Douglas Washburn is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at LPL Financial and First Allied Advisory Services. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party strategies, technology platforms, and a range of investment methods.

Loucas Kalliantasis is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services since 2019, including previous roles at M&T Securities, Inc. and LPL Financial. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates and third-party managers, providing portfolio management primarily on a non-discretionary basis.

David Mangano is a financial advisor with Kestra Advisory Services and holds the ChFC® and Series 63 designations. He has 37 years of industry experience, including 17 years at LPL Financial prior to joining Kestra in 2025. Outside of his advisory role, he serves as vice president of the Chapel Woods Homeowners Association board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a range of managed account solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports complex investment products within its supervisory framework.

Donald Moran is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes positions at LPL Financial, HSBC Securities (USA) Inc., and Northwestern Mutual Investment Management. Moran has been with Key Investment Services 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. The firm employs a multi-provider model with discretionary and non-discretionary management options, integrating services from affiliated entities including KeyBank and KeyBanc Capital Markets.

Kevin Kania is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. He has two years of industry experience, including prior work at Geico from 2006 to 2023. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis.

Douglas Castren is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Principal Securities Inc. since 2016 and previously operated Nicastro & Castren Financial Services. Outside of his advisory role, he is involved in insurance and fixed annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm focuses on financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Scott Zeplowitz is a financial advisor with Eagle Strategies (NY Life) based in Williamsville, NY, holding Series 63 and Series 66 designations and having 12 years of industry experience. His career includes roles at Eagle Strategies, ROI Financial Group, NYLife Securities LLC, and New York Life Insurance Co. Outside of his advisory work, he serves as a board member of the Lockport Ice Arena & Sports Complex. Eagle Strategies serves a broad clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of assets under management held on a non-discretionary basis.

Richard Fineberg is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at LPL Financial LLC, CCO Investment Services Corp, and M&T Securities, Inc. 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 various managed account solutions, including its proprietary WealthSuite platform and alternative investments through CAIS. The firm employs a fiduciary-based advisory model and utilizes multiple investment strategies, often implementing advice through third-party managers and technology platforms.

Joel Morawski is a CFP® professional with 27 years of experience in the financial industry. He currently works at Private Advisor Group, LLC and LPL Financial, roles he has held since 2014. His previous experience includes positions at Cadaret, Grant & Co., Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory work, Morawski serves as a proctor for risk analysis exams through the Global Association of Risk Professionals and operates a tax preparation and accounting business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement consulting. The firm offers managed account solutions through proprietary platforms and third-party managers, following a fiduciary-based advisory model.

William Grochala is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds the Series 65 and Series 63 designations. His career includes roles at Keybank and Equitable Advisors prior to joining Key Investment Services, where he has worked since 2016. 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. The firm offers multiple wrap fee programs and utilizes a multi-provider model integrating discretionary implementation, strategist portfolios from internal and third-party managers, and oversight through a product due diligence committee.

Elizabeth House is a financial advisor at Valic Financial Advisors with four years of industry experience. She holds a Series 66 designation and has worked previously at Protective Industries and Agia. Outside of her advisory role, she is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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-developed UMA models for portfolio construction.

Brian Geary is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at Hightower Advisors since 2022 and previously spent ten years at Linwood Investment Advisors. Based in Buffalo, NY, he is currently affiliated with Hightower Advisors. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, combining proprietary research and a variety of investment vehicles to serve its clients.

Nicole Macdowell is a financial advisor with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 credentials. She has 11 years of industry experience, including prior roles at LPL Financial, M&T Bank, and Wells Fargo Clearing Services. Macdowell also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside her registered representative duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm employs a multi-profile investment approach and utilizes affiliated and third-party providers for advisory and fund selection services.

Austin Reese is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities (USA) Inc., Wells Fargo Clearing Services LLC, and Citi Group. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals, offering portfolio management and model-based advisory products primarily on a non-discretionary basis. The firm employs a multi-provider platform model and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Thomas Anderson is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including Raymond James Financial, Massachusetts Mutual Life Insurance, and Morgan Stanley. Outside of his advisory role, Anderson serves as an alumni board member for St. Francis High School and is a young professional board member for Big Brothers Big Sisters of Niagara/Southern Tier. 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. The firm uses a multi-provider platform with Envestnet and third-party managers, offering predominantly non-discretionary model portfolios alongside custodial and trade execution services.

Stacie Diesfeld is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. She has one year of industry experience and has worked at firms including Cetera and Crane Capital Group. Outside of her advisory role, she works as a cardiovascular sonographer at Trinity Medical Cardiology, performing ultrasounds of the heart and other vasculature. 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 for portfolio construction.

Peter Bushman is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and M&T Securities. 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 plan clients through a network of financial professionals. The firm uses a multi-provider model that includes discretionary and non-discretionary portfolio management and integrates services from KeyCorp affiliates such as KeyBank and KeyBanc Capital Markets.

Benjamin Moloney is a financial advisor with Key Investment Services LLC in Williamsville, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at HSBC Bank USA, HSBC Securities, Prestige Asset Distribution, and Morgan Stanley. 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 network of financial professionals. The firm uses a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services, with an emphasis on non-discretionary portfolio management and wrap-fee programs.

Elroy Goodyear is a CFP® with 25 years of industry experience, currently advising at Cetera since 2022. His prior roles include 13 years at Saxony Securities, Inc. He is also the owner of Goodyear Financial Services, Inc., an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and utilizes multiple program structures and custodial relationships.

Katie Catanzaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior work history includes roles at M&T Securities, HSBC Securities (USA) Inc., and Equitable Advisors. She is based in Amherst, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.