The Buffalo Business Summit

Colin Healy has over 20 years of experience in investment management. Before founding Pathway  Partners Wealth Advisors and Pathway Partners Services in 2022, he served as a financial advisor and  senior consultant at Morgan Stanley in the San Francisco Bay Area and Western New York. In 2008, he  joined Hightower, where he held multiple leadership roles, including Managing Director, head of  investment offerings, founder of the business owner services division, and leader of strategic  relationships.  Beyond wealth management, Colin is deeply committed to philanthropy. A dedicated supporter of the  11 Day Power Play, he was part of the “Frozen 40,” the team that set the Guinness World Record for the  longest consecutive hockey game (252+ hours). Following the passing of his sister-in-law, he founded  the TashaStrong Foundation, a 501(c)(3) dedicated to fighting cancer and supporting those affected. He  also actively supports Hospice Buffalo, Oshei Children’s Hospital, Nardin Academy, and the YMCA of  Buffalo Niagara.  A longtime lacrosse and ice hockey coach in Marin, CA, and Western New York, Colin lives in  Williamsville, NY, with his wife, Pamela, and their three children. He holds a B.S./M.B.A. in financial  analysis from the State University of New York at Buffalo’s Jacobs School of Management. 

Karl was born and raised in Buffalo, NY, and attended high school at St. Joseph’s Collegiate Institute. After graduating in 2012, Karl attended Canisius College, earning a bachelor’s degree in history, and in 2019, he earned his Juris Doctor from St. Thomas University School of Law in Miami, Florida. Karl joined KSLN in 2019 and is active within the firm’s practice areas, most commonly handling complex insurance defense litigation. Prior to joining KSLN, he gained considerable experience in all areas of civil litigation while working as a law clerk in the Miami, Florida area. Known for his meticulous attention to detail and strategic approach, Karl has successfully defended numerous high-stakes cases, resulting in favorable outcomes for his clients. Karl believes in the importance of clear communication and ensures that his clients are informed and involved throughout the legal process. 

Tom is a lifelong resident of western New York, living in Grand Island where he serves as a member of the Town Council and as Deputy Supervisor. He began his career with KSLN as a law clerk in 2010 while attending the University at Buffalo Law School. Before law school, Tom earned degrees in Forensic Chemistry and Criminal Justice from Buffalo State University. After graduating, he joined KSLN as an associate, and following a period at one of Buffalo’s largest law firms, he returned to KSLN in 2020.   

An experienced litigator and trial attorney, Tom handles all aspects of civil litigation. His practice emphasizes representing companies and individuals in matters involving labor law claims, construction defects, premises liability, motor vehicle accidents, and toxic exposures. He frequently navigates complex risk transfer issues, including indemnification provisions, additional insured coverage, and equitable remedies. Known for his collaborative approach, Tom works closely with clients to keep them informed and actively engaged in litigation, helping them achieve their goals while minimizing risk.

Mike is a Senior Vice President at First Trust Advisors L.P. He has spent his professional career developing and servicing client referral channels, including 

Turnkey Asset Manager Platforms, Broker Dealers, and Registered Investment Advisors. At First Trust, Mike’s role is to help Financial Professionals and 

their clients understand the strategies managed by First Trust’s Custom Wealth Solutions team. 

Mike started his career at a major Wall Street bank in 1990 on the institutional fixed income derivatives desk, created the Corporate & Executive 

Services Group at Legg Mason in 1997, created the Single Stock Risk Management group at Moors & Cabot in 2005, founded Gyroscope Capital 

Management Group in 2006, and has consistently brought the potential benefits of options to institutional and retail clients ever since. 

Mike received an MBA from Duke University Fuqua School of Business, a MA in Economics from New York University, and a BA in Economics from 

the College of William & Mary. McGraw-Hill published his first book, Your Stronger Financial Future, in 2011. Mike is a recipient of both the Certified 

Financial Professional (CFP®) and the Certified Investment Management Analyst (CIMA®) designations. 

Based on his extensive (30+ years) experience educating financial professionals and investors, Mike will explain how financial professionals can 

identify clients and prospects who own concentrated equity positions and legacy portfolios that may be appropriate for option strategies. With U.S. 

equity markets at or near all-time highs, we believe that the demand for equity options to manage risk and provide income potential on existing 

single stocks and portfolios will continue to grow

Michael R. Wind is a Regional Vice President with John Hancock, serving the Buffalo/Niagara region. In his role, he partners with financial professionals and plan sponsors to deliver employer-sponsored retirement solutions that support long-term financial wellness. Michael brings a strong background in B2B sales and financial services, including prior experience with Paychex, and is known for his relationship-driven approach and commitment to helping organizations and their employees prepare for retirement with confidence. 

 As President at Sheridan Benefits, Dan’s  goal is to bring value to employer groups by providing exceptional service, value and knowledge to his clients.
 

"I am a dynamic and results-driven professional with extensive experience in employee benefit consulting, HR outsourcing, payroll integration, individual health insurance, and Medicare solutions. As the President of Sheridan Benefits a Patriot Growth Insurace agency. I lead a team of healthcare gurus dedicated to delivering exceptional, outside-the-box solutions that set us apart in the market. Our innovative approaches, including alternative funding options and creative cost-saving strategies, help organizations optimize their employee benefits programs and streamline HR processes. As part of Patriot Growth Insurance Services, one of the nation’s largest brokers, we leverage cutting-edge solutions to deliver substantial savings and unparalleled value to our clients. My passion for providing comprehensive, personalized support drives our mission to make a positive impact on businesses and individuals alike."