Lori Fischer is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2018 and has experience with Northwest Bank dating back to 2017. From 2014 to 2018, she was involved with F&B Enterprises dba Coach's Chatterbox. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and institutional solutions with both discretionary and non-discretionary management options.

Joseph Strotman is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he held positions at Patterson-UTI Drilling Company, Cleveland Brothers Equipment Company, and Nomac Drilling LLC. Outside of his advisory role, he owns a single-member LLC focused on real estate investment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Stephen Frank is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, SECURITIES AMERICA, Inc., and Investacorp. Prior to his financial services career, he was employed at Seneca Allegany Casino for sixteen years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party resources to manage portfolios across multiple investment types.

Hans Auer is a financial advisor with UBS Financial Services in Jamestown, NY, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2009. Auer serves as a member of the board of directors and is the treasurer and chair of the investment committee for the Ralph C. Sheldon Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of products supported by proprietary research and analytics.

Danny Senn is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. from 2016 to 2024. Outside of his advisory role, he serves on the board of the Randolph Fire District, participates in the Randolph Fire Department, and holds positions in various local community organizations including the Randolph Regional Emergency Medical Service and the Town of Randolph Zoning Board of Appeals. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, offering both discretionary and non-discretionary investment management along with access to third-party money managers and model solutions.

Nathaniel Carlson is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and SSN Advisory, Inc. Carlson also operates Carlson Financial Group, providing fee-based asset management and offering financial planning and insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with portfolio construction supported by firm tools and third-party managers across a range of investment vehicles.

Taylor Swanson is a Wealth Management Advisor and partner with the Brown Group at the Merrill Lynch office in Jamestown, New York. With over 17 years of experience as a financial advisor, Taylor works with high net worth families, businesses, and foundations throughout Chautauqua County and across the country. The Brown Group, established in 1986, currently serves more than 200 clients. Taylor specializes in retirement planning, portfolio design, and wealth management, focusing on creating personalized financial strategies tailored to each client's goals. Services include defined benefit and defined contribution plan consulting, personal retirement planning, portfolio management, and retirement income strategies. Regular reviews ensure that client plans adapt to changing market conditions and personal objectives. Taylor leverages the investment insights of Merrill Lynch and the banking services of Bank of America to support clients' comprehensive financial needs. Taylor holds a bachelor's degree in business from Buffalo State College and an associate's degree from Jamestown Community College. Professional designations include CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Taylor enjoys biking, football, spending time with family, and traveling.

Robert Swanson is a financial advisor with UBS Financial Services in Jamestown, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with UBS since 2015 in various capacities. Outside of his advisory role, he serves as a trustee for a personal trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Michele Turk is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1998 and has been a Financial Advisor with Merrill Lynch since 2010. In 2013, she joined Swartz Watkins & Associates, working alongside the Senior Resident Director and a team of client associates to provide comprehensive financial services. Michele serves clients in the Western New York area as well as in multiple other states. She works with individuals and businesses focusing on areas such as family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, small business strategies, and retirement income. Michele holds several professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned an Associate's Degree from Jamestown Community College. Michele is an active member of the Kiwanis Club of Falconer and volunteers with the Junior Achievement program. She enjoys camping, hiking, hunting, spending time with her family, and engaging in projects on the farm or at home.

Wayne Young is a CFP® professional with 40 years of industry experience. He is currently with LPL Financial, having joined in 2025, and previously worked at Cadaret, Grant & Co., Inc. for 11 years and operated Young Tax Service, Inc. for 36 years. He is also involved in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.