Tigress Jones is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Key Investment Services LLC, where she has worked since 2022. Her prior experience includes several years at JPMorgan Securities LLC and a brief tenure at Ameriprise. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers portfolio management and model-based advisory products through a multi-provider platform, integrating resources from KeyCorp affiliates and third-party managers.

Anthony Tuccini is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Citizens Securities and Citizens Bank since 2018, as well as at PNC Bank and PNC Investments from 2010 to 2018. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory solutions include a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency, and it is wholly owned by Citizens Bank, N.A.

James Brenneman is a financial advisor at Key Investment Services LLC based in Brooklyn, Ohio. He holds the Series 66 designation and has one year of industry experience. His prior work includes a position at Equitable Advisors, LLC and several years in non-financial roles including Ohio Wesleyan University and Nordonia High School. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, employing a multi-provider model for portfolio management and discretionary implementation.

Eli Taylor is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank, U.S. Bancorp Investments, and JPMorgan Chase. Outside of his advisory role, he serves on the boards of Clover Park Technical College, the Tacoma-Pierce County Chamber of Commerce, and United Way of Pierce County. 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. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, emphasizing non-discretionary portfolio management and a multi-provider model.

Richard Tannert is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kingswood Capital Partners, LLC and the Washington Department of Fish and Wildlife. Prior to his financial career, he served seven years in the US Army. 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 clients through a large network of financial professionals. The firm utilizes a multi-provider platform with discretionary implementation and offers multiple wrap-fee programs supported by affiliated insurance products and integration with KeyCorp affiliates.

Sherri Lett is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and LPL Enterprise. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and integrates platform services from Envestnet alongside model portfolios designed by its Chief Investment Office and third-party managers.

Justin Fujka is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at KeyBank and spent over a decade at Rettig Music. Outside of finance, he teaches drum lessons and performs in local bands. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model combining platform services from Envestnet with portfolio strategies developed by its own investment office and third-party managers, offering a range of customizable wrap programs and affiliated insurance products.

Robert Jankowski is a financial advisor at Key Investment Services LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm in various capacities since 2010. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers multiple wrap programs, integrating resources from KeyCorp affiliates and third-party managers.

Kasey Walton is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Bankers Life Advisory Services since 2019 and Bankers Life Securities since 2020. In addition to her advisory role, Walton provides life and health insurance products as an insurance agent for Bankers Life & Casualty. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to develop tailored asset allocations, with a focus on periodic rebalancing and performance reviews aligned to client goals and risk tolerances.

Lindsay Bowman is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds a Series 66 designation and has been affiliated with Key Private Bank since 2005. 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 plan clients through a network of financial professionals. The firm offers multiple wrap programs supported by custodial and trade execution services and integrates resources from KeyCorp affiliates for due diligence and investment banking capabilities.

Steven Lee is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Key Investment Services, KeyBank, and The Huntington Investment Company. Key Investment Services LLC is an SEC-registered investment adviser that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap-fee programs and uses a multi-provider platform, integrating portfolio management, model-based advisory products, and services from affiliated KeyCorp entities.

Anthony Grande is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He has held roles within KeyBank and its affiliates since 1997. Grande holds the Series 66 designation. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans. The firm offers model-based portfolio management through a multi-provider platform, integrating services from affiliated entities including KeyBank and KeyBanc Capital Markets.

Anna Krisselda Mc Coy is a Series 66 licensed advisor at Key Investment Services LLC with one year of industry experience. She previously worked at ATRAM Trust Corporation and BDO Securities, Inc., and has held various roles since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model combining in-house and third-party portfolio management, with custodial and trade execution services provided by Pershing.

Yuliya Hemerlein is a financial advisor at Key Investment Services LLC with five years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. 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 clients through a network of financial professionals. The firm utilizes a multi-provider model to design and implement strategist portfolios, offering a range of wrap-fee programs combined with custodial, trade execution, and ancillary insurance services.

Kevin Kozlowski is a financial advisor with Fifith Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2011. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage channels. The firm offers various managed account programs on the Passageway platform, employing multiple investment strategies and third-party portfolio managers.

Michael Agricola is a Series 66-credentialed financial advisor at Key Investment Services LLC with 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Fifth Third Bank, Fifth Third Securities, Inc., and UBS Financial Services. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model combining discretionary implementation and third-party portfolio management, with integration across KeyCorp affiliates.

Michael Rochelle is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within KeyBank and Key Investment Services since 2001. Outside of his advisory role, he serves as Co-Chair and Finance Director for the annual charitable event Christmas in Swanton. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm employs a multi-provider model combining discretionary implementation from Envestnet with portfolio design from its Chief Investment Office and third-party managers, serving primarily non-discretionary clients through a range of wrap-fee programs.

Lu Ann Fogg is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and accumulating 25 years of industry experience. She has been with Key Investment Services and its affiliates since 2016, and prior to that, worked at KeyBanc Capital Markets Inc. from 2003 to 2006. Outside of her advisory role, she holds a minority ownership interest in a real estate partnership inherited from her father. 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 clients through a broad network of financial professionals. The firm uses a multi-provider platform for discretionary implementation and offers multiple wrap programs, integrating with KeyCorp affiliates to deliver additional investment banking and municipal advisory services.

Matthew Rossetti is a financial advisor at Key Investment Services LLC in Brooklyn, Ohio, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily with Key Investment Services and KeyBank throughout his career. 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. The firm uses a multi-provider model combining discretionary implementation through Envestnet and portfolio design by the Key Wealth Chief Investment Office and third-party managers, delivering services often on a non-discretionary basis.

Luke Schuler is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at The Union Bank Co., RBC Wealth Management, and The Toledo Zoo & Aquarium. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers multiple wrap programs along with custodial and trade execution services.