Aimee Qualiana is a financial advisor with LPL Financial in Lockport, NY, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at LPL Financial since 2019 and has been with M&T Bank since 2011, including a decade at M&T Securities. 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.

Kristina Hanna is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has prior work experience at Citi and Orthodent Laboratory. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its advisory services.

Collin Shapiro is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018, following two years at People's Securities, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients both directly and through corporate financial planning agreements.

Timothy Downing is a financial advisor with Mass Mutual Investors Services in Amherst, NY. He holds a Series 63 designation and has 11 years of industry experience, having been with MML Investors Services since 2015 and affiliated with MassMutual since 2012. MML 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, wrap programs, money-manager programs, and educational seminars.

Luke Genewick is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Samuel's Grande Manor, CUTCO Knives, and the Village of Lancaster Department of Public Works. Outside the financial industry, he has experience in education and retail businesses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a network of Investment Adviser Representatives and third-party program sponsors to deliver its investment solutions.

Edward Lisowski is a financial advisor with LPL Financial who holds the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including roles at M&T Bank and M&T Securities from 2007 through 2021 before joining LPL Financial in 2021. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

James Keddie is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2007, including time when it operated as Axa Advisors, LLC. Outside of his advisory role, he serves as the executor of his father's estate. 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’s approach involves assessing client information and risk tolerance to match them with appropriate advisory models or discretionary managers, utilizing both proprietary and third-party programs.

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.

Erin Schieb is a financial advisor at Equitable Advisors with 12 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2013, including its predecessor firm, AxA Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Dante Battaglia is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on creating comprehensive and flexible financial strategies tailored to his clients' individual needs and goals. Drawing from over 25 years of experience in the financial services industry, he offers expertise across a range of areas including college education planning, personal retirement planning, portfolio management, socially responsible and ESG investing, and specialized strategies for clients in sports and entertainment. Dante holds a Bachelor's Degree from Syracuse University and a Master's Degree from the University at Buffalo. He has earned several 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). These credentials support his ability to serve various financial aspects of his clients' lives. In addition to his professional work, Dante actively participates in community organizations. 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 family, and traveling.

Steven Fretthold is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors and Axa Advisors, LLC since 2009. 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 a broad 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 a variety of third-party advisory models and tools.

James Nazzaro is a financial advisor with Equitable Advisors in Williamsville, NY, 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 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 a range of third-party advisory models and proprietary tools.

Joel Henning is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 31 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has a background with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company dating back to 1991. In addition to his advisory role, he is also an agent for individual life and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships with tools such as Monte Carlo simulations and automated asset-allocation analysis.

Timothy Stone is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 66 and Series 63 credentials. He has two years of industry experience and has been with Equitable Advisors since 2023. Outside of his advisory role, he is involved with A Gust of Sun Winery, where he works as a tasting room attendant. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of investment models and third-party managers to deliver tailored advisory solutions.

Ethan Jandreau is a financial advisor with Mass Mutual Investors Services in Amherst, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Co, he worked at Continental Transmission and spent eight years in full-time education. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers services such as investment strategy analysis, estate settlement, employer-sponsored planning, and educational seminars.

Frederick Rickan is a financial advisor with Morgan Stanley in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007 and currently coaches in the Lou Ehrig Youth Baseball League. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Anders Johansson is a financial advisor at LPL Financial with 37 years of industry experience. He has held positions at LPL Financial since 2012 and previously worked at HSBC Securities (USA) Inc. from 2007 to 2012. Johansson also has a role with Northwest Bank, referring clients to bank partners. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with a wide range of financial products and bank partnerships.