Eric Mckenrick is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 17 years of industry experience. He has worked with Equitable Advisors since 2009 and previously with Axa Advisors, LLC from 2009 to 2020. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through Investment Adviser Representatives and third-party asset managers.

Patrick McGuire is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and previously worked at Rupp Baase Pfalzgraf Cunningham LLC from 2016 to 2020. McGuire serves as a Professional Advisor Council Member for the Community Foundation for Greater Buffalo. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with customized portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and offers a range of advisory programs tailored to clients’ risk profiles.

Michael Evereth is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for 17 years before joining LPL Financial in 2023. 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, third-party asset management, and institutional platforms.

Steven Goodwin is a financial advisor with OSAIC and holds a Series 63 designation. He has 44 years of industry experience, including 27 years at Signator Investors, Inc. and over three decades managing his own insurance and wealth management businesses. Outside of finance, he works as a certified adaptive ski instructor and trainer with the Lounsbury Adaptive Ski Program at Holiday Valley Ski Resort. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities, providing integrated brokerage, advisory, and financial planning services through a large network of advisers and multiple platforms.

Ryan Timmons is a financial advisor with Equitable Advisors, holding a Series 66 credential and 19 years of industry experience. He has worked with Equitable Advisors since 2007, including time at Axa Advisors, LLC. Outside of his advisory work, he manages a vacation rental property in Buffalo, NY. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Andrew Radziwon is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Kovack Advisors, Kovack Securities, Krieger & Associates, and Dhr Consulting. He has been with Ameriprise in various capacities since 2008. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ryan Liddell is a CFP® professional with 14 years of experience in financial advising. He is currently affiliated with Raymond James Financial and has been a part of the firm since 2016. He also leads the Scheff Liddell Wealth Group, providing financial advice to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools to support client goals, with additional capabilities in municipal advising and specialized retirement plan consulting.

Blake Rickan is a financial advisor with Morgan Stanley in Williamsville, NY, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2017. Outside of his advisory role, Rickan coaches youth lacrosse with several local organizations in the Buffalo area. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Zachary Damstetter is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations and bringing 10 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2016 to 2023 and has been with M&T Bank and LPL Financial since 2024. 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.

William Sharp is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has diverse work experience including roles in education and local businesses. Prior to joining the firm, Sharp worked in various positions spanning the public sector and retail. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and broker-dealer services through affiliated entities.

Maria Zinter is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

David Weigand is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at Silver Grove Advisory Services and LPL Financial LLC. 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 provides both brokerage and advisory solutions.

Dominic Stutz is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. Outside of finance, he has worked as a seasonal scare actor at Six Flags Darien Lake. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Christine Seewaldt is a financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 2017. She holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated lending programs.

Peter Pane is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in providing financial guidance to business owners, retirees, corporate executives, and affluent individuals. Leveraging the resources of Bank of America N.A. and Merrill Lynch Wealth Management, he offers a comprehensive range of services including executive compensation, family wealth management, legacy and philanthropic planning, portfolio management, and retirement income strategies. Since joining Merrill Lynch Wealth Management in 2014, Peter has adopted a consultative approach to wealth management. He emphasizes understanding each client’s financial priorities to provide tailored recommendations for asset allocation that align with their income and growth goals. His services cover a broad spectrum including investments, retirement planning, estate services, and philanthropy, supporting clients as they work towards both short- and long-term financial objectives. Peter holds a Bachelor of Science degree in Finance from Niagara University, graduating Magna Cum Laude. He is also designated as a Personal Investment Advisor (PIA). Committed to community involvement, Peter participates in local volunteer organizations as part of Merrill Lynch’s tradition of community service.

Patrick Morin is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Magtrol Inc, Amazon, SUNY Geneseo, and Lancaster High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Gerald Cornish is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 1990. He serves as a Portfolio Manager in The Merrill Lynch Personal Investment Advisor Program, managing personalized and defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. His client focus encompasses corporate executive services, education planning, family wealth management, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, portfolio management services, as well as socially responsible and ESG investing. With over 33 years of experience, Gerald provides goals-based wealth management advice and guidance to affluent families, businesses, and non-profit institutions. He holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gerald earned his bachelor's degree from the State University of New York College at Buffalo. Community involvement is an integral part of Gerald's life. He has served as Chairman of The Buffalo State College Foundation and currently serves on the board of The Summit Center. In his personal time, he enjoys boating, fishing, gardening, reading, running, skiing, and spending time with his family.

Charles Harmon is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Door Dash, Baillie Lumber, and University of Buffalo among others. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of advisers and third-party programs.

Kevin Tachine is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously was with Wells Fargo Advisors LLC and Merrill. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Austin Kelly is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Equitable Advisors since 2006. He previously worked at Milestone Wealth, LLC for one year and at Axa Advisors, LLC for 14 years. Outside of advisory work, he is the sole member of CLB, LLC, an administrative and property management business, and is involved with The BlackOak Group, LLC, which includes activities approved for selling fixed insurance outside the Equitable Network. 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 asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.