Collin Shapiro is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018, following two years at People's Securities, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients both directly and through corporate financial planning agreements.

Richard Ewel is a financial advisor with Osaic Wealth, Inc. in Williamsville, NY, holding a Series 63 designation and 45 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for 21 years. His additional activities include reviewing clients' annuities as an insurance advisor. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by extensive technology and multiple advisory platforms. The firm utilizes asset-allocation tools and managed account solutions while operating a complex corporate structure with varied third-party arrangements.

Donald Nowak Jr. is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at OSAIC since 2023. Outside of advisory work, he operates a small eBay business selling personal items. OSAIC serves a diverse client base including individual and institutional investors through a large network of advisers. The firm offers integrated brokerage and advisory services with portfolios constructed using asset-allocation tools and access to multiple third-party money managers and wrap programs.

Sabrina Gimlin is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise and FIT School. 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, model portfolios, third-party asset management, and institutional platforms.

Luke Genewick is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Samuel's Grande Manor, CUTCO Knives, and the Village of Lancaster Department of Public Works. Outside the financial industry, he has experience in education and retail businesses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a network of Investment Adviser Representatives and third-party program sponsors to deliver its investment solutions.

William Stark III is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Fidelity Investments since 2011, including roles with Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs, and it maintains formal advisory roles and governance procedures for multiple registered investment companies.

James Keddie is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2007, including time when it operated as Axa Advisors, LLC. Outside of his advisory role, he serves as the executor of his father's estate. 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 approach involves assessing client information and risk tolerance to match them with appropriate advisory models or discretionary managers, utilizing both proprietary and third-party programs.

Joan Simmonds is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on retirement income planning, risk reduction strategies, and intergenerational wealth transfer strategies. Her role involves helping clients navigate important life transitions and safeguard their assets. Joan has been a Financial Advisor since 2006 and holds Series 7 and 66 FINRA registrations. She earned a Master of Education in Counseling from Bridgewater State College and a Bachelor of Arts in Social Work from Siena College. Joan holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In her work, Joan conducts personal consultations to help clients identify and articulate their unique financial and life goals, developing retirement-income plans and wealth transfer strategies accordingly. She also reviews clients' progress and provides regular updates. Outside of her professional work, Joan is involved with the American Heart Association's Go Red For Women initiative and enjoys boating, reading, and dancing.

Phoebe Rodriguez is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1995. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Darleen Connor is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate firm-approved tools and market-based modeling techniques.

Noah Buettner is a Senior Financial Advisor with The Buettner Group at Merrill Lynch Wealth Management. He offers a comprehensive and tailored approach to wealth management by understanding clients' financial situations and what is most important to them. Through Merrill and Bank of America, Noah provides access to investment insights as well as banking and lending solutions to address the various aspects of clients' financial lives. His expertise includes college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Noah holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Noah earned a Bachelor's Degree from Xavier University and a Master's Degree from Georgetown University. In addition to his professional work, he is involved with St. Luke's Mission of Mercy. In his free time, he enjoys biking, chess, golfing, running marathons, skiing, playing soccer, spending time with his family, and traveling.

James Glownia is a financial advisor with LPL Financial in Williamsville, NY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1991. Outside of advisory work, he is involved in fixed non-variable insurance sales through his firm, Glownia Financial Group. 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 portfolio programs, third-party asset management, and institutional platforms.

Erin Schieb is a financial advisor at Equitable Advisors with 12 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2013, including its predecessor firm, AxA Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Dante Battaglia is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on creating comprehensive and flexible financial strategies tailored to his clients' individual needs and goals. Drawing from over 25 years of experience in the financial services industry, he offers expertise across a range of areas including college education planning, personal retirement planning, portfolio management, socially responsible and ESG investing, and specialized strategies for clients in sports and entertainment. Dante holds a Bachelor's Degree from Syracuse University and a Master's Degree from the University at Buffalo. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). These credentials support his ability to serve various financial aspects of his clients' lives. In addition to his professional work, Dante actively participates in community organizations. He serves as President of the Clarence Youth Football and Cheerleading Association and is a member of the Butler Mitchell Boys and Girls Club of America Alumni Association. His personal interests include basketball, football, golfing, ice hockey, music, skiing, soccer, spending time with family, and traveling.

Jeremy Beck is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network LLC. Beck is a partner in two LLCs involved in ownership and management of commercial real estate properties connected to his financial practice. 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 offers tailored, non-discretionary investment consulting and supports municipal and public-finance work, alongside specialized advisory programs.

Gary Kokin is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 43 years of industry experience. His prior roles include positions at NEXT Financial Group, Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and UBS Financial Services. 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, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research purposes.

Andrew Piatek is a financial advisor with LPL Enterprise, holding a Series 63 designation and 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Longevity Wealth Partners, LLC, a local financial planning team. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, offering access to third-party managers and a range of financial planning and consulting services.

Steven Fretthold is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors and Axa Advisors, LLC since 2009. Outside of his advisory role, he serves as an administrator or executor of an estate and trustee of a trust for a family member. 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 a variety of third-party advisory models and tools.

Jaclyn Greiner is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and previously worked for Bank of America Merrill Lynch for 13 years before joining her current firm in 2024. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Lawrence Pignataro Jr. is a CFP® with 38 years of experience in the financial services industry. He is currently affiliated with OSAIC and has worked previously at Securities America Advisors and Investacorp, Inc. In addition to his advisory work, he owns and operates Pignataro Financial Group, which provides tax preparation, accounting, and life insurance services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party platforms to construct and manage portfolios across a wide range of investment types.