Dominic Ruzzine is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with LPL Financial since 2021 and previously worked at M&T Securities Inc. for 13 years. 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 and model portfolio programs, supported by both proprietary research and third-party strategies.

George Di Matteo is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and utilizes detailed modeling techniques to assist clients in planning.

Peter Hafner is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2025. His prior roles include positions at NEXT Financial Group Inc. and First Allied firms, totaling over 15 years of service in those organizations. Outside of his advisory work, he is involved in tax preparation and accounting services in addition to his financial advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of investment solutions and operational support tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

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.

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.

Frank Diulus is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 21 years and has operated Diulus Financial since 2004. 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 financial planning and investment management services through a large network of advisors.

Roseann Gannon is a financial advisor at RBC Capital Markets with 14 years of industry experience and holds the Series 66 designation. She has worked at RBC Capital Markets since 2018 and previously spent seven years at Cadaret, Grant & Co., Inc. and WNY Asset Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client's risk profile through a combination of in-house and third-party managers.

Anthony Di Pasquale is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked in various positions including at Blaze Pizza, Amazon Warehouse, BJ’s Wholesale Club, Towne Cleaners, and Williamsville East High School. 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 various asset-management programs, utilizing both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

Joseph Lane is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor entity, Axa Advisors, since 2004. Outside of his advisory work, Lane serves as Vice President of Strategic Planning and Governance for the Greater Niagara Frontier Council #380 of the Boy Scouts of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of program models and third-party asset managers, delivering advice through a network of Investment Adviser Representatives.

Rohan Iyer is a financial advisor at Ameriprise in Williamsville, NY, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he worked in education at Syracuse University and Nichols School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies, utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Christopher Campbell is a Series 66-credentialed financial advisor at Raymond James Financial in Orchard Park, NY, with 10 years of industry experience. Prior to joining Raymond James in 2017, he worked at Waddell & Reed Inc. Campbell is involved in several business activities including ownership in real estate and serving as CEO of Noble Wealth Partners, Inc., where he oversees daily operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its broad advisor network with institutional consulting and portfolio management.

Thomas Aldrich III is a financial advisor with OSAIC in Williamsville, NY, holding a Series 66 credential and seven years of industry experience. He previously worked at SagePoint Financial and State Farm Insurance, and is also a part-owner of an LLC through which he conducts tax preparation services. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisers.

Joseph Greenwald is a financial advisor with Morgan Stanley in Williamsville, NY, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Finance Committee of the Park Country Club and works as a contractor grocery shopper for Instacart. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

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.

Danielle Rosier is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and four years of industry experience. Her work history includes roles at Equitable Advisors since 2019, as well as positions at Wegmans, Catalyst Fitness, Dry Clean Express, and Heritage Christian Services. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach centers on assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Liam Bell is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. His prior work includes roles at Strategic Retirement Partners/LPL and several other companies across different sectors. He is also involved with 95 Nutrition as a key holder. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers. The firm offers a range of investment solutions including mutual funds, ETFs, and alternative investments, and provides ERISA fiduciary services for qualified plans.

William Scherrer is a financial advisor with Equitable Advisors in Williamsville, NY. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, he worked at Syzmkowiak and Associates and Grabber and Sons, among other roles. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Robert Walter serves as the Senior Resident Director and International Wealth Management Advisor at the Merrill Lynch Wealth Management office in Williamsville, New York. He has been with Merrill Lynch since 1992 and holds a leadership role at Cornish Walter & Associates. In this capacity, Robert provides clients with access to the investment insights of Merrill Lynch Wealth Management alongside banking services from Bank of America to manage various aspects of their financial lives. Robert's expertise includes executive compensation, family wealth management strategies, institutional consulting, international wealth management, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. He earned a Bachelor's degree in Social and Behavioral Science from Johns Hopkins University and holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). He has been recognized multiple times on Forbes Best-in-State Wealth Advisors list from 2018 through 2026. Robert is affiliated with professional organizations such as the Country Club of Buffalo and the Kaleida Health Foundation. Outside of his professional pursuits, his personal interests include baseball, football, golfing, and ice hockey.

Suzanne Funk is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 17 years of industry experience. Her career includes positions at Wells Fargo Clearing Services, TD Ameritrade, Bank of America, Merrill, and Scottrade. She also serves as a notary public. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Daniel Roblin III is a CFP® with 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.