Diane Beresniewicz is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds a Series 66 designation and has been with RBC Wealth Management since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Christina Bottega is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 22 years before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Lisa Yuhnke is a financial advisor at Equitable Advisors with seven years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2018. Prior to her advisory career, she was employed at Aurubis Buffalo, Inc. for eleven years and was involved with Lularoe from 2016 to 2018. She serves as a board member of the Chamber of Commerce of Tonawanda, NY. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services to client goals and risk tolerance.

Michael Knavel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

John Downing is a CFP®-certified financial advisor with eight years of industry experience. He is currently with LPL Financial and also operates Downing Financial Group. His prior experience includes roles at Cadaret, Grant & Co., Inc., and Goodway Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of advisers. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Chalise Krentz is a financial advisor at Equitable Advisors with a Series 66 designation. She has over a decade of experience in the financial services industry, including 12 years at Lockwood Asset Management Group and current ownership of TrueSpeed Logistics, a non-investment-related business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Dylan Schall is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his tenure at the firm in 2025. He has prior experience at Tiede Zoeller from 2018 to 2025, along with roles in home remodeling and agricultural businesses earlier in his career. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model that includes both advisory and brokerage channels, emphasizing tailored client intake and ongoing client review processes.

Randy Brown is a Financial Advisor at Merrill Lynch Wealth Management based in Buffalo. He specializes in investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and retirement income, with a focus on serving clients in sports and entertainment. Randy holds a Bachelor's degree in Economics from Miami University and an MBA from the Texas A&M University System. He is a CERTIFIED FINANCIAL PLANNER (CFP), a Personal Investment Advisor (PIA), and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is also an Army veteran. Outside of his professional work, Randy enjoys baseball, fishing, football, golfing, ice hockey, and skiing. He is committed to helping families execute their financial plans by uncovering what matters most to them and creating strategies to pursue their financial goals.

Daniel Wilkinson is a financial advisor with Ameriprise in Clarence Center, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including over 20 years with Ameriprise and its affiliate Ameriprise Financial Services, Inc. Wilkinson serves on the Board of Directors for Lutheran Charities of Western New York. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered through a centralized consulting team in partnership with clients' financial advisors.

Steven Sackel is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.

Michael Makula is a financial advisor with Ameriprise in Buffalo, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering customized Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic tools overseen by specialized committees to support its advisory approach.

Kevin Klein is a CFP®-certified financial advisor with 20 years of industry experience. He currently works with Raymond James & Associates and previously held roles at Bank of America and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Nicholas Ludwa is a financial advisor with Equitable Advisors in Lakewood, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including time with its predecessor, Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory, brokerage, and insurance services tailored through a detailed client intake process.

Matthew Briggs is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. He has previously worked at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Adam Brunner is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has 21 years of industry experience, including over two decades at Equitable Advisors and its predecessor, Axa Advisors. He serves on the boards of the ILIO DiPaolo Scholarship Fund, which awards scholarships to high school athletes, and the SonShine Charitable Fund. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, working with LPL and various third-party asset managers to tailor advisory services based on client goals, risk tolerance, and time horizon.

Mariah Hines is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL Enterprise, she held positions at Northwestern Mutual, Good Neighbors FCU, Buffalo Metropolitan FCU, and First Niagara/KeyBank. Outside of advisory work, she is employed by The Westin. LPL Enterprise serves a broad client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with sales of financial products, including insurance, through an integrated platform.

Michael Costello is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including M&T Bank, TD Ameritrade, Bank of America, and AXA Advisors. Outside of his advisory role, he is involved with SkySeed LLC, a business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios, research, and a variety of discretionary and non-discretionary management options.

Jill Carter is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked within Wells Fargo-affiliated firms since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various planning areas, with implementation options through brokerage or advisory programs.

Thomas Wahl is a financial professional with one year of industry experience, currently affiliated with Cetera and Lifetime Wealth Management Group, an affiliate of Lumsden McCormick. He holds a Series 66 designation and has prior experience at Avantax Advisory Services and Roswell Park Comprehensive Cancer Center. Wahl's roles have included assisting with client communications and preparing financial documentation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with access to both affiliated and third-party investment strategies.

Jack Buncy is a Series 66-licensed financial advisor with Equitable Advisors in Williamsville, NY. He has one year of experience in the industry, including prior work at Landesign and a background that includes roles in education and service industries. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.