Dominic Stutz is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has previously worked with The Prudential Insurance Company of America and Equitable Advisors. Outside of his advisory role, he also works seasonally as a scare actor at Six Flags Darien Lake. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm relies on model-driven portfolio implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Christopher Ahrens is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 license and bringing 27 years of industry experience. He has been with Mass Mutual and its affiliates since 1998. Ahrens is vice president and part owner of The BufLife Agency Inc., which provides life and health insurance products, and also serves as vice president of CFAM, Inc., managing health insurance plans for local bar associations. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and structured ongoing client relationships.

Peter Pane is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in providing financial guidance to business owners, retirees, corporate executives, and affluent individuals. Leveraging the resources of Bank of America N.A. and Merrill Lynch Wealth Management, he offers a comprehensive range of services including executive compensation, family wealth management, legacy and philanthropic planning, portfolio management, and retirement income strategies. Since joining Merrill Lynch Wealth Management in 2014, Peter has adopted a consultative approach to wealth management. He emphasizes understanding each client’s financial priorities to provide tailored recommendations for asset allocation that align with their income and growth goals. His services cover a broad spectrum including investments, retirement planning, estate services, and philanthropy, supporting clients as they work towards both short- and long-term financial objectives. Peter holds a Bachelor of Science degree in Finance from Niagara University, graduating Magna Cum Laude. He is also designated as a Personal Investment Advisor (PIA). Committed to community involvement, Peter participates in local volunteer organizations as part of Merrill Lynch’s tradition of community service.

Kevin Dunford is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Equitable and Foresters Financial Services. In addition to his advisory role, he owns a sole proprietorship focused on fixed insurance and annuities and serves as a registered principal for Atlas Wealth Advisors LLC, providing compliance and supervisory support. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and a multi-advisor platform integrating discretionary strategies and third-party managers.

Patrick Morin is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Magtrol Inc, Amazon, SUNY Geneseo, and Lancaster High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Paul Miosi is a financial advisor at Ameriprise with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Miosi has been with Ameriprise and its affiliate since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement planning advice centered on reliable income sources and tax-aware withdrawal strategies.

Gerald Cornish is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 1990. He serves as a Portfolio Manager in The Merrill Lynch Personal Investment Advisor Program, managing personalized and defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. His client focus encompasses corporate executive services, education planning, family wealth management, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, portfolio management services, as well as socially responsible and ESG investing. With over 33 years of experience, Gerald provides goals-based wealth management advice and guidance to affluent families, businesses, and non-profit institutions. He holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gerald earned his bachelor's degree from the State University of New York College at Buffalo. Community involvement is an integral part of Gerald's life. He has served as Chairman of The Buffalo State College Foundation and currently serves on the board of The Summit Center. In his personal time, he enjoys boating, fishing, gardening, reading, running, skiing, and spending time with his family.

Charles Harmon is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Door Dash, Baillie Lumber, and University of Buffalo among others. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of advisers and third-party programs.

Mark Kellogg is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and Metlife Securities. Outside of advisory work, he is an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. 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 offers financial planning, asset management, and educational seminars, employing collaborative, goal-oriented planning supported by firm-approved analytical tools.

Joseph Aliotta is a financial advisor at OSAIC with 40 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 18 years and maintains a role as an independent insurance agent at Carroll Financial Services, where he has also been engaged for over 35 years. Outside of finance, he has been involved with The Goodbar Restaurant Inc. for 50 years. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and provides multiple program options through an extensive multi-advisor platform.

Bryan Weinstein is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 16 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Kevin Tachine is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Merrill in 2004-2005. He holds Series 63 and Series 66 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Austin Kelly is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Equitable Advisors since 2006. He previously worked at Milestone Wealth, LLC for one year and at Axa Advisors, LLC for 14 years. Outside of advisory work, he is the sole member of CLB, LLC, an administrative and property management business, and is involved with The BlackOak Group, LLC, which includes activities approved for selling fixed insurance outside the Equitable Network. Equitable Advisors serves a diverse client base 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 investment solutions.

Jonathan Armstrong is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1998, he has worked with clients to develop goals-based strategies for managing both personal and business finances. He serves as a Portfolio Manager, overseeing discretionary personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. His areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jonathan collaborates with clients and their other advisors to coordinate financial, legal, and tax decisions. Jonathan holds a Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree from Buffalo State College and a High School Diploma from Canisius High School. In his personal time, he enjoys camping, gardening, golfing, hunting, reading, skiing, woodworking, traveling, and spending time with his family.

Adam Burke is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials. He joined the firm in 2026 and has no prior industry experience. His background includes work and study at the University at Buffalo, as well as roles in various service and educational positions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Lauren Montante is a financial advisor at Equitable Advisors with four years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Equitable Advisors since 2015. Equitable Advisors serves individual clients, 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 align clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

David Lyman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2019 and previously with Foresters Financial Services from 2001 to 2019. Outside of his advisory role, he serves on the board of the Depew Lancaster Boys and Girls Club, volunteers with Junior Achievement in Western New York, is a high school and college basketball scorekeeper, and is a member of the Lancaster Central School District Board of Education. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures, including affiliated and third-party money managers, with more than $256 billion in assets under management.

Gregory Delgado is a financial advisor with LPL Enterprise in Williamsville, NY. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 36 years at Pruco Securities, LLC. He is also involved in Medicare sales as a non-variable insurance business activity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Anthony Baldi is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 15 years. He is involved in community activities as the chairman of the board for the Love Joy Church Council of Elders. Additionally, he owns WNY Kingdom Builders LLC, an entity formed to own property related to his Ameriprise franchise operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies through a centralized service team that collaborates with client advisors.

Michael Gates is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Gates is based in Williamsville, NY. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.