Autumn Lynzi Smith

Christina Hand is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. She holds a Series 63 designation and has worked at Blackridge since 2021. Her prior experience includes positions at Independent Solutions Wealth Management, Peak Brokerage Services, and Germack Financial. Outside of her advisory role, she owns and operates a tax preparation, bookkeeping, payroll, and investing business, as well as a sole proprietorship focused on insurance and annuities. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management through a turnkey asset management platform and sponsors multiple wrap-fee programs, incorporating a blend of fundamental, technical, and charting analysis.

Camilla Merrick is a financial advisor at Key Investment Services LLC with 31 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Her prior experience includes eight years at M&T Bank and M&T Securities, Inc., and one year at LPL Financial LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed investment decisions and provides ongoing monitoring while offering access to third-party discretionary managers and supervisory oversight.

Alec Schumacher is a financial advisor with Key Investment Services LLC and holds Series 66 and Series 63 licenses. He has three years of industry experience and previously worked in various roles at KeyBank and other companies, including Fetch Logistics and Shoe Show Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed investment choices supported by product due diligence, ongoing monitoring, and collaboration with affiliated entities within the KeyCorp group.

Gary Everts is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and INVEST Financial Corp. Everts is also involved with Future Financial Group, where he is a broker focusing on the sale of fixed life insurance, fixed annuities, long-term care, and disability income products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across various asset classes managed on discretionary or non-discretionary bases.

James Scott is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Invest Financial Corporation. Outside of his advisory work, he serves as a bus driver for the Clarence Central School District. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, efficient-frontier analysis, and access to third-party money managers and wrap programs.

Heath Hendrickson is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. He has prior experience with Securities America Advisors and Allied CPA's, PC, where he is a partner providing tax and accounting services. Outside of his advisory role, he is involved in a family farm focused on cultivating fruit trees. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed-account solutions.