George Dougherty III is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. Dougherty has worked with VOYA and its affiliates since 2002 and is the owner and president of GeoCapital Wealth Management, LLC. He is also an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise advisory and broker-dealer affiliate that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services using a combination of in-house and external strategists, model portfolios, and technology tools, with a notable emphasis on client-authorized, non-discretionary accounts.

Melissa Bertrand is a financial advisor with Principal Financial Services in Amherst, NY, holding a Series 63 designation and nine years of industry experience. She has worked with Principal Life Insurance and its affiliated entities since 2015 and also spent several years with Wealth Management Services LLC. Outside of her advisory work, she serves on the board of the Richard Knights-Sue Kaderli Memorial Fund, where she participates in event planning, fundraising, community outreach, and media relations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Paul Podsiadlo is a financial advisor with Principal Financial Services and holds the CFP® and Series 63 designations. He has 43 years of industry experience, including roles at Principal Life Insurance since 2017 and Principal Securities Inc. since 2016. Outside of his advisory work, Paul serves as chairman of the board at Fourteen Holy Helpers RC Church and is co-owner of PKM Employee Services LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, and corporations. 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.

Thomas Fino is a financial advisor with Key Investment Services LLC in Williamsville, NY, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Key Investment Services in various capacities since 2016, including roles overlapping with KeyBank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model for portfolio implementation and offers multiple wrap programs with custodial and trade execution services through Pershing, along with ancillary insurance products via affiliated entities.

Corey Malstrom is a CFP® professional with 22 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his financial advisory work, Malstrom is involved in the sale of Medicare Advantage and Medicare Supplement plans through various healthcare providers. Lincoln Investment Planning, LLC is a large enterprise firm serving a wide range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house Investment Management & Research team to construct strategic model portfolios and provides advisor-led consulting alongside access to third-party managers and multiple platform options.

Austin Willison is a Series 66-registered financial advisor with Lincoln Investment, bringing seven years of industry experience. He has been with Lincoln Investment Planning, LLC since 2019. Prior to that, his work history includes roles at Dave & Adam's Card World, Uber, and the State University of New York College at Buffalo. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management using model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Mark Conomos is a CFP® with 42 years of industry experience, currently advising at Lincoln Investment since 2017. He previously worked at Legend Advisory Corporation and Legend Equities Corporation, accumulating over four decades in financial services. Conomos is a partner in Legend Wealth Management, LLC. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolios and uses an in-house investment team alongside third-party managers to provide tailored financial solutions.

John Russo is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at LPL Financial, Invest Financial Corporation, and SCF Securities, among others. In addition to his advisory work, he is involved in tax preparation and accounting services through Financial Planning Advisors. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through a network of 477 independent advisors.

Jackson Tarr is a financial advisor at Citizens Securities, Inc. with four years of industry experience and holds a Series 66 designation. He has worked at Citizens Securities since 2023 and previously held positions at MML Investors Services, LLC, MassMutual Life Insurance Company, and several independent school districts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses algorithm-driven ETF portfolio recommendations.

Jacob Van Housen is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Principal Financial Services and KeyBank. His background also includes various positions at the University at Buffalo and in the food service and landscaping sectors. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model for portfolio management and integrates resources from KeyCorp affiliates, providing a blend of discretionary and non-discretionary investment options.

Emily Repka is a financial advisor at Citizens Securities, Inc. in Amherst, NY, holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience at Citizens Bank, where she worked from 2015 to the present. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. Its advisory options include a digital advisory program managed with SigFig and a Managed Account program, operating under the ownership of Citizens Bank, N.A.

Douglas Littlewood is a financial advisor with Hightower Advisors in Williamsville, NY, holding Series 63 and Series 65 registrations and possessing 51 years of industry experience. He has been with Hightower Advisors since 2017 and previously worked at Wells Fargo Advisors Financial Network. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles. The firm also manages complex mandates with an emphasis on operational support and international exposure.

Brian Pirritano is a financial advisor with Citizens Securities, Inc. in Buffalo, NY, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at HSBC Securities (USA) Inc. for nine years. Outside of his advisory role, Pirritano serves as a board member for a local homeowners association, overseeing community upkeep and maintenance. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Diana Lougen is a financial advisor with Private Advisor Group, LLC, based in Williamsville, NY, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. Her prior experience includes eight years at M & T Securities and concurrent roles at LPL Financial since 2017. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that utilizes both proprietary and third-party investment solutions and technology platforms to implement client strategies.

Kevin Roche is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Key Bank NA for seven years before joining Key Investment Services in 2015. Outside of his advisory work, he serves as a board member, coordinator, and head coach for a local youth basketball league in Amherst, NY. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider platform combining third-party and in-house portfolio management and offers various wrap-fee programs with custodial services through Pershing.

Dominic Pellicano is a financial advisor with Principal Financial Services, holding a Series 63 designation and 33 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been involved with Wealth Management Services LLC and Principal Life Insurance Company for over a decade. Outside of his advisory work, he serves on the board of the Buffalo Launch Club, where he participates in monthly financial and operational reviews. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under multiple arrangement structures.

Anthony Van Dette is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within Transamerica and Citizens Bank entities since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight and operates with a large client base primarily utilizing non-discretionary investment programs.

David Bush is a financial advisor with Eagle Strategies (NY Life) based in Williamsville, NY. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. David has worked with Eagle Strategies since 2021 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice and multiple program types, focusing primarily on non-discretionary assets and maintaining fiduciary responsibilities to retirement investors.

Matthew Slovick is a financial advisor with Principal Financial Services in Amherst, NY, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior work includes roles at LPL Financial, Northwest Bank, Key Investment Services LLC, and KeyBank. He is also involved in outside sales of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance. 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 military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, and access to third-party money managers through various arrangements, with investment implementation generally carried out on a discretionary basis by third-party managers.

Joseph Masino is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JFG Family Office, Pennington Partners & Co., Rios Partners, and JPMorgan. Masino is based in Williamsville, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions, serving a range of clients from large institutional investors to sovereign wealth funds.