Albert Erni Sr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Merrill. Outside of advising, he serves as a board member for Child & Family Services and is involved with Wall Street Sound, a recording studio and copyright holder. 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 employs a multi-provider model and integrates services from KeyCorp affiliates, delivering both discretionary and non-discretionary investment solutions.

Jordan Honan is a financial advisor with Key Investment Services LLC holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at HSBC Securities (USA) Inc. and Equitable Advisors. Outside of his advisory role, he serves as a member of the finance committee at St. John Vianney Church and holds a minority interest in a Thoroughbred racehorse. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider platform and offers a variety of wrap fee programs with integrations to KeyCorp affiliates for investment services and risk management.