Carolyn Barnaba is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked in various capacities within KeyBank and its affiliates since 2001. 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 implementation and is integrated with KeyCorp affiliates offering additional financial services.

Jeffrey Bryce is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2018, following roles at Citizens Bank and Citizens Securities, Inc. 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 a multi-provider model that includes discretionary implementation by Envestnet and portfolio design by Key Wealth Chief Investment Office and third-party managers.