Derek Bock is a financial advisor at Hightower Advisors with 26 years of industry experience. He has held roles at Hightower Advisors and HighTower Securities since 2017 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Donald Armstrong is a Series 66-licensed financial advisor with 20 years of industry experience. He currently works at Key Investment Services LLC, where he has been since 2022. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, M and T Securities, LPL Financial, Citizens Securities, Inc., and Uvest Financial Services Group, Inc. 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 through a network of financial professionals. The firm delivers portfolio management and model-based advisory products, utilizing a multi-provider platform approach with discretionary implementation and a range of optional tax and values overlay services.

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.

Joshua Mc Carthy is a financial advisor with Eagle Strategies (NY Life) based in Williamsville, NY. He holds the ChFC® designation and has 13 years of industry experience. Prior to his current roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2018, he worked at Northeastern Financial Partners and Signatore Investors Inc. He is also involved in brokering non-registered insurance products through his business, ROI Financial Group, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and maintains a predominantly non-discretionary asset base, working closely with a broad range of plan sponsors and clients.

Mackenzie Shank is a financial advisor with Valic Financial Advisors holding a Series 66 designation and no prior industry experience. Before joining Valic, Shank worked in various roles including positions at La Fiesta Cantina and Abercrombie and Fitch. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and uses discretionary unified managed accounts with tax-aware and impact/ESG overlays.

Gwendolyn Bork is a financial advisor at Lincoln Investment with 10 years of industry experience and holds a Series 66 credential. She previously worked at Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network. Outside of her advisory role, she is a published author, serves in various community leadership positions including town council member, nonprofit president, advisory board member, and is also a published recording artist. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm employs an in-house investment management team to construct strategic portfolios and offers advisor-led financial planning and consulting services.

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.

Kaitlyn Fitzhenry is a financial advisor at Valic Financial Advisors with four years of industry experience. She holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and Securities America Advisors. Additionally, she is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with access to multiple wrap programs and overlay services.

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.

Thomas Pontrello is a CFP®-designated financial advisor with Capital Analysts, bringing 39 years of industry experience. His career includes long tenures at Legend Equities Corporation and Legend Advisory Corporation before joining Lincoln Investment in 2017. Capital Analysts serves a diverse clientele, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and internal investment research.

Jason Campbell is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Prudential Insurance Company of America, LPL Enterprise, and MassMutual Financial Group. Outside of his advisory work, he serves as president of a local parent-teacher organization and owns a truck dispatching business. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of financial planning and portfolio management services supported by an in-house investment management and research team, emphasizing advisor-led consulting and fiduciary responsibilities for retirement advice.

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.

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.

Marion Whitfield is a financial advisor with Lincoln Investment in Amherst, NY, holding a Series 63 designation and bringing 12 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, LPL Enterprise, and Massmutual. Outside of advising, she is also an agent involved in life and health insurance. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of work in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to model portfolios and third-party managers, supported by an in-house investment management and research team.

Robert Stevens is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Key Investment Services since 2005 and previously worked at KeyBanc Capital Markets Inc. from 1999 to 2005. 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 plan clients through a network of financial professionals. The firm uses a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment, advisory, and ancillary insurance services.

Tyler Guarasci is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at LPL Financial LLC, Northwest Bank, and Massachusetts Mutual Life Insurance Company. 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 featuring discretionary implementation by Envestnet and portfolio design by its Chief Investment Office and third-party managers, with a focus on non-discretionary model selection and integration with KeyCorp affiliates.

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.