Roseann Gannon is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 15 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously spent seven years at Cadaret, Grant & Co., Inc. and WNY Asset Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s risk profile.

Denise Pacer is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 registrations and 12 years of industry experience. She has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc. and currently with Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Anthony Di Pasquale is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked in various positions including at Blaze Pizza, Amazon Warehouse, BJ’s Wholesale Club, Towne Cleaners, and Williamsville East High School. 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 various asset-management programs, utilizing both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

Joseph Lane is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor entity, Axa Advisors, since 2004. Outside of his advisory work, Lane serves as Vice President of Strategic Planning and Governance for the Greater Niagara Frontier Council #380 of the Boy Scouts of America. 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 a range of program models and third-party asset managers, delivering advice through a network of Investment Adviser Representatives.

Rohan Iyer is a financial advisor at Ameriprise in Williamsville, NY, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he worked in education at Syracuse University and Nichols School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies, utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Thomas Aldrich III is a financial advisor at OSAIC with seven years of industry experience and holds a Series 66 designation. His prior roles include positions at SagePoint Financial, State Farm Insurance, and Daemen College. He is also the owner of Maritom Enterprises LLC, through which he conducts tax preparation services. Osaic Wealth 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 and employs a model-based asset allocation approach supported by advanced portfolio optimization tools.

Brady Haupt is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at MML Investors Services and MassMutual. Prior to his advisory career, he worked at Susquehanna University and Knoebels Groves Crystal Pool. Mass Mutual Investors Services, LLC is 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, focusing on collaborative, annual planning relationships that utilize firm-approved analytical tools.

Fred Hunt is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and L&M Financial Services. Outside of his advisory role, he is also an insurance agent with L&M Group. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization within a multi-advisor platform.

Joseph Greenwald is a Series 66 licensed financial advisor with Morgan Stanley in Williamsville, NY, where he has worked since 2015. He has 11 years of industry experience primarily within Morgan Stanley’s private banking and wealth management divisions. Outside of his advisory role, Greenwald serves on the finance committee of the Park Country Club and has worked as a grocery shopper for Instacart. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market return estimates.

David Garcia is a financial advisor at Edward Jones in Niagara Falls, NY, with six years of industry experience. He holds the Series 66 designation and previously worked at USI Insurance Services for six years before joining Edward Jones in 2020. 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 solutions supported by a large network of financial advisors and branch offices.

Justin Samland is a financial advisor with LPL Financial in Amherst, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at M&T Securities and M&T Bank. In addition to his advisory work, he is involved with Northwest Bank as a Personal Financial Associate. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by a broad platform that includes advisory and brokerage solutions.

Timothy Stalker is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 42 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 29 years with Metlife Securities Inc. Beyond his advisory role, he serves on the board of Kealy's Kindness Foundation, assisting teenage girls affected by cancer, and on the board of Orchard Park High School Academy of Finance, promoting financial literacy among high school students. Mass Mutual Investors Services 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, focusing on collaborative, goal-driven planning without investment discretion on the advisors’ part.

Ryan Kuhn is a financial advisor at OSAIC with five years of industry experience and a Series 66 designation. His prior roles include positions at Capital Analysts, Lincoln Investment, and Equitable Advisors. Outside of his advisory work, he bartends part-time at a local bar. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with various portfolio management options and maintains multiple custodial and program arrangements.

Zoanne Gebhard is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she held positions at Amazon, Instacart, Xanterra Travel Collections, Wegmans Food Markets, and the Walt Disney Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in portfolio management.

Danielle Rosier is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and four years of industry experience. Her prior work includes roles at Wegmans and Catalyst Fitness. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a range of asset-management programs. The firm offers these services through a network of Investment Adviser Representatives and utilizes various third-party advisory programs alongside proprietary solutions.

Liam Bell is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. His prior work includes roles at Strategic Retirement Partners/LPL and several other companies across different sectors. He is also involved with 95 Nutrition as a key holder. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers. The firm offers a range of investment solutions including mutual funds, ETFs, and alternative investments, and provides ERISA fiduciary services for qualified plans.

William Scherrer is a financial advisor with Equitable Advisors in Williamsville, NY. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, he worked at Syzmkowiak and Associates and Grabber and Sons, among other roles. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Robert Walter serves as the Senior Resident Director and International Wealth Management Advisor at the Merrill Lynch Wealth Management office in Williamsville, New York. He has been with Merrill Lynch since 1992 and holds a leadership role at Cornish Walter & Associates. In this capacity, Robert provides clients with access to the investment insights of Merrill Lynch Wealth Management alongside banking services from Bank of America to manage various aspects of their financial lives. Robert's expertise includes executive compensation, family wealth management strategies, institutional consulting, international wealth management, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. He earned a Bachelor's degree in Social and Behavioral Science from Johns Hopkins University and holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). He has been recognized multiple times on Forbes Best-in-State Wealth Advisors list from 2018 through 2026. Robert is affiliated with professional organizations such as the Country Club of Buffalo and the Kaleida Health Foundation. Outside of his professional pursuits, his personal interests include baseball, football, golfing, and ice hockey.

Suzanne Funk is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 17 years of industry experience. Her career includes positions at Wells Fargo Clearing Services, TD Ameritrade, Bank of America, Merrill, and Scottrade. She also serves as a notary public. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Christopher Haick is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 63 designation and previously worked at Securities America, Inc. and Investacorp, Inc. Outside of his advisory role, Haick is a CPA providing tax, payroll, and consulting services, and he serves as president of The Haick Foundation, an organization that raises funds to assist underprivileged children. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and a broad range of investment programs delivered through a multi-advisor platform.