Jesse Lalka is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has previously worked at L&M Wealth Management and ADPRO Sports LLC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with asset allocation and portfolio optimization tools, supported by a complex network of affiliated firms.

Jason Gentner is a financial advisor with Osaic, holding a Series 63 designation and over 24 years of industry experience. He has worked at Securities America Advisors and its predecessor, Securities America, Inc., for 17 years prior to joining Osaic. Outside of advising, he is a part-owner of Nickel City Tours, a local company offering historical bus tours in Buffalo, New York. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, with various discretionary and third-party management options.

David Bilski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at PFS Investment Inc. and Primerica Financial Services since 1992. In addition to advising, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Grant Rickan is a Series 66-licensed financial advisor with Morgan Stanley in Williamsville, NY, with 12 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, delivering services primarily in an advisory capacity.

Jordan Farnham is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He previously worked with Foresters Advisory Services and Foresters Financial Services before joining Cetera in 2019. Outside of his advisory role, Farnham is actively involved in hockey coaching and operations, serving as a head coach at both St. Francis High School and St. Bonaventure University, where he also manages day-to-day hockey team operations and assists with club sports scheduling. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary services across various program structures and custodians.

Wojciech Biernat is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 17 years of industry experience. He previously worked at Raymond James Financial Services Advisors and has a background spanning multiple roles within Wells Fargo Advisors. In addition to his advisory role, he also serves as a financial advisor for Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Lindsay Hamill is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been with Fidelity since 2021, initially serving as a Planning Consultant before assuming her current role in 2024. Prior to joining Fidelity, Lindsay worked as a Product Manager at M&T Bank from 2012 to 2021. Her professional experience spans financial planning and benefits consulting, where she focuses on assisting clients with their financial planning and retirement objectives. Lindsay is committed to guiding individuals through their financial journeys to help improve their financial well-being. Outside of her professional work, Lindsay engages in activities such as cooking and baking, family activities, fitness, running, and exploring food as a foodie. She also values parenthood.

Lauren Gould is a financial advisor with Wells Fargo Advisors in Williamsville, NY, holding a Series 66 designation and two years of industry experience. She previously worked at Raymond James Financial Services and Bailey Financial Group. Outside of her advisory role, she is involved with Princeton Harriman Insurance Solutions in an insurance practice capacity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering diverse planning areas, and integrates advisory services with other financial product sales and referrals.

Kathleen Peterson is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for nine years. Outside of her advisory role, she serves as assistant treasurer for St. James United Church of Christ in Hamburg, New York, overseeing the budget and expenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Emily Glick is a financial advisor with RBC Capital Markets and holds a Series 66 designation. She has eight years of industry experience, including roles at City National Bank and RBC Capital Markets since 2018. Outside of finance, she is actively involved in the theater community as an actor, producer, and board member for several nonprofit theater organizations in the Buffalo area. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, and nonprofits. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services, utilizing a blend of in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Donna George is a financial advisor with Morgan Stanley in Williamsville, NY, holding a Series 66 designation and bringing 22 years of industry experience. She previously worked at UBS from 2014 to 2020 before joining Morgan Stanley Smith Barney LLC, where she has been since 2020. From 2016 to 2020, she was also a New York State notary. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm’s approach includes structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Richard Koch is a financial advisor with Cambridge Investment Research Advisors in Lancaster, NY, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and has been associated with Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, Koch has been involved with the Lions Blind & Charity Fund, Inc. for more than three decades and serves as a co-executor for an estate. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through various platforms and provides access to third-party advisers, proprietary model strategies, and both discretionary and non-discretionary management options.

Anthony Blasting is a CFP® and ChFC® with 36 years of experience in the financial services industry. He worked at Northwestern Mutual Investment Management and North Western Mutual Life from 1989 to 2026 before joining Cetera in 2026. He is currently based in West Seneca, NY. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Max Lipsitz is a CFP® professional with 13 years of industry experience, currently serving at Osaic Wealth. Prior to joining Osaic, he spent over a decade at Securities America Advisors and SECURITIES AMERICA, Inc. He is also involved with FeedMore WNY as a member of their investment sub-committee and owns businesses in insurance sales and tax preparation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a wide range of customizable investment strategies.

Stephen O'Donnell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a baseball umpire with the Niagara Falls Umpire Association. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Joshua Pereira is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in August 2000, he has focused on creating strategies and providing advice tailored to individuals, families, and businesses, with an emphasis on understanding their short- and long-term financial goals. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree in Business Administration from Saint Bonaventure University. Joshua prioritizes client satisfaction and applies disciplined strategies to assist clients in achieving their financial objectives. He lives in Lakeview, NY with his wife, Meghan, and their two daughters.

Blair Leiker is a Planning Consultant at Fidelity Investments, where they work collaboratively with clients and Financial Consultants to develop comprehensive financial plans tailored to clients' current goals and aspirations. Their role focuses on helping clients work towards achieving a successful financial future. Blair has been with Fidelity Investments since 2017, holding various positions including Relationship Manager from 2021 to 2023, 529 College Planning Service and Help Desk from 2018 to 2021, and Customer Relationship Advocate from 2017 to 2018. This progression reflects experience in client relationship management and financial planning support services.

Justin Reich is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked for nine years at Northtown Automotive Group and spent two years at Fred Beans, with an additional year at Colonial Motors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes assessing client risk tolerance and matching them with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Donald Kohnstamm is a financial advisor at Cetera with 58 years of industry experience. He holds a Series 63 designation and has worked at Cetera Wealth Services since 2013, with prior experience dating back to 1973 at Desmon & Kohnstamm Inc. He serves as president and owner of Desmon & Kohnstamm, Inc., an insurance-related business, and is a board member and governance committee member of the Foundation for Jewish Philanthropies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Devon Tobler is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior roles include positions at M&T Bank and Target Corporation. Tobler also worked at Dash's Market for eight years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through its network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and related services.