Lawrence Mentkowski is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC. Outside of his financial advisory work, he operates a self-defense training and wellness business serving corporations and the public. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on tailored client solutions without sponsoring its own wrap fee program.

Eugene Jordan is a financial advisor at Cetera with 45 years of industry experience. He holds the CFP® and ChFC® designations and has been involved with firms including Advisors Alliance Group and E.P. Jordan & Associates Inc. Outside of his advisory work, he serves as a committee chairperson at St. John Vianney RC Church, where he engages with parishioners on fundraising activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and planning services, supporting a broad range of investment strategies across discretionary and non-discretionary authorities.

Jonathan Mann is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Equitable Advisors since 2016 and was previously associated with Axa Advisors, LLC from 2016 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm employs a variety of advisory models and investment options through both internal programs and third-party providers.

Robert Tighe is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Edgar Huber is a financial advisor with Thrivent Investment Management in Amherst, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, focusing on a broad range of topics including retirement, tax, estate, and special needs planning.

Matthew Diniro is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes roles at Prudential Insurance Company of America, LPL Enterprise, and Seko Global Logistics. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Marsha Rose is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2015 and at Northwest Bank since 2016. She is also a New York State Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Jonathan Hoffman is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 designation and 16 years of industry experience. He has been with Mass Mutual Investors Services since 2012 and Mass Mutual Life Insurance Company since 2011. Outside of his advisory work, he is involved as a partner in Orchard Development, a custom home building firm, and owns Bent Pole Realty, which manages vacation rental properties. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver comprehensive planning and investment strategy recommendations.

Richard Schieb Jr. is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2001, following service at Axa Advisors. Outside of his advisory role, he serves as a board member and officer of the Ketch Court Property Owner's Association and provides CPA tax preparation and advice. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm employs a model-driven approach to client investment management, utilizing both proprietary and third-party solutions without sponsoring its own wrap fee program.

Shannon Schapiro is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Michael Mancuso is a financial advisor with Cetera who holds 43 years of industry experience. He has worked with Cetera since 2019 and previously spent 37 years at Foresters Financial. Outside of his advisory role, he is involved in land ownership. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients through various portfolio management and financial planning services.

Brennen Przybysz is a financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Merrill, Bank of America, Morgan Stanley, and Wall Street Financial Group. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Kenneth Fisher is a financial advisor with Edward Jones in Lockport, NY, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Fisher serves on the board of directors for the Lockport Crisis Pregnancy Center. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated financial services.

Joshua Lauer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and with 13 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company since 2016. In addition to his advisory role, he refers clients for the Employee Retention Credit through an external firm. 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 ongoing financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that analyze client goals using firm-approved software tools.

Mark King is a Series 66-licensed financial advisor with Equitable Advisors in Williamsville, NY, and has 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. King is involved in community organizations in Buffalo, serving as Co-Chairperson of the Community Health Worker Network, Chairman of the Community Health Center Board of Directors, Treasurer of Collaborating On Poverty Elimination WNY, and a board member of CinqCare. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs. The firm emphasizes customized advice through a range of proprietary and third-party models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Coffaro is a financial advisor with Equitable Advisors in Williamsville, NY. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His career includes work at Axa Advisors, LLC from 2016 to 2020 before continuing with Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party program sponsors. The firm emphasizes personalized risk assessment and client-specific model matching without sponsoring its own wrap fee programs.

Daniel Mcauliffe is a financial advisor at Equitable Advisors with 18 years of industry experience. He has been with Equitable Advisors since 2011, including its predecessor AXA Advisors. Mcauliffe serves as vice president of the Buffalo Squash Racquettes Association and is a board member of both 716 Squash, Inc. and Child and Family Services, reflecting involvement in local community organizations. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a variety of advisory programs and third-party asset managers to tailor investment solutions, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Bryan Plunkett is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Axa Advisors and First Source Advantage, LLC. He serves on the Board of Directors for the Historical Association of Lewiston. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a client-focused approach that includes risk assessment and uses a mix of proprietary and third-party investment programs delivered through a network of Investment Adviser Representatives.

Ryan Gill is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2004. His prior work includes 16 years at Axa Advisors, LLC. 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’s advisory approach involves personalized risk assessment and matching clients to program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

Randy Toth is a CFA® charterholder with 12 years of experience in the financial services industry. He is currently with OSAIC and previously held roles at Securities America Advisors and Citigroup. In addition to his advisory work, he brokers life and health insurance and provides tax preparation services. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory programs that emphasize model-based asset allocation and portfolio optimization through a multi-advisor platform.