William Sharp is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has diverse work experience including roles in education and local businesses. Prior to joining the firm, Sharp worked in various positions spanning the public sector and retail. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and broker-dealer services through affiliated entities.

Lester Robinson III is a financial advisor at LPL Financial with 11 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Virtue Capital Management, and Mass Mutual. Outside of advisory work, he is involved in broadcasting through radio, TV, and podcasts, and he is also an author and public speaker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolios, third-party asset management, and retirement advice to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives.

Maria Zinter is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Ronald Willis is a financial advisor with LPL Financial in Buffalo, NY, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2010 and has been associated with Northwest Bank since 2016. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

William Wyrozub is a financial advisor at Mass Mutual Investors Services in Amherst, NY, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016, alongside his tenure at MetLife Resources beginning in 2006. Mass Mutual Investors Services 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, emphasizing collaborative, goal-oriented planning using firm-approved analytical tools.

Joseph Lipsitz is a CFP® professional with 20 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over 15 years and owns L&M Financial Services where he provides insurance advice and tax preparation services. Lipsitz serves as Treasurer for the Williamsville Education Foundation, a nonprofit supporting educational programs in the Williamsville Central School District. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate network, and recent consolidation activities.

George Bidjov Jr. is a CFP®-credentialed financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previous experience at Cadaret Grant & Co., Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is involved in a property and casualty business, WealthGuard of NY, LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

David Weigand is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at Silver Grove Advisory Services and LPL Financial LLC. 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 provides both brokerage and advisory solutions.

Dominic Stutz is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has previously worked with The Prudential Insurance Company of America and Equitable Advisors. Outside of his advisory role, he also works seasonally as a scare actor at Six Flags Darien Lake. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm relies on model-driven portfolio implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Christopher Ahrens is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 license and bringing 27 years of industry experience. He has been with Mass Mutual and its affiliates since 1998. Ahrens is vice president and part owner of The BufLife Agency Inc., which provides life and health insurance products, and also serves as vice president of CFAM, Inc., managing health insurance plans for local bar associations. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and structured ongoing client relationships.

Peter Pane is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in providing financial guidance to business owners, retirees, corporate executives, and affluent individuals. Leveraging the resources of Bank of America N.A. and Merrill Lynch Wealth Management, he offers a comprehensive range of services including executive compensation, family wealth management, legacy and philanthropic planning, portfolio management, and retirement income strategies. Since joining Merrill Lynch Wealth Management in 2014, Peter has adopted a consultative approach to wealth management. He emphasizes understanding each client’s financial priorities to provide tailored recommendations for asset allocation that align with their income and growth goals. His services cover a broad spectrum including investments, retirement planning, estate services, and philanthropy, supporting clients as they work towards both short- and long-term financial objectives. Peter holds a Bachelor of Science degree in Finance from Niagara University, graduating Magna Cum Laude. He is also designated as a Personal Investment Advisor (PIA). Committed to community involvement, Peter participates in local volunteer organizations as part of Merrill Lynch’s tradition of community service.

Kevin Dunford is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Equitable and Foresters Financial Services. In addition to his advisory role, he owns a sole proprietorship focused on fixed insurance and annuities and serves as a registered principal for Atlas Wealth Advisors LLC, providing compliance and supervisory support. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and a multi-advisor platform integrating discretionary strategies and third-party managers.

Patrick Morin is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Magtrol Inc, Amazon, SUNY Geneseo, and Lancaster High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Paul Miosi is a financial advisor at Ameriprise with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Miosi has been with Ameriprise and its affiliate since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement planning advice centered on reliable income sources and tax-aware withdrawal strategies.

Gerald Cornish is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 1990. He serves as a Portfolio Manager in The Merrill Lynch Personal Investment Advisor Program, managing personalized and defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. His client focus encompasses corporate executive services, education planning, family wealth management, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, portfolio management services, as well as socially responsible and ESG investing. With over 33 years of experience, Gerald provides goals-based wealth management advice and guidance to affluent families, businesses, and non-profit institutions. He holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gerald earned his bachelor's degree from the State University of New York College at Buffalo. Community involvement is an integral part of Gerald's life. He has served as Chairman of The Buffalo State College Foundation and currently serves on the board of The Summit Center. In his personal time, he enjoys boating, fishing, gardening, reading, running, skiing, and spending time with his family.

Charles Harmon is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Door Dash, Baillie Lumber, and University of Buffalo among others. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of advisers and third-party programs.

Mark Kellogg is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and Metlife Securities. Outside of advisory work, he is an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. 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, employing collaborative, goal-oriented planning supported by firm-approved analytical tools.

Joseph Aliotta is a financial advisor at OSAIC with 40 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 18 years and maintains a role as an independent insurance agent at Carroll Financial Services, where he has also been engaged for over 35 years. Outside of finance, he has been involved with The Goodbar Restaurant Inc. for 50 years. OSAIC 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 supported by a model-based investment process and provides multiple program options through an extensive multi-advisor platform.

Bryan Weinstein is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 16 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Julianna Derisley is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Julianna conducts financial literacy presentations for college students. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by research and operational tools.