Brendan Gawel is a financial advisor at MassMutual Investors Services with a Series 66 designation and three years of industry experience. His prior work includes roles at MassMutual Life Insurance Co., Pruco Securities LLC, and MML Investors Services, LLC. Outside of advising, he serves as a part-time assistant football coach at D'Youville College. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and estate settlement services.

Matthew Burwick is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Securities America Advisors and Securities America, Inc. Burwick serves on the boards of the Matthew Foster Foundation, a nonprofit supporting families with children battling cancer, and the Jewish Community Center of Greater Buffalo. He is also the owner of Legend's Creek Farm, which sells soap and hygiene products. OSAIC Wealth serves a diverse range of retail and institutional clients including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager programs.

Ronald Sciandra is a financial advisor with Primerica Advisors in Amherst, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1993 and previously worked with the Mid-Atlantic District Exchange and Erie-Niagara Sunrise Exchange. Outside of advisory services, he is involved in sales of loan products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that primarily uses model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

Sarah Blankenship is a Series 66-licensed financial advisor with MassMutual Investors Services, where she has worked since 2013. She has 13 years of experience in the financial services industry. Outside of her advisory role, she is involved with PowHERhouse Money Coaching, providing wealth and business coaching, and serves as treasurer for Power of the Pack Inc., a nonprofit focused on women's empowerment. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, delivering tailored recommendations through collaborative, annual planning engagements.

Matthew Wright is a financial advisor with LPL Financial and holds a Series 63 designation. He has 12 years of industry experience, having previously worked at Cadaret, Grant & Co., Inc. for seven years and Lincoln Financial Advisors for three years. Wright is based in Niagara Falls, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Wohlfahrt is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He has held positions at Massachusetts Mutual Life Insurance Company and Moshides Financial Group since 2015. He holds Series 63 and Series 66 licenses. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved analytical tools.

Brian Cromer is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he works closely with clients to develop financial plans tailored to their individual needs and goals, emphasizing collaboration and understanding of client priorities. Prior to his current position, he held various roles at Fidelity Investments, including Investment Solutions Representative III (2024-2025), Workplace Planning Consultant III (2022-2024), Workplace Planning Consultant II (2022), and Workplace Planning Consultant I (2021-2022). Brian holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial planning services across these states. Outside of his professional work, he has personal interests in cars, football, movies, music, and reading.

Douglas Berkun is a financial advisor with OSAIC, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include long tenures at Securities America Advisor, Inc. and L&M Financial Services, where he also operates as an insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and supports a wide range of financial planning and consulting programs.

Brooke Yaiser is a financial advisor at OSAIC with 12 years of industry experience. She has previously worked at Lincoln Financial Advisors Corporation and SagePoint Financial, Inc. Outside of her advisory role, she serves as President of Michelle's Memorial, Inc., a nonprofit organization that distributes scholarships and manages an annual 5K event. Brooke is also involved with the Royalton Hartland High School as a musical stage manager and coach for cross country and track and field. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm offers various brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Nathan Huisgen is a financial advisor with LPL Financial, holding a Series 63 designation and 11 years of industry experience. He has been with LPL Financial since 2014 in N. Tonawanda, NY. Outside of his advisory role, Huisgen is also a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with advice delivered primarily by investment adviser representatives using both proprietary and third-party strategies.

Gino Callisto is a financial advisor with Mass Mutual Investors Services, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with MML Investors Services since 2011 and Mass Mutual Life Insurance Company since 2009. Outside of advising, he works as a life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, and various organizations. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and strategies focused on client goals.

Janet Slack is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Ameriprise since 2012. Outside of her advisory role, she owns Janet K Slack Income Tax & Bookkeeping, providing tax preparation services, and serves as Treasurer on the Board of Directors for Spina Bifida of Western New York, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and annual advice focused on dependable income and tax-aware withdrawal strategies.

Jacob Kranz is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and KeyBank. Outside of his advisory work, he manages a rental property as a landlord. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports a range of specialized services including divorce, estate-settlement, and employer-sponsored planning programs.

James Carey is a financial advisor with Edward Jones in Tonawanda, NY, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Jamie Reece is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Reece held positions in the fitness and hospitality sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including tax-aware withdrawal strategies and Social Security claiming options. The firm’s approach involves a centralized team and proprietary research tools, with recommendations implemented non-discretionarily by clients or their advisors.

Matthew Newman is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and has worked at Securities America Advisors, Inc. and Securities America, Inc. for 17 years. He is also active as an insurance agent through L&M Financial Services. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with a range of advisory and brokerage services, using model-based asset allocation and portfolio optimization tools.

Michelle Scrivani is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at M&T Securities and M&T Bank before joining LPL Financial. Scrivani serves as secretary on the board of Crown Agency Inc., a nonprofit organization in Buffalo, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing models and third-party subadvisors alongside advisory technology tools.

Martin Steck is a financial advisor at Mass Mutual Investors Services with 39 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 30 years with Metlife Securities Inc. Steck holds a Series 63 designation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning without investment discretion.

Alfred Leto is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of non-investment related products such as home security and automation through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options. The firm employs third-party asset managers and uses a tiered wrap fee structure distinct from fixed-fee billing.

Jacob Rosen is a financial advisor at OSAIC with eight years of industry experience and holds the Series 66 designation. He has worked at L&M Financial since 2017 and has been involved with Moncell Hockey, a hockey training company, since 2011, serving as its president. Outside of financial advising, he is active in hockey coaching, including roles as an assistant coach at Williamsville North High School and head coach of the Lockport Lockmonsters 18U AA hockey team. Osaic Wealth serves a broad range of retail and institutional clients with a multi-advisor platform offering comprehensive financial planning, brokerage, and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex affiliate network with both discretionary and third-party investment options.