Donald Eich is a financial advisor with LPL Financial in Amherst, NY, holding Series 63 and Series 65 licenses and over 33 years of industry experience. His prior work includes roles at Sean O'Brien, Robert Wills, and Waddell & Reed, Inc. Outside of advisory work, he is a partner in a real estate venture managing a small apartment portfolio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Alex Wenke is a financial advisor with MassMutual Investors Services in Amherst, NY, holding a Series 63 designation and 11 years of industry experience. He previously worked at New York Life Insurance and NYLIFE Securities before joining MassMutual in 2019. Outside of his advisory role, Wenke is involved with Milestone Financial Strategies, where he has ownership and acts as an agent specializing in individual and group life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as ongoing, collaborative relationships that use firm-approved analytical tools to deliver written recommendations.

Paul Scribner Sr. is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading and model implementation delegated to BNY Mellon Advisors.

Jennifer Szumla is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and over 20 years of industry experience. She has been with Primerica since 2005 and also has a longstanding role with Kenmore Mercy Hospital dating back to 1988. Outside of her advisory work, she is involved in managing an estate unrelated to her investment activities and participates part-time in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing a range of investment models with oversight delegated to BNY Mellon Advisors.

Conor Fitzhenry is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining MassMutual and its affiliated MML Investors Services in 2019, he worked at M&T Bank for three years. He is also licensed as an insurance broker, selling life, long-term care, and fixed annuities. 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 offers financial planning, asset management, and educational seminars, emphasizing annual collaborative planning with firm-approved analytic tools.

Lorraine Carson is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and 10 years of industry experience. Her career includes roles at Primerica Financial Services and PFS Investments Inc., along with prior employment at National Fuel Gas. She is involved with Ken-Ton Meals On Wheels since 2023. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selectively managed accounts. The firm uses third-party asset managers and a wrap-fee structure, focusing on curated model portfolios rather than institutional plan management.

Thomas Healy is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and an affiliated insurance agency.

Katherine Mclernon is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 34 years of industry experience. She has been with MML Investor Service Inc and MassMutual since 2005. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and offers specialized programs including estate settlement and employer-sponsored planning.

Daniel Lipsitz is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 63 designation and has worked at L&M Financial and Securities America Advisors since 2007. Outside of his financial advisory role, he teaches yoga classes several times a month and is involved in home improvement projects through his position as president of 716 Planning. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Samuel Bronsky is a financial advisor at Cetera with nine years of industry experience and a Series 66 designation. He has worked with Avantax Investment Services and Avantax Advisory Services, and he is a managing partner at Bronsky and Company CPAs, a firm providing tax return preparation and financial statement services. Bronsky is also a partner at Bronsky Wealth Management, a wealth management company affiliated with 1st Global. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options and access to various third-party money managers.

Kenneth Vampotic is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at Bank of America, Pruco Securities LLC, Bank On Buffalo/CNB Bank, and First Niagara/Northwest Bank NA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Boss is a financial advisor at Edward Jones with Series 65 and Series 66 designations and four years of industry experience. He has held roles at Edward Jones since 2022 and has prior experience with firms including Western New York Financial Group, LLC, and 432 Brickyard Inc. Additionally, he has worked at the Niagara Falls Country Club and River Oaks Golf Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christina Wolfe is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2024, following 14 years at Securities America Inc. Wolfe also serves as Chief Compliance Officer at L&M Group Ltd. and maintains a life insurance license in New York. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and corporate investors, offering a range of brokerage and advisory services supported by advanced asset-allocation tools and access to third-party money managers. The firm operates a complex platform with multiple mergers and commercial arrangements, providing both discretionary and non-discretionary portfolio management options.

Bernard Unger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Sigma Planning Corporation, Pruco Securities, and Prudential Insurance Company of America. He is also involved with Inheritance Planning Group, LLC in connection with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party models alongside technology tools for operational support.

Gabriella Gamble is a financial advisor at OSAIC with one year of industry experience and holds the Series 66 designation. Her prior roles include positions at Securities America, Bank of America, and Buffalo Metropolitan Federal Credit Union. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and uses various tools and platforms to construct and manage portfolios.

Abigail Ferenczy is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and has a background that includes roles at Williamsville Central School District, L&M Wealth Management, and Gugino Insurance Agency Inc. Outside of her advisory work, she has been involved with the Williamsville Stampede since 2018. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers and multiple advisory platforms.

Vincent Smith is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors, Inc. and Securities America, Inc. since 2007. In addition to his advisory role, he is involved with L&M Financial Services, where he engages in insurance sales and financial services administration. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Alex Caratelli is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial in North Tonawanda, NY. His prior roles include positions at Key Investment Services, Fidelity Investments, HSBC Bank USA, and Citizens Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jessica Sullivan is a financial advisor at LPL Financial with 16 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. and Mahoney Financial Group. Outside of advising, she holds a part-time position at Tops Friendly Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategies and technology tools.

Ryan Kane is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 16 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2013. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that utilize firm-approved analytical tools.