Zachary Morrison is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with AXA Advisors, LLC. Morrison also has experience in community involvement through his past role with the Jewish Community Center of Greater Buffalo. Equitable Advisors serves individual clients—including non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and asset-management programs using a variety of third-party asset managers and advisory platforms.

Thomas Greenwald is a financial advisor with Morgan Stanley in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Greenwald serves on the board of directors for Villa Maria College. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools.

Michael Radecke is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers tailored planning supported by firm-approved tools and modeling techniques.

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.

David Ivancic is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with LPL Financial and has held previous roles at SC Parker LLC and Cadaret, Grant & Co. Ivancic operates SC Parker LLC as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services supported by extensive operational and research tools.

Matthew Richards is a CFP® professional with 18 years of industry experience. He is currently affiliated with Wells Fargo Advisors and has previously worked at Morgan Stanley and Culov Wealth Management. Outside of his advisory role, Richards is involved with the Clarence Soccer Club. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, combining planning tools and research with brokerage and advisory programs tailored to clients' needs.

Matthew Mendola is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA), indicating his professional qualifications in financial advisory services. Matthew earned his Bachelor's Degree from the University at Buffalo. Additional details regarding his experience, areas of expertise, or personal interests were not provided.

Todd Miller is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services for seven years. Outside of his advisory role, he is the owner of Mr. Miller Inc, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by research and technology, and serves over 22,800 advisors with more than $819 billion in discretionary assets under management.

Mark Stevens is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at FSC Securities Corporation and operated his own firm, Mark Stevens Financial, LLC. Outside of finance, he is involved in acting and modeling in Brooklyn, NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a network of independent professionals, employing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Christen Beck is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He previously worked at M&T Securities for 15 years and M&T Bank for 21 years. Beck holds Series 63, Series 65, and Series 66 licenses. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by in-house research and third-party analytics.

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.

Thomas Aldrich is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for SagePoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of his advisory role, he is president of Maritom LLC, a business entity used solely for tax and liability purposes. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct portfolios across various asset classes on discretionary or non-discretionary bases.

Joseph Greco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Consumer Brands LLC / InMyArea.com and Ruby's MV, Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and offering discretionary plan-level investment management options.

Christopher Lops is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. Prior to joining LPL, he held positions at M&T Securities, HSBC Securities (USA) Inc., and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment solutions including model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of financial services.

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.

Cody Treichler is a financial advisor with Ameriprise in Cheektowaga, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2018, he worked in the Human Resource Department at the University at Buffalo for four years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

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.

Dawn Newton is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2011, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

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.