Diane Gilger is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at Key Bank NA, LPL Financial, Firstmerit Bank, N.A., and KeyBanc Capital Markets Inc. throughout her career. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to a range of clients including individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider model with discretionary and non-discretionary options, integrating services from KeyCorp affiliates for comprehensive investment and advisory solutions.

Michelle Pipcak is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Equity Trust Company. Outside of advising, she has worked part-time as a nighttime office cleaner. 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 integrating discretionary and non-discretionary portfolio management services, with custodial and trade execution support from Pershing and affiliated insurance offerings.

Michael Liskay is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at KeyBank, Fifth Third Securities, and Legend Advisory, LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor 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 utilizes a multi-provider model for portfolio implementation and integrates with KeyCorp affiliates to offer additional advisory and capital markets services.

Abraham Lincoln is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at KeyBank, Key Investment Services LLC, and Perkins Coie LLP. Outside of his advisory role, he serves as president of the North Counties Christian Sports League, managing its annual charitable status. Key Investment Services LLC is an SEC-registered adviser serving individuals, trusts, estates, small businesses, and institutional plans through portfolio management and model-based advisory products. The firm uses a multi-provider model integrating platforms like Envestnet and KeyCorp affiliates to offer discretionary and non-discretionary investment solutions.

Tyler Durbin is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes multiple roles at Key Investment Services and KeyBank dating back to 2014. 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 utilizes a multi-provider model with portfolio management and model-based advisory products, integrating services from affiliated KeyCorp entities and third-party managers.

Joanna Simmons is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities LLC and KeyBank. Before entering the financial sector, she was involved with Noona Baking Company LLC for six years. 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. The firm uses a multi-provider model combining in-house and third-party portfolio strategies and integrates with KeyCorp affiliates for a range of financial services.

Tigress Jones is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Key Investment Services LLC, where she has worked since 2022. Her prior experience includes several years at JPMorgan Securities LLC and a brief tenure at Ameriprise. 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 portfolio management and model-based advisory products through a multi-provider platform, integrating resources from KeyCorp affiliates and third-party managers.

James Brenneman is a financial advisor at Key Investment Services LLC based in Brooklyn, Ohio. He holds the Series 66 designation and has one year of industry experience. His prior work includes a position at Equitable Advisors, LLC and several years in non-financial roles including Ohio Wesleyan University and Nordonia High School. 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 custodial and trade execution services, employing a multi-provider model for portfolio management and discretionary implementation.

Eli Taylor is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank, U.S. Bancorp Investments, and JPMorgan Chase. Outside of his advisory role, he serves on the boards of Clover Park Technical College, the Tacoma-Pierce County Chamber of Commerce, and United Way of Pierce County. 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. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, emphasizing non-discretionary portfolio management and a multi-provider model.

Richard Tannert is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kingswood Capital Partners, LLC and the Washington Department of Fish and Wildlife. Prior to his financial career, he served seven years in the US Army. 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 utilizes a multi-provider platform with discretionary implementation and offers multiple wrap-fee programs supported by affiliated insurance products and integration with KeyCorp affiliates.

Sherri Lett is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and LPL Enterprise. 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 integrates platform services from Envestnet alongside model portfolios designed by its Chief Investment Office and third-party managers.

Justin Fujka is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at KeyBank and spent over a decade at Rettig Music. Outside of finance, he teaches drum lessons and performs in local bands. 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 utilizes a multi-provider model combining platform services from Envestnet with portfolio strategies developed by its own investment office and third-party managers, offering a range of customizable wrap programs and affiliated insurance products.

Robert Jankowski is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm in various capacities since 2010. 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, integrating resources from KeyCorp affiliates and third-party managers.

Lindsay Bowman is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds a Series 66 designation and has been affiliated with Key Private Bank 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 offers multiple wrap programs supported by custodial and trade execution services and integrates resources from KeyCorp affiliates for due diligence and investment banking capabilities.

Steven Lee is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Key Investment Services, KeyBank, and The Huntington Investment Company. Key Investment Services LLC is an SEC-registered investment adviser that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap-fee programs and uses a multi-provider platform, integrating portfolio management, model-based advisory products, and services from affiliated KeyCorp entities.

Anthony Grande is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He has held roles within KeyBank and its affiliates since 1997. Grande holds the Series 66 designation. 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 model-based portfolio management through a multi-provider platform, integrating services from affiliated entities including KeyBank and KeyBanc Capital Markets.

Anna Krisselda Mc Coy is a Series 66 licensed advisor at Key Investment Services LLC with one year of industry experience. She previously worked at ATRAM Trust Corporation and BDO Securities, Inc., and has held various roles 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 employs a multi-provider model combining in-house and third-party portfolio management, with custodial and trade execution services provided by Pershing.

Yuliya Hemerlein is a financial advisor at Key Investment Services LLC with five years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank 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 through a network of financial professionals. The firm utilizes a multi-provider model to design and implement strategist portfolios, offering a range of wrap-fee programs combined with custodial, trade execution, and ancillary insurance services.

Michael Agricola is a Series 66-credentialed financial advisor at Key Investment Services LLC with 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Fifth Third Bank, Fifth Third Securities, Inc., and UBS Financial Services. 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 employs a multi-provider model combining discretionary implementation and third-party portfolio management, with integration across KeyCorp affiliates.

Michael Rochelle is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within KeyBank and Key Investment Services since 2001. Outside of his advisory role, he serves as Co-Chair and Finance Director for the annual charitable event Christmas in Swanton. 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. The firm employs a multi-provider model combining discretionary implementation from Envestnet with portfolio design from its Chief Investment Office and third-party managers, serving primarily non-discretionary clients through a range of wrap-fee programs.