Jaclyn Greiner is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and previously worked for Bank of America Merrill Lynch for 13 years before joining her current firm in 2024. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

James Nazzaro is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Brazen Brewing and Perla Seafood Bistro. 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 asset-management programs through a network of Investment Adviser Representatives, utilizing a range of third-party advisory models and proprietary tools.

Alan Gnoinski is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has previously worked with firms including Avantax Advisory Services and Sagepoint Financial, and he is a partner at Lincoln Sparrow Advisors, LLC. Outside of his advisory work, he owns Buffalo Bourdain LLC, a food truck business specializing in gnocchi. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, 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 third-party managers.

Joel Henning is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 31 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has a background with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company dating back to 1991. In addition to his advisory role, he is also an agent for individual life and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships with tools such as Monte Carlo simulations and automated asset-allocation analysis.

Timothy Stone is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and two years of industry experience. Prior to his current role, he worked in various positions including at LA Fitness and A Gust of Sun Winery, where he continues to serve as a tasting room attendant. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm leverages a network of investment adviser representatives and third-party asset managers to deliver a range of advisory programs tailored to client risk profiles and investment needs.

Ethan Jandreau is a financial advisor with Mass Mutual Investors Services in Amherst, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Co, he worked at Continental Transmission and spent eight years in full-time education. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers services such as investment strategy analysis, estate settlement, employer-sponsored planning, and educational seminars.

Frederick Rickan is a financial advisor with Morgan Stanley in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007 and currently coaches in the Lou Ehrig Youth Baseball League. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Anders Johansson is a financial advisor at LPL Financial with 37 years of industry experience. He has held positions at LPL Financial since 2012 and previously worked at HSBC Securities (USA) Inc. from 2007 to 2012. Johansson also has a role with Northwest Bank, referring clients to bank partners. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with a wide range of financial products and bank partnerships.

Robert Carroll is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and previously worked at American Portfolios Financial Services and Avantax Advisory Services. Carroll also owns a CPA firm specializing in tax preparation and accounting. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client needs.

Samuel Gugliuzza is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He has worked previously at Mutual/United Of Omaha from 2000 to 2018 before joining Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services in 2018. He is also a partner at Summit Advisory Services LLC and involved in various insurance-related activities including health and group health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, ongoing financial planning using advanced analytical tools and offers specialized programs such as estate settlement and divorce planning.

James Mcnamara is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2011. Mcnamara serves on the board of directors for Snowpine Village, a residential condominium community. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Adam Goldfarb is a financial advisor with Raymond James Financial, holding the ChFC® and Series 63 designations and bringing 13 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2012 and operates Goldfarb Financial. Outside of his advisory role, he is a partner in Follow the Hummingbird Consulting, a firm that provides consulting services to socially responsible and environmentally conscious startups. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to assist clients in achieving their financial goals.

Peter Simmonds is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a co-founder of The Simmonds Group, a team of financial professionals offering services such as retirement planning, income planning, wealth management, and legacy planning. Peter works with retirees, near-retirees, their families, and business owners primarily in Western and Central New York, as well as clients across the United States. With professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA), Peter applies a disciplined and conservative investment philosophy. He incorporates Sustainable and Socially Responsible Investments (SRI) as key risk management components in portfolio management, seeking to balance reasonable growth with the client's values and goals. Peter holds a Master's Degree from Northeastern University and a Bachelor's Degree from Siena College. He is involved in community organizations such as the Baldwinsville Youth Soccer Association, David's Refuge, Friends of Beaver Lake Nature Center, and the Siena College Alumni Association. Personal interests include baseball, cooking, gardening, genealogy, reading, soccer, spending time with family, and traveling.

Nathan Way is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously held roles at MetLife Securities Inc., New England Securities, and New England Financial. Outside of his advisory work, he owns a hobby business buying and selling sportscards via eBay and in-person sales, and serves as Vice President on the board of directors for Endeavor Health Services and the Mid-Erie Foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and event-driven planning programs.

Jennifer Odonnell is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds the Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by its capital-markets and affiliated asset management capabilities.

Michael Peters is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Equitable Advisors since 1999, including during its prior affiliation as AXA Advisors. Peters is also a member of The BlackOak Group, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a variety of advisory models and works with third-party asset managers and LPL-sponsored programs while providing ERISA fiduciary services to qualified plans.

Mary Kuehn is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors, Inc., Clarion Wealth Management Partners, and Cambridge Investment Research. Outside of her advisory role, she owns a business occasionally selling life insurance to family members. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm uses various portfolio construction tools and supports multiple platforms, including legacy accounts and third-party managed-account solutions.

Adam Glaser is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm was known as AxA Advisors. 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 asset-management programs. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions.

Peter Haag is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is the owner and manager of JeaNala LLC, a business based in Clarence Center, NY. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team and a combination of research and modeling to generate tailored retirement recommendations.

Tahir Jaffri is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held positions at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1995. Outside of his advisory work, Jaffri is an insurance agent focusing on health insurance. 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, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various investment programs, including educational seminars and specialized planning services.