Robert Lucarelli is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at KeyBank NA and spent nine years at Alry Tool and Die. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight.

Patrick Gardner is a financial advisor with Key Investment Services LLC in Hamburg, NY. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Gardner has been with Key Investment Services since 2012. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection and performs due diligence on third-party advisory products while offering access to discretionary money managers and ongoing portfolio oversight.