Dale Bielicki is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Thrivent since 2017, following a prior career spanning over two decades at Carolina Furniture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across various financial topics without implementation. The firm offers a managed-account program combined with planning under its “WealthPlan” service while maintaining separate planning and portfolio management functions.

Cameron Blair is a financial advisor with Equitable Advisors holding a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Alignerr, Asclepius, eBay, Hugo Boss, Inspire Dental Group, and Napoli per la moda. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Robert Peters is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Cetera and Foresters Financial, spanning from 1996 to 2024. He is also the owner of Previs Wealth, LLC, a business used for shared expenses and succession planning. OSAIC serves a diverse client base including individual and high-net-worth investors, institutional pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with a range of portfolios managed through firm tools and third-party platforms.

Melissa Darnell is a Series 66 licensed financial advisor with 11 years of industry experience, currently affiliated with OSAIC since 2024. She has previously worked at Cetera Investment Service LLC, LPL Financial LLC, Evans Bank, and Saperston Asset Management. In addition to her advisory work, she provides customer service and administrative support as a registered sales assistant at Previs Wealth. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers 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 and supports various managed account solutions.

Rosemarie Rath is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Equitable Advisors in 2018, she worked at L&M Financial Services for 24 years and at Axa Advisors, LLC for 2 years. Outside of her financial advisory role, she owns and operates Designs by Roses, an art business based in Orchard Park, NY. Equitable Advisors serves individual clients across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Patrick Topper is a financial advisor with LPL Enterprise holding a Series 66 designation and 11 years of industry experience. He has worked at Prudential Insurance Company of America since 2014 and was previously affiliated with Pruco Securities, LLC for 10 years. Outside of his advisory role, he is involved with Topper Financial, a service entity related to insurance and financial services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and wrap programs.

Stacey Prowse is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 26 years of industry experience. Prior to joining LPL in 2025, she worked at OSAIC for two years and Royal Alliance Associates Inc. for 23 years. She is also a notary in Williamsville, NY. 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 access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Michael Ragusa is a financial advisor with LPL Financial in Amherst, NY, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Equity Services, Inc., Mass Mutual, Prudential, and Voya Financial. He is also involved as an agent and managing director in the sales and service of fixed insurance products through other business activities. 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.

Michael Davern is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes positions at Citigroup and Lawley Retirement Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Joseph Dante II is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., having previously spent 14 years with Edward Jones. In addition to his advisory role, he is president of Harbor Landing Wealth Partners. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platforms.

Nathan Ibarra is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 19 years of industry experience. His previous roles include positions at Janney Montgomery Scott LLC, Wells Fargo Clearing Services LLC, HSBC Securities (USA) Inc., HSBC Bank USA, National Association, and Guggenheim Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning, portfolio management, and institutional platforms.

Jordan Kessel is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 designation and 17 years of industry experience. His career includes roles at Metlife Securities and MassMutual Life Insurance Company. Outside of advisory work, he is a notary public and an insurance agent specializing in life, disability, long-term care, and fixed annuities. MassMutual Investors Services, LLC 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 programs, focusing on collaborative, goal-based planning without investment discretion as part of the advisory relationship.

George Boller is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 29 years of industry experience. He has been associated with Primerica Financial Services since 1993 and is involved in various business activities including roles with America Legion Post 567 and Fedeson Commercial Heating. Boller also participates in community leadership as a committee chairman. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Robert Rosen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Inc. for 17 years. Outside of his advisory role, Rosen is involved in golf administration, serving as the Regional Affairs Chairman for the United States Golf Association and as president and board member of the Buffalo District Golf Association. He also coaches high school hockey. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to manage portfolios across various investment types.

Robert Matuszak is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 certifications and 14 years of industry experience. He has been with Equitable Advisors, and previously AXA Advisors, since 2012. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Thomas Weiss II is a financial advisor with Mass Mutual Investors Services in Williamsville, NY, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2004. In addition to his advisory role, he provides group insurance and insurance policies not offered by MassMutual. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, educational seminars, and specialized event-driven planning services.

James Kane is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 23 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2019 before joining Wells Fargo Clearing in 2019. Kane serves on the finance committee of the Reg Lenna Center for the Arts, where he assists with financial and audit reviews. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of investment options than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep programs.

Mark Farber is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client’s unique goals and circumstances. Leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America, Mark aims to help clients navigate changing market conditions to manage and grow their wealth. Mark holds a Doctorate from the State University of New York at Buffalo and maintains the designation of Personal Investment Advisor (PIA). In addition to his professional responsibilities, he is active in his community, dedicating time to volunteer with local organizations.

Maxwell Blitz is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at AXA Advisors, LLC, and spent four years at SUNY Fredonia. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and a range of third-party advisory programs to deliver customized investment solutions.

Sondra Payne is a Series 66-licensed financial advisor with Equitable Advisors in Williamsville, NY, where she has worked since 2008. She has 18 years of industry experience, including prior tenure with AXA Advisors. Outside of her advisory role, she serves as executor for her parents' estates and is a member of BSP Enterprises, LLC. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset management programs and offers both proprietary and third-party investment solutions.