Mark Lomonaco is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 34 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-directed model selection and ongoing monitoring, with access to third-party discretionary managers and supervisory oversight.

Andrew Fox is a financial advisor with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. He has 34 years of industry experience and has worked at HSBC Securities since 2013 and HSBC Bank USA, N.A. since 2016. He is also a bank officer for HSBC Bank (USA) N.A., where he engages in the sale of bank-related products alongside his registered representative role. HSBC Securities (USA) Inc. provides managed account programs to a wide range of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment programs using a structured investment process with multiple risk profiles and collaborates with affiliated and third-party providers for advisory, fund selection, and administrative services.

Andrew Pokriki is a financial advisor with Eagle Strategies (New York Life) based in Williamsville, NY. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Equitable Advisors, LLC and has a diverse work history including roles at Uber, DoorDash, and Amazon. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Evan Harof is a CFP® with five years of industry experience, currently affiliated with Commonwealth Financial Network and Rampart Wealth Management. His prior work includes roles at Cellular Sales and community involvement with local baseball organizations. Outside of advising, he serves as treasurer for the CBS Foundation. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, combining operational and technology support with discretionary and customizable investment solutions.

Joseph Ervolina is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 25 years of industry experience, including previous roles at Geneos Wealth Management Inc. Ervolina is also president of Cornerstone Capital Wealth Management Inc., where he manages the practice and oversees financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and sponsors, with reported assets under management near $79.8 billion.

Tyler Zeplowitz is a financial advisor with Eagle Strategies (NY Life) in Williamsville, NY, holding Series 65 and Series 63 credentials and one year of industry experience. His background includes roles at NYLIFE Securities LLC, New York Life, and prior experience outside finance in retail and education. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a wide range of plan sponsors and investors.

Pamela Hintermeier Abati is a financial advisor with Voya Financial Advisors, Inc. in Lancaster, NY, holding a Series 63 designation and 38 years of industry experience. She has been with Voya Financial Advisors since 2014 and has operated her own tax preparation business since 1980. Additionally, she works as an independent insurance agent specializing in fixed life and health insurance products. Voya Financial Advisors serves a diverse range of individual and institutional clients, providing services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including wrap programs and third-party money manager access. The firm primarily offers non-discretionary advice, maintaining a recommendation-based relationship model with clients.

Edward Burgio III is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 15 years of industry experience. He previously worked at Key Investment Services LLC before joining Independent Financial Partners in 2019. Burgio is also the owner of Harbor Wealth Advisors, a financial advising business based in Williamsville, NY. Independent Financial Partners is a nationwide firm with approximately 261 advisors serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with a range of investment management options and is notable for its retirement-plan advisory and pension consulting services.

Emily Dittemore is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. She has worked at Commonwealth since 2013 and previously at Webster University from 2014 to 2017. Outside of financial advising, she owns Dittemore Designs, a sole proprietorship specializing in handmade crafts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, and custody and clearing services, supporting advisors in implementing portfolios through both internal and external model portfolios.

Charles Triaga III is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Key Investment Services LLC for 14 years before joining Independent Financial Partners in 2019. Triaga is also involved in investment-related activities through REVC, LLC, doing business as Harbor Wealth Advisors, and serves as an insurance planning agent at Specific Solutions Inc. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 advisors. The firm supports a decentralized advisory model with options for centralized asset management and specializes in retirement-plan advisory and pension consulting services.

Daniel Cavaretta is a financial advisor with Kestra Advisory, holding a Series 66 credential and 25 years of industry experience. Before joining Kestra Advisory in 2021, he worked at Nationwide Investment Services Corp for 15 years and had brief tenures at Cornerstone Capital Wealth Management and Geneos Wealth Management. Outside of advisory activities, he holds a board position as Serjeant-at-arms for the Good Government Club of Western New York. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and supports discretionary and non-discretionary fiduciary services with due diligence on recommended investments.

Donna Barth is a financial advisor with Key Investment Services LLC in Depew, NY. She holds the Series 63 and Series 65 licenses and has 25 years of industry experience. Barth has been with Key Investment Services and affiliated KeyBank since 2016. 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 involvement in model selection while providing non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with integrated banking and capital markets relationships.

Thomas Volpini is a CFP® with 38 years of industry experience, currently serving at Hightower Advisors since 2017. Prior to this, he worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2017. Outside of his advisory work, he serves as a reserve with the Erie County Sheriff Reserve in New York. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, pension plans, charitable organizations, and financial institutions. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Marc Rosenthal is a financial advisor with Eagle Strategies (NY Life) in Williamsville, NY, holding Series 66 and Series 63 credentials and 25 years of industry experience. He has been with Eagle Strategies since 2017 and concurrently associated with ROI Financial Group, Nylife Securities Inc., and New York Life Insurance Company since 2001. Outside of his advisory work, Rosenthal serves as an officer of the Kaleida Health Foundation and is a board member of the Amherst Youth Hockey Association. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Robin Lee is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Prior to joining Commonwealth and Clark & Company Wealth Management in 2025, Lee worked at Morgan Stanley from 2020 to 2023. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios and customized investment solutions.

Emily Ford is a CFP® with seven years of industry experience, currently an advisor at Hightower Advisors. Her prior roles include positions at Northwestern Mutual Wealth Management Company, ESAS, LLC, and Russell Schwartzbeck. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to alternative investments and custom indexing strategies.

Matthew Turco is a financial advisor with Eagle Strategies (NY Life) in Williamsville, NY, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He has worked at Eagle Strategies and ROI Financial Group since 2023, and previously at Nylife Securities LLC and New York Life Insurance Co since 2007. Outside of his advisory role, he owns a business selling vintage and antique items on eBay. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Tyler Schmitt is a financial advisor with Hightower Advisors, holding Series 65 and Series 63 credentials and 11 years of industry experience. His prior roles include positions at Legg Mason Investor Services and Franklin Templeton Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach includes multi-manager solutions and proprietary research, offering both discretionary and non-discretionary portfolio management along with access to a broad range of investment vehicles.

Mary Catherine Maclefko is a financial advisor with Lincoln Investment in Williamsville, NY, holding a Series 63 designation and 17 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of finance, she is involved in accounting and office management at Allied Staffing and works as an independent contractor conducting site inspections of automobiles and commercial properties. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and a range of investment programs supported by both strategic and dynamic research approaches.

Annamarie Pera is a financial advisor at Key Investment Services LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at HSBC Bank USA and HSBC Securities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and brokerage products. The firm emphasizes client direction in model selection and provides ongoing monitoring and supervisory oversight, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.