Matthew Whalen is a Series 66-licensed financial advisor at Key Investment Services LLC with three years of industry experience. He previously worked at LPL Financial LLC, High Peaks Asset Management, Cadaret, Grant & Co., Inc., and has held roles at the City Mission of Schenectady and Berne Knox Westerlo Central School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Kevin Eberz is a financial advisor with Key Investment Services LLC in Schenectady, NY, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Key Investment Services LLC and KeyBank since 2016. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, managed accounts, and affiliated brokerage and insurance products. The firm emphasizes client-directed investment strategies and performs ongoing due diligence and oversight of third-party advisory products.