Jillian Katherine Jones

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.

Andrew Nelson is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior work at Schaffner Knight Minnaugh & Co., P.C. from 2006 to 2025. Outside of advising, he serves on the Board of Directors for Absolute Love Adoptions, Inc., and provides independent business consulting services focused on strategic planning and organizational development. Guardian Life’s Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

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.