Douglas Lindsley Schutte

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.

Louis Deppas is a financial advisor at Capital Analysts with 38 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017, following previous positions at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he serves as vice-president of the Lucy Desi Center and is a board member of the Chautauqua Sports Hall of Fame. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers both discretionary and non-discretionary investment management supported by an in-house investment team that uses proprietary screening tools and maintains institutional relationships to enhance its services.

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.

Devin Cruea is a financial advisor at Capital Analysts with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Investment and Paychex Inc. Outside of his advisory role, Devin serves as a paid assistant coach for modified football at Frewsburg Central School. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm combines discretionary investment management by an in-house team with non-discretionary advisory services and emphasizes institutional relationships and fiduciary responsibilities.

Noah Larson is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment and Lewis & Lewis, P.C. He is also a Medicare sales representative, assisting Medicare-eligible individuals in finding appropriate plans. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom and model portfolios, and retirement-plan advice through a combination of in-house investment management and third-party managers.