Robert Cohen is a CFP®-designated financial advisor with 29 years of industry experience. He is currently with OSAIC and has prior experience at American Portfolios. Cohen also serves as COO of W.J. Cox Associates, Inc., and is co-owner of a tennis club. He holds a part-time teaching position at Canisius College. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and utilizes proprietary asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Ronald Viavada is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with a team of specialists to provide goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. Ronald focuses on areas such as family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from SUNY Brockport and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ronald emphasizes a disciplined approach to investing and is committed to cultivating long-lasting client relationships through exceptional service and customized advice. Outside of his professional role, Ronald participates in community organizations such as Dayton Pheasant Farmers Preserve, Southtowns Walleye Association, and St. Bonaventure University Men's Lacrosse. He enjoys personal interests including boating, fishing, hunting, gardening, football, running, and running marathons.

Anthony Burgio is a financial advisor with OSAIC in Williamsville, NY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He previously worked at Sii from 2010 to 2018 before joining OSAIC in 2018. Outside of his advisory role, he is a senior partner at Northeastern Financial Partners LLC. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Jesse Lalka is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and previously worked at ADPRO Sports LLC and Prima Pizza Pasta. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using a range of portfolio construction tools and multiple advisory platforms.

Jason Gentner is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 24 years of industry experience. His previous roles include 17 years at Securities America Advisors, Inc. He is also a part-owner and investor in Nickel City Tours, a local Buffalo, NY, company offering historical bus tours. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party offerings to construct and manage portfolios tailored to client needs.

Maryjane Hosmer is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 designation and bringing 34 years of industry experience. She has been with MML Investor Services and MassMutual Life Insurance Company since 2005. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management, wrap and money-manager programs, and educational seminars.

Grant Rickan is a Series 66-licensed financial advisor with Morgan Stanley in Williamsville, NY, with 12 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, delivering services primarily in an advisory capacity.

Wojciech Biernat is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 17 years of industry experience. He previously worked at Raymond James Financial Services Advisors and has a background spanning multiple roles within Wells Fargo Advisors. In addition to his advisory role, he also serves as a financial advisor for Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

David Schilling is a financial advisor at LPL Financial in Amherst, NY, holding the ChFC® and Series 63 designations with 44 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co., where he spent a combined eight years. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Paul Chisholm is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 credential and over 36 years of industry experience. His prior work includes seven years at Investacorp and over three decades of involvement with Insurance Associates Marketplace Agency Inc. He serves on the board of Elmlawn Cemetery and Crematory and holds director and treasurer roles in several local nonprofit organizations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of investment strategies across multiple platforms, including proprietary models and third-party solutions, with both discretionary and non-discretionary management options.

Joseph Dileo is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2005. Outside of his advisory work, he is involved in software development through Endinmind Creations and co-owns an indoor baseball facility and training center called Hot Corner Athletics. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning.

Phillip Held is a financial advisor with MassMutual Investors Services in Amherst, NY, holding a Series 63 designation and 13 years of industry experience. He has been with MassMutual Investors Services since 2010 and has worked with MassMutual Life Insurance Company since 2007. Outside of his advisory role, he serves as president and chairman of FinsecaNY, an industry trade association, and works as an insurance agent with AFLAC and Lawley Life Solutions. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing collaborative planning relationships and educational seminars, focusing on recommending investment categories and strategies while implementation remains optional.

Lindsay Hamill is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been with Fidelity since 2021, initially serving as a Planning Consultant before assuming her current role in 2024. Prior to joining Fidelity, Lindsay worked as a Product Manager at M&T Bank from 2012 to 2021. Her professional experience spans financial planning and benefits consulting, where she focuses on assisting clients with their financial planning and retirement objectives. Lindsay is committed to guiding individuals through their financial journeys to help improve their financial well-being. Outside of her professional work, Lindsay engages in activities such as cooking and baking, family activities, fitness, running, and exploring food as a foodie. She also values parenthood.

Ian Sylves is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and five years of industry experience. He has been with MML Investors Services, LLC since 2021 and MassMutual Life Insurance Co since 2020. Outside of finance, he is involved in goalie coaching and runs on-ice and off-ice training programs as part of his work with Mindful Goaltending and Mitch Korn Goalie Camps. He also serves on the Economics and Finance Advisory Board at Buffalo State College. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved analytical tools and delivers written recommendations primarily focused on investment categories and strategies.

Kelly Davis is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and bringing 12 years of industry experience. Prior to joining Mass Mutual in 2022, Kelly worked at PlanMember Securities Corporation and Farmers Financial Solutions. Outside of financial advising, Kelly owns a small bookkeeping business providing services to other small businesses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning with a range of investment and event-driven planning services.

Lauren Gould is a financial advisor with Wells Fargo Advisors in Williamsville, NY, holding a Series 66 designation and two years of industry experience. She previously worked at Raymond James Financial Services and Bailey Financial Group. Outside of her advisory role, she is involved with Princeton Harriman Insurance Solutions in an insurance practice capacity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering diverse planning areas, and integrates advisory services with other financial product sales and referrals.

Kathleen Peterson is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of her advisory role, she serves as assistant treasurer for St. James United Church of Christ in Hamburg, NY, overseeing the budget and expenses. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Emily Glick is a financial advisor with RBC Capital Markets and holds a Series 66 designation. She has eight years of industry experience, including roles at City National Bank and RBC Capital Markets since 2018. Outside of finance, she is actively involved in the theater community as an actor, producer, and board member for several nonprofit theater organizations in the Buffalo area. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, and nonprofits. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services, utilizing a blend of in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Donna George is a financial advisor with Morgan Stanley in Williamsville, NY, holding a Series 66 designation and bringing 22 years of industry experience. She previously worked at UBS from 2014 to 2020 before joining Morgan Stanley Smith Barney LLC, where she has been since 2020. From 2016 to 2020, she was also a New York State notary. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm’s approach includes structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Edward Wright Jr. is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial. His prior roles include tenures at Cadaret Grant & Co., Inc., The Leaders Group, Inc., and HSBC Securities (USA) Inc. He is also the president and owner of Omega Wealth LLC, a financial planning business. 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 management solutions, including model portfolio programs, third-party asset management, and institutional platforms.