Gregory Smith is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley and Axa Advisors. He has also been involved with St. Gregory the Great Parish. Equitable Advisors serves a broad client base that includes individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and emphasizes both proprietary and third-party investment solutions.

Philip Russell Jr. is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and has 40 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Russell serves as a board member for the Society of Financial Services Professionals in Buffalo and the Barker Lions Club and works as a substitute teacher. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

Kenneth Wilson Jr. is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 18 years. Outside of his advisory role, he is an insurance agent offering accident, health, disability income, traditional life insurance, fixed and indexed annuities, as well as property and casualty insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple platforms and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a broad range of investment options.

Christopher Spadafora is a financial advisor at MassMutual Investors Services with 22 years of industry experience. He holds a Series 63 designation and has been with MassMutual and its subsidiaries since 2008. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using a collaborative, goal-focused approach without investment discretion in planning engagements.

Robert Peterson Jr. is a CFP® with 37 years of industry experience, currently serving at Osaic since 2024. His prior experience includes seven years at Securities America Advisors and INVEST Financial Corp. In addition to his advisory role, he is involved in brokering traditional life insurance and annuity products through multiple local agencies. Osaic Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing various investment platforms, asset allocation tools, and third-party money managers to construct portfolios managed on discretionary or non-discretionary bases.

Anthony Leo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Uvest Financial Services Group, Inc. and Northwest Bank. Outside of his advisory work, he is a minority investor in OhLeo Enterprises LLC, a startup focused on women's high fashion shoes. 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 financial planning and investment management services, utilizing a combination of proprietary model portfolios, third-party subadvisors, and customized strategies.

Andrew Christensen is a financial advisor with Mass Mutual Investors Services, holding Series 66 and Series 63 licenses and 18 years of industry experience. His career includes two separate periods at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as five years at Hornor, Townsend & Kent LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing collaborative financial planning using firm-approved software and event-driven planning services, including a recent Divorce Planning offering.

Bryan Roland is a financial advisor with Morgan Stanley in Williamsville, NY, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley since 2009, including nine years at Morgan Stanley Private Bank. Outside of his advisory role, he serves as a school instructor for the North Tonawanda School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Sean Mac Donald is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, M&T Bank, and held various roles outside the financial sector, including work at Cowan Weber Construction and Target Corporation. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and extensive financial service offerings.

Richard Hillman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Mr. Hillman earned a Bachelor's Degree from Princeton University. His credentials reflect his expertise in financial planning and investment advisory.

Thomas Huebsch Jr. is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds a Series 63 designation and has worked with Primerica Financial Services and PFS Investments Inc. since 2006 and 2007, respectively. Outside of finance, he is involved with the Major Arena Soccer League since 2025. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed account options under a wrap-fee structure. The firm utilizes third-party asset managers and implements models via BNY Mellon Advisors, focusing on percentage-based fees and ongoing oversight.

Robert Jellinick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 30 years of experience within the financial services industry, having begun his career with Merrill Lynch in 2000. Robert specializes in areas including divorce transition planning, family wealth management strategies, legacy planning, portfolio management services, socially responsible and ESG investing, tax minimization, and services for endowments, foundations, and non-profits. Robert holds a bachelor's degree in Business and Marketing from Niagara University, earned in 1987. He carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Raised in Western New York, Robert resides in Clarence with his wife Daylan and their four children. He serves on several non-profit boards within the community. His personal interests include fishing, golfing, and spending time with his family.

Jacob Erenstoft is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach includes risk assessment and matching clients to program models or managers, utilizing third-party managers and proprietary programs without sponsoring its own wrap fee program.

Dawn Maher is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 14 years of industry experience. She has worked at Raymond James Financial Services since 2012 and is also an associate at Scheff Liddell Wealth Group in Clarence, NY. 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, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ann Nicholson Wright is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with the firm since 1984, providing financial advisory services to clients. Ann holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and is also recognized as a Personal Investment Advisor (PIA). She graduated from Colgate University with a bachelor's degree in Mathematics. Ann specializes in Goals Based Wealth Management, focusing on individualized financial planning through ongoing conversations tailored to each client's needs. Her areas of expertise include individual wealth management as well as business retirement planning, offering services for 401(k) and profit sharing plans.

Robert Ellis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at Robert J. Ellis Financial Advisors, LLC and Crux Wealth Advisors, LLC. Ellis also serves as CEO of Ellis Legacy Advisors, LLC, a company related to payroll services for advisory fees. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs in municipal finance and retirement plan consulting.

Tyler Diebold is a CFP® professional with five years of industry experience, currently affiliated with Mass Mutual Investors Services. His work history includes roles at Northwestern Mutual Wealth Management Company and Primacy Financial. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars. The firm emphasizes collaborative annual planning relationships using firm-approved analytical tools, recommending investment strategies without discretionary authority.

William Jones is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. His prior roles include positions at Orchard Rouge LLC and various educational and retail organizations. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Craig Mellenthine is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 31 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc., New England Securities, and New England Financial. In addition to his advisory work, he owns and operates a tax preparation business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.