Adam Burns is a financial advisor with UBS Financial Services in Buffalo, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with UBS since 2006 and with Troy and Banks since 2004. Outside of his advisory role, he serves as an independent consultant for a utility auditing company that specializes in identifying and recovering overcharges on utility invoices. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and advisory solutions.

Samantha Broas is a financial advisor at UBS Financial Services with a Series 66 designation and experience at the firm since 2020. She has a background that includes roles at the University at Buffalo and D'Youville College. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and institutional trading capabilities.

Christopher Williams is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Cetera and has previously worked for Northwestern Mutual in various capacities over a 34-year span. Williams is also involved with Tragically Grateful LLC dba Primacy Financial and CJ Willy LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

Mario Camillo is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at INVEST Financial Corporation for 10 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and customized strategies.

Craig Clark is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial. He previously worked at Lincoln Financial Securities Corporation and Commonwealth Financial Network. Clark is the owner of Clark & Company Wealth Management and is involved as a team manager for a youth hockey team. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, institutions, and retirement plan participants.

Ellen Lundgren is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services, Thomas Financial Group, and Fitlife Foods. Her background also includes a role at the University of Tampa. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing 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.

Lawrence Kavanaugh Jr. is a financial advisor with LPL Financial who holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 44 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he is involved with Consumer's Beverages, Inc., a closely held business in Buffalo, 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Michael Silkowski is a financial advisor with LPL Financial, holding a Series 63 designation and 14 years of industry experience. He has worked with LPL Financial since 2016 and has prior experience at Evans Investment Services and Evans Bank. He also serves as a notary public. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of strategic and tactical investment options.

David Burgio Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for three years. Outside of his advisory role, he is active as a licensed insurance agent, assessing client insurance needs related to survivorship and income. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm utilizes risk profiling and analytical tools to provide tailored, non-discretionary advice, supporting clients through various advisory programs and maintaining specialized services such as municipal and SIMPLE IRA advisory consulting.

Richard Campbell II is a CFP® professional with 24 years of experience at Equitable Advisors, where he has worked since 2002. He previously held a position at Axa Advisors, LLC from 2002 to 2020. He serves on the Hamburg Finance Academy Advisory Board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models and programs, utilizing third-party asset managers and LPL-sponsored advisory platforms.

Sally Venditti is a financial advisor with UBS Financial Services in Buffalo, NY, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 15 years and had brief tenures at Wells Fargo Advisors Financial Network and Wells Fargo Clearing. Outside of finance, she is an independent stylist with Color Street LLC, involved in retail and online sales and marketing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor solutions. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including portfolio management, financial planning, and capital markets activities.

Cynthia Firey is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for 18 years and has been associated with Myers R. Firey & Co., Inc. for five decades. Outside of advisory roles, she is involved in third-party administration through Myles R Firey & Co., Inc. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Monica Cuan is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 credential and has prior work experience at Pearson and Canisius University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers both fiduciary financial planning and institutional trading capabilities.

Jennifer Lopez is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She previously worked at Merrill for six years and at Conversion Monster LLC for three years. Lopez is currently based in Orchard Park, 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, and access to third-party asset managers.

Katie Schichtel is a financial advisor at Merrill with a Series 66 designation and 12 years of experience at the firm since 2014. She is based in Buffalo, NY. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Monica Loretto is a financial advisor with UBS Financial Services in North Collins, NY, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1997. Outside of her advisory role, she is involved in the sales and servicing of recreational vehicles through Meyers RV Superstore. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Anthony Alleca is a financial advisor with Edward Jones in Hamburg, NY, holding a CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including one year at Key Investment Services LLC before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Taylor Jordan is Vice President and Financial Consultant at Fidelity Investments, where they have held several roles since 2015. In their current position since 2025, Taylor works with clients to develop holistic and comprehensive financial plans, aiming to understand client goals, identify needs, and help make sound decisions for family wealth. Taylor's experience at Fidelity Investments includes positions as Financial Consultant, Investment Consultant, Relationship Manager, Central Relationship Manager, Investment Solutions Representative, and Financial Representative. They hold a CA Insurance License. Outside of their professional work, Taylor's personal interests include baseball, fitness, football, golf, music, and pets.

Laura Hall is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

William Kuch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1988, providing customized service support to clients as well as internal services to the advisor team. William holds the Personal Investment Advisor (PIA) designation. He earned his High School Diploma from Southbridge High School. Throughout his career, he has contributed to helping clients manage their investments to support their retirement goals.