Nathaniel Herbert Carlson

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 with Capital Analysts and holds the Series 63 designation. He has 38 years of industry experience, including roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advising, he is involved in several local organizations, serving on the boards of the Lucy Desi Center and the Chautauqua Sports Hall of Fame, and participates in the finance committee of the Chautauqua Region Community Foundation. Capital Analysts serves retail and institutional clients such as high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement plan advice through a nationwide network of independent advisors and in-house investment management using a proprietary mutual fund screening process.

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 at Nwf Advisory Services Inc with seven years of industry experience. He holds a Series 66 designation and has worked with firms including Cetera Advisors LLC and First Allied Advisory Services. 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 over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting via a technology-driven, open-architecture platform.

Devin Cruea is a financial advisor with Capital Analysts in Lakewood, NY, holding Series 63 and Series 65 designations and seven years of industry experience. He previously worked at Lincoln Investment and Paychex Inc and has served as a paid assistant coach for modified football at Frewsburg Central School. In addition, he works as a sales representative for Medicare supplement and advantage plan sales. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement plan advice. The firm combines in-house discretionary investment management with non-discretionary advisory services and collaborates with third-party managers, supported by institutional relationships and proprietary portfolio construction processes.