Nathan Slate is a financial advisor with Lincoln Investment in Lakewood, NY, holding a Series 63 designation and bringing 14 years of industry experience. He has worked at Lincoln Investment since 2017 and previously was affiliated with Legend Advisory Corporation and Legend Equities Corporation. 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, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm’s investment approach combines in-house model portfolio construction and third-party managers, offering both advisor-managed and firm-managed solutions alongside fiduciary ERISA/retirement advice.

Matthew Morse is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Luv Toyota and Duncan Suzuki. Outside of his advisory work, he serves as a board member of the Suicide Prevention Alliance and acts as an estate executor for family members. Park Avenue Securities provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party portfolio strategies.

Joseph Cerrie Sr. is a financial advisor at NewEdge Advisors with 25 years of industry experience. He has held positions at Mid Atlantic Capital Corporation and Budell Overcash Anderson & Co., Inc. in addition to his current role since 2021. Outside of advisory work, he is co-owner of a wealth management firm in Jamestown, NY, and has operated Heanans Pub for over two decades. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a range of investment and consulting services, utilizing multiple program structures and centralized due diligence processes.

Eric Harvey is a financial advisor with Primerica Advisors in Jamestown, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co since 2015. Harvey serves as a board member for both the Chautauqua Blind Association and the Rotary Club Jamestown Community Service Fund. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports features such as securities-based lending and tax-harvesting.

Laura Ahl is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles at Cetera, Northwest Advisors, Inc., and Northwest Savings Bank. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Todd Hnatyszyn is a financial advisor with UBS Financial Services in Jamestown, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, he is a partner in Brielle Naturals, a retail business operating on Amazon, and serves on the board of directors for the Jamestown Boys & Girls Club. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Kristie Jo Peppy is a financial advisor with UBS Financial Services in Jamestown, NY, holding Series 63, 65, and 66 licenses and 14 years of industry experience. She has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she serves on the board advisory committee of The Resource Center, a nonprofit providing services to persons with disabilities in Chautauqua County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers both fiduciary financial planning and institutional trading capabilities, including market-making and underwriting activities.

David Meekins is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. He previously worked at OneMain Financial for six years and held positions at various organizations including Kent Paninis and the Buffalo Hearing and Speech Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Kenneth Brown is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, LPL Financial, and NorthWest Bank. Brown also sells fixed life insurance and annuities through a third-party broker. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and diversified portfolios managed on discretionary or non-discretionary bases.

Kathryn Colvin is a Series 66-licensed financial advisor with Edward Jones, based in Lakewood, NY. She has 16 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Jason Brown is a financial advisor with Merrill in Jamestown, NY, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012 and at Bank of America, N.A. since 2013. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates its investment strategies with Bank of America’s broader banking and capital-markets platform and emphasizes tax-focused capabilities and manager-selection expertise.

Derek Watkins is the Senior Resident Director at Merrill Lynch Wealth Management, where he oversees operations and provides financial advisory services. He has been with Merrill Lynch since 2003 and became the Resident Director of the Jamestown Office in 2009. Derek primarily works with individual families and privately held business owners, focusing on family wealth management strategies, legacy planning, portfolio management services, and retirement income. Prior to joining Merrill Lynch, Derek served four years in the United States Army, achieving the rank of captain. He holds a Bachelor's Degree from Clarkson University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Derek lives in Lakewood with his wife, Margaret, and their two children. He is actively involved in his community, currently serving on the board of the Gebbie Foundation and the Jamestown City Center Development Corporation (JCCDC Ice Arena). His personal interests include baseball, ice hockey, running, tennis, and spending time with his family.

Samantha Woodin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at Primerica Advisors since 2014 and was previously employed at Lottsville Milling from 2015 to 2018. Outside of her advisory role, she is involved in sales of home security and automation products through a co-located affiliate of her firm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while using a tiered wrap-fee structure.

Timothy Edborg is a financial advisor with UBS Financial Services in Jamestown, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he is involved in music production as the sole proprietor of American Gatekeeper Productions, LLC, and is a partner in Brielle Naturals, LLC. Edborg also serves on the boards of the WCA Foundation and the Chautauqua Region Community Foundation, participating in finance and investment committees. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, leveraging model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, providing fiduciary financial planning, portfolio management, and other capital markets services.

Tonie Lee D'angelo is a financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2009 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a range of capital markets services.

Justin Bohall is a financial advisor with Wells Fargo Advisors in Jamestown, NY, holding Series 65 and Series 66 credentials and having 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked for Private Advisor Group, LLC and LPL Financial, LLC for a decade. He is involved with Bohall Opportunity, LLC, a business entity for tax and investment purposes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and planning tools to provide customized investment recommendations.

Debra Field is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 63 designation and has worked previously at Securities America and Investacorp, Inc. In addition to her advisory role, she is licensed to sell life, accident, and health insurance and writes variable annuity products for New York State approved school plans. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with multiple investment platforms and employs sophisticated tools such as asset-allocation models and automated rebalancing to manage portfolios across a range of asset classes.

Robert Lind is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Park Avenue Securities. Lind serves as Board President of the Frewsburg American Legion Post 556, a veterans club where he is involved in monthly meetings and organizational duties. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Michael Pascarella is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 10 years before joining Stifel Nicolaus & Co. Inc in 2019. Outside of his advisory role, he serves as a director of the Kinzua Brown Trout Club, where he is involved in fundraising to support brown trout stocking. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Lorri Mabee is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. Outside of her advisory work, she serves as an officer at Koinonia Christian Fellowship, where she handles secretarial duties and volunteers for various tasks. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.