Barbara De Corse is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has been with Key Investment Services since 2015 and has worked at KeyBank since 1989. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in investment model selection and provides ongoing monitoring, access to third-party discretionary managers, and supervisory oversight.

Jonathan Lomonaco is a financial advisor with Key Investment Services LLC and holds the Series 66 designation. He has one year of industry experience, including prior roles at Bob Johnson Auto Group and Northstar Recovery Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and conducting due diligence and supervisory oversight.

Bruce Hyman is a financial advisor with Primerica Advisors and Park Avenue Securities LLC, holding a Series 63 designation and bringing 32 years of industry experience. His prior work includes roles at Guardian Life Insurance and Guardian Life Insurance Co of America. He has an inactive business entity, Life Designs Agency Inc., with no current activity. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary accounts with various investment options.

Mark Helak is a financial advisor with HSBC Securities (USA) Inc. and holds Series 66 and Series 63 licenses. He has 20 years of industry experience, including roles at HSBC Bank USA, N.A. since 2016 and at HSBC Securities since 2022. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a combination of strategic and tactical asset allocation with multiple risk profiles and provides both client-directed and discretionary investment programs.

Patrick McMahon is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2013. He also has concurrent affiliation with LPL Financial and operates Independent Planner LLC, which involves investment-related activities and non-variable insurance offerings. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and corporate plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing multiple investment strategies and coordinating custody and reporting through various custodians.

Kyle Smith is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KeyBank and Colley's Pools and Spas. Outside of his advisory role, he is the CEO of a precious metals refining business that processes raw materials into finished metal products. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment model selection and provides ongoing monitoring and supervisory oversight while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Gary Witten is a financial advisor with Voya Financial Advisors, Inc., holding CFP® and ChFC® designations and over 38 years of industry experience. He has worked at Voya Financial Advisors since 2014 and is also the owner of Integrity Financial Services, where he provides fixed insurance and financial services. Voya Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial planning and portfolio management services through multiple program structures and predominantly provides non-discretionary advice.

Richard Swanson is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 40 years of industry experience. He has worked with Kestra Advisory since 2016 and previously held roles at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. In addition to his advisory role, Swanson serves as a Regional Director at P&A Group, focusing on corporate retirement plans and individual financial services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Mario Albert is a financial advisor with Hightower Advisors in Williamsville, NY. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Hightower Advisors, he worked at Independent Health for 14 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Douglas Washburn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Private Advisor Group since 2014 and is also affiliated with LPL Financial. Private Advisor Group serves a diverse range of clients, including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to various advisory programs, third-party asset managers, and a proprietary separately managed account program called WealthSuite.

David Mangano is a financial advisor with Kestra Advisory Services and holds the ChFC® and Series 63 designations. He has 37 years of industry experience, including 17 years at LPL Financial prior to joining Kestra in 2025. Outside of his advisory role, he serves as vice president of the Chapel Woods Homeowners Association board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a range of managed account solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports complex investment products within its supervisory framework.

Donald Moran is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Key Investment Services since 2016. The firm serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. Key Investment Services is part of the KeyCorp group and emphasizes client direction in investment strategy selection while providing ongoing monitoring and due diligence of third-party advisory products.

Kevin Kania is a financial advisor with Eagle Strategies (New York Life) in Williamsville, NY, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes 17 years at Geico. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Justin Egan is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at Empower Financial Services, Equitable Advisors, and Onebridge Benefits. Egan served in the US Marines from 2017 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm offers an integrated service model connected to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Douglas Castren is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Principal Securities Inc. since 2016 and previously operated Nicastro & Castren Financial Services from 2014 to 2017, along with experience at Principal Life Insurance Company. Outside of advisory roles, he has been involved in insurance and fixed annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally managed on a discretionary basis by these managers.

Scott Zeplowitz is a financial advisor with Eagle Strategies (NY Life) based in Williamsville, NY, holding Series 63 and Series 66 designations and having 12 years of industry experience. His career includes roles at Eagle Strategies, ROI Financial Group, NYLife Securities LLC, and New York Life Insurance Co. Outside of his advisory work, he serves as a board member of the Lockport Ice Arena & Sports Complex. Eagle Strategies serves a broad clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of assets under management held on a non-discretionary basis.

Joel Morawski is a CFP®-designated financial advisor with Private Advisor Group, LLC, bringing 27 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014. Outside of his advisory work, Morawski serves as a hockey official and proctors risk analysis exams at local universities. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing multiple asset management platforms and third-party strategies.

William Grochala is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 65 and Series 63 designations. His work history includes multiple roles within Key Investment Services and related entities, as well as KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight.

Brian Geary is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at Hightower Advisors since 2022 and previously spent ten years at Linwood Investment Advisors. Based in Buffalo, NY, he is currently affiliated with Hightower Advisors. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, combining proprietary research and a variety of investment vehicles to serve its clients.

Austin Reese is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at HSBC Securities (USA) Inc., Wells Fargo Clearing Services LLC, and Citi Group. Reese has been with Key Investment Services since 2022. Key Investment Services LLC serves individuals, including high-net-worth clients, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions with financial professionals offering non-binding recommendations and ongoing monitoring, supported by due diligence and supervisory oversight.