Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Brian H

Series 63, Series 65

Massena, NY

Key Investment Services LLC

Brian Henning is a financial advisor at Key Investment Services LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Key Investment Services since 2016. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and performs ongoing due diligence and supervisory oversight of third-party advisory products.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar
firm logo

Jenna L

Series 66

Massena, NY

Key Investment Services LLC

Jenna Le Page is a Series 66-licensed financial advisor with five years of industry experience, currently with Key Investment Services LLC. Her prior experience includes roles at NBT Bank and TJ Maxx. Outside of finance, she teaches yoga classes and volunteers with the Alliance of Therapy Dogs, visiting healthcare and senior facilities with her certified therapy dog. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by recommendations, ongoing monitoring, and due diligence of third-party managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")