Braeden Krzesinski is a financial advisor with Equitable Advisors holding a Series 66 credential and beginning his advisory career in 2026. His prior work experience includes roles at Leaf Filter, Dicks Sporting Goods, and Lawley Insurance, among others. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Trey Stayton 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 Roots Tree Service, the University of Buffalo, Wendy's, and Susquehanna Valley Junior & High School. Equitable Advisors serves individuals, 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 involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Thomas Dalton is a financial advisor with Edward Jones, holding CFP®, Series 63, and Series 65 credentials and 34 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Joshua Heims is a financial advisor with Cetera in Williamsville, NY, holding Series 65 and Series 66 designations and bringing 23 years of industry experience. His career includes roles at BearingStone Wealth, Avantax, Sagepoint Financial, Lincoln Sparrow Advisors, and Pro Medicus Wealth Management. Outside of his advisory work, he serves as President and Commissioner of the Clarence Girls Softball League, a nonprofit organization promoting youth softball for girls. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors and serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Jonathan Jones is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. He has worked at multiple firms including Northwestern Mutual and WNY Asset Management. His background also includes experience outside finance, having worked at BestSelf Behavioral Health and the University at Buffalo. 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 provides ongoing financial planning and asset management services using firm-approved software and offers specialized planning programs including recent additions in Divorce Planning.

Brent Rickan is a financial advisor with Morgan Stanley in Williamsville, NY, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and Corporate Financial Planning agreements.

Alexei Heringer is a ChFC®-designated financial advisor with Mass Mutual Investors Services, bringing 15 years of industry experience. He has been with the firm and its affiliate, Massachusetts Mutual Life Insurance Company, since 2009. Outside of his advisory role, he is the CEO and founder of AJH Real Estate Properties LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers a range of programs, including educational seminars and specialized planning such as divorce and estate settlement.

Michael Koziol is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and 17 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and previously at Metlife Securities Inc for nine years. Koziol is also involved in sales related to individual life and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning programs including estate settlement and divorce planning.

Andrew Schneegold is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017 and MetLife Resources from 2006 to 2017. He is CEO and president of Schneegold Wealth Solutions Inc., an S Corporation for passthrough tax purposes. Mass Mutual 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 provides financial planning, asset management, and educational seminars using firm-approved software and structured annual client relationships.

Kristin Marusza is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been active in the financial services industry since 1991 and joined Merrill Lynch in 2006. Kristin specializes in developing financial strategies for high net worth individuals, their families, and businesses to support both their short- and long-term goals. She is a qualified Portfolio Manager who offers traditional financial advice and can manage personalized investment strategies that include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. Kristin holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned both her Bachelor's degree and MBA from Canisius College. Kristin participates in community service activities and is involved with professional organizations such as Merrill Lynch Women's Exchange and New York State Women Inc., Buffalo Niagara.

Casey Nuchereno is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC. Equitable Advisors serves a broad range of clients 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 managed advisory solutions.

Sean Mc Lean is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has recently entered the industry, accumulating one year of experience. Prior to his advisory role, he worked at Equitable Advisors, LLC and has been involved with Pluto Collective as a Brand Partnership Manager. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of advisors. The firm provides integrated brokerage and advisory services with an emphasis on asset allocation tools, risk assessment, and portfolio management across various investment vehicles.

Gail Testa Romano is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. Her prior roles include positions at John Hancock, AXA Advisors, Securities America, and OSAIC. She also manages an advisory business outside of her primary employment. Ameriprise serves clients primarily through its retirement-income planning service, which focuses on individuals nearing or in retirement with substantial investable assets, providing tailored, research-driven recommendations delivered by a centralized consulting team.

Mary Homyak is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 designation and over 20 years of industry experience. She has been with MML Investor Service Inc since 2005 and previously worked at Rite Aid for 20 years. In addition to her advisory role, she is a commissioned Notary Public for the State of New York. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and asset management services using firm-approved analytic tools and offers specialized planning programs, including recent additions such as divorce planning and event-driven estate and employer-sponsored planning.

Thomas Renzi is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides multiple advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers to tailor strategies to each client's risk profile.

Matthew Gorton is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2011, he has focused on working with executives and business owners to address their unique financial goals and needs. Matthew collaborates closely with clients and their other advisors to coordinate financial, legal, and tax-related decisions. His areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, and services for endowments, foundations, and non-profits. Matthew holds a Bachelor of Science degree in Finance from Wayne State University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE).

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.

Jeffrey Silsby is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds a Series 63 designation and has worked with PFS Investments, Inc. since 2007, Primerica Financial Services since 1998, and has a concurrent role with the Town of Cheektowaga Police Department. Outside of advising, he is involved in the sale of loan products as well as home security and automation services through affiliated companies. Primerica Advisors is a large institutional firm that primarily serves individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program featuring model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

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.

Mark Beardi is a CFP® professional at Cambridge Investment Research Advisors with 16 years of industry experience. He has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and Invest Financial Corp. In addition to his advisory role, he is involved as an agent in insurance and benefits and operates SY Associates LLC. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, across multiple custody platforms and tailors approaches to client objectives.