Thomas Anderson is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including Raymond James Financial, Massachusetts Mutual Life Insurance, and Morgan Stanley. Outside of his advisory role, Anderson serves as an alumni board member for St. Francis High School and is a young professional board member for Big Brothers Big Sisters of Niagara/Southern Tier. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider platform with Envestnet and third-party managers, offering predominantly non-discretionary model portfolios alongside custodial and trade execution services.

Thomas Digiacomo is a financial advisor with Equity Services, Inc. in Amherst, NY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Equity Services, Inc. and National Life of Vermont since 1993. Outside of his advisory work, he is active in youth sports as a youth ice hockey head coach and manager and performs professionally as a guitarist. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine predominantly long-term strategies with options for shorter-term trading and works with a network of investment adviser representatives and third-party asset managers.

Stacie Diesfeld is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. She has one year of industry experience and has worked at firms including Cetera and Crane Capital Group. Outside of her advisory role, she works as a cardiovascular sonographer at Trinity Medical Cardiology, performing ultrasounds of the heart and other vasculature. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Peter Bushman is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and M&T Securities. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model that includes Envestnet and third-party managers to design strategist portfolios.

Benjamin Moloney is a financial advisor with Key Investment Services LLC in Williamsville, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at HSBC Bank USA, HSBC Securities, Prestige Asset Distribution, and Morgan Stanley. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services, with an emphasis on non-discretionary portfolio management and wrap-fee programs.

Jacob Glofka is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He worked at Metlife Securities Inc. from 1993 to 2017 before joining Mass Mutual Investors Services in 2017. Glofka previously owned an LLC that is currently inactive. 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 offers financial planning, asset management, and educational seminars using collaborative, goal-based approaches supported by firm-approved analytical tools.

Jeffrey Gelormini is a financial advisor with OSAIC who holds a Series 63 designation and has 15 years of industry experience. His prior roles include positions at Cetera Investment Services LLC and Foresters Advisory Services LLC. He is the owner of Nova Wealth, an LLC under which he conducts business with OSAIC, and also works as a life insurance agent assisting clients with their insurance needs. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include a broad range of investment products.

Katie Catanzaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior work history includes roles at M&T Securities, HSBC Securities (USA) Inc., and Equitable Advisors. She is based in Amherst, 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 financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Blake Dougherty is a Senior Financial Advisor with Merrill Lynch Wealth Management in Williamsville, New York. Since joining the firm in 2015, he has focused on understanding the priorities of individuals, families, and businesses to provide personalized attention and customized investment management strategies. Blake leverages the investment capabilities of Merrill Lynch Wealth Management alongside the banking resources of Bank of America to support clients in addressing various aspects of their financial lives. Blake works closely with clients to identify key goals such as education funding, tax minimization, retirement planning, and wealth preservation. His expertise encompasses corporate benefits, executive compensation, family wealth management, liquidity management, and retirement income strategies, among other areas. His approach involves crafting disciplined strategies aimed at helping clients build, manage, and preserve wealth for current and future generations. Blake earned a Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts, where he also played Division I Ice Hockey for four years. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional life, Blake enjoys football, golfing, ice hockey, watching movies, and practicing yoga.

Robert Oates is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 19 years. Outside of advisory work, he is president of a fixed insurance products business. OSAIC serves a diverse client base including individual and institutional investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios across various asset classes.

Jeremy Yolken is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Rosemarie May is a financial advisor with LPL Financial in Williamsville, NY, holding a Series 63 designation and 14 years of industry experience. She has worked with LPL Financial since 2012 and also holds a position at Chemung Canal Trust Company. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.

Richard Gibson Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for eight years. Outside of his advisory role, he is involved in insurance sales and service through L&M Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services utilizing advanced portfolio construction tools, third-party money managers, and various managed account solutions.

Brendan Gawel is a financial advisor at MassMutual Investors Services with a Series 66 designation and three years of industry experience. His prior work includes roles at MassMutual Life Insurance Co., Pruco Securities LLC, and MML Investors Services, LLC. Outside of advising, he serves as a part-time assistant football coach at D'Youville College. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and estate settlement services.

Matthew Burwick is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Securities America, Inc. for 13 years. Outside of advising, he serves on the boards of a cancer nonprofit and a Jewish community center and owns a retail business specializing in soap and hygiene products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Kristi Mahoney is a financial advisor with LPL Enterprise, holding the Series 66 designation and two years of industry experience. Her work history includes roles at The Prudential Insurance Company of America, Pruco Securities, Kemper, Travelers, and Legal Debt Processing Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers access to various financial planning and consulting services.

Joseph Bohen is a financial advisor at LPL Financial with 15 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., Dopkins Wealth Management, Merrill, BNY Mellon Securities Corporation, and AllianceBernstein L.P. Outside of his advisory role, he is involved with Robert F. Fahey Jr & Associates, a business related to his work at LPL. 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 services including financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Ronald Sciandra is a financial advisor with Primerica Advisors in Amherst, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1993 and previously worked with the Mid-Atlantic District Exchange and Erie-Niagara Sunrise Exchange. Outside of advisory services, he is involved in sales of loan products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that primarily uses model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

David Russell is a financial advisor with LPL Financial in Williamsville, NY, holding Series 63 and Series 65 licenses and more than 40 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Advisors Financial Network and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services with a large network of investment adviser representatives and employs a variety of investment strategies supported by technology and extensive non-advisory financial activities.

Sarah Blankenship is a Series 66-licensed financial advisor with MassMutual Investors Services, where she has worked since 2013. She has 13 years of experience in the financial services industry. Outside of her advisory role, she is involved with PowHERhouse Money Coaching, providing wealth and business coaching, and serves as treasurer for Power of the Pack Inc., a nonprofit focused on women's empowerment. 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 financial planning, asset management, wrap and money-manager programs, and educational seminars, delivering tailored recommendations through collaborative, annual planning engagements.