Peter Biltekoff is a financial advisor with Merrill in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007 and with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Alex Dorofy is a financial advisor with LPL Enterprise holding a Series 63 designation and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Geico. Outside of his advisory work, he owns Bee Run Honey, a business based in Lake View, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and various institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

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.

Matthew Sotland is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. He has worked at UBS Wealth Management since 2007 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a partial owner of commercial rental properties in Williamsville, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Fecio is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network and Lincoln Financial Advisors. He has maintained a long-standing appointment as an insurance agent for non-variable life insurance policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs and institutional consulting through a large network of advisors.

Scott Jusiak is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Equitable Advisors since 2004 and served in the U.S. Air Force Reserve from 1992 to 2021. 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 utilizes a range of advisory models, including third-party programs and discretionary management, and offers ERISA fiduciary services through credentialed representatives.

Michael Alba is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining Edelman Financial Engines in 2026, he worked at Innovative Ecom LLC, Citizens Securities, Inc., td ameritrade, and HSBC Securities (USA) Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice with an emphasis on diversified model portfolios and long-term orientation.

Glenn Shaikun is a CFP® with 46 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Securities America Advisors and Investacorp, Inc., where he spent over two decades. In addition to his advisory role, Shaikun is involved in insurance services and operates a financial education resource. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm supports various account types and strategies through a complex affiliate network and multiple custodial and program arrangements.

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 financial advisor with Edward Jones in East Aurora, NY, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. He has been with Edward Jones since 2010. Anderson serves on the finance committee and as a board member and treasurer for two Aurora Waldorf Schools in New York. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

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 five years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2021, he worked for Upstate New York Transplant Services for sixteen years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Daniel Blake is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1987. Outside of his advisory role, Blake owns several businesses including SFG Consulting, which offers business succession planning, and Southtowns Financial Group, providing insurance products such as life, disability, and long-term care coverage. Mass Mutual Investors Services, LLC operates as 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 collaborative, goal-oriented planning supported by firm-approved analytical tools.

Linda Banks is a financial advisor at Equitable Advisors with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Equitable Advisors since 2011, previously working with Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and offers both proprietary programs and referrals to third-party asset managers.

Ryan Hanretty is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, leveraging both proprietary and third-party advisory models.

Morgan Tanski is a financial advisor at Equitable Advisors with six years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2020, Morgan worked at Axa Advisors and has also held roles at Niagara University and the University of New Hampshire. Morgan serves as Treasurer of CEPA Gallery, providing consulting on balance sheets and assisting with fundraising efforts. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through Investment Adviser Representatives, using a combination of proprietary and third-party advisory 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 with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2018 and was previously with Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.