Edward Burgio III is a financial advisor at Independent Financial Partners with 16 years of industry experience. He holds a Series 66 designation and has worked at Independent Financial Partners since 2019, with prior experience at Key Investment Services LLC. Outside of his primary role, he owns Harbor Wealth Advisors, a financial advising business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary management with a notable focus on retirement-plan advisory and pension consulting.

Emily Dittemore is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. She has worked at Commonwealth since 2013 and previously at Webster University from 2014 to 2017. Outside of financial advising, she owns Dittemore Designs, a sole proprietorship specializing in handmade crafts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, and custody and clearing services, supporting advisors in implementing portfolios through both internal and external model portfolios.

Charles Triaga III is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 designations and 38 years of industry experience. His prior experience includes 14 years at key Investment Services LLC before joining Independent Financial Partners and IFP Securities, LLC in 2019. He is also the owner of Harbor Wealth Advisors, an investment-related business focused on financial planning, investing, and insurance services. Independent Financial Partners provides 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 decentralized investment strategies and centralized asset management options, with a notable specialization in retirement-plan advisory and pension consulting services.

Ping Lin is a CFP® professional with 15 years of industry experience, currently serving at Citizens Securities, Inc. since 2024. Prior to this, Lin worked at Charles Schwab Bank, SSB and Charles Schwab from 2021 to 2024, and HSBC Securities (USA) Inc. from 2015 to 2021. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, with advisory offerings that include a digital advisory program and a Managed Account program.

Daniel Cavaretta is a financial advisor with Kestra Advisory, holding a Series 66 credential and 25 years of industry experience. Before joining Kestra Advisory in 2021, he worked at Nationwide Investment Services Corp for 15 years and had brief tenures at Cornerstone Capital Wealth Management and Geneos Wealth Management. Outside of advisory activities, he holds a board position as Serjeant-at-arms for the Good Government Club of Western New York. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and supports discretionary and non-discretionary fiduciary services with due diligence on recommended investments.

Jason Danheiser is a financial advisor with Key Investment Services LLC in Amherst, NY. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Prior to his current role, he worked at M&T Bank, AXA Advisors, and Citizens Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services through Pershing.

Donna Barth is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Barth has been with Key Investment Services and its affiliates since 2016. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates in areas such as investment banking and municipal advisory.

Shawn Barnum is a financial advisor with Valic Financial Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Valic Financial Advisors since 2014 and also holds a position at Agia since 2022. Outside of his advisory role, he serves as Power of Attorney for his mother. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors and approximately $26.4 billion in discretionary assets.

Thomas Volpini is a CFP® with 38 years of industry experience, currently serving at Hightower Advisors since 2017. Prior to this, he worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2017. Outside of his advisory work, he serves as a reserve with the Erie County Sheriff Reserve in New York. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, pension plans, charitable organizations, and financial institutions. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Joseph Martin is a financial advisor with Principal Financial Services in Amherst, NY, holding the CFP® designation and Series 63 license. He has 28 years of industry experience, including over two decades at Principal Securities Inc. and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Michael Williams Jr. is a financial advisor at Valic Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Valic Financial Advisors since 2017, with prior experience at Pruco Securities LLC. Williams is also involved in offering non-securities insurance products through a separate business activity. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services using discretionary unified managed accounts and centralized technology solutions.

Marc Rosenthal is a financial advisor with Eagle Strategies (NY Life) based in Williamsville, NY. He holds Series 63 and Series 66 registrations and has 25 years of industry experience. Rosenthal has been with Eagle Strategies since 2017 and also maintains longstanding roles with ROI Financial Group, Nylife Securities Inc., and New York Life Insurance Company. Outside of his advisory work, he serves as an officer on the board of the Kaleida Health Foundation and as a board member of the Amherst Youth Hockey Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Robin Lee is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Prior to joining Commonwealth and Clark & Company Wealth Management in 2025, Lee worked at Morgan Stanley from 2020 to 2023. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios and customized investment solutions.

Emily Ford is a CFP® with seven years of industry experience, currently an advisor at Hightower Advisors. Her prior roles include positions at Northwestern Mutual Wealth Management Company, ESAS, LLC, and Russell Schwartzbeck. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to alternative investments and custom indexing strategies.

Matthew Turco is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including roles at ROI Financial Group and New York Life Insurance Co. Outside of his advisory work, he owns a business selling vintage and antique items on eBay. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm focuses on tailored recommendations across multiple program types and maintains a predominantly non-discretionary asset management approach.

Tyler Schmitt is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Legg Mason Investor Services, LLC and Franklin Templeton Financial Services Corp. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Tucker Hanson is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise, Pacer ETFs, and Jackson National Life Distributors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Alexis Switzer is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. Prior to joining Citi Group in 2025, Alexis worked at Equitable Advisors, LLC for one year and has a background that includes academic and retail roles. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm is notable for its large institutional scale, in-house research, and unique market roles such as operating as a swap dealer and futures commission merchant.

Mary Catherine Maclefko is a financial advisor with Lincoln Investment, holding a Series 63 designation and 17 years of industry experience. She joined Lincoln Investment in 2017, having previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, she is an accountant and office manager at Allied Staffing and also conducts site inspections for vehicle and commercial property surveys. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team and access to third-party managers.

Anna Marie Pera is a financial advisor at Key Investment Services LLC with 31 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. from 2016 to 2022. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers portfolio management and model-based advisory products through a multi-provider platform, integrating services from KeyCorp affiliates and third-party managers.