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.

Louis Deppas is a financial advisor with Capital Analysts and holds the Series 63 designation. He has 38 years of industry experience, including roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advising, he is involved in several local organizations, serving on the boards of the Lucy Desi Center and the Chautauqua Sports Hall of Fame, and participates in the finance committee of the Chautauqua Region Community Foundation. Capital Analysts serves retail and institutional clients such as high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement plan advice through a nationwide network of independent advisors and in-house investment management using a proprietary mutual fund screening process.

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 at Nwf Advisory Services Inc with seven years of industry experience. He holds a Series 66 designation and has worked with firms including Cetera Advisors LLC and First Allied Advisory Services. He serves on the Board of Directors for the Jamestown Community College Foundation. Nwf Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting via a technology-driven, open-architecture platform.

Devin Cruea is a financial advisor with Capital Analysts in Lakewood, NY, holding Series 63 and Series 65 designations and seven years of industry experience. He previously worked at Lincoln Investment and Paychex Inc and has served as a paid assistant coach for modified football at Frewsburg Central School. In addition, he works as a sales representative for Medicare supplement and advantage plan sales. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement plan advice. The firm combines in-house discretionary investment management with non-discretionary advisory services and collaborates with third-party managers, supported by institutional relationships and proprietary portfolio construction processes.

Noah Larson is a financial advisor at Capital Analysts with Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Lincoln Investment and Lewis & Lewis, P.C. In addition to his advisory role, he works as a Medicare sales representative, assisting Medicare-eligible individuals in selecting suitable plans. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing proprietary mutual fund screening and providing retirement-plan advisory services supported by institutional relationships.

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 Samuelson is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes positions at KeyBank, HomeTrust Bank, M&T Bank, Jamestown Community College, Buffalo State College, and Red Lobster. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and other investment products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and conducting regular oversight.

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 who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and Budell Overcash Anderson & Co., Inc. Outside of his advisory work, he serves on the board of the Westfield Hospital Foundation. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services such as portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support both advisors and clients.

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 licenses and has worked at Key Investment Services and KeyBank 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 model selection and provides access to third-party discretionary managers, with ongoing monitoring and supervisory oversight across its offerings.

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 in Lakewood, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Key Investment Services since 2005. Outside of his advisory role, Tyra serves on the Finance Committee of the Holy Apostles Roman Catholic Parish in Jamestown, NY. 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 investment choices alongside ongoing monitoring and offers access to third-party discretionary managers within its broader affiliation with the KeyCorp group.

Cheryl Himmel is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She has been with Key Investment Services since 2006 and holds the Series 66 designation. Outside of her advisory role, Cheryl works as a sales associate at a retail clothing store and as a style consultant at a retail chain. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and other investment products. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and access to third-party discretionary managers.

Ryan Deppas is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017, following two years at Legend Equities Corporation. Outside of his advisory role, he is involved in education and sales of Medicare Advantage and Supplemental plans. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a significant focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through a mix of advisor- and firm-managed model portfolios supported by an in-house Investment Management & Research team.

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.