Alex Johnson is a financial advisor at Shift Fynancial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shift Fynancial since 2019. Outside of his advisory role, Johnson serves as a project manager for HPSA Acumen, Inc., where he is involved in hospital consulting and product sales. Shift Fynancial offers financial planning, consulting, and discretionary portfolio management to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs fundamental analysis and a variety of investment strategies, with accounts held at independent custodians and access to institutional brokerage services.

Mark Bussey is the principal of Mark Bussey & Associates, LC, where he has provided investment management services since 2003. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. The firm focuses exclusively on individual clients, offering discretionary and non-discretionary portfolio management and investment analysis. Mark Bussey & Associates manages a range of securities including equities, fixed income, and mutual funds, employing various analytical methods such as charting and fundamental analysis. The firm’s investment approach includes both long-term holdings and short-term trades, with sole responsibility for portfolio management maintained by the principal.

Douglas Schutte is a financial advisor with NWF Advisory Services Inc, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has worked at several firms including Cetera Advisors LLC, First Allied Advisory Services, and Summit Wealth Management, where he is also President and 50% owner. Schutte serves as Treasurer on the Board of Directors for the Roger Tory Peterson Institute Foundation, a nonprofit organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and delivers a range of wrap and non-wrap account programs through an open-architecture wealth management platform.

Noah Weinstein is a financial advisor with NWF Advisory Services Inc in Jamestown, NY, holding a Series 66 designation and six years of industry experience. His prior work includes roles at The Ameriflex Group, OSAIC Wealth, Cetera Advisors LLC, and First Allied Advisory Services. He serves on the Board of Directors for the Jamestown Community College Foundation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that supports both strategic long-term investing and short-term tactical strategies.

Andrew Nelson is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 19 years of prior experience at Schaffner Knight Minnaugh & Co., P.C., and has also worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of his advisory role, he serves on the board of directors for Absolute Love Adoptions, Inc. and provides independent business consulting focused on strategic planning and organizational development. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.

Tomisina Dolecki is a financial advisor with Key Investment Services LLC in Lakewood, NY. She holds Series 63 and Series 66 licenses and has three years of industry experience. Her prior work includes roles at KeyBank, HomeTrust Bank, and M&T Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing monitoring within the KeyCorp group.

Louis Deppas is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he is involved in several community organizations, including serving as vice president of the Lucy Desi Center board and as a board member of the Chautauqua Sports Hall of Fame. He also participates on the finance committee of the Chautauqua Region Community Foundation. 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, ERISA retirement plan advice, and a range of managed portfolio programs, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Samuel Fitch is a Series 66-licensed financial advisor with Primerica Advisors, based in Jamestown, NY, and has two years of industry experience. His prior work includes roles at Parn Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves on the board of directors for New Creation Assembly of God and operates a retail comic book shop through Pearl City Comics, LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies, along with financial planning and retirement consulting.

Daniel Hocking is a financial advisor with Newedge Advisors and holds Series 63 and Series 65 credentials. He has 31 years of industry experience and has previously worked at Budell Overcash Anderson & Co., Inc. He is a co-owner of a wealth management business and serves on the board of the Westfield Hospital Foundation. Newedge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Jillian Jones is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Jamestown, NY, holding a Series 63 designation and 12 years of industry experience. She previously worked at MassMutual and Mass Mutual Investors Services before joining Evolution Financial Group and Equity Services in 2021. Jones is also president of Supportive Divorce Solutions Inc., where she serves as a Certified Divorce Financial Analyst specializing in financial divorce planning. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, and combines primarily long-term strategies with options for shorter-term trading and specialized instruments.

Jodi Fellows is a financial advisor at Key Investment Services LLC with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Key Investment Services and affiliated entities since 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 decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

David Allen is a financial advisor at Primerica Advisors with Series 66 credentials and one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company and has been involved with Moon Brook Country Club in a non-investment capacity. Park Avenue Securities serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting solutions.

Timur Tyra is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Key Investment Services since 2005. Outside of his advisory role, he serves on the Finance Committee of Holy Apostles R.C. Parish, a Roman Catholic Church. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by professional recommendations and ongoing oversight.

Devin Cruea is a financial advisor with Lincoln Investment based in Lakewood, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Lincoln Investment in 2019, he worked at Paychex Inc and Enterprise Rent-A-Car. Outside of his advisory role, Cruea is involved as a sales representative for Medicare supplement and advantage plan sales and serves as a paid assistant coach for modified football at Frewsburg Central School. 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, ERISA retirement plan advice, and a range of investment programs, utilizing both strategic and tactical approaches through its Investment Management & Research team.

Cheryl Himmel is a Series 66-licensed financial advisor with Key Investment Services LLC based in Lakewood, NY. She has 25 years of industry experience and has been with Key Investment Services since 2006. Outside of her advisory role, she also works in retail, including positions as a sales associate at Old Navy and a style consultant at Target. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm focuses on client-directed investment choices supported by ongoing monitoring and due diligence, and operates as part of the KeyCorp group with integrated services linked to KeyBank and KeyBanc Capital Markets.

Thomas Pope is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at CSM Bakery Solutions, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory duties, he serves as the Chairman of the Investment Committee at Christ First United Methodist Church and provides IT technical support for Deppas Operations Inc. 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, retirement plan advice, advisor-managed and firm-managed portfolios, and operates as both a broker-dealer and insurance agency, overseeing a diverse mix of investment strategies.

Frank Shultz is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 16 years of industry experience, including prior roles at Edward Jones and Cedarwood Financial Partners, where he was also a co-owner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm offers a broad array of managed-account programs, third-party asset manager access, and custody services, supporting both individual and institutional clients.

Elisabeth Hall is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. She has worked with Park Avenue Securities since 2007 and Guardian Life Insurance Company since 2006. Elisabeth is also a licensed attorney in New York and serves on the board of the Chautauqua County Humane Society. Additionally, she acts as a sales agent for Medicare products through United Healthcare. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

Mark Nelson is a financial advisor with Primerica Advisors in Jamestown, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with The Guardian Life Insurance Company since 1995. Outside of his advisory role, Nelson serves as Treasurer-Monitor for a Masonic Lodge, is a board member of the Maple Grove Cemetery Association, and participates on the board of the Winifred Crawford Dibert Boys and Girls Club of Jamestown. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and platforms, and provides additional account-level services such as lending solutions and donor-advised funds.

Matthew Morse is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Luv Toyota and Duncan Suzuki. Outside of his advisory work, he serves as a board member of the Suicide Prevention Alliance and acts as an estate executor for family members. Park Avenue Securities provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party portfolio strategies.