Patrick McMahon is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2013. He also has concurrent affiliation with LPL Financial and operates Independent Planner LLC, which involves investment-related activities and non-variable insurance offerings. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and corporate plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing multiple investment strategies and coordinating custody and reporting through various custodians.

Kathleen Flynn is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at Eagle Strategies since 2014, with additional roles at Clarity Group, Inc. and Longevity Financial. Flynn serves as a board member for Town Square for Aging, a nonprofit organization focused on the needs of the aging population in Western New York, and is also active with the Center for Entrepreneurial Leadership Alumni Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Mary Sillitto is a financial advisor at HSBC Securities (USA) Inc. with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at M&T Bank for 33 years before joining HSBC in 2021. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types that range from client-directed to fully discretionary portfolios. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and uses affiliated and third-party providers for advisory, fund selection, and custody services.

John Zachowicz is a financial advisor at HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63, 65, and 66 licenses, with 29 years of industry experience. He has worked at HSBC Securities since 2010. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses a multi-profile investment process combining strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management and engages in ongoing fund due diligence and monitoring.

William Tepas is a financial advisor with Lincoln Investment in Amherst, NY, holding a Series 63 designation and 44 years of industry experience. His career includes nearly 23 years at Legend Equities Corporation and eight years at Legend Advisory Corporation before joining Lincoln Investment in 2017. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services utilizing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Ryan Flore is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Equitable Advisors and Principal Securities Inc. Outside of his advisory work, he serves as a board member for Art Services Inc. and co-owns a members-only boat club in Western New York. Principal Securities provides brokerage and advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various investment and promoter arrangements.

Stella Fey is a financial advisor with Primerica Advisors in Buffalo, NY, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2011. Outside of her advisory role, she participates in a University at Buffalo study focused on providing SNAP education to low-income households. Primerica Advisors is part of Park Avenue Securities LLC, which serves a wide retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions to implement a range of investment strategies.

Gary Witten is a financial advisor with VOYA Financial Advisors, Inc., holding CFP® and ChFC® designations and possessing 38 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also owns Integrity Financial Services, where he provides fixed insurance and financial services. VOYA Financial Advisors serves a broad range of clients, including individuals, charitable organizations, corporations, and plan sponsors, offering investment advisory, brokerage, financial planning, and retirement plan services. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, with a notable emphasis on non-discretionary assets and integrates an advisory platform with an active broker-dealer distribution model.

Michael Falitico is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Williamsville, NY, and has three years of industry experience. He has been affiliated with Valic Financial Advisors and Agia since 2023, where he also serves as an agent for non-securities insurance products. Prior to this, his work history includes roles at Strategic Financial Solutions and Buffalo Bills among others. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to serve a broad client base.

Bradley Golding is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding the Series 66 designation and bringing 18 years of industry experience. He has been with HSBC Securities since 2009. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm uses a structured investment process with multiple risk profiles and combines strategic asset allocation with ongoing fund due diligence, providing both client-directed and discretionary portfolio management options.

Thomas Abramson is a financial advisor at Key Investment Services LLC, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior work includes roles at HNP Capital LLC, Five Star Bank, and LPL Financial, LLC. 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 investment choices supported by non-binding recommendations and ongoing oversight, and it operates within the KeyCorp group with integrated banking and capital markets affiliations.

Jeffrey Converse Jr. is a financial advisor at HSBC Securities (USA) Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with HSBC Securities since 2014 and HSBC Bank USA since 2013. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with multiple model risk profiles, offering both client-directed and fully discretionary solutions, including specialized Offshore Spectrum programs for qualified non-resident aliens.

Richard Swanson is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 40 years of industry experience. He has worked with Kestra Advisory since 2016 and previously held roles at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. In addition to his advisory role, Swanson serves as a Regional Director at P&A Group, focusing on corporate retirement plans and individual financial services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Christian Alaimo is a financial advisor at Key Investment Services LLC with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes positions at KeyBank, Bank of America N.A., and Merrill Lynch. He is based in Kenmore, NY. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolios. The firm emphasizes client direction in investment strategy selection while providing non-binding recommendations and ongoing monitoring.

Chyron Williamson is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at HSBC Securities, Pacific Life Insurance, and LPL Financial. Williamson is based in Niagara Falls, NY. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Mario Albert is a financial advisor with Hightower Advisors in Williamsville, NY. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Hightower Advisors, he worked at Independent Health for 14 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Patrick Norris II is a financial advisor with HSBC Securities (USA) Inc. based in Amherst, NY, holding the CFP® designation and Series 63 and 66 licenses. He has 34 years of industry experience and has been with HSBC Securities since 2013 and HSBC Bank USA, N.A. since 2016. In addition to his advisory role, he also serves as a Bank Officer at HSBC Bank (USA) N.A. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, with various client-directed and discretionary options. The firm’s investment approach combines strategic and tactical asset allocation across multiple risk profiles, leveraging affiliated asset management and fund selection teams, and operates notable programs including the Offshore Spectrum for qualified non-resident aliens.

Douglas Washburn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Private Advisor Group since 2014 and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Loucas Kalliantasis is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at M&T Securities, Inc. and several years with Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection complemented by ongoing monitoring and due diligence, while operating within the KeyCorp group and maintaining relationships with affiliated banking and capital markets entities.

Richard Telfair is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. His prior experience includes roles at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, employing both strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.