Autumn Lynzi Smith

Christina Hand is a financial advisor with Blackridge Asset Management, LLC, holding a Series 63 designation and 22 years of industry experience. She has worked with Blackridge since 2021 and has prior experience at Independent Solutions Wealth Management and Peak Brokerage Services. Outside of her advisory role, she owns and operates Germack Financial, a firm offering tax preparation, bookkeeping, payroll, and investing services, and also manages a sole proprietorship specializing in insurance and annuities. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a network model with discretionary and non-discretionary portfolio management, utilizing fundamental and technical analysis alongside asset allocation and diversification strategies.

Camilla Merrick is a financial advisor with Key Investment Services LLC and holds the ChFC® designation, along with Series 63 and Series 66 licenses. She has 31 years of industry experience, including prior roles at M&T Bank, M&T Securities, Inc., LPL Financial LLC, and Wall Street Financial Group, Inc. 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 plans through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Alec Schumacher is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at KeyBank in various roles since 2017. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Gary Everts is a financial advisor with Osaic Wealth, holding a Series 63 designation and bringing 37 years of industry experience. His prior roles include positions at Securities America Advisors and INVEST Financial Corp. Outside of his advisory work, he is involved in the sale of fixed life insurance products, fixed annuities, long-term care, and disability income through Future Financial Group in Nunda, NY. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party platforms.

James Scott is an advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and Invest Financial Corporation. Outside of his advisory role, Scott also serves as a bus driver for the Clarence Central School District. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and multiple program platforms supported by a complex network of affiliated entities.

Heath Hendrickson is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC, he worked at Securities America Advisors and Securities America, Inc. Outside of his advisory role, Hendrickson is a partner at Allied CPAs, PC, where he provides tax and accounting services, and is involved in a family-operated fruit tree farm. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering customizable strategies and third-party money manager programs.