Alex Johnson is a financial advisor at Shift Fynancial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shift Fynancial since 2019. Outside of his advisory role, Johnson serves as a project manager for HPSA Acumen, Inc., where he is involved in hospital consulting and product sales. Shift Fynancial offers financial planning, consulting, and discretionary portfolio management to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs fundamental analysis and a variety of investment strategies, with accounts held at independent custodians and access to institutional brokerage services.

Mark Bussey is the principal of Mark Bussey & Associates, LC, where he has provided investment management services since 2003. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. The firm focuses exclusively on individual clients, offering discretionary and non-discretionary portfolio management and investment analysis. Mark Bussey & Associates manages a range of securities including equities, fixed income, and mutual funds, employing various analytical methods such as charting and fundamental analysis. The firm’s investment approach includes both long-term holdings and short-term trades, with sole responsibility for portfolio management maintained by the principal.

Douglas Schutte is a financial advisor with NWF Advisory Services Inc, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has worked at several firms including Cetera Advisors LLC, First Allied Advisory Services, and Summit Wealth Management, where he is also President and 50% owner. Schutte serves as Treasurer on the Board of Directors for the Roger Tory Peterson Institute Foundation, a nonprofit organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and delivers a range of wrap and non-wrap account programs through an open-architecture wealth management platform.

Noah Weinstein is a financial advisor with NWF Advisory Services Inc in Jamestown, NY, holding a Series 66 designation and six years of industry experience. His prior work includes roles at The Ameriflex Group, OSAIC Wealth, Cetera Advisors LLC, and First Allied Advisory Services. He serves on the Board of Directors for the Jamestown Community College Foundation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that supports both strategic long-term investing and short-term tactical strategies.

Myron Nordin is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services Inc, and Allstate Insurance Company. Outside of his advisory work, he serves on the Board of Directors for the Warren Area Student Union and volunteers as Chief Council Risk Management Director for the Boy Scouts of America. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Andrew Nelson is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 19 years of prior experience at Schaffner Knight Minnaugh & Co., P.C., and has also worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of his advisory role, he serves on the board of directors for Absolute Love Adoptions, Inc. and provides independent business consulting focused on strategic planning and organizational development. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.

Louis Deppas is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, Mr. Deppas serves on the boards of the Lucy Desi Center and the Chautauqua Sports Hall of Fame and participates in the finance committee of the Chautauqua Region Community Foundation. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm employs a quantitative investment process managed by an in-house team that constructs model portfolios, offering a range of discretionary and non-discretionary managed programs and consulting services.

Samuel Fitch is a Series 66-licensed financial advisor with Primerica Advisors, based in Jamestown, NY, and has two years of industry experience. His prior work includes roles at Parn Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves on the board of directors for New Creation Assembly of God and operates a retail comic book shop through Pearl City Comics, LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies, along with financial planning and retirement consulting.

Daniel Hocking is a financial advisor with Newedge Advisors and holds Series 63 and Series 65 credentials. He has 31 years of industry experience and has previously worked at Budell Overcash Anderson & Co., Inc. He is a co-owner of a wealth management business and serves on the board of the Westfield Hospital Foundation. Newedge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Jillian Jones is a financial advisor with Equity Services, Inc. and has 11 years of industry experience. She holds a Series 63 designation and has worked at Evolution Financial Group and Mass Mutual Investors Services. Outside of her advisory role, she is president of Supportive Divorce Solutions Inc., where she provides financial divorce planning as a certified divorce financial analyst. Equity Services, Inc. (doing business as ESI Financial Advisors) serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and offers investment management through proprietary and third-party platforms using client profile questionnaires to guide asset-allocation models.

David Allen is a financial advisor at Primerica Advisors with Series 66 credentials and one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company and has been involved with Moon Brook Country Club in a non-investment capacity. Park Avenue Securities serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting solutions.

Devin Cruea is a financial advisor at Lincoln Investment with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Analysts and Paychex Inc. Outside of his advisory role, he is a paid assistant coach for modified football at Frewsburg Central School. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and retirement plan advice through both discretionary and non-discretionary account services.

Cheryl Himmel is a financial advisor at key Investment Services LLC with 25 years of industry experience. She has been with the firm since 2006 and holds a Series 66 designation. Outside of her advisory role, she works as a sales associate at a retail clothing store and as a style consultant at a department store. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs and collaborates with third-party managers, including BNY Mellon Advisors, Inc., to implement trades within selected investment models.

Thomas Pope is a financial advisor at Lincoln Investment with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017. Prior to that, he was involved with Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he serves as Chairman of the Investment Committee at Christ First United Methodist Church. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves a diverse client base including individuals, employers, charitable organizations, and corporations, offering a range of financial planning, portfolio management, and retirement plan services through both discretionary and non-discretionary strategies.

Frank Shultz is a financial advisor with Commonwealth Financial Network and co-owner of Cedarwood Financial Partners. He holds a Series 66 designation and has 15 years of industry experience, including 12 years at Edward Jones. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, compliance, and practice-management services. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing options, while allowing advisors discretion in constructing client portfolios.

Elisabeth Hall is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. She has worked with Park Avenue Securities since 2007 and Guardian Life Insurance Company since 2006. Elisabeth is also a licensed attorney in New York and serves on the board of the Chautauqua County Humane Society. Additionally, she acts as a sales agent for Medicare products through United Healthcare. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

Mark Nelson is a financial advisor with Primerica Advisors in Jamestown, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with The Guardian Life Insurance Company since 1995. Outside of his advisory role, Nelson serves as Treasurer-Monitor for a Masonic Lodge, is a board member of the Maple Grove Cemetery Association, and participates on the board of the Winifred Crawford Dibert Boys and Girls Club of Jamestown. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and platforms, and provides additional account-level services such as lending solutions and donor-advised funds.

Matthew Morse is a financial advisor with Primerica Advisors based in Lakewood, NY. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Luv Toyota, Duncan Suzuki, and Wall & Associates, Inc. Outside of his advisory work, he serves as a board member of the Suicide Prevention Alliance and acts as an estate executor for family members. Matthew is affiliated with Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports lending solutions tied to advisory accounts.

Noah Larson is a financial advisor at Lincoln Investment with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Lincoln Investment, he held roles at Capital Analysts and Lewis & Lewis, P.C. He also works as a Medicare sales representative, assisting Medicare-eligible individuals in selecting appropriate plans. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors, serving individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers. The firm offers a variety of services including financial planning, custom and model portfolios, access to third-party managers, and retirement plan advice, combining advisory and brokerage operations with both discretionary and non-discretionary account management.

Joseph Cerrie Sr. is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at NewEdge Advisors since 2021, following prior roles at Mid Atlantic Capital Corporation and Budell Overcash Anderson & Co., Inc. Outside of his advisory work, he is co-owner of Heanans Pub, a business he has been involved with for over two decades. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, providing discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting. The firm employs a variety of analytic approaches and manages portfolios with periodic rebalancing and regular reviews.

Eric Harvey is a financial advisor with Primerica Advisors in Jamestown, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co since 2015. Harvey serves as a board member for both the Chautauqua Blind Association and the Rotary Club Jamestown Community Service Fund. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports features such as securities-based lending and tax-harvesting.

Laura Ahl is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior work includes roles at Cetera, Northwest Advisors, Inc., and Northwest Savings Bank, where she has been employed since 1998. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Todd Hnatyszyn is a financial advisor with UBS Financial Services in Jamestown, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, he is a partner in Brielle Naturals, a retail business operating on Amazon, and serves on the board of directors for the Jamestown Boys & Girls Club. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Kristie Jo Peppy is a financial advisor with UBS Financial Services in Jamestown, NY, holding Series 63, 65, and 66 licenses and 14 years of industry experience. She has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she serves on the board advisory committee of The Resource Center, a nonprofit providing services to persons with disabilities in Chautauqua County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers both fiduciary financial planning and institutional trading capabilities, including market-making and underwriting activities.

David Meekins is a financial advisor at Edward Jones in Lakewood, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at OneMain Financial from 2018 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Kenneth Brown is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Securities America, Inc., LPL Financial, LLC, and NORTHWEST Bank. Brown also sells fixed life insurance and annuities through a third-party insurance broker. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology and offers access to multiple custodial platforms and third-party managers.

Kathryn Colvin is a Series 66-licensed financial advisor with Edward Jones, based in Lakewood, NY. She has 16 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Jason Brown is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to clients' individual financial goals. Jason works closely with clients to create flexible financial plans that adapt to changing market conditions, providing access to investment insights from Merrill as well as banking and lending solutions through Bank of America. Jason's areas of expertise include college education planning, employee benefits planning, personal retirement planning, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bowling Green State University. In addition to his professional work, Jason is committed to community involvement, volunteering with local organizations. His personal interests include basketball, chess, football, golfing, traveling, and spending time with his family.

Derek Watkins is the Senior Resident Director at Merrill Lynch Wealth Management, where he oversees operations and provides financial advisory services. He has been with Merrill Lynch since 2003 and became the Resident Director of the Jamestown Office in 2009. Derek primarily works with individual families and privately held business owners, focusing on family wealth management strategies, legacy planning, portfolio management services, and retirement income. Prior to joining Merrill Lynch, Derek served four years in the United States Army, achieving the rank of captain. He holds a Bachelor's Degree from Clarkson University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Derek lives in Lakewood with his wife, Margaret, and their two children. He is actively involved in his community, currently serving on the board of the Gebbie Foundation and the Jamestown City Center Development Corporation (JCCDC Ice Arena). His personal interests include baseball, ice hockey, running, tennis, and spending time with his family.

Samantha Woodin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at Primerica Advisors since 2014 and was previously employed at Lottsville Milling from 2015 to 2018. Outside of her advisory role, she is involved in sales of home security and automation products through a co-located affiliate of her firm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while using a tiered wrap-fee structure.

Timothy Edborg is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory work, he is involved in music production through his sole proprietorship, American Gatekeeper Productions, LLC, and is a partner in Brielle Naturals, LLC. He also serves on the boards of the WCA Foundation and the Chautauqua Region Community Foundation, focusing on finance and community development. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor financial plans.

Tonie Lee D'angelo is a financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2009 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a range of capital markets services.

Justin Bohall is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Outside of his advisory role, he is involved with Bohall Opportunity, LLC, a business entity established for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Debra Field is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 63 designation and has worked previously at Securities America and Investacorp, Inc. In addition to her advisory role, she is licensed to sell life, accident, and health insurance and writes variable annuity products for New York State approved school plans. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk-tolerance assessments and portfolio optimization tools, offering access to a wide range of investment products and custodial platforms.

Robert Lind is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Securities America Advisors, Park Avenue Securities, and Guardian Life Insurance. He serves as Board President for the Frewsburg American Legion Post 556, a veterans organization. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers a range of advisory programs and employs a technology-driven investment process, supporting thousands of advisors and managing approximately $200 billion in assets.

Michael Pascarella is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 10 years before joining Stifel Nicolaus & Co. Inc in 2019. Outside of his advisory role, he serves as a director of the Kinzua Brown Trout Club, where he is involved in fundraising to support brown trout stocking. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Lorri Mabee is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. Outside of her advisory work, she serves as an officer at Koinonia Christian Fellowship, where she handles secretarial duties and volunteers for various tasks. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

Alexander Grace is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Supplemental Health Care, Northwest Bank, Fredonia State University, and WCA Hospital in Jamestown, NY. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Alyson Maher is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2018 and previously at Raymond James Financial Services Advisors and Law & Associates, Inc. Her current role focuses exclusively on providing investment advisory services through Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers and separately managed account strategies.

Lori Fischer is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at LPL Financial since 2018 and also has ongoing involvement with Northwest Bank. Between 2014 and 2018, she was associated with F&B Enterprises dba Coach's Chatterbox. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Joseph Strotman is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he held positions at Patterson-UTI Drilling Company, Cleveland Brothers Equipment Company, and Nomac Drilling LLC. Outside of his advisory role, he owns a single-member LLC focused on real estate investment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Stephen Frank is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Investacorp. Outside of his advisory work, he maintains an insurance license but is not currently producing in that capacity. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Hans Auer is a financial advisor with UBS Financial Services in Jamestown, NY, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2009. Auer serves as a member of the board of directors and is the treasurer and chair of the investment committee for the Ralph C. Sheldon Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of products supported by proprietary research and analytics.

Danny Senn is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. Outside of his advisory role, he serves on the Randolph Fire District board and is involved with the Randolph Fire Department and local emergency medical services. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers advisory and brokerage services through a large network of financial advisers and employs a range of investment strategies supported by technology and multiple custodial platforms.

Nathaniel Carlson is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and SSN Advisory, Inc. He also operates Carlson Financial Group, providing fee-based asset management and offering insurance products including fixed annuities and long-term care. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by advanced portfolio management tools and offers access to multiple custodial platforms and third-party managers.

Taylor Swanson is a Wealth Management Advisor and partner with the Brown Group at the Merrill Lynch office in Jamestown, New York. With over 17 years of experience as a financial advisor, Taylor works with high net worth families, businesses, and foundations throughout Chautauqua County and across the country. The Brown Group, established in 1986, currently serves more than 200 clients. Taylor specializes in retirement planning, portfolio design, and wealth management, focusing on creating personalized financial strategies tailored to each client's goals. Services include defined benefit and defined contribution plan consulting, personal retirement planning, portfolio management, and retirement income strategies. Regular reviews ensure that client plans adapt to changing market conditions and personal objectives. Taylor leverages the investment insights of Merrill Lynch and the banking services of Bank of America to support clients' comprehensive financial needs. Taylor holds a bachelor's degree in business from Buffalo State College and an associate's degree from Jamestown Community College. Professional designations include CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Taylor enjoys biking, football, spending time with family, and traveling.

Robert Swanson is a financial advisor with UBS Financial Services in Jamestown, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with UBS since 2015 in various capacities. Outside of his advisory role, he serves as a trustee for a personal trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Michele Turk is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Watkins Turk Wealth Management Group. She has been in the financial services industry since 1998 and joined Merrill Lynch in 2010. Michele works with individuals and businesses to help prepare for their financial needs, focusing on areas such as family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, small business strategies, and retirement income. She earned the Chartered Financial Consultant (ChFC) designation in 2018 and the Chartered Retirement Planning Counselor (CRPC) designation in 2016. Michele also holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. She obtained an Associate's Degree from Jamestown Community College. Michele and her husband, Robert, live in Ellington with their two children, Ava and Dylan. She is an active member of the Kiwanis Club of Falconer and volunteers with the Junior Achievement program. Michele enjoys camping, hiking, hunting, and spending time with her family.

Wayne Young is a Certified Financial Planner (CFP®) with 39 years of industry experience. He is currently with LPL Financial and previously worked at Cadaret, Grant & Co., Inc. for 11 years and operated Young Tax Service, Inc. for 36 years. He also engages in non-variable insurance sales. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by in-house research and a large network of investment adviser representatives.