Alexis Switzer is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. Prior to joining Citi Group in 2025, Alexis worked at Equitable Advisors, LLC for one year and has a background that includes academic and retail roles. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm is notable for its large institutional scale, in-house research, and unique market roles such as operating as a swap dealer and futures commission merchant.

Jacob Van Housen is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he worked at Principal Financial Services and has various experience including roles at the University at Buffalo and Chipotle Mexican Grill. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, rebalancing, and supervisory oversight while operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Jonathan Miller is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at CenterBridge Planning Group, Commonwealth Financial Network, Geneos Wealth Management, and Cornerstone Capital Wealth Management. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers both decentralized investment strategies and centralized asset management options.

Jeffrey Mc Cabe is a CFP® professional with 21 years of industry experience. He is currently with Independent Financial Partners and has prior experience at Commonwealth Financial Network and Axa Advisors. He is also involved with CenterBridge Planning Group, providing financial planning and investment advisory services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a decentralized advisory model, allowing personalized investment strategies alongside centralized asset management options and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Jean Prawel is a financial advisor at Independent Financial Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Key Investments Services LLC since 2005 and Mcdonald Investments Inc. since 1999. Prawel has been with Independent Financial Partners since 2021. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm manages over $12.5 billion in assets and offers both individualized and centralized investment strategies, with a notable focus on retirement-plan advisory and pension consulting services.

Mark Burr is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Commonwealth Financial Network and Axa Advisors, LLC. Burr is also involved in portfolio and investment management through CenterBridge Planning Group. Independent Financial Partners is a nationwide firm with a decentralized advisory model, supporting 261 advisors and managing over $12.5 billion in assets. The firm serves individual, charitable, corporate, and high-net-worth clients, offering retirement-plan advisory and pension consulting services alongside customized investment strategies.

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.

William Grochala is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 65 and Series 63 designations. His work history includes multiple roles within Key Investment Services and related entities, as well as KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight.

Thomas Anderson is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Raymond James Financial, Massachusetts Mutual Life Insurance, and Morgan Stanley. He serves as an alumni board committee 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 serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection with ongoing monitoring and performs due diligence on third-party advisory products, operating within the KeyCorp group and maintaining significant affiliations with KeyBank and KeyBanc Capital Markets.

Brooke Yaiser is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Lincoln Financial Advisors Corporation and SagePoint Financial, Inc. Outside of her advisory role, she serves as president of Michelle’s Memorial, Inc., a nonprofit organization that awards scholarships and organizes an annual 5K event, and is involved in local school activities as a musical stage manager, producer, and coach. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to manage a broad range of investment types.

Janet Slack is a financial advisor with Ameriprise who holds Series 65 and Series 66 licenses and has 13 years of industry experience. She has been with Ameriprise and its related entities since 2012. Outside of advising, she owns a tax preparation and bookkeeping business and serves as treasurer on the board of Spina Bifida of Western New York, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Thomas Dalton is a financial advisor with Edward Jones, holding CFP®, Series 63, and Series 65 credentials and 34 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Gail Testa Romano is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. Her prior roles include positions at John Hancock, AXA Advisors, Securities America, and OSAIC. She also manages an advisory business outside of her primary employment. Ameriprise serves clients primarily through its retirement-income planning service, which focuses on individuals nearing or in retirement with substantial investable assets, providing tailored, research-driven recommendations delivered by a centralized consulting team.

Dominic Ruzzine is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with M&T Securities Inc. since 2008 and with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Benjamin Mc Pherson is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018, including a prior role at The College at Brockport. Mc Pherson serves on the finance committee of the Medina Area Project, where he works on budgeting for current and future initiatives. He has also provided financial support to his spouse’s hair salon, Mera Hair Co., to upgrade its facility. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Frank Diulus is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked at Cadaret, Grant & Co., Inc. for 21 years and has operated Diulus Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Gerald Calabrese is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Equitable Advisors since 2014 and previously at Axa Advisors, LLC. Outside of his advisory role, Calabrese serves as a team manager for the Amherst Red Knights 8U Hockey Team. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Kevin Kopec is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes roles at CUSO Financial Services, LP and Northwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party providers.

Sean Patrick Davis is a financial advisor with LPL Financial in Akron, NY. He holds the Series 66 designation and has been with LPL Financial since 2026. Prior to joining LPL, he worked at Broadview Federal Credit Union, Hertel Home Consignment, KeyBank Center, Cumulus Media, and Kelton Enterprises. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Laura O'geen is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 29 years of industry experience. She has worked at M&T Bank and M&T SECURITIES, Inc. since 1992, joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.