Joel Wilson is a financial advisor at Key Investment Services LLC in Pocatello, ID, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Key Investment Services since 2012. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategies supported by ongoing monitoring and due diligence, and it operates within the KeyCorp group with affiliations to banking and capital markets entities.

Mark Klein is a financial advisor with Key Investment Services LLC in Pocatello, ID, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Key Investment Services since 2014 and previously spent eight years at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and performs due diligence on third-party advisory products, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.