Jason Campbell is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes roles at Prudential Insurance Company of America, LPL Enterprise, and MassMutual Financial Group. Outside of advisory work, he serves as president of a school parent-teacher organization and owns a trucking dispatch service. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a wide range of clients, including individuals, high-net-worth investors, trusts, charities, and corporate retirement plans. The firm offers financial planning and portfolio management supported by an internal investment management team and third-party managers.

Peter Rao is a financial advisor with GWN Securities Inc. and holds a Series 63 designation. He has 37 years of industry experience and has been with GWN Securities since 2004. Outside of his advisory role, he officiates high school and college sports as a referee. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs including SMA, UMA, and fund-strategist options.

Robert Stevens is a financial advisor at Key Investment Services LLC with 32 years of industry experience. He has held his current position at Key Investment Services since 2005. Stevens holds the Series 63 and Series 65 designations. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding professional recommendations and ongoing monitoring, operating within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Tyler Guarasci is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at LPL Financial, Northwest Bank, and Massachusetts Mutual Life Insurance Company. 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 supported by ongoing monitoring and due diligence, operating within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Richard Massaro Jr. is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model strategy selection while providing ongoing monitoring and due diligence of third-party advisory products.

Benjamin Kopp is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, Valic Financial Advisors, MML Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is a co-owner of PKM Employee Services LLC, an entity established with partners to facilitate payment to non-registered private staff. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Hamilton is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes multiple roles at KeyBank and Key Investment Services LLC dating back to 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices and ongoing monitoring, supported by a product due diligence committee and access to third-party discretionary managers.

Mark Ziemba II is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Private Advisor Group and LPL Financial since 2011. Outside of his advisory work, he is involved in managing family-owned real estate through Markrich Properties, Inc. and serves as an independent agent for fixed insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates a variety of investment strategies and third-party managers to meet client goals.

Christopher Midecke is a financial advisor with Principal Financial Services, holding a Series 63 designation and 14 years of industry experience. He has been with Principal Securities and Principal Life Insurance Company since 2016. Outside of his financial services role, he coaches a traveling soccer team in Clarence, NY. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

David Karwick is a financial advisor with Key Investment Services LLC in Lewiston, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Key Investment Services since 2005. David serves on the Finance Committee of St. Peter’s Roman Catholic Church, where he reviews financial conditions and budgets. Key Investment Services LLC offers advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various investment programs and third-party managers. The firm’s approach emphasizes client-directed model selection and ongoing monitoring, supported by a Product Due Diligence Committee and relationships within the KeyCorp group.

Robert Carlone is a financial advisor with TIAA-CREF in Amherst, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals often connected through employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, using both model portfolios and customized portfolios managed under client-approved investment policies.

Furqan Hassan is a financial advisor at Citizens Securities, Inc. in Amherst, NY, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, among other firms, from 2016 to 2024. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory program and managed accounts, combining discretionary and non-discretionary business within its bank-owned structure.

Samuel Terrazzino is a CFP®-credentialed financial advisor with 29 years of industry experience. He is currently with Equity Services, Inc. and National Life Group, having previously worked at MassMutual and MSI Financial Services. Outside of his advisory roles, Terrazzino owns and operates Childress Performance Center, a gym and fitness business. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals and institutional clients. The firm uses multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading.

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.

William Tepas is a financial advisor with Lincoln Investment in Amherst, NY, holding a Series 63 designation and 44 years of industry experience. He has worked at Lincoln Investment since 2017, following eight years at Legend Advisory Corporation and 23 years at Legend Equities Corporation. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse clientele, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and dynamic strategies.

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.

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.

Kevin Miller is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 39 years of industry experience. Prior to joining VOYA in 2014, he operated Miller Financial Services since 1986. Miller serves as a board member for Heart, Love and Soul, Inc., a food pantry organization supporting the local community and homeless population. VOYA Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures.

Christian Alaimo is a financial advisor with Key Investment Services LLC and holds Series 66 and Series 63 licenses. He has two years of industry experience and has previously worked at Merrill, Bank of America N.A., and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm offers clients a role in model selection supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and related supervisory services.

Chyron Williamson is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Pacific Life Insurance and HSBC Securities. 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 model selection and ongoing monitoring, and operates within the KeyCorp group, integrating services alongside affiliated banking and capital market entities.