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.

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.

Joseph Masino is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JFG Family Office, Pennington Partners & Co., Rios Partners, and JPMorgan. Masino is based in Williamsville, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions, serving a range of clients from large institutional investors to sovereign wealth funds.

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 Lucarelli is a financial advisor at Key Investment Services LLC with 35 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection combined with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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.

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.

Michael Paul is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Key Investment Services LLC and KeyBank since 2015. 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 provides access to third-party discretionary managers, operating within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Michael Donahue is a financial advisor with Key Investment Services LLC in East Aurora, NY, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Key Investment Services since 2012. 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 while providing ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group with affiliated banking and capital markets entities.

Kaitlyn Fitzhenry is a financial advisor at Valic Financial Advisors with four years of industry experience. She holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and Securities America Advisors. Additionally, she is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily 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 consulting services through a large network of advisors and utilizes discretionary unified managed accounts with access to multiple wrap programs and overlay services.

Robert Lucarelli is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at KeyBank NA and spent nine years at Alry Tool and Die. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight.

Patrick Gardner is a financial advisor with Key Investment Services LLC in Hamburg, NY. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Gardner has been with Key Investment Services since 2012. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection and performs due diligence on third-party advisory products while offering access to discretionary money managers and ongoing portfolio oversight.

Patricia Schneider is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with HSBC Securities since 2014 and also serves as a bank officer for HSBC Bank (USA) N.A., an affiliate of her firm. Outside of her financial career, she works as a teacher and costume/prop mistress at Amazin'Grace Dance Studio and serves as Treasurer for a homeowners association. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring client-directed and discretionary portfolio options. The firm uses a multi-profile investment process supported by HSBC Global Asset Management and third-party providers, operating as both a registered adviser and broker-dealer with several distinctive operational features, including an Offshore Spectrum program for qualified non-resident clients.