Keystate Advisory, LLC

Ivan Farris is a financial advisor with Keystate Advisory, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Keystate since 2011. Outside of his advisory role, Farris serves as Vice President of KeyState Corporate Management, where he acts as an officer and director for numerous Nevada special purpose entities, including investment subsidiaries of community banks. Keystate Advisory primarily serves institutional clients such as banks and captive insurance companies, offering advisory and managed-account services focused on fixed income securities. The firm emphasizes fundamental credit analysis and interest-rate risk assessment, with a client base concentrated in banking and captive insurance sectors.

Monte Miller is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Keystate Advisory, LLC in Las Vegas, NV. He has been CEO of Keystate Corporate Management since 1994, providing corporate management services to Nevada special purpose entities, including roles as an officer and director for various clients such as community banks. Keystate Advisory primarily serves institutional clients, including banks and captive insurance companies, offering advisory and managed-account services focused on fixed income securities. The firm’s investment approach emphasizes fundamental credit analysis and interest-rate risk assessment, with a client base concentrated in banking and captive insurance sectors.

Larry Wood is a financial advisor with Keystate Advisory, LLC in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. He has served with Keystate Corporate Management since 2008 and acts as Senior Vice President, providing corporate management services to Nevada special purpose entities. In this role, he serves as an officer for numerous entities, including investment subsidiaries of community banks, where he oversees bond portfolios. Keystate Advisory primarily serves institutional clients such as banks and captive insurance companies, focusing on fixed income securities. The firm’s investment approach emphasizes fundamental credit analysis and interest-rate risk assessment, with portfolio oversight and reporting tailored to institutional treasury and balance-sheet management needs.

Brian Amend is a financial advisor at Keystate Advisory, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at The KeyState Companies since 2016. In addition to his advisory role, Amend serves as Executive Vice President of The KeyState Companies, where he is involved in managing various business lines. He has also served in the United States Marine Corps Reserve since 2008. Keystate Advisory primarily serves institutional clients such as banks and captive insurance companies, offering advisory and managed-account services focused on fixed income securities. The firm emphasizes fundamental credit analysis and interest-rate risk assessment, with a client base concentrated in banking and captive-insurance sectors.

Joshua Miller is a financial advisor at Keystate Advisory, LLC with 15 years of industry experience. He holds a Series 65 designation and has been involved with Keystate Corporate Management since 1998, where he serves as president. Outside of his advisory role, he acts as an officer and director for numerous Nevada special purpose entities, including serving as an investment officer overseeing bond portfolios for community banks' investment subsidiaries. Keystate Advisory primarily serves institutional clients such as banks and captive insurance companies, offering advisory and managed-account services focused on fixed income securities. The firm emphasizes fundamental credit analysis and interest-rate risk assessment, with portfolio oversight conducted quarterly and a client base concentrated in banking and captive-insurance sectors.

Riley Littlefield is a financial advisor at KeyState Advisory, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Meeder Investment Management, Inc., FHN Financial Main Street Advisors, LLC, and DMBA. His background also includes roles at BYU-Idaho and Melaleuca. KeyState Advisory primarily serves institutional clients such as banks and captive insurance companies, focusing on fixed income securities through fundamental credit analysis and interest-rate risk assessment. The firm emphasizes tailored managed accounts and quarterly portfolio oversight, with a client base concentrated in banking and captive insurance sectors.

David Oceguera is a CFA® charterholder with two years of industry experience. He currently works at Keystate Advisory, LLC and previously held roles at Wells Fargo, Trust Company of the West, and JP Morgan Chase. Outside of finance, he owns a wholesale electronics business. Keystate Advisory primarily serves institutional clients such as banks and captive insurance companies, focusing on fixed income securities through fundamental credit analysis and interest-rate risk assessment. The firm emphasizes tailored managed account services and integrates expertise in banking and public finance to support institutional treasury and balance-sheet management.

Ronald Samuels is a Series 65-licensed financial advisor with Keystate Advisory, LLC, based in Wilmington, DE. He has three years of industry experience, including over 18 years at WSFS Bank prior to joining Key-State Advisory. Keystate Advisory primarily serves institutional clients such as banks and captive insurance companies, focusing on fixed income securities through fundamental credit analysis and interest-rate risk assessment. The firm emphasizes tailored managed accounts and discretionary portfolio oversight with quarterly reporting, distinguishing itself through its concentrated client base and integration with related business lines in municipal bond credit and corporate management.

Patrick Hidden Jr. is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at The Keystate Companies since 2016, including his current role at Keystate Advisory, LLC. Prior to that, he was employed at Zenith Auto from 2013 to 2017. Keystate Advisory primarily serves institutional clients such as banks, investment subsidiaries of banks, and captive insurance companies, focusing on fixed income securities through advisory and managed-account services. The firm emphasizes fundamental credit analysis and interest-rate risk assessment, with a client base concentrated in banking and captive insurance sectors.