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.

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 with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SPC and Sigma Financial Corporation for 15 years each. Outside of advising, he volunteers with the Rotary Club of Hamburg and assists a local manufacturer with trade show preparations. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by risk assessments and rebalancing tools.

Victor Anastasia is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024. Prior to this, he spent 17 years with Securities America Advisors, Inc. and Securities America Inc., and has been associated with L&M Financial Services since 1992. Outside of his advisory role, he is a vice president and board member of Big Brothers Big Sisters of Erie County and serves as a non-voting board member for the Urban Tree Initiative. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based asset allocation and portfolio optimization approach and provides various managed account and third-party investment programs.

Thomas Carlsen is a CFP® with 29 years of experience in the financial services industry. He has worked at OSAIC since 2023 and previously spent significant time with SagePoint Financial, Inc. and OSAIC Services, Inc. In addition to his advisory role, he serves as president of the Lancaster Football Alumni Booster Club. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services using a multi-advisor platform and employs a model-based investment approach focused on asset allocation and portfolio optimization.

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.

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.

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.

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, a role he has held since joining the firm in 2019. He brings over 16 years of experience in wealth management to his position. Prior to joining Merrill, Jason accumulated 13 years of experience in the field. He is a Certified Financial Planner (CFP) and holds designations as a Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE) advisor. Jason graduated from the University at Buffalo with a bachelor's degree in economics, where he also played basketball. His expertise encompasses services tailored to endowments, foundations, and non-profits, as well as legacy planning, personal retirement planning, philanthropic planning, small business strategies, socially responsible and values-based investing, individual and corporate investment strategy, and retirement income. He is actively involved in several professional organizations, including the Buffalo Niagara Partnership's Diversity & Inclusion Council and the Community Foundation for Greater Buffalo's Professional Advisor Council. In addition to his professional commitments, Jason serves on multiple boards and committees, including as President of the Board of Trustees for Park School, a member of the Investment Committee for the Southern Education Foundation, and on the Board of Trustees' Investment Committee at the University at Buffalo Foundation. His personal interests include basketball, reading, spending time with his family, and traveling.

Jodie Borlaug is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at OSAIC since 2023 and was previously with SagePoint Financial, Inc. for ten years and Next Financial Group, Inc. for three years. Outside of advisory work, she is involved in offering Medicare insurance plans and various insurance products through multiple agencies and her own sole proprietorship. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, providing brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, extensive affiliate network, and recent consolidation activity.

Sweta Rao is a financial advisor at Equitable Advisors with Series 65 and Series 63 credentials and one year of industry experience. She has previously worked at Tristate Financial Advisors and has a varied background including roles outside of finance. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves matching clients to advisory models and managers through both proprietary and third-party platforms.