Richard Massaro Jr. is a financial advisor at Key Investment Services LLC with 24 years of industry experience and holds the Series 66 designation. He has worked with Key Investment Services since 2016 and previously with LPL Financial and HSBC Securities (USA) Inc. The firm provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. Key Investment Services utilizes a multi-provider platform integrating discretionary and non-discretionary management, supported by affiliated entities including KeyBank and KeyBanc Capital Markets.

Robert Hamilton is a financial advisor at Key Investment Services LLC in North Tonawanda, NY, holding Series 63 and Series 66 licenses with 17 years of industry experience. His career includes multiple roles at Key Investment Services LLC and KeyBank spanning from 2016 to the present. 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 multi-provider model-based advisory products with custodial and trade execution services, integrating resources from KeyCorp affiliates and third-party managers.