Richard Gibson Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for eight years. Outside of his advisory role, he is involved in insurance sales and service through L&M Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services utilizing advanced portfolio construction tools, third-party money managers, and various managed account solutions.

Brendan Gawel is a financial advisor at MassMutual Investors Services with a Series 66 designation and three years of industry experience. His prior work includes roles at MassMutual Life Insurance Co., Pruco Securities LLC, and MML Investors Services, LLC. Outside of advising, he serves as a part-time assistant football coach at D'Youville College. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and estate settlement services.

Matthew Burwick is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Securities America, Inc. for 13 years. Outside of advising, he serves on the boards of a cancer nonprofit and a Jewish community center and owns a retail business specializing in soap and hygiene products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Kristi Mahoney is a financial advisor at LPL Enterprise with two years of industry experience. She holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, Kemper, Travelers, and Legal Debt Processing Services. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products.

Joseph Bohen is a financial advisor at LPL Financial with 15 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for four years and Dopkins Wealth Management for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Timothy Talbot is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds a Series 63 designation and has worked at firms including Prudential Insurance Company of America and Securities America. Talbot is also involved in an entrepreneurial venture, owning Attain Wealth Planning, a business focused on investment and insurance services. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a variety of investment implementation options through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies.

Ronald Sciandra is a financial advisor with Primerica Advisors in Amherst, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1993 and previously worked with the Mid-Atlantic District Exchange and Erie-Niagara Sunrise Exchange. Outside of advisory services, he is involved in sales of loan products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that primarily uses model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

David Russell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 11 years with Wells Fargo Advisors Financial Network LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Charles Stephan is a financial advisor with Primerica Advisors in West Seneca, NY, holding Series 65 and Series 63 licenses and with 32 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1994. He also receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Lawrence Pignataro IV is a financial advisor with Osaic Wealth, Inc. based in Depew, NY, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Securities America and Investacorp, and he also manages Pignataro Financial Group, an accounting and tax preparation business. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services with access to multiple platforms and third-party managers. The firm employs various asset-allocation tools and supports discretionary and non-discretionary management, with a notable corporate structure involving multiple mergers and private-equity ownership.

Sarah Blankenship is a Series 66-licensed financial advisor with MassMutual Investors Services, where she has worked since 2013. She has 13 years of experience in the financial services industry. Outside of her advisory role, she is involved with PowHERhouse Money Coaching, providing wealth and business coaching, and serves as treasurer for Power of the Pack Inc., a nonprofit focused on women's empowerment. 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, wrap and money-manager programs, and educational seminars, delivering tailored recommendations through collaborative, annual planning engagements.

Christopher Shafer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with RBC Capital Markets Corporation since 2005. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through various in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

Robert Kupiec is a financial advisor at Thrivent Investment Management holding a Series 66 designation. His experience includes roles at Thrivent Financial since 2025 and prior positions at Seneca Gaming Corp. and Instacart. Outside of finance, he has been involved with the Transit Valley Country Club and operated a business called Extra Crispy LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on various financial planning topics without implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan.”

Robin Lewandowski is a financial advisor with Ameriprise in Orchard Park, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Ameriprise in 2025, Lewandowski worked at OSAIC, Securities America Advisors, Securities America, Inc., and Citizens Securities, Inc. Lewandowski also maintains outside employment as a financial advisor with CNB. Ameriprise offers specialized retirement-income planning services for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jeffrey Wohlfahrt is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He has held positions at Massachusetts Mutual Life Insurance Company and Moshides Financial Group since 2015. He holds Series 63 and Series 66 licenses. 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 seminars, with planning engagements structured as annual collaborative relationships using firm-approved analytical tools.

Alex Dorofy is a financial advisor with LPL Enterprise, holding a Series 63 designation and totaling nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, as well as early experience at Geico. Outside of his advisory work, he owns a small business called Bee Run Honey. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales through an integrated platform.

Douglas Berkun is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisor, Inc. and Securities America Inc for 17 years. Outside of his advisor role, he is also an insurance agent with L&M Group, providing life insurance services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory, and financial planning services with access to third-party money managers and multiple portfolio management platforms.

Joseph Fecio is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after eight years at Commonwealth Financial Network and 17 years at Lincoln Financial Advisors. He is also appointed as an insurance agent for non-variable insurance policies, with commissions from long-term care policies sold in the past. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support roles through tailored financial plans and a broad affiliate network.

Scott Jusiak is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 registrations and 25 years of industry experience. He has worked at Equitable Advisors since 2004 and previously was with AXA Advisors, LLC. Jusiak also served in the U.S. Air Force Reserve from 1992 to 2021. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party asset managers.

Michael Alba is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. His prior experience includes roles at HSBC Securities (USA) Inc., td ameritrade, Citizens Securities, Inc., and founding Innovative Ecom LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm emphasizes diversified model portfolios, long-term investment orientation, and a fiduciary approach, managing approximately $326 billion for about 477,000 clients.