Nicholas James Robertson

Peter Borello is a CFA® charterholder affiliated with OneSeven, bringing two years of industry experience. He worked at Manning & Napier from 2009 to 2022 before joining MGO One Seven LLC dba Stone Creek Advisors, LLC in 2023. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services. The firm employs a primarily long-term investment approach and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and access to alternative investments and private placements.

Daniel Stoll is a financial advisor with Eagle Strategies (New York Life) based in Lockport, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Eagle Strategies since 2011 and has been affiliated with New York Life and its related entities since 1998. Outside of his financial advisory roles, he is also active as a musician on a part-time basis. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types aimed at tailoring solutions to client objectives and operates mostly on a non-discretionary asset management basis within the New York Life affiliate network.

Brooke Yaiser is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Lincoln Financial Advisors Corporation and SagePoint Financial, Inc. Outside of her advisory role, she serves as president of Michelle’s Memorial, Inc., a nonprofit organization that awards scholarships and organizes an annual 5K event, and is involved in local school activities as a musical stage manager, producer, and coach. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to manage a broad range of investment types.

Brian Yaiser Sr. is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 41 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 25 years before joining SagePoint Financial, Inc., and later OSAIC. Outside of his advisory work, he serves on the board of the Salvation Army’s Lockport Corps and is involved in several business ventures including a family farm and event services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing a range of tools and third-party platforms to manage portfolios with various asset types on both discretionary and non-discretionary bases.

Mark Woodward is a CFP®-certified financial advisor with Ameriprise, bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Woodward serves on the investment subcommittee of Ducks Unlimited, Inc., offering guidance on the organization’s investment portfolios. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.