William Evans is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at KeyBank, US BANK, Home Depot, Corban University, and G6 Airpark. Outside of his advisory role, he serves as a sound technician for West Salem Foursquare Church. Key Investment Services LLC provides advisory and brokerage 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 model selection and ongoing monitoring while facilitating access to third-party discretionary managers and maintaining oversight across its offerings.

Anna Meliza is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Key Investment Services and KeyBank since 2009. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment selection while providing recommendations, monitoring, and third-party product due diligence.