Christina Hand is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. She holds a Series 63 designation and has worked at Blackridge since 2021. Her prior experience includes positions at Independent Solutions Wealth Management, Peak Brokerage Services, and Germack Financial. Outside of her advisory role, she owns and operates a tax preparation, bookkeeping, payroll, and investing business, as well as a sole proprietorship focused on insurance and annuities. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management through a turnkey asset management platform and sponsors multiple wrap-fee programs, incorporating a blend of fundamental, technical, and charting analysis.

Mark Helak is a financial advisor with HSBC Securities (USA) Inc. and holds Series 66 and Series 63 licenses. He has 20 years of industry experience, including roles at HSBC Bank USA, N.A. since 2016 and at HSBC Securities since 2022. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a combination of strategic and tactical asset allocation with multiple risk profiles and provides both client-directed and discretionary investment programs.

Milenda Kilby is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of advisory work, Kilby serves on the Board of Directors for the Pavilion Elementary School Parent Teacher Organization and volunteers as the treasurer for the Hollwedel Memorial Library. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Gary Everts is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and INVEST Financial Corp. Everts is also involved with Future Financial Group, where he is a broker focusing on the sale of fixed life insurance, fixed annuities, long-term care, and disability income products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across various asset classes managed on discretionary or non-discretionary bases.

James Scott is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Invest Financial Corporation. Outside of his advisory work, he serves as a bus driver for the Clarence Central School District. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, efficient-frontier analysis, and access to third-party money managers and wrap programs.

Heath Hendrickson is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. He has prior experience with Securities America Advisors and Allied CPA's, PC, where he is a partner providing tax and accounting services. Outside of his advisory role, he is involved in a family farm focused on cultivating fruit trees. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed-account solutions.

Aimee Berkemeier is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. She has worked at OSAIC since 2022 and has prior experience with Securities America Advisors and Securities America, Inc. In addition to her advisory role, she serves as Director at Allied CPAs PC and provides financial oversight by compiling monthly financial reports for Genesee County Young Life, a local nonprofit chapter. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and various investment options to build customized portfolios.

Autumn Smith is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and M&T Securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and employs various asset-allocation and portfolio construction tools across multiple investment platforms.

Pamela Rudolph is a financial advisor with LPL Financial in Batavia, NY, holding a Series 63 designation and 28 years of industry experience. She previously worked at Tompkins Trust Company and has been with LPL Financial for a total of over 11 years. Outside of her advisory role, she is involved with the Village of Attica in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches and multiple sources of research and model portfolios.

Joseph Fox is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Citizens Securities Inc., and Equitable Advisors. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Alyssa Fox is a Series 66-licensed financial advisor with Ameriprise in Bliss, NY, and has three years of industry experience. Her prior work includes roles at Manufacturers and Traders Trust Company and Rochester Wealth Management Group, LLC. Outside of her advisory work, she assists as an assistant coach for a 14U travel volleyball team. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.