Callen Barron is a financial advisor at OSAIC with a Series 66 credential. He has been in the industry since 2026 and has held positions at both OSAIC and Weinberg Financial Group. His prior work experience includes roles at Southern New Hampshire University, Mercyhurst University, Chautauqua Institution, and Southwestern Central School. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and offering portfolios managed on discretionary or non-discretionary bases.

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.

Miranda Munksgard is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at several firms including Northwest Bank, Ameriprise Financial Services, PNC Wealth Management, and Charles Schwab. Outside of her advisory role, Munksgard serves as the president of the Kiwanis International Jefferson DeFrees Family Center board and is a co-owner of Kepeli Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies through its network of advisors and integrates various operational and research tools while maintaining extensive non-advisory financial activities and partnerships.

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.

Tanya Hoffman is a financial advisor with Ameriprise based in Pittsfield, PA, holding Series 63 and Series 66 registrations and with 10 years of industry experience. Her prior roles include positions at LPL Financial, Cetera Investment Services LLC, and Northwest Savings Bank. She is also involved in various banking activities through outside employment with CNB. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm integrates research-driven modeling and automated tools to deliver tailored, non-discretionary advice within its broader advisory, brokerage, and insurance services.

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 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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive resources and technology for its network of over 22,800 advisors.