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.

Christian Alaimo is a financial advisor with Key Investment Services LLC in Kenmore, NY, holding Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at KeyBank, Bank of America N.A., and Merrill. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor delivering 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 with discretionary implementation by Envestnet and portfolio design by Key Wealth Chief Investment Office and third-party managers.

Chyron Williamson is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles at Pacific Life Insurance, HSBC Securities, and LPL Financial. 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 uses a multi-provider platform and emphasizes non-discretionary model portfolios with custodial and trade execution services provided by Pershing.

Mario Albert is a financial advisor at Hightower Advisors in Williamsville, NY, holding Series 65 and Series 66 credentials with one year of industry experience. Before joining Hightower Advisors, he worked for 14 years at Independent Health. Hightower Advisors 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 through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research in portfolio construction.

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.

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.

Robert Gibb is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Equity Services, he worked at The Vermont Agency and Equitable Advisors, LLC. Outside of finance, he has experience in the sports retail industry with Front Row Sports/Supersports The Hockey & Skating Co. LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with an emphasis on both long-term investment strategies and options for shorter-term trading, utilizing third-party asset managers and model portfolios.

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.

Richard Telfair is a financial advisor at Lincoln Investment with 26 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he was with Legend Advisory Corporation and Legend Equities Corporation for a combined total of 24 years. Lincoln Investment is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) program participants. The firm provides financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs model portfolios and adaptive strategies.

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.

Nicholas Ljiljanich is a financial advisor at Lincoln Investment with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he has experience working at Santora's Pizza Pub & Grill and SUNY Cortland. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with both advisor- and firm-managed models, and utilizes an in-house Investment Management & Research team alongside third-party managers.

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 (New York Life) based in Williamsville, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his advisory career, Kania worked at Geico for 17 years. 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 recommendations and manages a large non-discretionary asset base, working with a wide range of clients including defined contribution and defined benefit plans.

Justin Egan is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at Empower Financial Services, Equitable Advisors, and Onebridge Benefits. Egan served in the US Marines from 2017 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm offers an integrated service model connected to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

William Grochala is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Key Investment Services since 2016 and a period at KeyBank from 2016 to 2019. 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 employs a multi-provider platform with discretionary and non-discretionary model management, integrates services from KeyCorp affiliates, and offers various wrap programs alongside insurance products.

Jordan Honan is a financial advisor with Key Investment Services LLC holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at HSBC Securities (USA) Inc. and Equitable Advisors. Outside of his advisory role, he serves as a member of the finance committee at St. John Vianney Church and holds a minority interest in a Thoroughbred racehorse. 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. The firm utilizes a multi-provider platform and offers a variety of wrap fee programs with integrations to KeyCorp affiliates for investment services and risk management.

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.

Lisa Petronio is a financial advisor at TIAA-CREF with 17 years of industry experience and holds a Series 66 designation. She has previously worked at firms including Global Retirement Partners, LPL Financial, Strategic Retirement Partners, Kestra Advisory, and Walsh Duffield Companies. Petronio serves on the boards of Goodwill of WNY, a social enterprise supporting workforce development, and Child & Family Services, a human services nonprofit. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to the TIAA Donor Advised Fund.