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 at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for SagePoint Financial, Inc. for 14 years. Outside of his advisory role, he is president of Maritom LLC, a business entity used solely for tax and liability purposes. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

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.

Evan Dickhut is a Series 66-licensed advisor with LPL Financial, based in Williamsville, NY. He began his financial services career in 2023 and has worked at several firms including SC Parker LLC and Jackson Zone. Prior to entering the industry, he was a student at Michigan State University and held roles outside finance such as at Leisure Craft Pools and Six Flags Darien Lake. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, with advisory strategies implemented through numerous options including discretionary and non-discretionary management.

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 at Ameriprise with a Series 66 designation and eight years at the firm. He brings four years of prior experience from the Human Resource Department at the University at Buffalo. 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 recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Gregory Merkle is a financial advisor at OSAIC with 37 years of industry experience and holds a Series 63 designation. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Outside of his advisory role, he serves on several nonprofit boards, including as president of The Iroquois Foundation, and holds positions such as a licensed ordained minister and local planning board statutory agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various managed account programs and third-party managers.

Aaron Rybak is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 11 years of industry experience. He has worked with Cetera and its affiliated entities since 2019 and previously was with Foresters Financial Services. Outside of his advisory role, he coaches junior varsity football. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Matthew Escobar is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Axa Advisors, LLC from 2016 to 2020 before continuing his career at Equitable Advisors. Outside of his advisory role, Escobar is co-founder and President of the Board of Directors for West Side International Soccer, a nonprofit organization where he also coaches and supervises youth soccer coaches. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives using both in-house and third-party investment models.

Paul D'ostroph III is a financial advisor with Equitable Advisors in Orchard Park, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked with Axa Advisors, LLC. He also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes both proprietary and third-party program models, focusing on risk assessment and matching clients with appropriate investment solutions.

James Willson is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has worked at firms including FSC Securities and Raymond James Financial Services Advisors, INC. Willson is also a licensed life insurance agent. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of investment strategies and client types.

Louis Benton II is a financial advisor with LPL Enterprise, LLC, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Principal Securities, Citizens Securities Inc., Key Investment Services LLC, Equitable Advisors, and Wells Fargo Clearing. Outside of his advisory work, Benton is involved in the sale of various insurance products and is the owner of an LLC registered for holding real estate. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm utilizes model-driven investment implementation through portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Ryan Donaldson is a financial advisor with Cambridge Investment Research Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Cambridge, he worked at Paychex Inc and was involved in the restaurant business with Mauro Inc and Rocco's Wood Fired Pizza. Outside of financial advising, he owns a landscaping business, The Village Green Lawn Care LLC, and is affiliated with Ocean Wealth Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pensions, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

John Jesonowski is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Royal Alliance Associates, Inc. since 2007 and has been involved with several other financial and insurance firms since 2000. Jesonowski offers life insurance and fixed annuities through multiple carriers as part of his client services. OSAIC serves a wide range of retail and institutional clients, providing both brokerage and advisory services across diverse programs including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to alternative investments through third-party platforms.

Joseph Piegay is a financial advisor with OSAIC holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Equitable Advisors, Strategic Financial Solutions, and the Hertz Corporation. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering brokerage and advisory services such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach features model-based asset allocation, portfolio optimization, and multiple investment program options delivered through a complex affiliate network.