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.

John Palmieri is a financial advisor at Aviso Wealth Management with 25 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at LPL Financial and Gladstone Wealth Partners. Outside of advisory work, he operates Palmieri Financial Group, a sole proprietorship selling fixed annuities, Medicare and healthcare products, and property coverage for collectibles, and he also buys and sells items on eBay. Aviso Wealth Management serves individuals, families, trusts, corporations, pension plans, and nonprofit organizations, managing approximately $495 million across 772 client relationships. The firm employs a variety of analytical approaches to develop client-specific investment policies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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.

Thomas Skelton is a CFP® with 13 years of industry experience currently with OneSeven. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, United Advisors Services, Cetera Investment Services, and Northwest Advisors. He serves as vice president on the Warren Public Library board. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach and implements strategies through unaffiliated Independent Managers and third-party platforms.

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.

Alicia Reed is a financial advisor at CWM, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Mid Atlantic Financial Management, Inc., Mid Atlantic Capital Corporation, and Lions Gate Wealth Management. Reed has been with CWM since 2019. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

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.

Daniel Halle is an investment advisor representative with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Kestra Advisory since 2016. Halle also serves as a regional director of retirement plan sales with P&A Group and is a board member of Pittsburgh Retirement Professionals. He provides voluntary consulting support on goal setting for Hospice of Warren County. Kestra Advisory Services offers investment advisory and retirement-plan consulting for plan sponsors and a diverse range of institutional and individual clients. The firm provides services including fiduciary consulting, plan design, investment advice, and employee education, supporting both discretionary and non-discretionary fiduciary roles.

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.