Blake Dougherty is a Senior Financial Advisor with Merrill Lynch Wealth Management in Williamsville, New York. Since joining the firm in 2015, he has focused on understanding the priorities of individuals, families, and businesses to provide personalized attention and customized investment management strategies. Blake leverages the investment capabilities of Merrill Lynch Wealth Management alongside the banking resources of Bank of America to support clients in addressing various aspects of their financial lives. Blake works closely with clients to identify key goals such as education funding, tax minimization, retirement planning, and wealth preservation. His expertise encompasses corporate benefits, executive compensation, family wealth management, liquidity management, and retirement income strategies, among other areas. His approach involves crafting disciplined strategies aimed at helping clients build, manage, and preserve wealth for current and future generations. Blake earned a Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts, where he also played Division I Ice Hockey for four years. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional life, Blake enjoys football, golfing, ice hockey, watching movies, and practicing yoga.

Robert Oates is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 19 years. Outside of advisory work, he is president of a fixed insurance products business. OSAIC serves a diverse client base including individual and institutional investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios across various asset classes.

Myles Firey Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and over 33 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 18 years and has been involved with Myles R. Firey & Co., Inc. since 1989, where he serves as Vice President. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, institutions, and retirement plan participants with a range of financial planning and asset management solutions.

Jeremy Yolken is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Rosemarie May is a financial advisor with LPL Financial in Williamsville, NY, holding a Series 63 designation and 14 years of industry experience. She has worked with LPL Financial since 2012 and also holds a position at Chemung Canal Trust Company. 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 portfolio programs, third-party asset management access, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.

Daniel Meyer is a financial advisor with LPL Financial in Buffalo, NY. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various asset management platforms.

Thomas Waters is a financial advisor with Merrill in Buffalo, NY, holding Series 65 and Series 66 licenses and having 19 years of industry experience. His prior roles include positions at Karpus Investment Management, Wilmington Trust Investment Advisors, and M&T Securities. Waters serves as Foundation Board Chair for Community Services for Every1, a nonprofit organization based in Buffalo. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Martin Zaklikowski is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in financial and wealth management. Since joining Merrill Lynch in 1995, he has specialized in advanced investment strategies, retirement planning, and estate planning. His approach emphasizes a comprehensive understanding of client needs to develop tailored wealth management strategies. He holds a bachelor's degree in Finance and Political Science from Canisius College and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation granted by the Certified Financial Planner Board of Standards, Inc. Martin is a member of the Financial Planning Association (FPA) and the Certified Financial Planner Board of Standards, Inc., and holds the Personal Investment Advisor (PIA) designation. He has also served on the boards of Hopevale, Inc., St. Francis High School, and the Frontier Community Education Advisory Committee. Outside of his professional work, Martin enjoys gardening, music, and spending time with his wife Rebecca and their two children, Adam and Lauren.

Richard Gibson Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for eight years. Outside of his advisory role, he is involved in insurance sales and service through L&M Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services utilizing advanced portfolio construction tools, third-party money managers, and various managed account solutions.

Brendan Gawel is a financial advisor at MassMutual Investors Services with a Series 66 designation and three years of industry experience. His prior work includes roles at MassMutual Life Insurance Co., Pruco Securities LLC, and MML Investors Services, LLC. Outside of advising, he serves as a part-time assistant football coach at D'Youville College. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and estate settlement services.

Laura Cooley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 21 years of industry experience. She has also provided financial planning and consulting services through Lawley Retirement Advisors, an independent investment advisor firm, since 2017. 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.

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 with LPL Enterprise, holding the Series 66 designation and two years of industry experience. Her work history includes roles at The Prudential Insurance Company of America, Pruco Securities, Kemper, Travelers, and Legal Debt Processing Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers access to various financial planning and consulting services.

Bruce Supernault is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc., Prudential Insurance Company of America, Pruco Securities, LLC, MML Investors Services Inc, and Mass Mutual Life. His outside activities include serving as a notary public in Buffalo, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and various institutional platforms.

Anthony Cirocco is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at Noble Wealth Partners and Key Investment Services. Outside of his advisory work, he is involved in managing several rental real estate properties. 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 employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Michael Capozzi is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at M&T Bank, Charles Schwab, TD Ameritrade, Scottrade, and Equitable Advisors. He manages a DBA business, Wilmington Advisors at M&T, related to his LPL activities. 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 wide range of financial planning and portfolio management services through a large network of advisors and uses various advisory platforms supported by operational and research tools.

Joseph Bohen is a financial advisor at LPL Financial with 15 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., Dopkins Wealth Management, Merrill, BNY Mellon Securities Corporation, and AllianceBernstein L.P. Outside of his advisory role, he is involved with Robert F. Fahey Jr & Associates, a business related to his work at LPL. 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 services including financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Kristine Buchband is a financial advisor at Osaic with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and FSC Securities Corp. Outside of her advisory role, she operates a sole proprietorship offering potential life insurance and fixed annuity sales to existing clients. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

Andrew Kelley is a financial advisor with Merrill in Hamburg, NY, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of finance, he is involved part-time with Spurline Construction, an electrical work business owned by his brother-in-law. Merrill, along 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

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.