Linda Suchocki is a Series 63 licensed advisor with 35 years of industry experience, currently serving at Primerica Advisors since 1988. She has been affiliated with Primerica Financial Services since 1987. In addition to her advisory role, she manages rental property on a part-time basis. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail rather than institutional clients.

Charles Kreiner Jr. is a financial advisor with UBS Financial Services in Buffalo, NY, holding a Series 63 designation and possessing 54 years of industry experience. He has been with UBS since 1992. Outside of his advisory role, Kreiner serves on several boards, including charitable organizations, health care companies, and oil and gas businesses, and is involved with community and philanthropic activities such as the Foundation for Jewish Philanthropies and Cradle Beach Camp for children. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services. The firm’s advisory process uses proprietary research and model-based strategies to tailor financial plans aligned with clients’ goals and risk tolerances.

Brittany Cheney is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, M&T Securities, Inc., and M&T Bank. Outside of her advisory role, she serves as a successor trustee for a family trust and is a commissioned notary in Buffalo, NY. 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 management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eugene O'neill is a financial advisor with UBS Financial Services in Buffalo, NY, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves on the Board of the BYC Foundation, which funds educational sailing programs in the Buffalo area. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to support tailored client strategies.

Julie Barr is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with multiple firms over her career, including LPL Financial and Robert J. Ellis Financial Advisors, LLC. Outside of her advisory work, Barr owns and operates The Crossroads Doula, a life coaching business unrelated to financial services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and supports institutional consulting and portfolio management through a wide network of advisors and affiliated firms.

James Mcelhinny Jr. is a financial advisor at OSAIC with 29 years of industry experience and holds Series 63 and Series 65 credentials. He has worked at several firms, including American Portfolios Financial Services and Cadaret, Grant & Co., Inc. Outside of securities, he occasionally writes life insurance, disability insurance, and long-term care policies through a separate insurance broker. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach with tools such as portfolio optimization and risk-tolerance assessments and offers a range of advisory and brokerage services across multiple platforms and account types.

Michael Skrzypczyk is a CFA® charterholder with five years of industry experience. He is currently affiliated with Raymond James Financial and has prior experience at Nottingham Advisors and SUNY Geneseo. Michael is based in Orchard Park, NY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a wide network of advisors and affiliated firms.

Jacob Wood is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network. Outside of his advisory role, he serves as Vice President of Buffalo Financial, a support company where he provides financial advice and trading services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary consulting using risk profiling and analytical tools and supports advisory programs with a focus on municipal and public finance.

Eugene Jordan is a financial advisor at Cetera with 45 years of industry experience. He holds the CFP® and ChFC® designations and has been involved with firms including Advisors Alliance Group and E.P. Jordan & Associates Inc. Outside of his advisory work, he serves as a committee chairperson at St. John Vianney RC Church, where he engages with parishioners on fundraising activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and planning services, supporting a broad range of investment strategies across discretionary and non-discretionary authorities.

James O'Neill is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Noble Wealth Partners and Crux Wealth Advisors LLC. Outside of advisory services, he is involved as a client services manager at Plail Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Evan Wardner is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial. He previously worked with WNY Asset Management and Cadaret, Grant & Co., Inc., and has been self-employed under Empiron Agency for over three decades. Wardner is involved with the AIM Independent Living Center in Painted Post, NY, in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, supported by advanced operational tools and a broad network of over 22,800 advisors.

Ann Marie Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she joined in January 2023 as part of the Wible, Runfola, and Miranda team. She specializes in developing financial strategies tailored to the needs of business owners, professional women in transition, and retirees. Her approach involves comprehensive planning, beginning with understanding her clients' financial needs and goals to help them achieve their ideal lifestyles in retirement. With over 20 years of experience, Ann Marie holds Series 7 and 66 FINRA registrations and insurance licenses for life, accident, and health. She earned a Bachelor of Science degree in International Business and Marketing from Rochester Institute of Technology and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is a member of the National Association of Women Business Owners (NAWBO). In addition to her professional work, Ann Marie is involved with the Hospice Signature Society and Windsong Radiology. She speaks both English and French, and her personal interests include cooking, gardening, golfing, reading, swimming, tennis, and traveling.

Sean Howard is a financial advisor with UBS Financial Services in Buffalo, NY, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services since 2005. Outside of his advisory role, he serves on a committee for the Food Bank of Western New York and is a partner in JMST Development LLC, which invests in commercial real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor plans aligned with client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Andrew Durfee is a financial advisor at Raymond James Financial with 22 years of industry experience. He previously worked at UBS Financial Services for 10 years and was with Crux Wealth Advisors before joining Raymond James. Durfee is a Series 66 credential holder and co-owns Accreux Wealth Management LLC, a business supporting his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, using tailored, non-discretionary planning and analytical tools. The firm offers a range of advisory programs and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Jose Iglesias is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS Financial Services since 2010 and has also worked at UBS International Inc. and UBS AG since 2007. Iglesias holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor client strategies.

Samuel Hamlett is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wilmington Brokerage Services Company for 10 years and M&T Securities, Inc. for 23 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Stark is a financial advisor with LPL Financial based in Buffalo, NY, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at M&T Bank, M&T Securities, and Eagle Strategies (NY Life). LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Peter Johnson is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at OSAIC since 2024, previously spending over two decades at SSN Advisory, Inc. and Securities Service Network, Inc. Outside of his advisory role, he prepares income tax returns and facilitates the creation of estate documents for clients in partnership with a local attorney. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through multiple programs, with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party strategies.

Victor Tomasulo III is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 30 years of industry experience. He has been with MML Investor Service Inc and MassMutual since 2005. MassMutual Investors Services operates as 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, using firm-approved tools to develop written recommendations without discretionary authority.

Michael R. Kenline is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2019, attracted by their comprehensive financial strategies and focus on providing a world-class customer experience. In his role, Mr. Kenline emphasizes a team approach while meeting directly with clients to oversee their financial health and help them pursue their long-term goals. Mr. Kenline specializes in areas such as Corporate Executive Services, Equity Compensation Services, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, Individual and Corporate Investment Strategy, Tax Minimization, and Retirement Income. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor of Arts in Economics and a Bachelor of Science in Business Management from SUNY Fredonia. Outside of his professional work, Mr. Kenline is a Trustee and Board Member of the Westminster Economic Development Initiative. His personal interests include boating, fishing, golfing, hunting, skiing, and swimming.