Marc Gleason is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, Gleason worked at KeyBank for 17 years. Outside of advisory work, he is involved with Essential Solutions, an agent for Medicare enrollment. Key Investment Services LLC serves individuals, trusts, estates, and businesses through various advisory programs including wrap-fee accounts, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment model selection with professional recommendations and ongoing monitoring, operating within the KeyCorp group alongside affiliated banking and capital market entities.

Robert Stevens is a financial advisor at Key Investment Services LLC with 32 years of industry experience. He has held his current position at Key Investment Services since 2005. Stevens holds the Series 63 and Series 65 designations. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding professional recommendations and ongoing monitoring, operating within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.