Maxwell Havens is a financial advisor with LPL Financial in Batavia, NY, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at ESL Investment Services, ESL Federal Credit Union, and experience outside finance such as managing a driving school and working in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology solutions.

Shevonne Olmstead is a financial advisor with LPL Financial in Batavia, NY, holding a Series 63 designation and 13 years of industry experience. She has been with LPL Financial and its affiliate ESL Investment Services, LLC since 2013 and previously worked at ESL Federal Credit Union. Outside of her advisory role, she is commissioned as a notary and also engages in an online business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources, and provides both discretionary and non-discretionary management options.

Collin Hawes is a financial advisor with LPL Financial in Batavia, NY, holding the ChFC® and Series 63 designations and possessing 17 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.