Corey Malstrom is a CFP® certificant with 22 years of industry experience. He is currently with Capital Analysts and has worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of financial advisory, he is involved as an independent sales agent specializing in Medicare Advantage and Medicare Supplement plans. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs a discretionary investment approach supported by an in-house Investment Management & Research team and offers a range of portfolio management options including advisor-managed models and access to third-party managers.

Austin Willison is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 credential and has worked at Lincoln Investment Planning since 2019. His prior work history includes roles at Uber, Dave & Adam's Card World, Lawley Insurance, and the State University of New York College at Buffalo. Capital Analysts serves a diverse client base, including individual investors, high-net-worth clients, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Erik O'Keefe is a financial advisor at Moors & Cabot, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2021. Outside of his advisory role, he owns a consulting business and serves in fiduciary capacities such as trustee and personal representative. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Marc Bernstein is a financial advisor at OneSeven with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Manning & Napier Advisors and Sandhill Investment Management. Bernstein has been with MGO ONE SEVEN LLC dba Stone Creek Advisors since 2022. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives, utilizing both discretionary and non-discretionary arrangements and working with unaffiliated Independent Managers and third-party platforms.

Mark Conomos is a CFP® with 42 years of industry experience. He is currently affiliated with Capital Analysts and has prior work history at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment research team and offers a range of advisory services through multiple program structures.

Jeredith Nolan is a financial advisor at Belpointe Asset Management LLC with 32 years of industry experience. She holds the Series 63 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of her advisory role, she serves on the advisory board for the Clarence High School Academy of Business of Finance and is a member of the finance committee at Ss. Brigid Columba Church. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of strategies from passive to tactical tailored to client objectives and risk tolerance.

Timothy O'Shei is a CFP® with 12 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company. His prior roles include positions at MAI Capital Management, WCG Wealth Advisors, Treloar & Heisel Wealth Management, Ameriprise Financial Services, and Financial Engines Advisors. F.L. Putnam serves individual and institutional clients, including registered investment companies, foundations, endowments, schools, and religious organizations. The firm offers customized portfolio management using both internally managed strategies and third-party managers across various asset classes and incorporates AI tools for limited research support without replacing human decision-making.

John D'andrea IV is a financial advisor at Belpointe Asset Management LLC with one year of industry experience. He holds a Series 66 designation and previously served in the US Army for 23 years. Outside of his advisory role, he owns and operates two e-commerce retail businesses, Empire Auction Gallery and Buffalo Empire Trading Company. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for a diverse client base, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and multiple advisory relationships.

Dean Boucounis is a ChFC® with 48 years of experience in the financial services industry, currently affiliated with Mutual of Omaha Investor Services, Inc. since 1974. He serves as president and sole stockholder of Boucounis Financial Services Inc. and has been involved in insurance lines including health, life, and annuities since 1974. Outside of his advisory role, he participates in community service through his work with the Annunciation Greek Orthodox Church’s Stewardship and Outreach Committee, volunteers at the Roswell Park Comprehensive Cancer Center, and assists in meal service at the Annunciation Church Orthodox Action Soup Kitchen. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through platforms like Envestnet, supporting client relationships with various third-party money manager options and a range of model portfolio strategies.

Gwendolyn Bork is a financial advisor at Capital Analysts with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Investment Planning, Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network. Outside of advising, she is a published author and participates in several community roles such as president of an addiction prevention nonprofit and town council member. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment team and proprietary screening processes, with access to third-party managers and various advisory arrangements.

Thomas Pontrello is a financial advisor with Capital Analysts in Getzville, NY. He holds the CFP® and Series 63 designations and has 39 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management with access to third-party managers and employs an in-house investment management and research team to guide its investment decisions.

James Cecchini II is a CFP®-credentialed financial advisor with 35 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory career, he operates UNIQUE CAR GUY, LLC, a business focused on buying and selling automobiles. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and provides a range of services including advisor-managed models, third-party manager access, and ERISA retirement plan advisory.

James Miller is a financial advisor at Capital Analysts with 36 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior firms include Lincoln Investment and Legend Advisory Corporation. Miller also maintains an insurance broker role from before his time at Legend Advisory Corporation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and advisory services. The firm employs an in-house Investment Management & Research team that uses proprietary screening methods and offers multiple portfolio options tailored to client needs.

David Constantino is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Lincoln Investment since 2017 and held roles at Legend Advisory Corporation and Legend Equities Corporation from 2014 to 2019. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening tools, offering discretionary and non-discretionary portfolio management through various programs tailored to client needs.

Leonardo Mesa is a CFP® with 29 years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. since 2024. Prior to this, he spent 15 years at Arbor Capital Management Corp. F L Putnam Investment Management Co. serves a diverse client base including individuals, high-net-worth clients, foundations, endowments, schools, and religious organizations. The firm employs a strategic asset allocation framework across equities, fixed income, and alternative assets, offering customized portfolios with internally managed strategies and third-party managers.

Murray Richardson is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He is the owner and president of C.D. Financial, Inc., an S-corporation offering insurance products including life insurance, fixed annuities, and long-term care. Richardson also serves as secretary for Mathewson McCarthy Baseball, a nonprofit organization, and is a board member of the nonprofit Bornhava, where he participates in fundraising initiatives. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment representatives. The firm offers customized portfolio management, financial planning, third-party manager selection, and retirement plan consulting with a variety of wrap and non-wrap solutions.

Lawrence Mcgowan is a financial advisor at F.L. Putnam Investment Management Co. with five years of industry experience. He previously spent 29 years at Arbor Capital Management, Corp. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, separately managed accounts, family office solutions, and consulting. The firm employs a strategic asset allocation framework with internally managed strategies and third-party managers across various asset classes and is the adviser to the AOG Institutional Fund.

Cullen Mcgloin is a financial advisor at Principal Advised Services with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with the Principal Financial Group and its affiliated entities since 2010. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program, utilizing third-party methodologies and proprietary models supported by its affiliation with Principal Financial Group.

Magdalena Jaworska is a CFA® charterholder with 15 years of industry experience. She joined F.L. Putnam Investment Management Company in 2024 after an 18-year tenure at Arbor Capital Management Corp. F.L. Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, family office solutions, and consulting services. The firm combines internally managed and third-party strategies across multiple asset classes within a strategic asset allocation framework, and it is noted for its management of the AOG Institutional Fund and ownership of Darwin Trust Company.

Thomas Dugan is a financial advisor with Capital Analysts in Getzville, NY, holding a Series 63 designation and 25 years of industry experience. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.