Michael Walker is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 66 and Series 63 credentials. His prior work includes positions at KeyBank, Canisius College, and Fredonia University. 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 uses a multi-provider platform with discretionary implementation and offers multiple wrap programs alongside custodial, trade execution, and ancillary insurance services.

Alexander Zdrowak is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Focus Partners Wealth, he worked at Exact Partners for four years and has additional experience in various roles including at Panera Bread and Rich Products. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach utilizing both active and passive strategies tailored to clients’ risk tolerance, liquidity, and tax situations.

Erik Gorenflo is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has eight years of industry experience and has worked at firms including Royal Alliance Associates, Cambridge Investment Research Advisors, and Custom Wealth Management. Prior to his financial services career, he was employed at Dick's Sporting Goods and Le Moyne College. 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 financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Christopher Alderson is a CFP® professional with 22 years of industry experience. He is currently affiliated with Eagle Strategies (NY Life) and has held roles with NYLIFE Securities LLC, ROI Financial Group, and Massachusetts Mutual Life. Outside of his advisory work, Alderson is involved in insurance brokering and property and casualty sales through his agency, Alderson & Gersitz Agency, Inc. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered primarily through non-discretionary advisory relationships.

Nicholas Ruggirello is a financial advisor with Eagle Strategies (NY Life) based in Williamsville, NY, holding Series 63 and Series 66 credentials and with 15 years of industry experience. He has worked with several firms including Stoll And Weller Insurance Services and Financial Group, Earmark Legacy Partners, NYLIFE Securities LLC, and New York Life Insurance Co. Ruggirello is also involved in insurance brokering under his own DBA, Earmark Legacy Partners. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored advice delivered through multiple program types with a significant portion of its assets managed on a non-discretionary basis.

Angelo Ciccarelli is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes positions at HSBC Securities (USA) Inc. and Key Investment Services LLC, where he has worked since 2012. Outside of his advisory role, he serves as an At-Large Director for WNYHOA, a local organization that assigns referees to youth ice hockey games, and he actively officiates youth ice hockey games. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary strategies, integrates offerings from KeyCorp affiliates, and emphasizes percentage-of-AUM wrap fees.

Kevin Dorr is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with KeyBank and its affiliated firm since 2016. Outside his advisory work, he is a managing member of CASA DE MAMI LLC, an LLC established to manage a residential property jointly owned with his family. 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 clients through a large network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to provide a range of investment and advisory services, primarily on a non-discretionary basis.

Sandra Barry is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Her career includes roles at Private Advisor Group since 2015, LPL Financial since 2014, Sage Investment Group since 2013, Citizens Securities, Inc., and HSBC Securities (USA) Inc. She is also an insurance agent with SPECIFIC SOLUTION, INC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that includes selecting portfolio managers and model portfolios from leading strategists.

Barbara De Corse is a financial advisor with Key Investment Services LLC in Williamsville, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked with Key Investment Services since 2015 and has been associated with KeyBank since 1989. Key Investment Services LLC is an SEC-registered investment adviser 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 employs a multi-provider model and integrates services from KeyCorp affiliates, offering a range of wrap programs with custodial and trade execution services.

Bruce Hyman is a Series 63 licensed advisor with over 32 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2013. Outside of his advisory role, he maintains a non-active LLC, Life Designs Agency Inc., with plans for potential future use. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside proprietary and third-party advisory solutions.

Mark Helak is a financial advisor at HSBC Securities (USA) Inc. with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has been with HSBC Bank USA, N.A. since 2016 and HSBC Securities since 2022. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, using a range of client-directed and discretionary investment solutions. The firm’s investment process incorporates strategic and tactical asset allocation alongside ongoing fund due diligence and monitoring.

Patrick McMahon is a CFP® with 31 years of industry experience, currently serving at Private Advisor Group, LLC since 2013. He has prior experience with LPL Financial and First Allied Advisory Services. Outside of his advisory role, he is involved with Independent Planner LLC, focusing on investment and non-variable insurance activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs. The firm’s fiduciary advisory model combines client goal assessment with both portfolio management and manager selection, utilizing technology platforms and a range of investment strategies.

Kyle Smith is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at KeyBank and has run a precious metals refining business as CEO since 2024. Key Investment Services LLC is an SEC-registered investment adviser 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 employs a multi-provider model incorporating both in-house and third-party strategist portfolios, with custodial and trade execution services provided by Pershing.

Gary Witten is a financial advisor with VOYA Financial Advisors, Inc. He holds the CFP® and ChFC® designations and has 39 years of industry experience. Prior to joining VOYA in 2014, he has worked with Integrity Financial Services since 2011 and L & M Financial Services since 1995. Witten also owns and operates an independent insurance agency providing fixed insurance products and financial services. VOYA Financial Advisors, Inc. is an enterprise-scale brokerage and advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services through a broad network of advisers, using a combination of in-house and third-party strategies with both discretionary and non-discretionary management options.

Michael Falitico is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Williamsville, NY, and has three years of industry experience. He has been affiliated with Valic Financial Advisors and Agia since 2023, where he also serves as an agent for non-securities insurance products. Prior to this, his work history includes roles at Strategic Financial Solutions and Buffalo Bills among others. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to serve a broad client base.

Christopher Dann is a financial advisor with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. He has 35 years of industry experience and has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for 10 years. In addition to his advisory role, he serves as a bank officer for HSBC Bank (USA) N.A., where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm’s investment approach incorporates strategic and tactical asset allocation supported by HSBC Global Asset Management, with an emphasis on both non-discretionary and discretionary portfolios.

Thomas Abramson is a financial advisor with Key Investment Services LLC in Cheektowaga, NY, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at HNP Capital LLC, Five Star Bank, and LPL Financial, LLC. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a broad network of financial professionals. The firm utilizes a multi-provider model combining discretionary implementation and strategist portfolios, with integration across KeyCorp affiliates for additional financial services.

Richard Swanson is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 designations and over 40 years of industry experience. His career includes extensive tenure at Morgan Stanley and Merrill prior to joining Kestra in 2015. He also serves as a Regional Director for the P&A Group, focusing on corporate retirement plans and individual financial services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and 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 two years of advisory experience. Prior to joining Hightower, he spent 14 years at Independent Health. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices.

Patrick Norris II is a CFP® professional with 35 years of experience in the financial industry, currently serving with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. He has been with HSBC Securities since 2013 and holds dual roles as a registered representative and bank officer, engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs tailored to individuals, retirement accounts, charitable organizations, and corporations through various discretionary and non-discretionary portfolios. The firm’s investment process combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with a notable emphasis on client-directed, non-discretionary portfolios.