Scott Jusiak is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 registrations and 25 years of industry experience. He has worked at Equitable Advisors since 2004 and previously was with AXA Advisors, LLC. Jusiak also served in the U.S. Air Force Reserve from 1992 to 2021. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party asset managers.

Michael Alba is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. His prior experience includes roles at HSBC Securities (USA) Inc., td ameritrade, Citizens Securities, Inc., and founding Innovative Ecom LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm emphasizes diversified model portfolios, long-term investment orientation, and a fiduciary approach, managing approximately $326 billion for about 477,000 clients.

Glenn Shaikun is a CFP® with 45 years of industry experience and is currently affiliated with OSAIC. He previously worked at Investacorp and its advisory services division for over 25 years before joining Securities America Advisors. Outside of his advisory role, he is involved in an insurance business and operates Financial Education Resources. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of advisers and multiple platforms. The firm employs a variety of asset-allocation and portfolio management tools, offering integrated brokerage and advisory services with access to third-party money managers and specialized investment solutions.

Peter Kazmierczak is a CFP®-certified financial advisor with eight years of industry experience, currently with Morgan Stanley in Williamsville, NY. His prior roles include positions at AllianceBernstein Investments and Nottingham Advisors Inc., among others. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

James Anderson is a CFP®-certified financial advisor with Edward Jones, based in East Aurora, NY, and has 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Anderson serves on the finance committee of Aurora Waldorf School in West Falls and is a board member and treasurer for Aurora Waldorf School in South Wales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products while operating under a fiduciary standard.

Jaclyn Singer is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill and RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that combine internal and third-party managers, providing a range of portfolio management, financial planning, and brokerage services.

Jason Bridge is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and previously worked for Upstate New York Transplant Services for sixteen years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Linda Banks is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing multiple third-party managers and LPL-sponsored programs to provide advisory and brokerage solutions.

Ryan Hanretty is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked with Equitable Advisors since 2005, previously affiliated with Axa Advisors, LLC for 15 years. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to provide advisory and brokerage solutions.

Morgan Tanski is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors and in academic roles at Niagara University and the University of New Hampshire. Outside of his advisory work, he serves as Treasurer for CEPA Gallery, where he consults on balance sheets and participates in fundraising efforts. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and managers to provide advisory and brokerage solutions.

Alicia Birch is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch from 1988 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mark Massaro Jr. is a financial advisor with Ameriprise in Clarence Center, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Nicholas Wojnar is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2018, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he has served as a power of attorney for a family member. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

James Tyrpak is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience and has been associated with Cambridge Investment Research since 2012. Tyrpak has also operated Tyrpak Financial Associates, Inc. since 1992 and serves as a board member of a local condominium association. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent financial professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Andrew Gradolph is a financial advisor with Equitable Advisors in Williamsville, NY. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked in various roles including positions at Buffalo State University and Grand Island Greatscape. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Matthew Pitrola is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and has held roles at Custom Wealth Strategies and Commonwealth Financial Network. Pitrola is president of Buffalo Financial, where he manages client relationships and provides financial and retirement planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support diverse client needs, including municipal and public finance.

James Sands is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2020 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning using firm-approved tools and strategies.

Timothy Mcnamara is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at UBS Financial Services and multiple divisions of Morgan Stanley since 2011. He serves as an officer for The Murphy Fund, a charitable organization that provides donations to those in need. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, utilizing structured financial planning tools and managing approximately $2.74 trillion in client assets. The firm provides tailored planning services through its Financial Advisors and Estate Planning Strategies Group.

Angel Palacios is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, Bank of America, Merrill, and J.P. Morgan. He is also a financial advisor and financial planning specialist with Council Rock Associates, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security planning, relying on proprietary research and third-party data within a defined investment universe.

Michelle Semrau is a financial advisor with Morgan Stanley in Williamsville, NY, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.