Jacqueline Byrne is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill and UBS Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating under a Private Advisor model with an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Stephanie O'dell is a financial advisor with HSBC Securities (USA) Inc., holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. She has been with HSBC Securities and HSBC Bank USA, N.A. since 2014. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of client-directed and discretionary investment programs, using model risk profiles and a combination of strategic and tactical asset-allocation advice developed in collaboration with HSBC Global Asset Management and other affiliated providers.

Allen Judkins is a financial advisor at Key Investment Services LLC with a Series 66 credential. He has been with the firm since 2026 and has prior experience at several financial institutions including KeyBank, Bank of America, Merrill, and Citizens Bank. Outside of finance, he has operated a pet supplies business. Key Investment Services LLC serves individuals, trusts, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client direction in investment decisions and provides access to third-party discretionary managers while offering ongoing monitoring and supervisory oversight.

Tyler Marriott Wells is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and CVS Pharmacy. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Joshua Haueise is a CFP® professional with eight years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Black Diamond Custom Wealth Management. His prior experience includes six years at Lincoln Financial Securities and roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and discretionary model portfolios. The firm offers various program structures and operates as a platform provider delivering operations, trading, technology, compliance, and practice-management support.

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.

Robin Lewandowski is a financial advisor with Ameriprise in Orchard Park, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Ameriprise in 2025, Lewandowski worked at OSAIC, Securities America Advisors, Securities America, Inc., and Citizens Securities, Inc. Lewandowski also maintains outside employment as a financial advisor with CNB. Ameriprise offers specialized retirement-income planning services for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Murphy Jr. is a ChFC® and Series 66-registered financial advisor with 14 years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked with Prudential Insurance Company of America and Mutual of Omaha Investor Services, Inc. He also operates JPMurphyJR LLC, providing Medicare insurance advice. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it provides access to third-party asset managers and insurance products through affiliated entities.

Matthew Sotland is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. His prior experience includes roles at Wells Fargo Advisors LLC and UBS Wealth Management. He holds a minority ownership in a commercial rental property holding company in Williamsville, NY. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Liam Davis is a financial advisor with LPL Financial based in Hamburg, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Equitable Advisors LLC. 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 provides a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Blake is a financial advisor with MML Investors Services, a subsidiary of MassMutual, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1987. Outside of his advisory role, he owns and operates SFG Consulting, which focuses on business succession planning, and Southtowns Financial Group, providing insurance services. MML Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars. The firm’s approach includes collaborative, annual financial planning engagements using firm-approved software to analyze client goals and recommend investment strategies.

Andre Brassard is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked for M&T Securities, Inc. for 23 years 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Matthew Wojcik is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of advisory work, he has been involved in operations support through a separate non-investment business activity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary advisory services supported by advanced analytical tools.

Joseph Loschiavo Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at M&T Securities for over a decade and joined LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Romer Mendez is a financial advisor with LPL Financial in Silver Creek, NY, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at M&T Bank, M&T Securities, and Axa Advisors. Outside of his advisory work, he is involved with WNY Flag Football, a local sports organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting advisers with tools including model portfolios, third-party subadvisors, and technology-driven research.

Patricia Sargent is a CFP® with 23 years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior roles include positions at Cadaret, Grant & Co., Inc., Mass Mutual Investors Services, and Metlife Securities. She also operates Davis Financial Services, a business related to her LPL advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party models, supported by technology tools and a broad array of non-advisory financial services.

Peter Grimm is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked with NEXT Financial Group since 2009 and joined LPL Financial in 2025. In addition to his advisory role, he is also an insurance agent focusing on fixed annuities and life/health insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolios, supported by a large network of investment adviser representatives.

James Coupe is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Edward Jones, and has background experience in the automotive sector. Coupe serves as a board member for the Lions Club of Boston NY and the Eden Chamber of Commerce. 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, with a platform that supports both discretionary and non-discretionary investment strategies.

John Cuddihy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His prior roles include positions at INVEST Financial Corporation, HSBC Securities (USA) Inc., Key Investment Services LLC, and KeyBanc Capital Markets Inc. He is also involved in an investment-related side business under Anderson Cuddihy Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 a range of financial planning, portfolio management, and institutional platforms.

Christen Beck is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 63, and Series 65 licenses and 14 years of industry experience. Prior to joining Wells Fargo in 2025, Christen spent 15 years at M&T Securities and 21 years at M&T Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research and analytics to evaluate investment options primarily based on diversification and modern portfolio theory.