Alex Dorofy is a financial advisor with LPL Enterprise holding a Series 63 designation and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Geico. Outside of his advisory work, he owns Bee Run Honey, a business based in Lake View, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and various institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Chris Sebastian is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 1991 and currently leads a 14-person team providing a family office-like experience to clients. Chris serves a select group of highly successful clients, including executives, doctors, attorneys, and entrepreneurs, designing tailored strategies that reflect their unique circumstances. With over 30 years of experience, Chris oversees the team's strategic initiatives and execution of business plans. His areas of expertise include executive compensation, equity compensation services, family wealth management strategies, institutional consulting, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Chris holds a Bachelor of Science degree in Business from Clarkson University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, Chris has personal interests in gardening, softball, and tennis.

Douglas Berkun is a financial advisor with OSAIC, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include long tenures at Securities America Advisor, Inc. and L&M Financial Services, where he also operates as an insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and supports a wide range of financial planning and consulting programs.

Matthew Sotland is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. He has worked at UBS Wealth Management since 2007 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a partial owner of commercial rental properties in Williamsville, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Fecio is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network and Lincoln Financial Advisors. He has maintained a long-standing appointment as an insurance agent for non-variable life insurance policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs and institutional consulting through a large network of advisors.

William Saperston is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, at Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2005. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Scott Jusiak is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Equitable Advisors since 2004 and served in the U.S. Air Force Reserve from 1992 to 2021. 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 utilizes a range of advisory models, including third-party programs and discretionary management, and offers ERISA fiduciary services through credentialed representatives.

Michael Alba is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining Edelman Financial Engines in 2026, he worked at Innovative Ecom LLC, Citizens Securities, Inc., td ameritrade, and HSBC Securities (USA) Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice with an emphasis on diversified model portfolios and long-term orientation.

Liam Davis is a Series 66-registered financial advisor with LPL Financial, based in Hamburg, NY, and has four years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Equitable Advisors LLC. 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 provides a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

James Rehak Jr. is a financial advisor with LPL Financial in Buffalo, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has over 40 years of industry experience and has held roles at firms including Lawley Retirement Advisors, Cadaret, Grant & Co., Inc., and OSAIC. Rehak serves on the audit committee of Challenge Manufacturing Company, a role outside his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting a large network of registered investment advisers who utilize a variety of strategies and technology tools.

Glenn Shaikun is a CFP® with 46 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Securities America Advisors and Investacorp, Inc., where he spent over two decades. In addition to his advisory role, Shaikun is involved in insurance services and operates a financial education resource. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm supports various account types and strategies through a complex affiliate network and multiple custodial and program arrangements.

Anne Pasker is a financial advisor with Raymond James & Associates in Buffalo, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. She joined Raymond James in 2020 after working at key Investment Services LLC from 2016 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting through a range of investment strategies and affiliated research.

Matthew Siva is a financial advisor with LPL Financial in Buffalo, NY, holding the Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and SC Parker, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Jared Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 15 years of industry experience. His prior roles include positions at Noble Wealth Partners, Crux Wealth Advisors, Key Investment Services, and M&T Securities. He is also involved as a minority partner and officer in several support entities related to his financial planning practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network, with services that include municipal advisory work and specialized retirement plan consulting.

Nathan Huisgen is a financial advisor with LPL Financial, holding a Series 63 designation and 11 years of industry experience. He has been with LPL Financial since 2014 in N. Tonawanda, NY. Outside of his advisory role, Huisgen is also a notary. 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 model portfolio programs, with advice delivered primarily by investment adviser representatives using both proprietary and third-party strategies.

Peter Kazmierczak is a CFP®-certified financial advisor with eight years of industry experience, currently with Morgan Stanley in Williamsville, NY. His prior roles include positions at AllianceBernstein Investments and Nottingham Advisors Inc., among others. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

James Anderson is a financial advisor with Edward Jones in East Aurora, NY, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. He has been with Edward Jones since 2010. Anderson serves on the finance committee and as a board member and treasurer for two Aurora Waldorf Schools in New York. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Jaclyn Singer is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill and RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that combine internal and third-party managers, providing a range of portfolio management, financial planning, and brokerage services.

Michael Carrig is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2022. Prior to UBS, he was with Bank of America N.A. and Merrill from 2014 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions supported by proprietary research and a broad platform of capital markets and custody services.

Gino Callisto is a financial advisor with Mass Mutual Investors Services, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with MML Investors Services since 2011 and Mass Mutual Life Insurance Company since 2009. Outside of advising, he works as a life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, and various organizations. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and strategies focused on client goals.