Donald Nowak Jr. is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at OSAIC since 2023. Outside of advisory work, he operates a small eBay business selling personal items. OSAIC serves a diverse client base including individual and institutional investors through a large network of advisers. The firm offers integrated brokerage and advisory services with portfolios constructed using asset-allocation tools and access to multiple third-party money managers and wrap programs.

Sabrina Gimlin is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and five years of industry experience. She previously worked at Ameriprise for four years and at FIT School for three years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Luke Genewick is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at Samuel's Grande Manor, CUTCO Knives, the Village of Lancaster Department of Public Works, and has been involved with Anderson's Frozen Custard and Lancaster Town Schools. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

William Stark III is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various divisions of Fidelity since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

James Keddie is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as an executor of his father's estate. 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, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Joan Simmonds is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on retirement income planning, risk reduction strategies, and intergenerational wealth transfer strategies. Her role involves helping clients navigate important life transitions and safeguard their assets. Joan has been a Financial Advisor since 2006 and holds Series 7 and 66 FINRA registrations. She earned a Master of Education in Counseling from Bridgewater State College and a Bachelor of Arts in Social Work from Siena College. Joan holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In her work, Joan conducts personal consultations to help clients identify and articulate their unique financial and life goals, developing retirement-income plans and wealth transfer strategies accordingly. She also reviews clients' progress and provides regular updates. Outside of her professional work, Joan is involved with the American Heart Association's Go Red For Women initiative and enjoys boating, reading, and dancing.

Phoebe Rodriguez is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1995. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Darleen Connor is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate firm-approved tools and market-based modeling techniques.

Noah Buettner is a Senior Financial Advisor with The Buettner Group at Merrill Lynch Wealth Management. He offers a comprehensive and tailored approach to wealth management by understanding clients' financial situations and what is most important to them. Through Merrill and Bank of America, Noah provides access to investment insights as well as banking and lending solutions to address the various aspects of clients' financial lives. His expertise includes college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Noah holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Noah earned a Bachelor's Degree from Xavier University and a Master's Degree from Georgetown University. In addition to his professional work, he is involved with St. Luke's Mission of Mercy. In his free time, he enjoys biking, chess, golfing, running marathons, skiing, playing soccer, spending time with his family, and traveling.

James Glownia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1991. In addition to his advisory role, he is involved in fixed non-variable insurance sales through Glownia Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, delivering both discretionary and non-discretionary management supported by various model portfolios and research resources.

Erin Schieb is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2013, including a prior affiliation with AxA Advisors from 2013 to 2020. 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 multiple 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.

Dante Battaglia is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he provides comprehensive wealth management strategies tailored to individual client needs. With over 25 years of experience in the financial services industry, he offers expertise in diverse areas including college education planning, retirement planning, LGBT wealth planning, socially responsible investing, and small business strategies. Dante emphasizes creating flexible financial plans that adapt to changing market conditions and personal goals, supported by access to investment insights from Merrill and banking services through Bank of America. He holds a Bachelor's Degree from Syracuse University and a Master's Degree from the University at Buffalo. Dante has earned multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His background in finance and economics underpins his approach to managing clients' financial portfolios. Beyond his professional role, Dante is actively involved in his community. He serves as President of the Clarence Youth Football and Cheerleading Association and is a member of the Butler Mitchell Boys and Girls Club of America Alumni Association. His personal interests include basketball, football, golfing, ice hockey, music, skiing, soccer, spending time with his family, and traveling.

Jeremy Beck is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network LLC. Beck is a partner in two LLCs involved in ownership and management of commercial real estate properties connected to his financial practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports municipal and public-finance work, alongside specialized advisory programs.

Gary Kokin is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 43 years of industry experience. He has previously worked at NEXT Financial Group, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Kokin also manages Kokin Advisors Group, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Steven Fretthold is a financial advisor with Equitable Advisors, holding a Series 66 credential and 17 years of industry experience. He has worked at Equitable Advisors since 2009 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he serves as an administrator or executor of an estate and trustee of a trust for a family member. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jaclyn Greiner is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and previously worked for Bank of America Merrill Lynch for 13 years before joining her current firm in 2024. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Lawrence Pignataro Jr. is a CFP® with 38 years of experience in the financial services industry. He is currently affiliated with OSAIC and has worked previously at Securities America Advisors and Investacorp, Inc. In addition to his advisory work, he owns and operates Pignataro Financial Group, which provides tax preparation, accounting, and life insurance services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party platforms to construct and manage portfolios across a wide range of investment types.

James Nazzaro is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Brazen Brewing and Perla Seafood Bistro. 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 third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple asset managers and providing both advisory and brokerage/insurance services.

Alan Gnoinski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has previously worked with firms including Avantax Advisory Services and Sagepoint Financial, and he is a partner at Lincoln Sparrow Advisors, LLC. Outside of his advisory work, he owns Buffalo Bourdain LLC, a food truck business specializing in gnocchi. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms and third-party managers.

Timothy Stone is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at LA Fitness and TGI Fridays. In addition to his advisory work, he is involved with A Gust of Sun Winery as a tasting room attendant. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a dual-registered model and partners extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.