Joshua Vernon is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Key Investment Services, he worked at Principal Life Insurance Company, Northwestern Mutual, and held outside sales roles in insurance. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and integrates with KeyCorp affiliates to provide additional advisory, banking, and risk management services.

Terri Torregrossa is a financial advisor with Key Investment Services LLC in Rochester, NY, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes various roles within Key Investment Services and Key Bank dating back to 2010. Outside of her advisory work, she is involved in managing residential real estate properties. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers model-based portfolio management supported by a multi-provider platform and integrates services with KeyCorp affiliates.