Christopher Dann is a financial advisor with HSBC Securities (USA) Inc. in Orchard Park, NY, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2016. In addition to his advisory role, he serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed to fully discretionary accounts, employing a multi-profile investment process supported by HSBC Global Asset Management and affiliated third-party providers.

Thomas Abramson is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Key Investment Services since 2023, following prior roles at HNP Capital LLC, Five Star Bank, and LPL Financial. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and offers access to third-party discretionary managers, while operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Jeffrey Converse Jr. is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with HSBC Securities since 2014 and has also worked with HSBC Bank USA, N.A. since 2013. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm uses a combination of strategic and tactical asset allocation across five risk profiles and incorporates due diligence from affiliated and third-party providers to manage its diverse program offerings.

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 with Key Investment Services LLC in Kenmore, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at KeyBank, Bank of America, Merrill, and Merrill Lynch. 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 combined with oversight and due diligence, and it operates within the KeyCorp group with affiliated banking and capital markets entities.

Mario Albert is a financial advisor at Hightower Advisors in Williamsville, NY, holding Series 65 and Series 66 credentials with one year of industry experience. Before joining Hightower Advisors, he worked for 14 years at Independent Health. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research in portfolio construction.

Patrick Norris II is a CFP® professional with 35 years of experience in the financial industry, currently serving with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. He has been with HSBC Securities since 2013 and holds dual roles as a registered representative and bank officer, engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs tailored to individuals, retirement accounts, charitable organizations, and corporations through various discretionary and non-discretionary portfolios. The firm’s investment process combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with a notable emphasis on client-directed, non-discretionary portfolios.

Douglas Washburn is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at LPL Financial and First Allied Advisory Services. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party strategies, technology platforms, and a range of investment methods.

Loucas Kalliantasis is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at M&T Securities, Inc. and LPL Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and managed account offerings. The firm emphasizes client-directed model selection with ongoing monitoring and provides access to third-party discretionary managers, supported by its affiliation with the KeyCorp group and related financial entities.

Richard Telfair is a financial advisor at Lincoln Investment with 26 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he was with Legend Advisory Corporation and Legend Equities Corporation for a combined total of 24 years. Lincoln Investment is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) program participants. The firm provides financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs model portfolios and adaptive strategies.

David Mangano is a financial advisor with Kestra Advisory Services and holds the ChFC® and Series 63 designations. He has 37 years of industry experience, including 17 years at LPL Financial prior to joining Kestra in 2025. Outside of his advisory role, he serves as vice president of the Chapel Woods Homeowners Association board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a range of managed account solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports complex investment products within its supervisory framework.

Nicholas Ljiljanich is a financial advisor at Lincoln Investment with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he has experience working at Santora's Pizza Pub & Grill and SUNY Cortland. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with both advisor- and firm-managed models, and utilizes an in-house Investment Management & Research team alongside third-party managers.

Donald Moran is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Key Investment Services since 2016. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs and model portfolios. The firm emphasizes client choice in investment strategies while offering ongoing monitoring and oversight, operating within the KeyCorp group and affiliated with KeyBank and KeyBanc Capital Markets.

Kevin Kania is a financial advisor with Eagle Strategies (New York Life) based in Williamsville, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his advisory career, Kania worked at Geico for 17 years. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a large non-discretionary asset base, working with a wide range of clients including defined contribution and defined benefit plans.

Michael Wamp is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2017. Additionally, he is the managing partner of LakeWater Capital LLC, an SEC-registered investment advisory firm, where he oversees firm management and operations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. Its advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services including portfolio management, financial planning, and retirement plan consulting.

John Palermo is a financial advisor at Hightower Advisors with a Series 65 credential. He has been with Hightower Advisors since 2026 and has prior experience in education, having worked at Vanderbilt University, McQuaid Jesuit High School, and Bay Trail Middle School. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offering a range of portfolio management and planning services.

Kerrianne Creegan is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with HSBC in various roles since 2015. Outside of her advisory work, Creegan is an Executive Consultant for a premium skincare company and engages in crafting handmade items sold to friends and family. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment approach combines strategic and tactical asset allocation developed with HSBC Global Asset Management and involves ongoing fund due diligence and monitoring, with a significant portion of assets held in client-directed portfolios.

Thomas Dugan is a financial advisor with Lincoln Investment, holding a Series 63 designation and 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent nearly a decade with Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic models and dynamic investment strategies.

Olivia Lyons is a financial advisor with Lincoln Investment in Amherst, NY, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Capital Analysts, Equitable Advisors, and Ronald Hicks and Associates. Lyons also serves as an executive assistant in financial services, supporting advisors with calls, paperwork, and administrative duties. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.

Douglas Castren is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Principal Securities Inc. since 2016 and previously operated Nicastro & Castren Financial Services from 2014 to 2017, along with experience at Principal Life Insurance Company. Outside of advisory roles, he has been involved in insurance and fixed annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally managed on a discretionary basis by these managers.