Heather Periana is a financial advisor with Key Investment Services LLC and holds the Series 66 designation. She has nine years of industry experience, including 11 years at KeyBank prior to joining Key Investment Services in 2017. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions with financial professionals providing recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Eric Farnsworth is a Series 66 licensed advisor with Key Investment Services LLC, located in Saco, ME. He has 13 years of industry experience 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-directed model selection and ongoing monitoring, while offering access to third-party discretionary managers and maintaining supervisory oversight across its programs.