non-discretionary options and integrates services from KeyCorp affiliates to offer due diligence, advisory, and risk management 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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Kristy O

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Kristy O'Driscoll is a financial advisor at Key Investment Services LLC with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Key Investment Services and Key Bank since 2016. 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 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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Andrew R

Series 66

Brooklyn, OH

Key Investment Services LLC

Andrew Ross is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His work history includes roles at Key Investment Services LLC starting in 2023 and prior experience at Bowling Green State University and North Ridgeville High 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 large network of financial professionals. The firm uses a multi-provider model combining platform services, strategist portfolio design, and a product due diligence committee, with a focus on 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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Susan B

Series 63, Series 66

Brooklyn, OH

Key Investment Services LLC

Susan Berchak is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and 36 years of industry experience. She worked at Scottrade, Inc. for 15 years before joining Key Investment Services LLC, where she has been since 2019, with a brief hiatus in 2018. 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 integrates services from KeyCorp affiliates, using a multi-provider model that combines platform technology and third-party 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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Guerschom A

Series 66

Brooklyn, OH

Key Investment Services LLC

Guerschom Altidor is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has worked at KeyBank, PNC Wealth Management, PNC Bank, and Target. Outside of finance, he has experience as a product operations educator at Lululemon. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model combining in-house and third-party portfolio management, with an emphasis on non-discretionary asset 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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Garret K

Series 66

Brooklyn, OH

Key Investment Services LLC

Garret Keibler is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. before joining his current firm. 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 uses a multi-provider model incorporating discretionary implementation by Envestnet and portfolio design by Key Wealth CIO 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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