Matthew Clouden is a Series 66 licensed financial advisor with LPL Financial, based in West Seneca, NY. He has three years of industry experience and previous roles at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and several law firms. Clouden is also involved with the Sgroi Lawley Group LLC and Sgroi Wealth Advisory Group, which operate as d/b/a entities related to his LPL business. 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 portfolios, and institutional platforms, utilizing both proprietary and third-party strategies.

David Schneeweiss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He serves as Chair of the Board of Directors for the Masonic Medical Research Institute, where he reviews investment performance and oversees organizational expenses. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Anita Peterson is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Julie Burgio is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill for 14 years before joining Wells Fargo Clearing in 2026. Outside of her advisory role, she is a managing member and owner of several rental property LLCs. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers a mix of brokerage and advisory solutions.

Mikaela Donovan is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise, she held positions at Pruco Securities LLC and worked in various roles outside of the financial industry, including LensCrafters and Starbucks. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through its affiliated entities.

Thomas Czechowski is a financial advisor with LPL Financial, holding a Series 63 license and bringing 23 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he has written, composed, and recorded music that has appeared in radio, television, and films, occasionally receiving royalty payments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, delivered through a large network of investment adviser representatives.

Michael Kielbasa is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Equitable Advisors since 2004 and was previously with Axa Advisors, LLC for 16 years. Outside of his advisory role, he serves as the executor for his parents’ last will and testament. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, delivering services through a network of Investment Adviser Representatives, and offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Reece Bates is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and three years of industry experience. His background includes roles at Peak and Peak and FedEx. Outside of advising, he works part-time as a bartender at a resort and bar. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

James Wiatrowski is a financial advisor with Primerica Advisors in Buffalo, NY, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has worked at PFS Investments Inc. since 2011 and has been co-owner of Silver Creek Holding Corporation since 2006. Outside of his advisory role, he is involved in the tax preparation business through Silver Creek Holding Corporation and participates in referral activities related to home security and automation products. Primerica Advisors provides 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 uses a tiered wrap-fee structure for its services.

Jason Bird is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2019, bringing over 16 years of experience in wealth management. Jason focuses on aligning clients' wealth with their values to support informed financial decision-making and enhance their quality of life. His expertise includes services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, small business strategies, socially responsible and ESG investing, as well as individual and corporate investment strategy and retirement income. Jason holds a bachelor's degree from the University at Buffalo, where he also played basketball. Jason is involved in several professional and community organizations, including serving as president of the Park School Board of Trustees and participating on investment committees for the Southern Education Foundation and the University at Buffalo Foundation. He is also a member of the Buffalo Niagara Partnership Diversity & Inclusion Council and the Community Foundation for Greater Buffalo Professional Advisor Council. In his personal time, Jason enjoys basketball, reading, traveling, and spending time with his family.

Jodie Borlaug is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at OSAIC since 2023 and Sagepoint Financial, Inc. for over 10 years. Outside of her advisory role, she offers Medicare supplement, advantage, and prescription drug plans through multiple insurance carriers. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, providing brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset types and supports both discretionary and non-discretionary management.

Sweta Rao is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, she worked at Tristate Financial Advisors and has held various roles at organizations including Age of Pashun, The Chautauqua Center, and Varsity Tutors. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Peter Walsh is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2014. 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 charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Louie Sardo Jr. is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2018, following a prior role at Axa Advisors. Outside of his advisory work, he serves as a board member and secretary of PLANT WNY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations, utilizing a range of advisory programs and third-party asset managers.

Bryan Carr is a financial advisor with LPL Financial, holding a Series 66 designation and entering his advisory career in 2024. Prior to joining LPL Financial, he worked at Cadaret Grant and has experience in media sales and educational services, including operating a Mathnasium franchise for six years. He spent over two decades at The Buffalo News, a Berkshire Hathaway company. 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 variety of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Luke Topolski is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He began his career at Websters Bistro & Bar and Canisius College before joining AXA Advisors and transitioning to Equitable Advisors. Outside of financial advising, he is a partner in Sell Farm North. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management services through a network of Investment Adviser Representatives and relies on a combination of proprietary and third-party advisory programs.

Thomas Blumberg is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he has held roles in the restaurant and hospitality sectors and has experience working with Loyola University and local organizations. Outside of financial advising, he is involved with Underground Pizza Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ashley Avery is a financial advisor with Raymond James & Associates in Williamsville, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, Avery worked at RBC Capital Markets and Wells Fargo Clearing Services. Outside of finance, Avery provides drop-in pet sitting and house sitting services through a part-time role with A Place for Rover, Inc. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Alexander Jordan is a CFP® professional with nine years of industry experience, currently associated with Cetera. He has held roles at Cetera Wealth Services, EP Jordan & Associates, and serves as a worship pastor and songwriter at Vessel Church. Additionally, he is involved in collegiate rugby as a referee and owns a music publishing company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures and third-party money managers.

Nathan Kross is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience at Next Financial Group and Brand Name Depot. Outside of advising, he is the owner of Papas Pizza Oven and has authored works through Dancing Dragons 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 portfolios, and institutional platforms, supported by advanced operational and research tools.