Andrew Robert Nelson

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 Series 65 licenses, and has 39 years of industry experience. He is president and 50% owner of Summit Wealth Management Inc., where he has served since 1996. Schutte also serves as treasurer on the board of the Roger Tory Peterson Institute Foundation, a nonprofit organization. Nwf Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, model portfolio programs, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

Noah Weinstein is a financial advisor at Nwf Advisory Services Inc with seven years of industry experience and a Series 66 designation. His prior work includes roles at The Ameriflex Group, OSAIC Wealth, and Cetera Advisors LLC. He serves on the Board of Directors for the Jamestown Community College Foundation. Nwf Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a team of more than 100 advisors. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

Tomisina Samuelson is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work history includes roles at KeyBank, HomeTrust Bank, M&T Bank, and positions in academic institutions such as Jamestown Community College and Buffalo State College. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm employs a multi-provider model leveraging third-party managers and affiliated KeyCorp services, offering primarily non-discretionary asset management with wrap-fee programs.

Louis Deppas is a financial advisor with Lincoln Investment who holds a Series 63 license and has 38 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked at Legend Advisory Corporation and Legend Equities Corporation for a combined total of 31 years. Outside of his advisory work, he serves as vice-president on the board of the Lucy Desi Center and is a board member of the Chautauqua Sports Hall of Fame. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm uses a model-driven investment approach supported by an in-house Investment Management & Research team and maintains a large network of independent advisors providing tailored portfolio management and planning services.