Thomas Fino is a financial advisor with Key Investment Services LLC in Williamsville, NY, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Key Investment Services in various capacities since 2016, including roles overlapping with KeyBank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model for portfolio implementation and offers multiple wrap programs with custodial and trade execution services through Pershing, along with ancillary insurance products via affiliated entities.

Kevin Dorr is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with KeyBank and its affiliated firm since 2016. Outside his advisory work, he is a managing member of CASA DE MAMI LLC, an LLC established to manage a residential property jointly owned with his family. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to provide a range of investment and advisory services, primarily on a non-discretionary basis.

Peter Bushman is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and M&T Securities. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model that includes discretionary and non-discretionary portfolio management and integrates services from KeyCorp affiliates such as KeyBank and KeyBanc Capital Markets.