Lu Ann Fogg is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and accumulating 25 years of industry experience. She has been with Key Investment Services and its affiliates since 2016, and prior to that, worked at KeyBanc Capital Markets Inc. from 2003 to 2006. Outside of her advisory role, she holds a minority ownership interest in a real estate partnership inherited from her father. 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 broad network of financial professionals. The firm uses a multi-provider platform for discretionary implementation and offers multiple wrap programs, integrating with KeyCorp affiliates to deliver additional investment banking and municipal advisory services.

Matthew Rossetti is a financial advisor at Key Investment Services LLC in Brooklyn, Ohio, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily with Key Investment Services and KeyBank throughout his career. 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 model combining discretionary implementation through Envestnet and portfolio design by the Key Wealth Chief Investment Office and third-party managers, delivering services often on a non-discretionary basis.

Luke Schuler 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 The Union Bank Co., RBC Wealth Management, and The Toledo Zoo & Aquarium. 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 for portfolio management and offers multiple wrap programs along with custodial and trade execution services.

Stephen Jewell is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Key Investment Services, he worked at Equitable Advisors and Northwestern Mutual Investment Services LLC, among other roles. Outside financial services, he has professional experience with DoorDash and Flexjet. 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 model-based advisory programs and integrates services from KeyCorp affiliates, emphasizing a multi-provider platform with both discretionary and non-discretionary portfolio management.

Logan Zimmerman is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio, holding the Series 66 designation and possessing six years of industry experience. His prior work includes roles at Fidelity Investments, Charles Schwab & Co., Inc., and KeyBank. 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 model with discretionary and non-discretionary portfolio options, integrating services from KeyCorp affiliates and third-party managers.

Michael Ford is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Key Investment Services and affiliated entities since 2015, including roles at KeyBank. 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 plan clients through a network of financial professionals. The firm uses a multi-provider platform and offers multiple wrap-fee programs supported by KeyCorp affiliates.

Boris Kagarlitskiy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Key Investment Services since 2015. Kagarlitskiy also serves as a FINRA arbitrator. 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. The firm utilizes a multi-provider model and integrates services with KeyCorp affiliates, delivering both discretionary and non-discretionary investment solutions.

Marcus Hanna is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including JP Morgan Chase Bank and Ameritas Investment Corp. His career includes multiple roles within Key Investment Services and KeyBank. 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. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to provide comprehensive due diligence, advisory, and investment-banking services.

Chandler Fout is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at KeyBank and PNC Wealth Management. 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 and integrates with KeyCorp affiliates, offering a variety of wrap programs with custodial and trade execution services.

David Cizmadia Jr. is a financial advisor at Key Investment Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2006, following six years at Citigroup Global Markets. 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 and utilizes a multi-provider platform model that integrates KeyCorp affiliates for due diligence, advisory, and investment-banking services.

Colleen Shelly is a Series 66-licensed financial advisor with 18 years of industry experience. She currently works at Key Investment Services LLC and has previously held roles at LongView Financial Partners, Raymond James Financial Services, Lincoln Financial Advisors, PNC Investments, and Valmark Securities. 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 platform and offers a range of wrap-fee programs alongside custodial and insurance services.

Desirae Monaco is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Farmers National Bank, and TLC Insurance Group. She serves on the boards of the Howland Community Scholarship Foundation and the Children’s Rehabilitation Center Charitable Foundation, where she participates in scholarship management and fundraising efforts. 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. The firm uses a multi-provider model supported by a network of financial professionals and integrates services with KeyCorp affiliates.

Emily Ergun is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Key Investment Services and its affiliated entities since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model with portfolio management and strategist portfolios designed by its Chief Investment Office and third-party managers.

Aaron Schoonover is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 66 licenses. He has four years of industry experience, including roles at KeyBank and PNC Bank, and spent 17 years at University Hospitals prior to entering the financial sector. 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 model for portfolio construction and offers multiple wrap-fee programs supported by custodial services from Pershing and affiliated insurance products.

Mathew Bound is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Valmark Securities, Inc. and Key Private Bank before joining KeyBank and Key Investment Services in 2019. 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 utilizes a multi-provider platform with discretionary implementation and non-discretionary model selection, integrating offerings with KeyCorp affiliates for additional investment and advisory services.

Mark Williamson is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Morgan Stanley Dw Inc. and Equity Services, Inc. before joining Key Investment Services in 2006, where he has been continuously employed with various firm entities since then. 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 employs a multi-provider model and integrates services from KeyCorp affiliates, offering a range of wrap programs with custodial and trade execution support.

Luann Spaethe is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 34 years of industry experience. Her prior roles include positions at ValMark Advisers, Inc., PNC Wealth Management, and Natcity Investments, Inc. She is also involved with the Cuyahoga Valley Chapter of the Association for Talent Development, focusing on training and development in the Northeast Ohio area. 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 uses a multi-provider model for portfolio management and offers a range of wrap programs combined with custodial and trade execution services.

Joel Wozny is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western Southern Life, The Huntington Investment Company, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Fifth Third Securities. 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 and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Vincent Julian is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at The Prudential Insurance Company of America and The Huntington Investment Company. 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 uses a multi-provider platform approach with discretionary and non-discretionary investment models and integrates services from KeyCorp affiliates.

Sarah Rossi is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Investment Services 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 plans through a network of financial professionals. The firm offers multiple wrap programs and integrates model-based portfolio management with custodial and trade execution services provided by Pershing.