Shawn Connolly is a CFP®-designated financial advisor with 26 years of industry experience, currently with LPL Financial since 2018. He previously worked at SII Investments, Inc. and Equitable Advisors. Connolly operates within an affiliate entity related to his LPL business during securities trading hours. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by various operational tools.

Jason Spatz is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2017, following a 13-year tenure at Citigroup. 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 investment strategies supported by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Miller is a financial advisor with Morgan Stanley in Buffalo, NY, holding a Series 66 designation and bringing one year of industry experience. His prior roles include positions at Culain Capital Management LLC, Johnson & Ghirsig Wealth Advisors, and Morlock & Company LLC. Outside of his advisory work, he serves on the finance committee of EPIC, a youth-focused organization, where he reviews financial statements and endowment performance. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

James Suchocki is a financial advisor with Primerica Advisors in Buffalo, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1987. Outside of his advisory role, he serves on the Board of Directors for the Academy of Finance. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on a range of strategic investment models implemented with the support of BNY Mellon Advisors.

Joseph Beecher is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, specializing in retirement benefits consulting and investment planning. Joseph advises corporate retirement plans and develops investment strategies for high net worth individuals, retirees, and small business owners. His approach incorporates insurance and estate planning services to assist clients in meeting their financial goals. Joseph holds a Bachelor's Degree from SUNY College at Buffalo and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He serves on the Board of Directors for the Girls Education Collaborative, participates on the United Way Endowment Committee, and acts as Class Representative for Canisius High School. Joseph lives in Buffalo, NY with his wife Amanda and their three children. Outside of his professional role, Joseph enjoys adventure sports, basketball, boating, camping, fishing, hiking, spending time with family, and watching movies. He is involved in the community through his work with Canisius High School and the Girls Education Collaborative.

Michael Mcdonald is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera Wealth Services, LLC, Crane Capital Group, Inc., and C. John Crane, Inc. Aside from advisory roles, he is involved in insurance sales and operates a life settlement business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers and investment strategies.

Robin Lee is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2026, Lee worked at Clark & Company Wealth Management and Commonwealth Financial Network, and spent three years at Morgan Stanley. Lee also served in the Republic of Korea Army 27th Infantry Division from 2015 to 2017. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Campbell is a financial advisor at Raymond James Financial with a Series 66 license and 10 years of industry experience. He previously worked at Waddell & Reed Inc. for one year before joining Raymond James in 2017. Outside of his advisory role, he serves as CEO of Noble Wealth Partners, Inc., overseeing its day-to-day operations and growth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized programs and partnerships.

Michael Burns is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Merrill since 1985 and has also worked at Bank of America, N.A. since 2009. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Adelman is a financial advisor at LPL Financial with 36 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 35 years before joining LPL Financial in 2025. Outside of his advisory role, he serves as a high school soccer referee in Orchard Park, NY. 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.

Zachary Kneeland is a financial advisor with Morgan Stanley in Buffalo, NY, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside his advisory role, he has been involved as a soccer coach and camp instructor with the Clarence Soccer Club since 2003. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm employs structured planning tools and offers investment management through various channels, managing approximately $2.74 trillion in client assets.

Dennis Kemble is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at M&T Securities for 22 years before joining LPL Financial in 2021. 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 institutional platforms, supported by a large network of investment adviser representatives.

Leighann Stamp is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 66 designation and has been with UBS since 2004. Based in Buffalo, NY, she operates within one of the largest advisory networks at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Lisa Griffin is a CFP®-certified financial advisor with 16 years of industry experience, currently with Morgan Stanley in Buffalo, NY. Her career includes roles at Morgan Stanley Private Bank, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

James Egnatchik Jr. is a financial advisor at UBS Financial Services with 17 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals.

Mark Stevens is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2023 and previously spent 16 years with FSC Securities Corporation. Outside of his advisory work, Stevens is involved in acting and modeling. Cambridge Investment Research Advisors serves a diverse clientele, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and offers access to multiple platforms and third-party advisers.

Tarik Kawi is a financial advisor with LPL Financial in Buffalo, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Before joining LPL Financial in 2026, he spent 24 years with Commonwealth Financial Network. 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 wide range of financial planning and investment solutions, including advisory services delivered through a large network of investment adviser representatives who use model portfolios, third-party subadvisors, and customized strategies.

Christen Beck is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He previously worked at M&T Securities for 15 years and M&T Bank for 21 years. Beck holds Series 63, Series 65, and Series 66 licenses. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by in-house research and third-party analytics.

Kay Harrington is a financial advisor at Morgan Stanley with 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to comprehensive financial planning and estate planning strategies.

Katherine Mohney is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Mohney serves on the finance committees of Episcopal Church Home & Affiliates, Inc. and Canterbury Woods, a residential continuous care facility in New York. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and extensive investment services supported by firm-approved planning tools and strategies.