George Boller is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 29 years of industry experience. He has been associated with Primerica Financial Services since 1993 and is involved in various business activities including roles with America Legion Post 567 and Fedeson Commercial Heating. Boller also participates in community leadership as a committee chairman. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Robert Rosen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Inc. for 17 years. Outside of his advisory role, Rosen is involved in golf administration, serving as the Regional Affairs Chairman for the United States Golf Association and as president and board member of the Buffalo District Golf Association. He also coaches high school hockey. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to manage portfolios across various investment types.

Jonathan Weir is a financial advisor with LPL Financial holding a Series 63 designation and 24 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Clearplan Financial, Inc. for 16 years each, and has maintained Weir Financial Resources, LLC since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Michael Cianciosa is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2012 and at Northwest Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of investment advisory and brokerage services through a broad network of representatives.

Victor Anastasia is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors, Inc. for 17 years prior to joining OSAIC in 2024. Outside of his advisory work, he serves as a board member and vice president of Big Brothers Big Sisters of Erie County and is also a non-voting board member of the Urban Tree Initiative. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to construct diversified portfolios tailored to client needs.

Thomas Russell is a financial advisor with LPL Financial based in Kenmore, NY. He holds the Series 63 and Series 66 licenses and has 27 years of industry experience. He has been with LPL Financial since 2010 and also works with Northwest Bank since 2016. Outside of his advisory role, he is a managing partner of Butterflies and Bucks, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.

Laurie Augustynek is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. She has 13 years of industry experience and has worked with MML Investors Services LLC since 2012. Outside of her advisory role, she is also a licensed fitness trainer. 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 comprehensive financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using proprietary analysis tools.

Scott Marcin is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016. Additionally, he is a New York State Notary Public working part-time from his residence. 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, employing collaborative, technology-supported planning tools without discretionary investment authority.

John Tomasello is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and 20 years of industry experience. He has been with Primerica since 2005 and has concurrently worked at Health Force since 2016. Outside of financial advisory, Tomasello is the author of the book *Worrior to Worrior*, focused on developing a relationship with God, and owns Smoking Tees Indoor Golf Center LLC. He also works as an Uber driver on a part-time basis. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Christopher Lauer is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company before joining his current firm. 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, using firm-approved software and collaborative planning approaches without discretionary investment authority.

Michael Lis is a financial advisor with LPL Financial, holding a Series 63 designation and 14 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for nine years and at Sunbridge Management Inc. for three years. Lis is also involved with the Elma Land Conservancy LLC, a business entity focused on tax and investment purposes. 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 financial planning and portfolio management services, utilizing both proprietary and third-party strategies across various account types.

Dominic Vivolo is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise since 2016, including its affiliated entities. Outside of his advisory role, he serves as a volunteer fireman with the Snyder Fire Department and operates a consulting business, Creative Management Consultants, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Bradley Wesolowski is a financial advisor with Merrill in Niagara Falls, NY, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at LPL Financial LLC, Ameriprise, and KeyBank. He has teaching experience at Erie Community College spanning over a decade. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

John Curvin is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Mass Mutual Investors Services, where he has worked since 2017, and has previous experience at MetLife Resources. Outside of his advisory role, he is involved in business valuation and succession planning as an associate at SFG Consultants and is the owner of Curvin Wealth Solutions, Inc. MassMutual 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 provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships using firm-approved analytical tools.

Janis Dunworth is a financial advisor with MassMutual Investors Services in Amherst, NY, holding a Series 63 designation and 33 years of industry experience. She has been with MML Investors Services Inc and MassMutual since 2008. Outside of her advisory role, she is an insurance agent focusing on Medicare planning and operates a consulting business. MassMutual 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, estates, charitable organizations, and employers. The firm uses a collaborative planning approach with firm-approved software to analyze client goals and delivers written recommendations without discretionary authority.

Nicholas Cecere is a financial advisor with Thrivent Investment Management and holds the ChFC® designation along with Series 63 and 65 licenses. He has 40 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory work, he is a minority partner and Alternate Director of Orchard View Sports and Entertainment LLC, owner of a USHL hockey franchise, and serves as Chair of the Board of Trustees at Niagara University. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based financial planning without discretionary management.

Timothy Digiulio is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Securities America Advisors and L&M Financial Services. He serves as a trustee and advisor for PGA Reach Western New York, a charitable organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers a range of investment advisory and brokerage services, utilizing advanced asset allocation tools and third-party managed accounts.

Bryan Carroll is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at American Portfolios Financial Services, Avantax Advisory Services, and a CPA firm. He is also a member and owner of Twin City Financial Services LLC, where he serves as an accountant and bookkeeper. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.

Eric Kiel is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Geico, NUWaste, and involvement with Hamburg Youth Lacrosse and the Erie County Fair Event Center. Mass Mutual Investors Services, LLC 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 using firm-approved analytical tools and structured annual planning engagements.

Jean Catanese is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. Prior to joining LPL Financial in 2025, Jean worked at Cadaret, Grant & Co., Inc. for 24 years and has been involved with Capital Management Group since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.