Glenn Shaikun is a CFP® with 45 years of industry experience and is currently affiliated with OSAIC. He previously worked at Investacorp and its advisory services division for over 25 years before joining Securities America Advisors. Outside of his advisory role, he is involved in an insurance business and operates Financial Education Resources. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of advisers and multiple platforms. The firm employs a variety of asset-allocation and portfolio management tools, offering integrated brokerage and advisory services with access to third-party money managers and specialized investment solutions.

Peter Kazmierczak is a CFP®-certified financial advisor with eight years of industry experience, currently with Morgan Stanley in Williamsville, NY. His prior roles include positions at AllianceBernstein Investments and Nottingham Advisors Inc., among others. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Jaclyn Singer is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill and RBC Capital Markets. 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 offers various advisory programs with tailored investment strategies that combine internal and third-party managers, providing a range of portfolio management, financial planning, and brokerage services.

Gino Callisto is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked with MML Investors Services since 2011 and Mass Mutual Life Insurance Company since 2009. In addition to his advisory role, he is an agent involved in life insurance sales. 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, estates, charitable organizations, and employers. The firm offers educational seminars and diverse planning programs, including recent additions like standalone Divorce Planning and estate-settlement services.

Janet Slack is a financial advisor with Ameriprise who holds Series 65 and Series 66 licenses and has 13 years of industry experience. She has been with Ameriprise and its related entities since 2012. Outside of advising, she owns a tax preparation and bookkeeping business and serves as treasurer on the board of Spina Bifida of Western New York, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jason Bridge is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and previously worked for Upstate New York Transplant Services for sixteen years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Linda Banks is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. 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 both an SEC-registered investment adviser and a broker-dealer, utilizing multiple third-party managers and LPL-sponsored programs to provide advisory and brokerage solutions.

Ryan Hanretty is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been with Equitable Advisors since 2005, previously associated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing a broad roster of asset managers and offering both advisory and brokerage/insurance channels to implement client recommendations.

Morgan Tanski is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020, following prior roles at Axa Advisors and academic positions at Niagara University and the University of New Hampshire. Outside of his advisory role, he serves as Treasurer for CEPA Gallery, where he consults on balance sheets and participates in fundraising efforts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Alicia Birch is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She spent 36 years at Merrill Lynch before joining Raymond James in 2024. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves a broad client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Mark Massaro Jr. is a financial advisor with Ameriprise in Clarence Center, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Jacob Kranz is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and KeyBank. Outside of his advisory work, he manages a rental property as a landlord. 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, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports a range of specialized services including divorce, estate-settlement, and employer-sponsored planning programs.

Nicholas Wojnar is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2018, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he has served as a power of attorney for a family member. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

James Tyrpak is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience and has been associated with Cambridge Investment Research since 2012. Tyrpak has also operated Tyrpak Financial Associates, Inc. since 1992 and serves as a board member of a local condominium association. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent financial professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

James Carey is a financial advisor with Edward Jones in Tonawanda, NY, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Jamie Reece is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Jamie held various roles in the fitness and hospitality sectors, including positions at Fitness International/ESPORTA Fitness and Curtiss Hotel. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on tailored retirement-income planning, leveraging proprietary research and a range of investment strategies within a defined product ecosystem.

Andrew Gradolph is a financial advisor with Equitable Advisors in Williamsville, NY. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked in various roles including positions at Buffalo State University and Grand Island Greatscape. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Matthew Pitrola is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including Custom Wealth Strategies and Commonwealth Financial Network. Outside of his advisory role, he serves as President of Buffalo Financial, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed risk assessments and firm research.

Matthew Newman is a financial advisor with OSAIC, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at OSAIC since 2024 and previously spent 17 years with Securities America Advisors, Inc. and Securities America, Inc. Newman is also involved in insurance product sales through L&M Financial Services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers a range of investment advisory and financial planning services utilizing various tools and third-party platforms to construct diversified portfolios tailored to client needs.

Brad Arnone is a financial advisor with Cetera, holding a Series 63 designation and bringing 11 years of industry experience. He has been affiliated with Cetera since 2015 and also operates Crane Capital Group. Outside of his advisory roles, Arnone serves as a board member of the Centro Culturale Italiano di Buffalo, participating in fundraising and community activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, including access to third-party managers and various investment program structures.