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 designation and 37 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent seven years at Investacorp. Outside of his advisory work, he serves on the board of Elm Lawn Cemetery and Crematory and holds director and treasurer roles with local nonprofit organizations. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a multi-platform, multi-billion dollar asset management operation.

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 designations and previously worked at Wells Fargo Clearing for nine years. Outside of her advisory role, she serves as assistant treasurer for St. James United Church of Christ in Hamburg, New York, overseeing the budget and expenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

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.

Max Lipsitz is a CFP® professional with 13 years of industry experience, currently serving at Osaic Wealth. Prior to joining Osaic, he spent over a decade at Securities America Advisors and SECURITIES AMERICA, Inc. He is also involved with FeedMore WNY as a member of their investment sub-committee and owns businesses in insurance sales and tax preparation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a wide range of customizable investment strategies.

Stephen O'Donnell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a baseball umpire with the Niagara Falls Umpire Association. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Kenneth Weinstein is a CFP®-credentialed financial advisor with over 33 years of industry experience. He is currently affiliated with Cetera Wealth Services, LLC and Cetera, having previously worked at Avantax and Mony Securities Corporation. Outside of his advisory work, Weinstein operates a CPA firm focused on tax preparation and accounting and is involved in the sale of seat covers for classic cars. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Joshua Pereira is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in August 2000, he has focused on creating strategies and providing advice tailored to individuals, families, and businesses, with an emphasis on understanding their short- and long-term financial goals. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree in Business Administration from Saint Bonaventure University. Joshua prioritizes client satisfaction and applies disciplined strategies to assist clients in achieving their financial objectives. He lives in Lakeview, NY with his wife, Meghan, and their two daughters.

Blair Leiker is a Planning Consultant at Fidelity Investments, where they work collaboratively with clients and Financial Consultants to develop comprehensive financial plans tailored to clients' current goals and aspirations. Their role focuses on helping clients work towards achieving a successful financial future. Blair has been with Fidelity Investments since 2017, holding various positions including Relationship Manager from 2021 to 2023, 529 College Planning Service and Help Desk from 2018 to 2021, and Customer Relationship Advocate from 2017 to 2018. This progression reflects experience in client relationship management and financial planning support services.

Joseph Andrade is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and 25 years of industry experience. His career includes roles at Crossmark and longstanding positions at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Justin Reich is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked for nine years at Northtown Automotive Group and spent two years at Fred Beans, with an additional year at Colonial Motors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes assessing client risk tolerance and matching them with program models or discretionary managers, utilizing both proprietary and third-party solutions.