Sebastian Fasanello is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding partner in the Kane Fasanello Group. With over 25 years of experience, he serves individuals, affluent families, businesses, and not-for-profit organizations across Buffalo and the United States. The group provides customized portfolio management, personalized financial advice, wealth transfer strategies, retirement plans, cash management, and credit lines through Bank of America. Sebastian's responsibilities include constructing, managing, and overseeing customized portfolios and providing financial planning and advice. Prior to joining Merrill Lynch in 1996, Sebastian practiced law with a large regional law firm. He holds a Bachelor's degree from Canisius College, a Master's degree from Temple University, and a Law Degree from the State University of New York at Buffalo School of Law. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA), among others. Sebastian has been active on not-for-profit boards and has served on the Board of Regents and as President of the Alumni Association at Canisius College. He lives in East Amherst with his wife and has three sons. His personal interests include fishing, traveling, and spending time with his family.

Matthew Mendola is a Financial Advisor with Merrill Lynch Wealth Management. He holds a Bachelor's Degree from the University at Buffalo. His professional role involves providing financial advisory services within Merrill Lynch, focusing on wealth management strategies. No additional information on his experience, credentials, or personal interests has been provided.

Micah Puscheck is a financial advisor at Ameriprise with 15 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves as an unpaid member of his local church’s investment committee, assisting with financial decisions for the organization. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for individuals approaching or in retirement, utilizing a combination of research, modeling, and tax-efficiency analysis to develop tailored recommendation reports.

Christine Cisco is a CFP® with 28 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. She has served at RBC Capital Markets for 15 years and at City National Bank for 10 years. Ms. Cisco serves on the boards of several nonprofit organizations, including the Rotary Club of Watertown, Child & Family Services, and previously the Samaritan Auxiliary. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through multiple advisory programs that include discretionary and non-discretionary portfolio management and financial planning.

Adam Fabozzi is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Northwestern Mutual and Cellular Sales of Knoxville Inc. He is also the owner of My City My Secret, a business he has operated since 2010. 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 various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and offers ERISA fiduciary services to qualified plans.

Donald Eich is a financial advisor with LPL Financial in Amherst, NY, holding Series 63 and Series 65 licenses and over 33 years of industry experience. His prior work includes roles at Sean O'Brien, Robert Wills, and Waddell & Reed, Inc. Outside of advisory work, he is a partner in a real estate venture managing a small apartment portfolio. 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, supported by a broad network of investment adviser representatives.

Zachary Gewurz is a Financial Advisor at Merrill Lynch Wealth Management, joining the firm in 2021. He supports clients by collecting necessary information to develop comprehensive wealth management plans. Zachary contributes to portfolio management through equity, fixed income, and options transactions, focusing on areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and tax minimization. He holds a bachelor's degree in Finance from Michigan State University and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional role, Zachary enjoys traveling and playing golf at top public courses nationwide. He also spends time watching sports and being with family and friends.

Alex Wenke is a financial advisor with MassMutual Investors Services in Amherst, NY, holding a Series 63 designation and 11 years of industry experience. He previously worked at New York Life Insurance and NYLIFE Securities before joining MassMutual in 2019. Outside of his advisory role, Wenke is involved with Milestone Financial Strategies, where he has ownership and acts as an agent specializing in individual and group life and health insurance. MassMutual Investors Services 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, structuring planning engagements as ongoing, collaborative relationships that use firm-approved analytical tools to deliver written recommendations.

Shane Mccormick is a CFP® professional with 24 years of industry experience, currently serving at Equitable Advisors since 2002. He previously worked with Axa Advisors, LLC for 18 years. Outside of his advisory role, he is a member of the homeowners association for The Links at Port Royal in Hilton Head, SC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a variety of advisory programs through both proprietary and third-party managers.

Paul Scribner Sr. is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading and model implementation delegated to BNY Mellon Advisors.

Alan Scheff is a financial advisor at Raymond James Financial with 45 years of industry experience. He holds Series 65 and Series 63 credentials and has held roles at Raymond James since 2004, as well as with Scheff, Thompson, Cress Investment Group from 2012 to 2021. Outside of his advisory work, he is a committee member at Temple Beth Tzedek, where he participates in budgeting and investment review processes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports clients through various advisory programs and institutional consulting.

Richard Briggs is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Merrill (1983–2019), Bank of America, NA (2009–2019), RBC Capital Markets, LLC (2019–present), and City National Bank (2020–present). Outside of his advisory work, he co-owns a summer home in Skaneateles, New York. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs and tailors investment strategies through a combination of in-house and third-party managers, supported by extensive capital markets capabilities and integrated financial services.

Gerald Calabrese is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and accumulating 12 years of industry experience. He has been with Equitable Advisors since 2014, including its prior operation as Axa Advisors, LLC. Outside of his advisory work, he manages the Amherst Red Knights 8U hockey team. Equitable Advisors serves individual, institutional, and charitable clients with financial planning, retirement consulting, and asset management services. The firm offers a range of investment programs through a network of advisers and third-party managers, focusing on matching client needs with appropriate advisory models and providing ERISA fiduciary services to qualified plans.

Matthew Escobar is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Axa Advisors, LLC from 2016 to 2020 before continuing his career at Equitable Advisors. Outside of his advisory role, Escobar is co-founder and President of the Board of Directors for West Side International Soccer, a nonprofit organization where he also coaches and supervises youth soccer coaches. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives using both in-house and third-party investment models.

Jennifer Szumla is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and over 20 years of industry experience. She has been with Primerica since 2005 and also has a longstanding role with Kenmore Mercy Hospital dating back to 1988. Outside of her advisory work, she is involved in managing an estate unrelated to her investment activities and participates part-time in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing a range of investment models with oversight delegated to BNY Mellon Advisors.

Conor Fitzhenry is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining MassMutual and its affiliated MML Investors Services in 2019, he worked at M&T Bank for three years. He is also licensed as an insurance broker, selling life, long-term care, and fixed annuities. 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, emphasizing annual collaborative planning with firm-approved analytic tools.

Thad Borowiak is a CFP® professional with 15 years of industry experience, currently serving at Edelman Financial Engines. His prior roles include positions at United Capital Financial Advisers, LLC and Girard Securities, Inc. He is a board member of the East Aurora Rotary Club, a nonprofit organization. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term orientation.

Lorraine Carson is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and 10 years of industry experience. Her career includes roles at Primerica Financial Services and PFS Investments Inc., along with prior employment at National Fuel Gas. She is involved with Ken-Ton Meals On Wheels since 2023. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selectively managed accounts. The firm uses third-party asset managers and a wrap-fee structure, focusing on curated model portfolios rather than institutional plan management.

Thomas Healy is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and an affiliated insurance agency.

Michael Radecke is a financial advisor at Morgan Stanley in Williamsville, NY, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the Finance Committee of the Country Club of Buffalo. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved planning tools and strategies.