Curtis Henderson is a financial advisor with LPL Financial and holds the ChFC® designation and Series 63 license. He has 42 years of industry experience, including a 36-year tenure at Cadaret, Grant & Co., Inc. He is also involved in non-variable insurance activities. 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 advisory and brokerage services supported by a large network of advisors and various institutional platforms.

Nicholas Sousanidis is a financial professional with MassMutual Investors Services, holding a Series 63 designation and 29 years of industry experience. He has been with MML Investors Services Inc. and MassMutual since 2008. Outside of his advisory role, he is also involved with Maranto Insurance Agency, focusing on life, disability, long-term care insurance, and fixed annuities. MML 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 offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop tailored recommendations without investment discretion.

Carlo Runca is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has worked previously at FSC Securities Corporation for 24 years. He also owns Runca Financial Services, a sole proprietorship engaged in the sale and service of securities and insurance products. OSAIC serves a broad client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Nicholas Stinson is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 registrations and has seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Canisius College. He is also a co-founder of Big Fish Advisor, a social media marketing business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and a collaborative planning process.

Mark Catanese is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Summit Consultants & Advisors, LLC and Cadaret, Grant & Co., Inc. He also operates Capital Management Group, a business associated with his LPL activities. 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.

Kelly Martin is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing nine years of industry experience. Prior to joining Cambridge in 2024, Kelly worked at IC Advisory Services Inc and The Investment Center Inc from 2017 to 2024. Outside of advising, Kelly is involved with SY Associates and holds a role as an insurance agent with Crump. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and sub-advisors, including proprietary model strategies under the Founders Gate Capital brand.

William Davoli is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has prior work experience at UBS and L&M Wealth Management. Outside of his advisory role, he works as a locker room attendant at Transit Valley Country Club. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services delivered through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques.

Geoffrey Mcdermid is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 29 years of industry experience, having worked at Massachusetts Mutual Life Insurance Company and MML Investors Services since 1996. Outside of his advisory role, he serves as Treasurer and Trustee for a nonprofit historical preservation site, overseeing its financial operations and investment policies. MassMutual 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, with planning engagements structured as annual, collaborative relationships that utilize firm-approved analytical tools.

Mark Anastasia Jr. is a financial advisor with OSAIC, holding a Series 63 designation and 17 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 15 years. Outside of advisory work, he is also an insurance agent at L&M Group Ltd. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a range of managed account programs supported by risk analysis and rebalancing tools.

Jason Reitmeier is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997 and also works at Western New York Bank Equipment. Outside of his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and an independent due-diligence process, providing a tiered wrap-fee structure and maintaining oversight of its investment models.

James Goupil is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for five years and has also held roles at Financial Partners of Upstate NY, Massachusetts Mutual Life Insurance Company, and AllState Insurance Company. He is involved in a property and casualty and non-variable insurance business through WealthGuard of NY LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Austin Blujus is a financial advisor with Mass Mutual Investors Services and holds the Series 63 designation. He has 12 years of industry experience, including roles at MML Investors Services LLC since 2013 and Mass Mutual Life Insurance Company since 2012. Outside of his advisory work, he is an insurance broker with Heritage Agency LLC, focusing on life, disability, 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, using firm-approved tools to deliver collaborative, goal-oriented recommendations.

Nicholas Popovec is a financial advisor with LPL Financial in Tonawanda, NY, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at M and T Securities, TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and HSBC Securities. 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, with advice delivered primarily by investment adviser representatives who implement a variety of strategies using discretionary or non-discretionary approaches.

Rebecca Doctor is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, she worked in various roles at Dennys, Target, Instacart, Keuka College, Bob Evans, and the Oakfield Alabama Central School District. Ameriprise is a large institutional firm that offers retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored Recommendation Reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Philip Russell Jr. is a ChFC® credentialed financial advisor with 41 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. His prior experience includes working with Next Financial Group, Inc. He serves on the board of the Society of Financial Services Professionals, Buffalo Chapter, and the Barker Lions Main Street organization, and has worked as a substitute teacher. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse clientele, including pension and charitable organizations. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Kenneth Wilson Jr. is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 18 years. Outside of advisory services, he is active as an insurance agent offering various accident, health, disability, and life insurance products through multiple agencies. OSAIC serves a broad range of retail and institutional clients, providing brokerage and advisory services via a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, and it supports both discretionary and advisor-managed strategies.

Christopher Spadafora is a financial advisor at MassMutual Investors Services with 22 years of industry experience. He holds a Series 63 designation and has been with MassMutual and its subsidiaries since 2008. 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, and educational programs using a collaborative, goal-focused approach without investment discretion in planning engagements.

Anthony Leo is a financial advisor with LPL Financial who holds Series 63 and 65 licenses and has 30 years of industry experience. He has worked at LPL Financial since 2010 and has also been associated with Northwest Bank since 2016. Outside of his advisory work, he is a minority investor in a women’s high fashion shoe start-up, OhLeo Enterprises LLC, which he co-owns with his wife. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with various investment platforms and technology tools and oversees substantial discretionary assets across a large advisor network.

Andrew Christensen is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Hornor, Townsend & Kent LLC and multiple positions within MassMutual entities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative, annual planning approach supported by firm-approved analytical tools.

Sean Mac Donald is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, M&T Bank, and held various roles outside the financial sector, including work at Cowan Weber Construction and Target Corporation. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and extensive financial service offerings.