Key Investment Services LLC

Robbie Mercer is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at KeyBank, Tucker Asset Management LLC, Tumolo Financial, Horace Mann Investors Inc., and Citizens Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and relies on a multi-provider model for portfolio management, integrating affiliated services from KeyCorp affiliates.

Kimberly Bish is a financial advisor with Key Investment Services LLC, holding the Series 66 designation and bringing 25 years of industry experience. She has worked within Key-related entities since 2003, including Key Bank and KeyBanc Capital Markets. Outside of her advisory role, she volunteers as a speaker for the Ohio Department of Education. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm uses a multi-provider model with discretionary and non-discretionary options, integrating services from affiliated KeyCorp entities and offering wrap-fee programs alongside custodial and ancillary insurance products.

Mark Lomonaco is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at LPL Financial, HSBC Securities (USA) Inc., and Chase Investment Services Corp. He has been with Key Investment Services since 2016. 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 plan clients through a network of financial professionals. The firm employs a multi-provider model featuring discretionary implementation and strategist-designed portfolios, with services integrated across KeyCorp affiliates.

James Matthews is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at KeyBank, W&S Brokerage Services, Western Southern Life, and Empower Behavioral Health. 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 uses a multi-provider model for portfolio management and integrates with KeyCorp affiliates for additional investment and advisory services.

Heather Periana is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Key Investment Services since 2017 and previously spent 11 years at KeyBank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional plan clients. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Mary Hicks is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked within KeyBank and its affiliated firms since 1998. Outside of her advisory role, she serves as a board member for the Highline Medical Center Foundation. 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. The firm operates a multi-provider platform integrating KeyCorp affiliates and emphasizes non-discretionary model-based management with various wrap-fee programs.

Itzel Lopez Hernandez is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services since 2022. Outside of her advisory role, she works as a sales associate in clothing retail at Banana Republic during non-trading hours. 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 KeyCorp affiliates and third-party managers, with a focus on non-discretionary asset management and multiple wrap programs.

Jesse Leonardo is a financial advisor at Key Investment Services LLC in Rochester, NY, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at M&T Bank, LPL Financial LLC, Fifth Third Securities, and Fifth Third Bank. Key Investment Services LLC is an SEC-registered investment adviser that delivers 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 combining discretionary and non-discretionary portfolio management, with integration across KeyCorp affiliates for additional financial services.

Jennifer Uzzi is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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 plans through a network of financial professionals. The firm uses a multi-provider model and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Jason Tompkins is a financial advisor with Key Investment Services LLC in Yakima, WA, holding a Series 66 designation and 20 years of industry experience. He has worked at Key Investment Services since 2011 and previously held roles at U.S. Bancorp Investments, Inc. and Merrill. Outside of his advisory role, Tompkins is involved in the buying and selling of trading cards. 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 via a network of financial professionals. The firm uses a multi-provider platform featuring discretionary and non-discretionary management, with integrated services from KeyCorp affiliates, and offers multiple wrap programs supported by custodial and trade execution services.

Hyla Fahsholtz is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Key Investment Services in 2023, Fahsholtz worked at TD Bank N.A. and TD Private Client Wealth LLC from 2014 to 2023. 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 employs a multi-provider model with discretionary implementation and oversight from KeyCorp affiliates, serving a broad client base primarily on a non-discretionary basis.

Joel Larson is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at KeyBank and Equitable Advisors. Outside of financial advising, he is the sole owner of JRL Homes LLC, a rental property management company. 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 plan clients. The firm utilizes a multi-provider model with discretionary and non-discretionary services and integrates with KeyCorp affiliates for a range of financial and advisory capabilities.

Robert Miller is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at UBS Financial Services, Raymond James & Associates, and Morgan Keegan & 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 programs and employs a multi-provider model combining platform services from Envestnet with portfolio management from Key Wealth Chief Investment Office and third-party managers.

Andrew Reddish is a financial advisor at Key Investment Services LLC in Naples, FL, with nine years of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles at Bank of America, N.A. and Merrill, where he worked for over 20 years combined. 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 network of financial professionals. The firm utilizes a multi-provider model combining internal and third-party portfolio management, with a focus on non-discretionary client model selection and integrated services through KeyCorp affiliates.

Hugo Vazquez Alcala is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has been with Key Investment Services LLC and KeyBank NA since 2024. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and integrates platform services from Envestnet and portfolio management strategies from Key Wealth Chief Investment Office and third-party managers.