Matthew Burwick is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Securities America, Inc. for 13 years. Outside of advising, he serves on the boards of a cancer nonprofit and a Jewish community center and owns a retail business specializing in soap and hygiene products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Kristi Mahoney is a financial advisor at LPL Enterprise with two years of industry experience. She holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, Kemper, Travelers, and Legal Debt Processing Services. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products.

Bruce Supernault is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. His prior career includes positions at Cadaret, Grant & Co., Inc., Prudential Insurance Company of America, Pruco Securities, LLC, MML Investors Services Inc, and Mass Mutual Life. He is also commissioned as a notary and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

Anthony Cirocco is a CFP®-certified financial advisor with 20 years of industry experience. He is currently affiliated with Raymond James Financial and has held roles at Noble Wealth Partners and Key Investment Services among others. Outside of advisory work, he is involved in managing multiple rental real estate properties and owns support companies related to his financial planning practice. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, and governmental entities. The firm offers tailored, non-discretionary advisory services and has notable capabilities in municipal and public finance.

Joseph Bohen is a financial advisor at LPL Financial with 15 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for four years and Dopkins Wealth Management for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

William Mittlefehldt is a financial advisor with UBS Financial Services in Buffalo, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor plans based on clients’ goals and risk tolerances.

Timothy Talbot is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds a Series 63 designation and has worked at firms including Prudential Insurance Company of America and Securities America. Talbot is also involved in an entrepreneurial venture, owning Attain Wealth Planning, a business focused on investment and insurance services. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a variety of investment implementation options through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies.

Ronald Sciandra is a financial advisor with Primerica Advisors in Amherst, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1993 and previously worked with the Mid-Atlantic District Exchange and Erie-Niagara Sunrise Exchange. Outside of advisory services, he is involved in sales of loan products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that primarily uses model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

David Russell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 11 years with Wells Fargo Advisors Financial Network LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Dylan Chmiel is a financial advisor with LPL Financial in Buffalo, NY, holding Series 63 and Series 65 credentials and having 11 years of industry experience. His prior experience includes roles at M&T Securities and Foresters Advisory Services LLC. Outside of his advisory work, he is employed part-time at CSL Plasma. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management supported by in-house and third-party research resources.

Charles Stephan is a financial advisor with Primerica Advisors in West Seneca, NY, holding Series 65 and Series 63 licenses and with 32 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1994. He also receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Lawrence Pignataro IV is a financial advisor with Osaic Wealth, Inc. based in Depew, NY, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Securities America and Investacorp, and he also manages Pignataro Financial Group, an accounting and tax preparation business. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services with access to multiple platforms and third-party managers. The firm employs various asset-allocation tools and supports discretionary and non-discretionary management, with a notable corporate structure involving multiple mergers and private-equity ownership.

Sarah Blankenship is a Series 66-licensed financial advisor with MassMutual Investors Services, where she has worked since 2013. She has 13 years of experience in the financial services industry. Outside of her advisory role, she is involved with PowHERhouse Money Coaching, providing wealth and business coaching, and serves as treasurer for Power of the Pack Inc., a nonprofit focused on women's empowerment. MassMutual 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, wrap and money-manager programs, and educational seminars, delivering tailored recommendations through collaborative, annual planning engagements.

Christopher Shafer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with RBC Capital Markets Corporation since 2005. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through various in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

Robert Kupiec is a financial advisor at Thrivent Investment Management holding a Series 66 designation. His experience includes roles at Thrivent Financial since 2025 and prior positions at Seneca Gaming Corp. and Instacart. Outside of finance, he has been involved with the Transit Valley Country Club and operated a business called Extra Crispy LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on various financial planning topics without implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan.”

Jeffrey Wohlfahrt is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He has held positions at Massachusetts Mutual Life Insurance Company and Moshides Financial Group since 2015. He holds Series 63 and Series 66 licenses. MassMutual 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, with planning engagements structured as annual collaborative relationships using firm-approved analytical tools.

Jason Klein is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2007. Outside of his advisory role, he serves as an advisor and committee member for Secrets of Champions, a peak performance training organization focused on sports and business strategy. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Daryl Planter is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1992 and assists clients in managing their individual wealth through various market cycles. Daryl specializes in retirement planning, divorce transition planning, family wealth management strategies, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds a Bachelor's Degree from the State University of New York at Buffalo and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Daryl emphasizes a comprehensive approach to wealth management based on understanding clients' individual needs. Daryl actively participates in community service by volunteering with local organizations, reflecting a commitment to the communities he serves.

Francesca Vitale is a financial advisor at Merrill with 6 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to her current role, she has worked at Wilmington Trust, M&T Bank, LPL Financial, Bank of America, and Santander Bank. Vitale also serves as a board member on the junior advisory board for Niagara University, where she participates in quarterly meetings focused on enrollment trends and fundraising initiatives. Merrill provides managed account services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Carolyn Sullivan is a CFP® with 32 years of industry experience, currently affiliated with Merrill in Buffalo, NY. She has worked at Merrill since 2000 and concurrently with Bank of America, N.A. since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, pension plans, and charitable organizations. The firm operates within Bank of America’s broader platform, which includes access to various financial products and services.