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.

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.

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 licenses and has worked at OSAIC since 2024. Prior to this, he spent 17 years with Securities America Advisors, Inc. and Securities America Inc., and has been associated with L&M Financial Services since 1992. Outside of his advisory role, he is a vice president and board member of Big Brothers Big Sisters of Erie County and serves as a non-voting board member for the Urban Tree Initiative. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based asset allocation and portfolio optimization approach and provides various managed account and third-party investment programs.

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.

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.

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, a role he has held since joining the firm in 2019. He brings over 16 years of experience in wealth management to his position. Prior to joining Merrill, Jason accumulated 13 years of experience in the field. He is a Certified Financial Planner (CFP) and holds designations as a Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE) advisor. Jason graduated from the University at Buffalo with a bachelor's degree in economics, where he also played basketball. His expertise encompasses services tailored to endowments, foundations, and non-profits, as well as legacy planning, personal retirement planning, philanthropic planning, small business strategies, socially responsible and values-based investing, individual and corporate investment strategy, and retirement income. He is actively involved in several professional organizations, including the Buffalo Niagara Partnership's Diversity & Inclusion Council and the Community Foundation for Greater Buffalo's Professional Advisor Council. In addition to his professional commitments, Jason serves on multiple boards and committees, including as President of the Board of Trustees for Park School, a member of the Investment Committee for the Southern Education Foundation, and on the Board of Trustees' Investment Committee at the University at Buffalo Foundation. His personal interests include basketball, reading, spending time with his family, and traveling.

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 with OSAIC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at OSAIC since 2023 and was previously with SagePoint Financial, Inc. for ten years and Next Financial Group, Inc. for three years. Outside of advisory work, she is involved in offering Medicare insurance plans and various insurance products through multiple agencies and her own sole proprietorship. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, providing brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, extensive affiliate network, and recent consolidation activity.

Sweta Rao is a financial advisor at Equitable Advisors with Series 65 and Series 63 credentials and one year of industry experience. She has previously worked at Tristate Financial Advisors and has a varied background including roles outside of finance. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves matching clients to advisory models and managers through both proprietary and third-party platforms.

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.