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.

Michael Mancuso is a financial advisor with Cetera who holds 43 years of industry experience. He has worked with Cetera since 2019 and previously spent 37 years at Foresters Financial. Outside of his advisory role, he is involved in land ownership. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients through various portfolio management and financial planning services.

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 with OSAIC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes long tenures at SSN Advisory, Inc. and Securities America Advisors. Outside of advisory work, he prepares tax returns for clients and assists in facilitating the creation of estate documents in cooperation with a local attorney. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofit organizations. The firm offers a range of brokerage and advisory services, employing comprehensive asset-allocation tools and access to third-party managers to customize portfolios across various investment types.

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.

Sally Allen is a financial advisor with UBS Financial Services in Buffalo, NY, holding a Series 63 designation and 24 years of industry experience. She has been with UBS since 2016. Outside of her advisory work, she serves as an officer and treasurer for Lancaster Unleashed, a nonprofit organization focused on raising funds for a dog park. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions supported by proprietary research and model-based asset allocations.

William Stark III is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Fidelity Investments since 2011, including roles with Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs, and it maintains formal advisory roles and governance procedures for multiple registered investment companies.

Patrick Allaire is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Osaic since 2024 and has operated Allaire Financial and Allaire Financial Strategies since 1999. Outside of his advisory role, he serves as President and CEO of Allaire Financial Strategies, which also engages in insurance sales. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage customized portfolios across multiple asset classes.

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.

Michael Ganci is an investment advisor representative at OSAIC with 36 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc. He is also a professional income tax preparer serving nearly 780 clients. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios that can include stocks, bonds, mutual funds, ETFs, and alternative investments.

Andrew Piatek is a financial advisor with LPL Enterprise, holding a Series 63 designation and 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Longevity Wealth Partners, LLC, a local financial planning team. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, offering access to third-party managers and a range of financial planning and consulting services.

Carolyn Forman is a financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 1998 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Todd Tevens is a financial advisor with LPL Financial and holds the Series 66 designation. He has 25 years of industry experience, with prior roles at Royal Alliance Associates, Lawley Retirement Advisors, Lawley, LLC, Cadaret, Grant & Co., Manulife Investment Management, and John Hancock Investment Management. Tevens operates Lawley Retirement Advisors, an independent registered investment advisor firm, where he provides financial planning and consulting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.