Marc Gleason is a financial advisor at Key Investment Services LLC with 10 years of experience in the industry. He holds Series 63 and Series 66 licenses. His career includes 17 years at KeyBank and over a decade at Key Investment Services, along with experience outside finance as a Medicare enrollment agent for Essential Solutions during non-trading hours. 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 combining discretionary implementation and third-party strategist portfolios, offering multiple wrap programs with custodial and trade execution services.

Robert Stevens is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Key Investment Services since 2005 and previously worked at KeyBanc Capital Markets Inc. from 1999 to 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 uses a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment, advisory, and ancillary insurance services.