Cameron Blair is a financial advisor with Equitable Advisors holding a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Alignerr, Asclepius, eBay, Hugo Boss, Inspire Dental Group, and Napoli per la moda. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Rosemarie Rath is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Equitable Advisors in 2018, she worked at L&M Financial Services for 24 years and at Axa Advisors, LLC for 2 years. Outside of her financial advisory role, she owns and operates Designs by Roses, an art business based in Orchard Park, NY. Equitable Advisors serves individual clients across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

David Turkasz is a financial advisor with J.P. Morgan Securities in East Aurora, NY, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Citizens Securities, Inc., Equitable Advisors, and Axa Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework to inform its recommendations.

Patrick Topper is a financial advisor with LPL Enterprise holding a Series 66 designation and 11 years of industry experience. He has worked at Prudential Insurance Company of America since 2014 and was previously affiliated with Pruco Securities, LLC for 10 years. Outside of his advisory role, he is involved with Topper Financial, a service entity related to insurance and financial services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and wrap programs.

Stacey Prowse is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 26 years of industry experience. Prior to joining LPL in 2025, she worked at OSAIC for two years and Royal Alliance Associates Inc. for 23 years. She is also a notary in Williamsville, NY. 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Sheila Visco is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Jordan Wealth Management and Calamar Financial Group, with earlier experience at C & M Capital Resources, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to utilize a range of portfolio management options, including affiliated and third-party models, bespoke strategies, and various program structures across discretionary and non-discretionary authorities.

Michael Davern is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes positions at Citigroup and Lawley Retirement Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Robert Ervolina is a financial advisor with Cetera who holds Series 63, 65, and 66 credentials and has 27 years of industry experience. He serves as CEO of Lifetime Wealth Management Group, Inc., where he focuses on financial, estate, retirement, and investment planning. He is also the sole trustee of his late grandfather’s estate. Cetera Investment Advisers LLC is an SEC-registered adviser offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts with a multi-manager platform that includes affiliated and third-party investment strategies.

Nathan Ibarra is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 19 years of industry experience. His previous roles include positions at Janney Montgomery Scott LLC, Wells Fargo Clearing Services LLC, HSBC Securities (USA) Inc., HSBC Bank USA, National Association, and Guggenheim Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning, portfolio management, and institutional platforms.

John Penna is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cadaret Grant, Blackridge Asset Management, and LPL Financial. In addition to his advisory work, he owns several businesses such as Retirement Analytics, Inc., providing financial planning and insurance services, and CW Virtual Offices, which offers virtual office services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs a range of advisory platforms and tools to construct portfolios across various asset classes, offering both discretionary and non-discretionary account management.

Robert Matuszak is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 certifications and 14 years of industry experience. He has been with Equitable Advisors, and previously AXA Advisors, since 2012. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Thomas Weiss II is a financial advisor with Mass Mutual Investors Services in Williamsville, NY, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2004. In addition to his advisory role, he provides group insurance and insurance policies not offered by MassMutual. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, educational seminars, and specialized event-driven planning services.

James Kane is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 23 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2019 before joining Wells Fargo Clearing in 2019. Kane serves on the finance committee of the Reg Lenna Center for the Arts, where he assists with financial and audit reviews. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of investment options than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep programs.

Mark Farber is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client’s unique goals and circumstances. Leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America, Mark aims to help clients navigate changing market conditions to manage and grow their wealth. Mark holds a Doctorate from the State University of New York at Buffalo and maintains the designation of Personal Investment Advisor (PIA). In addition to his professional responsibilities, he is active in his community, dedicating time to volunteer with local organizations.

Maxwell Blitz is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at AXA Advisors, LLC, and spent four years at SUNY Fredonia. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and a range of third-party advisory programs to deliver customized investment solutions.

Ryan O'Connor is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. He previously worked for Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management for 15 years. Outside of advisory work, he owns and operates Tragically Grateful, LLC, a business established in 2022. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Sondra Payne is a Series 66-licensed financial advisor with Equitable Advisors in Williamsville, NY, where she has worked since 2008. She has 18 years of industry experience, including prior tenure with AXA Advisors. Outside of her advisory role, she serves as executor for her parents' estates and is a member of BSP Enterprises, LLC. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset management programs and offers both proprietary and third-party investment solutions.

Kent Hilton is a financial advisor at Osaic Wealth, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at SPC and Sigma Financial Corporation for 15 years. Outside of advisory work, Hilton is involved in community activities, including volunteering with the Rotary Club of Hamburg and assisting with a local giftware and clothing manufacturer’s trade shows. Osaic Wealth 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 investment advisory services through multiple advisory platforms, utilizing asset-allocation tools and third-party managers to construct portfolios across various investment types.

Thomas Carlsen is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with OSAIC and has worked at SagePoint Financial, Inc. since 2009. Outside of his advisory work, he serves as President of the Lancaster Football Alumni Booster Club. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment types.

Salvatore Gandolfo is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 14 years. Outside of his advisory role, he is a partner in Fordham School LLC, which manages a Florida condo rental. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.