Jacob Kantor is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including KeyBank, MML Investors Services LLC, and MassMutual Life Insurance Company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed investment choices and ongoing monitoring, while providing access to third-party discretionary managers and conducting due diligence on advisory products.

Christian Thompson is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience with Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, Thompson is active as a social media influencer on TikTok, creating content focused on storytelling unrelated to his financial work. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of model risk profiles and combines strategic and tactical asset allocation with fund due diligence, providing both client-directed and discretionary portfolio management options.

Mary Juliet Manavalan is a financial advisor with HSBC Securities (USA) Inc. and has 11 years of industry experience. She holds the Series 66 and Series 63 designations and has worked with HSBC Bank USA, N.A. since 2015 in addition to her role at HSBC Securities. In her dual role, she also serves as a Bank Officer for HSBC Bank, engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm uses a structured investment approach supported by HSBC Global Asset Management and various affiliated providers, distinguishing itself with services such as the Offshore Spectrum program for qualified non-resident clients.

Thomas Youngman is a financial advisor with Primerica Advisors in Buffalo, NY, holding a Series 63 designation and 18 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Outside of his advisory work, he serves as Vice Chair of Membership, PR & Branding on the board of the Wanakah Country Club. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Jacob Kuebel is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of finance, his background includes roles in community organizations and educational institutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s integrated service model leverages proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Pamela Hintermeier Abati is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 63 designation and has 38 years of industry experience. Prior to joining VOYA in 2014, she has operated a tax preparation business since 1980. In addition to her advisory role, she is the owner of a tax preparation service and has experience as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a variety of financial services such as financial planning, portfolio management, and third-party money manager access, with a focus on non-discretionary recommendations.

Gregory Holgate is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has worked at HSBC Securities since 2009. HSBC Securities offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through multiple program types, including client-directed and fully discretionary options. The firm’s investment process integrates strategic and tactical asset allocation with ongoing fund due diligence, providing a range of services supported by affiliated and third-party providers.

Thomas Naples is a Series 66-licensed financial advisor with two years of industry experience, currently associated with Primerica Advisors in Buffalo, NY. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his insurance sales activities, he dedicates limited time to securities trading-related work. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business planning. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending and donor-advised funds.

James Gomez is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has held various roles with HSBC Bank USA, N.A. and HSBC Securities since 2016. In addition to his registered representative duties, he serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliated entity. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary portfolio options. The firm employs a five-profile risk model and leverages affiliated asset management and fund due diligence teams to support its investment process, including a specialized Offshore Spectrum program for qualified non-resident clients.

Sebastian Diaz is a CFP®-credentialed financial advisor with three years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial career, he was employed at Southern Tier Pediatrics and Southwestern Central School. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party programs and provides various account-level services such as lending solutions and donor-advised funds.

Chase Czachorowski is a Series 66-licensed financial advisor with two years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Buffalo, NY. His prior work history includes roles at DoorDash and Front Row Sports, as well as teaching at West Seneca East High School. He is also involved in an insurance-related activity outside of his primary advisory role. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients with brokerage and advisory services. The firm offers a range of investment programs, financial planning, and retirement consulting, supported by proprietary technology and third-party strategists.

Arvin Reyes is a financial advisor at HSBC Securities (USA) Inc. with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has been with HSBC since 2014. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm combines strategic and tactical asset allocation advice with fund due diligence and ongoing monitoring, serving a broad client base with both non-discretionary and discretionary portfolio management.

Jonathon Neyerlin is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Delta Academy of Trading and Aeon Fund. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Donna Barth is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She has held roles at Key Investment Services LLC and KeyBank since 2016. Barth holds Series 63 and Series 65 licenses. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by advisory recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Joseph Ahmed is a Series 66-licensed financial advisor with Primerica Advisors and has four years of industry experience. Prior to his financial services career, he served for 21 years with the City of Buffalo Police Department. Outside of advising, he is involved in public speaking through Copchat Training Services LLC. He works with Park Avenue Securities LLC, a firm serving a broad retail client base that includes individual and high-net-worth investors, charitable organizations, and corporate clients. Park Avenue Securities offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Michael Pratt is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2021. He also provides investment advice through his business, Pratt Collard Buck Advisory Group, which he has operated since 2011. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services utilizing various investment strategies and third-party platforms.

Derek Malis is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 12 years of industry experience, including roles at Park Avenue Securities and Guardian. Outside of his advisory work, he acts as an independent insurance broker offering products beyond Guardian. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and manages approximately $15 billion in regulatory assets under management.

Winthrop Buck is a CFP® professional with nine years of industry experience, currently affiliated with Private Advisor Group, LLC. He has previously worked at Winthrop Financial, Inc. and operates under the Pratt Collard Buck Advisory Group name for his advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Matthew Verel is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and Key Bank since 2017. Outside of his financial advisory role, he serves as a reserve deputy sheriff with the Erie County Sheriff Department. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Gerald Ginley is a financial advisor with HSBC Securities (USA) Inc. in Hamburg, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with HSBC Securities since 2015 and concurrently serves as a bank officer for HSBC Bank USA, N.A., an affiliate of the firm. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary portfolio options. The firm combines strategic and tactical asset allocation advice with a multi-model risk profile approach, supported by affiliated and third-party providers for fund selection and account management.