Donald Armstrong is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and M and T Securities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, managed accounts, and affiliated brokerage and insurance products. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Robert Benshadle is a financial advisor with Principal Financial Services, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., and United Insurance Agency. He serves as an alumni board member for Hilbert College. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Delanie Di Donato is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley from 2014 to 2017 before joining Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides both a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Marc Wegrzynowski is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His previous experience includes roles at MassMutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Victoria Terrazzino is a financial advisor at Equity Services, Inc. with four years of industry experience. She holds a Series 66 designation and has previously worked at firms including MML Investors Services, LLC, Mass Mutual Life Insurance Company, Belpointe Asset Management, LLC, and National Life Group. In addition to advisory work, she is involved in the sales of fixed insurance products such as annuities, life, disability, and long-term care insurance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and specialized instruments, utilizing multiple advisory platforms and third-party asset managers.

David Chua is a financial advisor at Lincoln Investment with 26 years of industry experience. He holds the Series 63 designation and has previously worked at Legend Advisory Corporation and Legend Equities Corporation. Chua serves as a board member of the Batavia City School District Foundation. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and access to third-party managers through advisor-led and firm-managed model portfolios.

Jason Campbell is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes roles at Prudential Insurance Company of America, LPL Enterprise, and MassMutual Financial Group. Outside of advisory work, he serves as president of a school parent-teacher organization and owns a trucking dispatch service. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a wide range of clients, including individuals, high-net-worth investors, trusts, charities, and corporate retirement plans. The firm offers financial planning and portfolio management supported by an internal investment management team and third-party managers.

Peter Rao is a financial advisor with GWN Securities Inc. and holds a Series 63 designation. He has 37 years of industry experience and has been with GWN Securities since 2004. Outside of his advisory role, he officiates high school and college sports as a referee. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs including SMA, UMA, and fund-strategist options.

Robert Stevens is a financial advisor at Key Investment Services LLC with 32 years of industry experience. He has held his current position at Key Investment Services since 2005. Stevens holds the Series 63 and Series 65 designations. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding professional recommendations and ongoing monitoring, operating within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Tyler Guarasci is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at LPL Financial, Northwest Bank, and Massachusetts Mutual Life Insurance Company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, operating within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Jeffrey Mc Cabe is a CFP® professional with 22 years of experience in financial planning and investment advisory. He is currently affiliated with Independent Financial Partners and previously worked at Commonwealth Financial Network and Axa Advisors, Llc. Mc Cabe is also involved with CenterBridge Planning Group, providing financial planning and investment advisory services. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both individualized investment strategies and centralized asset management options.

Kevin Dorr is a financial advisor with Key Investment Services LLC in Williamsville, NY, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at KeyBank since 2016, including his current role since 2019. Outside of his advisory work, he is the managing member of CASA DE MAMI LLC, a family-owned residential rental property. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts, emphasizing client-directed investment decisions supported by non-binding recommendations and ongoing monitoring. The firm operates within the KeyCorp group and provides access to third-party discretionary managers along with supervisory oversight and periodic rebalancing.

Jean Prawel is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Mcdonald Investments Inc. and Key Investments Services LLC, both spanning over two decades. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with over 260 advisors managing more than $12.5 billion in assets and is noted for its specialized retirement-plan advisory and pension consulting capabilities.

Richard Massaro Jr. is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model strategy selection while providing ongoing monitoring and due diligence of third-party advisory products.

Benjamin Kopp is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, Valic Financial Advisors, MML Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is a co-owner of PKM Employee Services LLC, an entity established with partners to facilitate payment to non-registered private staff. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mark Burr is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at Commonwealth Financial Network and Axa Advisors. Burr is also involved with CenterBridge Planning Group, focusing on portfolio and investment management. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and features a decentralized advisory model, with specialized retirement-plan advisory and pension consulting capabilities.

Robert Hamilton is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes multiple roles at KeyBank and Key Investment Services LLC dating back to 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices and ongoing monitoring, supported by a product due diligence committee and access to third-party discretionary managers.

Barbara De Corse is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. She has 17 years of industry experience, including over 11 years at Key Investment Services and 37 years with KeyBank. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap‑fee programs, model portfolios, and managed account options. The firm emphasizes client direction in model selection and offers ongoing monitoring and due diligence of third‑party advisory products.

Christopher Midecke is a financial advisor with Principal Financial Services, holding a Series 63 designation and 14 years of industry experience. He has been with Principal Securities and Principal Life Insurance Company since 2016. Outside of his financial services role, he coaches a traveling soccer team in Clarence, NY. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

David Karwick is a financial advisor with Key Investment Services LLC in Lewiston, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Key Investment Services since 2005. David serves on the Finance Committee of St. Peter’s Roman Catholic Church, where he reviews financial conditions and budgets. Key Investment Services LLC offers advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various investment programs and third-party managers. The firm’s approach emphasizes client-directed model selection and ongoing monitoring, supported by a Product Due Diligence Committee and relationships within the KeyCorp group.