Mark R 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 65 licenses, with 39 years of industry experience. He has worked at several firms including Cetera Advisors LLC, First Allied Advisory Services, and Summit Wealth Management, where he is also President and 50% owner. Schutte serves as Treasurer on the Board of Directors for the Roger Tory Peterson Institute Foundation, a nonprofit organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and delivers a range of wrap and non-wrap account programs through an open-architecture wealth management platform.

Noah Weinstein is a financial advisor with NWF Advisory Services Inc in Jamestown, NY, holding a Series 66 designation and six years of industry experience. His prior work includes roles at The Ameriflex Group, OSAIC Wealth, Cetera Advisors LLC, and First Allied Advisory Services. He serves on the Board of Directors for the Jamestown Community College Foundation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that supports both strategic long-term investing and short-term tactical strategies.

Andrew Nelson is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 19 years of prior experience at Schaffner Knight Minnaugh & Co., P.C., and has also worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of his advisory role, he serves on the board of directors for Absolute Love Adoptions, Inc. and provides independent business consulting focused on strategic planning and organizational development. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.

Tomisina Dolecki is a financial advisor with Key Investment Services LLC in Lakewood, NY. She holds Series 63 and Series 66 licenses and has three years of industry experience. Her prior work includes roles at KeyBank, HomeTrust Bank, and M&T Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing monitoring within the KeyCorp group.