Terri Torregrossa

Roger Weller is a financial advisor at JR Snell Capital Management, LLC, with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has worked concurrently as an independent contractor for United Healthcare in a sales capacity since 2015. Weller is based in Holley, NY. JR Snell Capital Management, LLC provides discretionary investment management primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs proprietary model portfolios and a tactical asset allocation process, combining technical and fundamental analysis, while offering financial coaching and online planning tools.

Nicholas Robertson is a financial advisor at Dynic Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Continuum Wealth Management LLC and UBS Financial Services Inc. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a long-term investment strategy, constructing portfolios that include individual stocks, ETFs, bonds, mutual funds, alternative investments, and options tailored to client risk tolerance.

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.

Robert Rice is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Key Investment Services since 2015 and previously spent five years at Key Bank NA. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and provides custody and execution services via Pershing.

Brooke Gypson is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 11 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation from 2012 to 2023 and briefly at SagePoint Financial, Inc. in 2023 before joining OSAIC. Outside of her advisory role, she serves as President of Michelle's Memorial, a nonprofit organization, and is involved in her local school district as a musical stage manager, producer, and coach for cross country and track and field. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process using risk-tolerance assessments and portfolio optimization tools and supports thousands of advisors with access to diverse investment products and custodial platforms.

Brian Yaiser Sr. is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 25 years before joining SagePoint Financial, Inc., and then Osaic. Outside of his advisory role, Yaiser is a board member of the Salvation Army Lockport Corps, where he volunteers and advises on organizational policy and future directions. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services with a focus on asset allocation, portfolio optimization, and access to multiple custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.