Robert Benshadle

Mark Helak is a financial advisor at HSBC Securities (USA) Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA, N.A. since 2016 and HSBC Securities (USA) Inc. since 2022. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and third-party providers, serving a diverse client base through tailored advisory services.

Milenda Kilby is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of advisory work, Kilby serves on the Board of Directors for the Pavilion Elementary School Parent Teacher Organization and volunteers as the treasurer for the Hollwedel Memorial Library. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Heath Hendrickson is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Outside of his advisory role, Hendrickson is a partner at Allied CPA's, PC, where he provides tax and accounting services, and is involved with West Winds Family Farm, a fruit tree farming venture. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools, and offers access to a wide range of investment products and custodial platforms.

Aimee Berkemeier is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors and multiple CPA firms. Outside of advising, she oversees financial reporting for the Genesee County Young Life organization and serves as a director at Allied CPAs, PC, where she manages tax preparation and consulting. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and utilizes technology-driven investment processes, supporting over 6,200 advisors and managing approximately $200 billion in assets.

Lea Bancroft is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. She has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. Outside of her advisory role, Bancroft is a partner in a restaurant/bar and a martial arts instructor in Mount Morris, NY. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides educational seminars and specialized planning services.

Carolyn Phillips is a financial advisor with MassMutual Investors Services in Mount Morris, NY, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with MML Investors Services, Inc. since 2003 and MassMutual Financial Group since 2001. Outside of her advisory role, Phillips serves as treasurer for the First Church of Christ, Scientist, overseeing financial activities and reporting. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers through a structured, collaborative advisory process.