Michael Skrzypczyk is a CFA® charterholder with five years of industry experience. He is currently affiliated with Raymond James Financial and has prior experience at Nottingham Advisors and SUNY Geneseo. Michael is based in Orchard Park, NY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a wide network of advisors and affiliated firms.

Jacob Wood is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network. Outside of his advisory role, he serves as Vice President of Buffalo Financial, a support company where he provides financial advice and trading services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary consulting using risk profiling and analytical tools and supports advisory programs with a focus on municipal and public finance.

Eugene Jordan is a financial advisor at Cetera with 45 years of industry experience. He holds the CFP® and ChFC® designations and has been involved with firms including Advisors Alliance Group and E.P. Jordan & Associates Inc. Outside of his advisory work, he serves as a committee chairperson at St. John Vianney RC Church, where he engages with parishioners on fundraising activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and planning services, supporting a broad range of investment strategies across discretionary and non-discretionary authorities.

Evan Wardner is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial. He previously worked with WNY Asset Management and Cadaret, Grant & Co., Inc., and has been self-employed under Empiron Agency for over three decades. Wardner is involved with the AIM Independent Living Center in Painted Post, NY, in a non-investment capacity. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Jonathan Mann is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Equitable Advisors since 2016 and was previously associated with Axa Advisors, LLC from 2016 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm employs a variety of advisory models and investment options through both internal programs and third-party providers.

Robert Tighe is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. 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 delivered through a network of Investment Adviser Representatives and third-party managers.

Edgar Huber is a financial advisor with Thrivent Investment Management in Amherst, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, focusing on a broad range of topics including retirement, tax, estate, and special needs planning.

Matthew Diniro is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes roles at Prudential Insurance Company of America, LPL Enterprise, and Seko Global Logistics. 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 through a network of Investment Adviser Representatives and third-party managers.

Richard Schieb Jr. is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2001, following service at Axa Advisors. Outside of his advisory role, he serves as a board member and officer of the Ketch Court Property Owner's Association and provides CPA tax preparation and advice. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm employs a model-driven approach to client investment management, utilizing both proprietary and third-party solutions without sponsoring its own wrap fee program.

Shannon Schapiro is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 supported by research from Wells Fargo Investment Institute.

Michael Mancuso is a financial advisor with Cetera who holds 43 years of industry experience. He has worked with Cetera since 2019 and previously spent 37 years at Foresters Financial. Outside of his advisory role, he is involved in land ownership. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients through various portfolio management and financial planning services.

Brennen Przybysz is a financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Merrill, Bank of America, Morgan Stanley, and Wall Street Financial Group. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Mark King is a Series 66-licensed financial advisor with Equitable Advisors in Williamsville, NY, and has 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. King is involved in community organizations in Buffalo, serving as Co-Chairperson of the Community Health Worker Network, Chairman of the Community Health Center Board of Directors, Treasurer of Collaborating On Poverty Elimination WNY, and a board member of CinqCare. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs. The firm emphasizes customized advice through a range of proprietary and third-party models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jose Iglesias is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS Financial Services since 2010 and has also worked at UBS International Inc. and UBS AG since 2007. Iglesias holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through 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 asset allocation models to tailor client strategies.

Michael Coffaro is a financial advisor with Equitable Advisors in Williamsville, NY. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His career includes work at Axa Advisors, LLC from 2016 to 2020 before continuing with Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party program sponsors. The firm emphasizes personalized risk assessment and client-specific model matching without sponsoring its own wrap fee programs.

Daniel Mcauliffe is a financial advisor at Equitable Advisors with 18 years of industry experience. He has been with Equitable Advisors since 2011, including its predecessor AXA Advisors. Mcauliffe serves as vice president of the Buffalo Squash Racquettes Association and is a board member of both 716 Squash, Inc. and Child and Family Services, reflecting involvement in local community organizations. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a variety of advisory programs and third-party asset managers to tailor investment solutions, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Bryan Plunkett is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Axa Advisors and First Source Advantage, LLC. He serves on the Board of Directors for the Historical Association of Lewiston. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a client-focused approach that includes risk assessment and uses a mix of proprietary and third-party investment programs delivered through a network of Investment Adviser Representatives.

Ryan Gill is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2004. His prior work includes 16 years at Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s advisory approach involves personalized risk assessment and matching clients to program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

Randy Toth is a CFA® charterholder with 12 years of experience in the financial services industry. He is currently with OSAIC and previously held roles at Securities America Advisors and Citigroup. In addition to his advisory work, he brokers life and health insurance and provides tax preparation services. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory programs that emphasize model-based asset allocation and portfolio optimization through a multi-advisor platform.

Paul Di Pirro Jr. is a financial advisor with Ameriprise who holds a Series 66 designation and has 19 years of industry experience. He has worked with Ameriprise and its affiliates since 2005 and is also involved with Buffalo Wealth Partners. Outside of his advisory role, he has administrative duties with a partnership entity and is a member of a real estate entity that owns office space used for his financial advisory practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.