Glenn Shaikun is a CFP® with 45 years of industry experience and is currently affiliated with OSAIC. He previously worked at Investacorp and its advisory services division for over 25 years before joining Securities America Advisors. Outside of his advisory role, he is involved in an insurance business and operates Financial Education Resources. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of advisers and multiple platforms. The firm employs a variety of asset-allocation and portfolio management tools, offering integrated brokerage and advisory services with access to third-party money managers and specialized investment solutions.

Anne Pasker is a financial advisor with Raymond James & Associates in Buffalo, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. She joined Raymond James in 2020 after working at key Investment Services LLC from 2016 to 2019. 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 consulting through a range of investment strategies and affiliated research.

Matthew Siva is a financial advisor with LPL Financial in Buffalo, NY, holding the Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and SC Parker, LLC. 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.

Jared Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 15 years of industry experience. His prior roles include positions at Noble Wealth Partners, Crux Wealth Advisors, Key Investment Services, and M&T Securities. He is also involved as a minority partner and officer in several support entities related to his financial planning practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network, with services that include municipal advisory work and specialized retirement plan consulting.

Nathan Huisgen is a financial advisor with LPL Financial, holding a Series 63 designation and 11 years of industry experience. He has been with LPL Financial since 2014 in N. Tonawanda, NY. Outside of his advisory role, Huisgen is also a notary. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, with advice delivered primarily by investment adviser representatives using both proprietary and third-party strategies.

Peter Kazmierczak is a CFP®-certified financial advisor with eight years of industry experience, currently with Morgan Stanley in Williamsville, NY. His prior roles include positions at AllianceBernstein Investments and Nottingham Advisors Inc., among others. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Courtland Van Deusen V is a financial advisor with Cetera in Buffalo, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Avantax Investment Services and 1st Global Capital Corp. Outside of his advisory work, he serves as treasurer and board member for the C&D Van Deusen Foundation, a private charitable foundation supporting educational and religious institutions, and is involved in nonprofit efforts related to hearing services and local education. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment programs and access to third-party money managers.

Jaclyn Singer is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill and RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that combine internal and third-party managers, providing a range of portfolio management, financial planning, and brokerage services.

Michael Carrig is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2022. Prior to UBS, he was with Bank of America N.A. and Merrill from 2014 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions supported by proprietary research and a broad platform of capital markets and custody services.

Gino Callisto is a financial advisor with Mass Mutual Investors Services, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with MML Investors Services since 2011 and Mass Mutual Life Insurance Company since 2009. Outside of advising, he works as a life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, and various organizations. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and strategies focused on client goals.

Matthew Mcmahon is a Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2026, bringing with him two decades of experience in Capital Markets and Institutional Sales acquired at various broker dealers. Matthew specializes in advising clients on investment strategies and wealth management tailored to their financial goals. He holds a Bachelor of Science degree in Business Management from the State University of New York at Buffalo. Additionally, Matthew has earned the Personal Investment Advisor (PIA) designation, supporting his professional expertise in personal investment advisory services.

Jason Bridge is a financial advisor at Equitable Advisors with five years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2021, he worked for Upstate New York Transplant Services for sixteen years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Linda Banks is a financial advisor at Equitable Advisors with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Equitable Advisors since 2011, previously working with Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and offers both proprietary programs and referrals to third-party asset managers.

Ryan Hanretty is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, leveraging both proprietary and third-party advisory models.

Morgan Tanski is a financial advisor at Equitable Advisors with six years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2020, Morgan worked at Axa Advisors and has also held roles at Niagara University and the University of New Hampshire. Morgan serves as Treasurer of CEPA Gallery, providing consulting on balance sheets and assisting with fundraising efforts. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through Investment Adviser Representatives, using a combination of proprietary and third-party advisory solutions.

Alicia Birch is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch from 1988 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mark Massaro Jr. is a financial advisor with Ameriprise in Clarence Center, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Faraaz Mohammed Ali is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2020. He is also the author of a children's book titled *With Allah In My Heart*, which he wrote for his son. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Jacob Kranz is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and KeyBank. Outside of his advisory work, he manages a rental property as a landlord. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports a range of specialized services including divorce, estate-settlement, and employer-sponsored planning programs.

Emir Culov is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and with 26 years of industry experience. He previously worked at Wells Fargo Advisors and Morgan Stanley in various roles before joining Raymond James. Culov serves on the advisory board of the RIT Saunders School of Business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm employs analytical tools for non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.