Get to Know Us | 1865 Wealth Advisors

Check the background of this firm on FINRA’s BrokerCheck.

1865 Wealth Advisors serves BankOnBuffalo, CNB Bank, ESSA Bank, ERIEBANK, FCBank, and Ridge View Bank.

Get to Know UsColleen Sward2026-09-01T14:51:37-04:00

WORKING TOGETHER

SETS US APART.

WORKING TOGETHER, SETS USAPART.

Dedicated, experienced.

Our advisors create relationships to develop a holistic strategy tailored to meet your financial goals. While some advisors focus on investment products, we’re more focused on you and your situation. We will develop a plan to help you work toward your goals and adapt your plan as circumstances change. Many of our advisors are CERTIFIED FINANCIAL PLANNERS® (CFP) who continue to expand their knowledge through extensive education in:

PERSONAL INVESTMENT SERVICES
TRUST SERVICES
ESTATE SETTLEMENT SERVICES
BUSINESS INVESTMENT SERVICES
PERSONAL SERVICES

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MEET OUR TEAM.

Western New York

Glenn Jordan, CFA^®

SVP/Senior Investment Partner

Kyle Morgan

SVP/Director of Private Client Solutions

Central Pennsylvania

Steven R. Shilling

EVP/Chief Wealth Management Officer

Eric A. Johnson, CTFA®, CFP®

SVP/CNB Wealth & Trust Services Leader

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Kyle Morgan

SVP/Director of Private Client Solutions

Andrew Franson, CFIRS

VP/IM & Trust Operations and Compliance Leader Manager

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Michelle Rogan, CTFA®

VP/Senior Fiduciary Officer

Joe-Colosimo

Joe P. Colosimo

AVP/Wealth Partner

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Kelli A. King

Client Relationship Manager

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Sheila M. Smolko

Wealth & Asset Sales Assistant

Eastern Pennsylvania

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Kyle Morgan

SVP/Director of Private Client Solutions

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William Evans

VP/Wealth & Trust Services Leader

Rhonda-Lescowitch

Rhonda Lescowitch

Fiduciary Partner Officer

Great Lakes Region

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Kyle Morgan

SVP/Director of Private Client Solutions

Travis J. Burch

VP/Investment Officer

Denny-Fortin

Denny Fortin

VP/Retirement Plan Strategies Leader

Central Ohio

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Kyle Morgan

SVP/Director of Private Client Solutions

Virginia

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Kyle Morgan

SVP/Director of Private Client Solutions

WE’LL TAKE EXCELLENT CARE OF YOU

Get in touch with us today and let’s start transforming your financial goals.

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This site is designed for U.S. residents only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. The services offered within this site are available exclusively through our U.S. registered representatives. and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

Please note that not all of the investments and services mentioned are available in every state.

© Copyright 2026 | 1865 Wealth Advisors | All Rights Reserved

This site is designed for U.S. residents only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. The services offered within this site are available exclusively through our U.S. registered representatives. Securities America, Inc. and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

Please note that not all of the investments and services mentioned are available in every state.

© Copyright 2026 | 1865 Wealth Advisors | All Rights Reserved

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