Donald Halicki is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2002, including its predecessor firm Axa Advisors. Halicki serves as a board member on the West Seneca Schools Finance Academy advisory board. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs and fiduciary services, utilizing both proprietary and third-party solutions.

Bruno Lombardo is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is the Vice President of the Lakeshore Woods Homeowners Association in Lakeview, NY. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of financial products distributed through its bank and insurance affiliates.

Eric Rickan is a financial advisor with Morgan Stanley in Williamsville, NY, holding a Series 66 license and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategy services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and scenario modeling.

Melissa D'Agostino is a financial advisor at Equitable Advisors with 23 years of industry experience. She has held roles at Equitable Advisors since 2012 and previously worked at AXA Advisors, LLC. She holds the Series 63 and Series 65 licenses. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a broad network of Investment Adviser Representatives.

Brian Silverberg is a financial advisor affiliated with LPL Financial in Niagara Falls, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Legend Advisory, LLC, and Hager Equity Group, Inc. He also conducts insurance sales of life, health, and annuities in New York through Cadaret Grant Agency and related entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Hillary Muffoletto is a financial advisor with Morgan Stanley in Williamsville, NY, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved with Muffoletto Farms LLC, an agricultural business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and uses structured financial planning tools, managing approximately $2.74 trillion in client assets.

John Hartman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Equitable Advisors since 2011, following a tenure at AxA Advisors. Hartman serves as a board member of Urban Roots Garden Coop, a nonprofit organization based in Buffalo, NY. 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 delivers its services through a network of Investment Adviser Representatives, utilizing a range of advisory models and third-party asset management programs.

Colleen Fitzhenry is a CFP® with 21 years of industry experience, currently serving at MassMutual Investors Services since 2017. She previously worked at MetLife Securities Inc. and MassMutual Life Insurance Company. Fitzhenry is also involved as an insurance broker specializing in long-term care. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements utilizing firm-approved software and provides event-driven planning services such as divorce and estate settlement planning.

Gregory Borgosz is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Prior to that, he spent 28 years at MetLife Securities Inc. and Metropolitan Life Insurance Company. MassMutual Investors Services is an SEC-registered broker-dealer and investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars through collaborative, annual planning relationships using firm-approved analytical tools.

Braeden Krzesinski is a financial advisor with Equitable Advisors holding a Series 66 credential and beginning his advisory career in 2026. His prior work experience includes roles at Leaf Filter, Dicks Sporting Goods, and Lawley Insurance, among others. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

James Rehak is a financial advisor with LPL Financial in Buffalo, NY, holding Series 63 and Series 66 credentials and five years of industry experience. His prior experience includes roles at Lawley Retirement Advisors, Royal Alliance Associates/Osaic Wealth, Putnam Investments, and UBS Financial Services. Rehak is also involved with Georgetown Lawley Group, a DBA connected to his work with LPL Financial. 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, third-party asset management, and institutional platforms, supported by research and technology tools.

Trey Stayton is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. His prior work includes roles at Roots Tree Service, the University of Buffalo, Wendy's, and Susquehanna Valley Junior & High School. 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. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Joshua Heims is a financial advisor with Cetera in Williamsville, NY, holding Series 65 and Series 66 designations and bringing 23 years of industry experience. His career includes roles at BearingStone Wealth, Avantax, Sagepoint Financial, Lincoln Sparrow Advisors, and Pro Medicus Wealth Management. Outside of his advisory work, he serves as President and Commissioner of the Clarence Girls Softball League, a nonprofit organization promoting youth softball for girls. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors and serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Jonathan Jones is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. He has worked at multiple firms including Northwestern Mutual and WNY Asset Management. His background also includes experience outside finance, having worked at BestSelf Behavioral Health and the University at Buffalo. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved software and offers specialized planning programs including recent additions in Divorce Planning.

Brent Rickan is a financial advisor with Morgan Stanley in Williamsville, NY, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and Corporate Financial Planning agreements.

Alexei Heringer is a ChFC®-designated financial advisor with Mass Mutual Investors Services, bringing 15 years of industry experience. He has been with the firm and its affiliate, Massachusetts Mutual Life Insurance Company, since 2009. Outside of his advisory role, he is the CEO and founder of AJH Real Estate Properties LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers a range of programs, including educational seminars and specialized planning such as divorce and estate settlement.

Beau Riggs is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 12 years of industry experience. His prior roles include positions at LPL Financial and KeyBank. Outside of his advisory work, Riggs is involved in several entrepreneurial ventures, including owning a social media consulting business and managing financial planning and investment management firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal finance work, incorporating advanced analytical tools and specialized advisory programs.

Christopher Reimer is a financial advisor at UBS Financial Services in Buffalo, NY, holding a Series 66 designation. He has been with UBS since 2025 and previously worked at Continuum Venture Partners and held research roles at the University at Buffalo. Outside of advisory work, he has experience in computational research and extended travel. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor strategies based on proprietary research and market analysis.

Michael Koziol is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and 17 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and previously at Metlife Securities Inc for nine years. Koziol is also involved in sales related to individual life and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning programs including estate settlement and divorce planning.

Michael Ferranti is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Buffalo. He works with individuals and small businesses to provide custom investment advice and guidance, utilizing Merrill's extensive resources and tools. Michael prioritizes client satisfaction and consistency through open communication and availability. As a specially qualified Portfolio Manager in Merrill's asset management platform, he manages personalized or defined strategies on a discretionary basis which may include individual stocks, bonds, Merrill Lynch model portfolios, and third-party strategies. He is also a Certified Fiduciary Plan Advisor (CPFA®), a designation from the National Association of Plan Advisors (NAPA). Prior to joining Merrill Lynch Wealth Management, Michael worked as a consumer lender at Wells Fargo. He holds a Bachelor's Degree from Canisius University. Michael is a native of Buffalo and resides in the Elmwood Village area with his wife Lauren and their children Grace, Charlie, and Sam. Michael participates in community activities including volunteering with the Buffalo Equestrian Center and the Buffalo Therapeutic Riding Center. His personal interests include football, golfing, ice hockey, music, reading, spending time with his family, traveling, and watching movies.