Jacob Hartwell is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in sales and retail roles at Blue Compass RV, Cellular Sales Verizon, and Gutchess Lumber Co. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Andrew Hahn is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for eight years and at Retirement Planning Associates & JKR & Co Inc. for one year. He is also involved in an entrepreneurial venture, Ultimate Creations Inc., which he has been associated with since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Brandon Harrington is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997 and holds a Series 63 designation. He is based in Lockport, NY. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Fahey Jr. is a ChFC® credentialed financial advisor with 44 years of industry experience. He is currently associated with LPL Financial and has previously worked at Cadaret, Grant & Co., Inc. for 22 years. He also operates Robert F. Fahey Jr. & Associates, a business active for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Andrew Hahn is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2013, with a concurrent role at Northwest Bank since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Peter Janik is a financial advisor at Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 49 years of industry experience. His prior firms include SagePoint Financial and SunAmerica Securities, Inc. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include various investment vehicles on both discretionary and non-discretionary bases.

Timothy Naffky is a Series 66-registered financial advisor with Equitable Advisors, where he has worked since 2008. He has 17 years of industry experience, including a tenure with AXA Advisors. He also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Eric Davies is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has previously worked with NYSCVOA/PAVO, Norfolk Southern Railway, Lyft, and Customs and Border Protection. Outside of his advisory role, he is involved in rideshare driving and coaching in sports and fitness. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Jillian Donovan is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, she held roles at Express and various educational institutions. Outside of advising, she works as a retail sales associate at Express. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals, risk tolerance, and time horizon.

Bryan Castro is a CFP® professional with 22 years of industry experience, currently associated with Cambridge Investment Research Advisors. His prior roles include over a decade at Mollot & Hardy Inc. and FSC Securities Corporation. Outside of his advisory work, he is involved in teaching and consulting/coaching activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms with both discretionary and non-discretionary options, including proprietary and third-party strategies.

F Georger is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1997 and has since focused on small business and retirement planning. He assists clients by managing their individual wealth through various market cycles. Georger emphasizes a comprehensive approach by listening to clients' needs to help achieve their individual goals. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the State University of New York College at Buffalo.

Jean Olivier is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. He is based in Williamsville, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Smigiera is a financial advisor at Morgan Stanley in Williamsville, NY, holding a Series 66 credential with seven years of industry experience. He has been with Morgan Stanley since 2018, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he serves on the Academy of Business and Finance Advisory Board for West Seneca East Senior High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Leonard Picone is a CFP®-certified financial advisor with 20 years of industry experience. He has been with OSAIC since 2018 and previously worked at Sii for 12 years. Picone serves on the board and finance committee of Nativity of Our Lord School in Orchard Park. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a variety of asset allocation tools and supports multiple advisory platforms and managed-account solutions.

Angela Sebastiano is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. She also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of her prior employer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process incorporating firm-approved tools and market outlooks.

Jeffery Carloni is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RBC Wealth Management since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.

Jeremy Martin is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA, HSBC Securities (USA) Inc., Equitable Advisors, and AXA Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Julian Wong is a financial advisor at Equitable Advisors with a Series 66 credential and three years of industry experience. Prior to joining Equitable Advisors in 2022, he held roles at the Institute for Environmental Health and various other organizations. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

John Miskey III is a CFP®-designated financial advisor with Ameriprise, based in Lancaster, NY, and has 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the non-voting advisory committee for the St. Francis of Assisi School Endowment & Chapel Fund. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jordan Buell is a Series 66 licensed financial advisor with six years of industry experience. He has been with Equitable Advisors since 2020 and previously worked at Safran Aerosystems and the State University of New York at Cortland. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed TAMPs, providing advisory and brokerage solutions with a mix of discretionary and non-discretionary asset management.