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 Series 65 licenses, and has 39 years of industry experience. He is president and 50% owner of Summit Wealth Management Inc., where he has served since 1996. Schutte also serves as treasurer on the board of the Roger Tory Peterson Institute Foundation, a nonprofit organization. Nwf Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, model portfolio programs, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

Noah Weinstein is a financial advisor at Nwf Advisory Services Inc with seven years of industry experience and a Series 66 designation. His prior work includes roles at The Ameriflex Group, OSAIC Wealth, and Cetera Advisors LLC. 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 a team of more than 100 advisors. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

Andrew Nelson is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior work at Schaffner Knight Minnaugh & Co., P.C. from 2006 to 2025. Outside of advising, he serves on the Board of Directors for Absolute Love Adoptions, Inc., and provides independent business consulting services focused on strategic planning and organizational development. Guardian Life’s Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Tomisina Samuelson is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work history includes roles at KeyBank, HomeTrust Bank, M&T Bank, and positions in academic institutions such as Jamestown Community College and Buffalo State College. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm employs a multi-provider model leveraging third-party managers and affiliated KeyCorp services, offering primarily non-discretionary asset management with wrap-fee programs.

Louis Deppas is a financial advisor with Lincoln Investment who holds a Series 63 license and has 38 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked at Legend Advisory Corporation and Legend Equities Corporation for a combined total of 31 years. Outside of his advisory work, he serves as vice-president on the board of the Lucy Desi Center and is a board member of the Chautauqua Sports Hall of Fame. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm uses a model-driven investment approach supported by an in-house Investment Management & Research team and maintains a large network of independent advisors providing tailored portfolio management and planning services.

Samuel Fitch is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and previously worked at Park Avenue Securities. Outside of his advisory role, he serves on the Board of Directors for New Creation Assembly of God and manages bookkeeping and payroll for Bunkys AJS Inc., a business he has been involved with since 1998. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Daniel Hocking is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Mid Atlantic Capital Corporation, Budell Overcash Anderson & Co., Inc., and Merrill. Outside of his advisory role, he serves on the board of the Westfield Hospital Foundation and is co-owner of a wealth management business in Jamestown, NY. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, employing multiple program structures and technology tools to support both advisor and client needs.

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 with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Key Investment Services and its affiliates since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform combining discretionary implementation and third-party strategist portfolios, with services including wrap programs and ancillary insurance products.

David Allen is a Series 66-licensed advisor with Guardian Life and Park Avenue Securities, bringing two years of industry experience. His background includes roles at SUNY Fredonia EH&S and Moon Brook Country Club, where he has an ongoing non-investment business activity. David is based in Jamestown, NY. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, alternative investments, and integrated lending options.

Timur Tyra is a financial advisor at Key Investment Services LLC with 36 years of industry experience. He has been with Key Investment Services since 2005 and previously worked at KeyBanc Capital Markets Inc. from 1999 to 2005. Tyra is a member of the Finance Committee at Holy Apostles Roman Catholic Parish. Key Investment Services LLC provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates.

Devin Cruea is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Lincoln Investment, he worked at Capital Analysts and has a background including roles at Paychex Inc. and Enterprise Rent A Car. Outside of his advisory role, Devin is involved in Medicare supplement and advantage plan sales and serves as a paid assistant coach for a modified football team. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and dynamic investment strategies.

Cheryl Himmel is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 25 years of industry experience. She has been with Key Investment Services since 2006. Outside of her advisory role, Cheryl works as a sales associate at a retail clothing store and as a style consultant at a retail store. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider platform, combining discretionary implementation and non-discretionary model selection with integrated services from KeyCorp affiliates.

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 Guardian Life and Park Avenue Securities, holding a Series 63 designation and 19 years of industry experience. She 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 Health Care. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and education services.

Mark Nelson is a financial advisor at Guardian Life with 30 years of industry experience. He has been with Guardian Life and its related entities since 1995. Outside of his advisory role, Nelson serves as treasurer for a local Masonic Lodge and holds board positions with the Maple Grove Cemetery Association and the Winifred Crawford Dibert Boys and Girls Club of Jamestown. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, utilizing both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Nathan Slate is a financial advisor with Lincoln Investment in Lakewood, NY, holding a Series 63 designation and bringing 14 years of industry experience. He has worked at Lincoln Investment since 2017 and previously was affiliated with Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm’s investment approach combines in-house model portfolio construction and third-party managers, offering both advisor-managed and firm-managed solutions alongside fiduciary ERISA/retirement advice.