Brian Pirritano is a financial advisor with Citizens Securities, Inc. in Buffalo, NY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Before joining Citizens Securities in 2025, he spent nine years at HSBC Securities (USA) Inc. He serves as a board member for his local homeowners association, contributing to community property maintenance. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program with ETF-based portfolios managed through proprietary algorithms, though it primarily operates across both discretionary and non-discretionary business lines as a wholly owned subsidiary of Citizens Bank, N.A.

Daniel Sperrazza is a Series 65 licensed advisor with Hightower Advisors in Buffalo, NY, where he has worked since 2017. He has nine years of industry experience and is also the managing partner of LakeWater Capital LLC, an SEC-registered investment advisory firm. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and customized portfolio construction strategies.

Mark Clarke II is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 11 years of industry experience. He has been with T. Rowe Price since 2013. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management for individual investors and households, combining nondiscretionary goals-based planning with discretionary portfolio management using proprietary mutual funds and ETFs.

Ricardo Espejo is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has been with HSBC Securities since 2015 and also serves as a bank officer for HSBC Bank USA, N.A., where he engages in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types ranging from client-directed to fully discretionary options. The firm combines strategic and tactical asset-allocation advice with global manager due diligence, supporting a managed-account business weighted toward non-discretionary portfolios.

Kevin Roche is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Key Bank NA for seven years before joining Key Investment Services in 2015. Outside of his advisory role, Roche serves on the board of Amherst Youth Basketball, where he is also a coordinator and head coach for multiple girls’ age groups. Key Investment Services LLC provides a range of advisory programs and investment solutions to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection and ongoing portfolio monitoring while offering access to third-party discretionary managers and operates within the KeyCorp group, working closely with affiliate entities across banking and capital markets.

Dominic Pellicano is a financial advisor with Principal Financial Services, holding a Series 63 designation and 33 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been involved with Wealth Management Services LLC and Principal Life Insurance Company for over a decade. Outside of his advisory work, he serves on the board of the Buffalo Launch Club, where he participates in monthly financial and operational reviews. 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 direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under multiple arrangement structures.

Ryan Laschinger is a registered representative with HSBC Securities (USA) Inc. and holds a Series 66 credential. He has one year of industry experience and is also dual hatted as a Bank Officer for HSBC Bank (USA) N.A. Outside of his financial career, he has worked in the fitness industry providing customer service at Crunch Fitness. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment programs, employing a multi-profile investment process with support from affiliated asset management and fund selection services.

Anthony Van Dette is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within Transamerica and Citizens Bank entities since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight and operates with a large client base primarily utilizing non-discretionary investment programs.

Edmund Haspett is a financial advisor with HSBC Securities (USA) Inc. who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA, N.A. since 2008, with a brief tenure at TIAA-CREF from 2022 to 2025. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his registered representative role. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment solutions. The firm employs a model-based investment approach with multiple risk profiles and collaborates with affiliated and third-party providers for advisory and fund selection services.

Colin Pratt is a CFP® professional with five years of industry experience, currently affiliated with Private Advisor Group, LLC. He also provides investment advice through Pratt Collard Advisory Partners LLC, operating under the business name Pratt Collard Buck Advisory Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including proprietary platforms and third-party investment managers.

Charles Noonan is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 65 designation and provides investment advice under the Pratt Collard Buck Advisory Group name. Prior to his current role, he worked at the University at Buffalo and St. Joseph's Collegiate Institute. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes proprietary and third-party technology platforms to offer a range of investment strategies and managed account solutions.

David Bush is a financial advisor with Eagle Strategies (NY Life) based in Williamsville, NY. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. David has worked with Eagle Strategies since 2021 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice and multiple program types, focusing primarily on non-discretionary assets and maintaining fiduciary responsibilities to retirement investors.

Matthew Slovick is a financial advisor with Principal Financial Services based in Amherst, NY. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior roles include positions at LPL Financial, Northwest Bank, and KeyBank. In addition to his advisory work, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and M and T Securities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, managed accounts, and affiliated brokerage and insurance products. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

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.

Mark Jacobs is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining HSBC Securities in 2022, he worked at HSBC Bank USA, N.A. and FPPF Chemical Co. Inc. Outside of his advisory role, Jacobs manages condominium property operations. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, and corporations, offering a mix of client-directed and discretionary investment solutions supported by global asset management and fund due diligence.

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.

Dallas Betts is a financial advisor with Valic Financial Advisors in Williamsville, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Valic Financial Advisors, he worked at National Life Group, Equity Services Inc, Ellis Medicine, and Albany Medical Center. Valic Financial Advisors primarily serves 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 discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

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.