Zachary Kneeland is a financial advisor with Morgan Stanley in Buffalo, NY, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside his advisory role, he has been involved as a soccer coach and camp instructor with the Clarence Soccer Club since 2003. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm employs structured planning tools and offers investment management through various channels, managing approximately $2.74 trillion in client assets.

Danielle Rosier is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2021, she worked in various roles at Wegmans, Catalyst Fitness, Dry Clean Express, and Heritage Christian Services. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and LPL-sponsored advisory programs and provides ERISA fiduciary services while relying on a mix of proprietary and third-party solutions.

Liam Bell 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 Strategic Retirement Partners/LPL and several other companies across different sectors. He is also involved with 95 Nutrition as a key holder. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers. The firm offers a range of investment solutions including mutual funds, ETFs, and alternative investments, and provides ERISA fiduciary services for qualified plans.

William Scherrer is a financial advisor with Equitable Advisors in Williamsville, NY. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, he worked at Syzmkowiak and Associates and Grabber and Sons, among other roles. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Robert Walter is the Senior Resident Director and International Wealth Management Advisor for Merrill Lynch Wealth Management in Williamsville, New York. He has been with Merrill Lynch since 1992 and holds a leadership role with Cornish Walter & Associates. In this capacity, Robert offers clients access to Merrill Lynch's investment insights along with banking services through Bank of America to address various aspects of their financial needs. Robert's areas of expertise include Executive Compensation, Family Wealth Management Strategies, Institutional Consulting, International Wealth Management, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Sports & Entertainment, Tax Minimization, and Retirement Income. His professional qualifications include the Certified Plan Fiduciary Advisor (CPFA®) designation. He has also been recognized on the Forbes Best-in-State Wealth Advisors list for multiple consecutive years. Robert holds a Bachelor's degree in Social and Behavioral Science from The Johns Hopkins University. He is affiliated with professional organizations such as the Country Club of Buffalo and the Kaleida Health Foundation. In his personal time, he enjoys baseball, football, golfing, and ice hockey.

Suzanne Funk is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 17 years of industry experience. Her career includes positions at Wells Fargo Clearing Services, TD Ameritrade, Bank of America, Merrill, and Scottrade. She also serves as a notary public. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Dennis Kemble is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked with LPL Financial since 2021 and has a long tenure with M&T Securities starting in 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

Christopher Haick is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America and Investacorp. Outside of advising, he is a CPA providing tax and consulting services, serves as CFO of a beverage wholesaler, and is president of a foundation supporting underprivileged children. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party investment platforms.

Daniel Roblin III is a CFP® with 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Morrison is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with AXA Advisors, LLC. Morrison also has experience in community involvement through his past role with the Jewish Community Center of Greater Buffalo. Equitable Advisors serves individual clients—including non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and asset-management programs using a variety of third-party asset managers and advisory platforms.

Leighann Stamp is a financial advisor with UBS Financial Services in Buffalo, NY, holding a Series 66 designation and over 20 years of industry experience. She has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, custody, underwriting, and capital markets functions.

Lisa Griffin is a CFP®-certified financial advisor with 16 years of industry experience, currently with Morgan Stanley in Buffalo, NY. Her career includes roles at Morgan Stanley Private Bank, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Thomas Greenwald is a financial advisor with Morgan Stanley in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Greenwald serves on the board of directors for Villa Maria College. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools.

Michael Radecke is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers tailored planning supported by firm-approved tools and modeling techniques.

Sebastian Fasanello is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding partner in the Kane Fasanello Group. With over 25 years of experience, he serves individuals, affluent families, businesses, and not-for-profit organizations across Buffalo and the United States. The group provides customized portfolio management, personalized financial advice, wealth transfer strategies, retirement plans, cash management, and credit lines through Bank of America. Sebastian's responsibilities include constructing, managing, and overseeing customized portfolios and providing financial planning and advice. Prior to joining Merrill Lynch in 1996, Sebastian practiced law with a large regional law firm. He holds a Bachelor's degree from Canisius College, a Master's degree from Temple University, and a Law Degree from the State University of New York at Buffalo School of Law. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA), among others. Sebastian has been active on not-for-profit boards and has served on the Board of Regents and as President of the Alumni Association at Canisius College. He lives in East Amherst with his wife and has three sons. His personal interests include fishing, traveling, and spending time with his family.

David Ivancic is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with LPL Financial and has held previous roles at SC Parker LLC and Cadaret, Grant & Co. Ivancic operates SC Parker LLC as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services supported by extensive operational and research tools.

Matthew Richards is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, Richards is involved with the Clarence Soccer Club. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and uses proprietary research and planning tools to develop recommendations delivered through client meetings and written summaries.

James Egnatchik Jr. is a financial advisor at UBS Financial Services with 17 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals.

Matthew Mendola is a Financial Advisor with Merrill Lynch Wealth Management. He holds a Bachelor's Degree from the University at Buffalo. His professional role involves providing financial advisory services within Merrill Lynch, focusing on wealth management strategies. No additional information on his experience, credentials, or personal interests has been provided.

Micah Puscheck is a financial advisor at Ameriprise with 15 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves as an unpaid member of his local church’s investment committee, assisting with financial decisions for the organization. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for individuals approaching or in retirement, utilizing a combination of research, modeling, and tax-efficiency analysis to develop tailored recommendation reports.