Donald Halicki is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked with AXA Advisors, LLC. He serves on the school advisory board for the West Seneca Schools Finance Academy. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple asset managers and offering both advisory and brokerage channels.

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. Melissa holds Series 63 and Series 65 licenses. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as an SEC-registered investment adviser and broker-dealer.

Brian Silverberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Hager Equity Group, Inc. for six years and has been associated with Cadaret, Grant & Co., Inc. for ten years. In addition to advisory services, he is an insurance sales agent for life, health, and annuities products through Cadaret Grant Agency and related entities in New York. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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 at Equitable Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2011, including a prior role at AxA Advisors. Hartman serves as a board member of Urban Roots Garden Coop, a nonprofit organization in Buffalo, NY. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage services through partnerships with LPL and various third-party asset managers.

Charlene Morrow is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 32 years of industry experience, including 17 years at American Portfolios and operating Morrow Financial Services since 2003, where she is also a licensed insurance agent. Morrow Financial Services focuses on the sale of fixed annuities, life insurance, long-term care insurance, and disability insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios comprising various asset classes on both discretionary and non-discretionary bases.

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 designation and beginning his industry career in 2026. His prior work experience spans various roles outside the financial sector, including positions at Leaf Filter, Dicks Sporting Goods, and educational institutions such as the University of Buffalo and College of Charleston. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, brokerage, insurance, and access to third-party asset management, functioning as both an SEC-registered investment adviser and broker-dealer.

James Rehak is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at firms including Royal Alliance Associates, Putnam Investments, and UBS Financial Services. Rehak is also associated with Lawley Retirement Advisors and its affiliated entities. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a broad range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Trey Stayton 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 at Roots Tree Service and has a background that includes roles at the University of Buffalo, Wendy’s, and Susquehanna Valley Junior & High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Joshua Heims is a financial advisor with Cetera who holds Series 65 and Series 66 designations and has 23 years of industry experience. He has previously worked at firms including Lincoln Sparrow Advisors, Avantax, Sagepoint Financial, 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. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and investment options.

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.

Kevin Kluge is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 and Series 66 designations. His previous roles include positions at Key Investment Services, Pruco Securities LLC, Prudential Insurance Company of America, Mass Mutual, and Home Depot. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Alexei Heringer is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 14 years of industry experience and has been with MML Investors Services since 2010. In addition to his advisory role, he is an agent for life insurance and the CEO and founder of a real estate company. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

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.