Michael Cianciosa is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2012 and at Northwest Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of investment advisory and brokerage services through a broad network of representatives.

Victor Anastasia is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors, Inc. for 17 years prior to joining OSAIC in 2024. Outside of his advisory work, he serves as a board member and vice president of Big Brothers Big Sisters of Erie County and is also a non-voting board member of the Urban Tree Initiative. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to construct diversified portfolios tailored to client needs.

Salvatore Gandolfo is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 14 years. Outside of his advisory role, he is a partner in Fordham School LLC, which manages a Florida condo rental. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Thomas Russell is a financial advisor with LPL Financial based in Kenmore, NY. He holds the Series 63 and Series 66 licenses and has 27 years of industry experience. He has been with LPL Financial since 2010 and also works with Northwest Bank since 2016. Outside of his advisory role, he is a managing partner of Butterflies and Bucks, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.

David Schneeweiss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He serves as Chair of the Board of Directors for the Masonic Medical Research Institute, where he reviews investment performance and oversees organizational expenses. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Anita Peterson is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Julie Burgio is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill for 14 years before joining Wells Fargo Clearing in 2026. Outside of her advisory role, she is a managing member and owner of several rental property LLCs. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers a mix of brokerage and advisory solutions.

Mikaela Donovan is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise, she held positions at Pruco Securities LLC and worked in various roles outside of the financial industry, including LensCrafters and Starbucks. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through its affiliated entities.

Michael Kielbasa is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Equitable Advisors since 2004 and was previously with Axa Advisors, LLC for 16 years. Outside of his advisory role, he serves as the executor for his parents’ last will and testament. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, delivering services through a network of Investment Adviser Representatives, and offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Reece Bates is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and three years of industry experience. His background includes roles at Peak and Peak and FedEx. Outside of advising, he works part-time as a bartender at a resort and bar. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Laurie Augustynek is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. She has 13 years of industry experience and has worked with MML Investors Services LLC since 2012. Outside of her advisory role, she is also a licensed fitness trainer. 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 comprehensive financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using proprietary analysis tools.

Jason Bird is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2019, bringing over 16 years of experience in wealth management. Jason focuses on aligning clients' wealth with their values to support informed financial decision-making and enhance their quality of life. His expertise includes services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, small business strategies, socially responsible and ESG investing, as well as individual and corporate investment strategy and retirement income. Jason holds a bachelor's degree from the University at Buffalo, where he also played basketball. Jason is involved in several professional and community organizations, including serving as president of the Park School Board of Trustees and participating on investment committees for the Southern Education Foundation and the University at Buffalo Foundation. He is also a member of the Buffalo Niagara Partnership Diversity & Inclusion Council and the Community Foundation for Greater Buffalo Professional Advisor Council. In his personal time, Jason enjoys basketball, reading, traveling, and spending time with his family.

Scott Marcin is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016. Additionally, he is a New York State Notary Public working part-time from his residence. 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, asset management, and educational seminars, employing collaborative, technology-supported planning tools without discretionary investment authority.

John Tomasello is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and 20 years of industry experience. He has been with Primerica since 2005 and has concurrently worked at Health Force since 2016. Outside of financial advisory, Tomasello is the author of the book *Worrior to Worrior*, focused on developing a relationship with God, and owns Smoking Tees Indoor Golf Center LLC. He also works as an Uber driver on a part-time basis. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Jodie Borlaug is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at OSAIC since 2023 and Sagepoint Financial, Inc. for over 10 years. Outside of her advisory role, she offers Medicare supplement, advantage, and prescription drug plans through multiple insurance carriers. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, providing brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset types and supports both discretionary and non-discretionary management.

Sweta Rao is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, she worked at Tristate Financial Advisors and has held various roles at organizations including Age of Pashun, The Chautauqua Center, and Varsity Tutors. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Christopher Lauer is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company before joining his current firm. 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, using firm-approved software and collaborative planning approaches without discretionary investment authority.

Peter Walsh is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Lis is a financial advisor with LPL Financial, holding a Series 63 designation and 14 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for nine years and at Sunbridge Management Inc. for three years. Lis is also involved with the Elma Land Conservancy LLC, a business entity focused on tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies across various account types.

Louie Sardo Jr. is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2018, following a prior role at Axa Advisors. Outside of his advisory work, he serves as a board member and secretary of PLANT WNY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations, utilizing a range of advisory programs and third-party asset managers.