Peter Johnson is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at OSAIC since 2024, previously spending over two decades at SSN Advisory, Inc. and Securities Service Network, Inc. Outside of his advisory role, he prepares income tax returns and facilitates the creation of estate documents for clients in partnership with a local attorney. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through multiple programs, with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party strategies.

Michael Lurz is a financial advisor with Ameriprise in East Amherst, NY, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he owns a business entity established for liability protection related to his office space. Ameriprise serves individuals approaching or in retirement with substantial investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers comprehensive advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kenneth Ulrich is a CFP® professional with 44 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked with firms including Lincoln Financial Advisors and Avantax Advisory Services. Outside of advisory roles, he serves as president of a family ranch real estate holding company and is a founding partner of Bearingstone Wealth, Inc., a marketing entity for financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting various program structures and investment strategies.

Kristina Hanna is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has prior work experience at Citi and Orthodent Laboratory. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its advisory services.

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 at OSAIC with 45 years of industry experience. He holds a Series 63 designation and was previously associated with Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for 21 years. Outside of advisory services, he is involved in reviewing clients' annuities through his insurance-related activities. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services across various programs including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by analytical tools and multiple management options.

Donald Nowak Jr. is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he operates a small eBay business selling personal items. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Sabrina Harris is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and five years of industry experience. She previously worked at Ameriprise for four years and at FIT School for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. 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 and holds a Series 66 designation. She has been with Merrill since 1995 and has also worked at Bank of America, N.A. since 2026. 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 with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors and its predecessor, AxA Advisors, since 2013. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. 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.

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. He holds a Series 66 designation and has 24 years of industry experience, including prior roles at Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network. Beck is a partner in several private business ventures related to real estate ownership and management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports clients through advisory programs and institutional consulting.

Michael Ganci is an investment advisor representative at OSAIC with 36 years of industry experience. He has held advisory roles at Securities America Advisors, Inc. and SSN Advisory, Inc. in the past. In addition to his advisory work, he provides professional income tax preparation services for nearly 780 clients. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm utilizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers various discretionary and third-party managed strategies.