Jeffrey Baker is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Bank of America, and Raymond James during his career. Prior to his financial services career, he has experience in private residential real estate, the Buffalo Sabres organization, and in the restaurant industry. 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, pension plans, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Gregory Croll is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves on the board of the Mathewson McCarthy Babe Ruth non-profit, where he is involved in teaching and coaching youth baseball. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance products.

Michael Granica is a CFP® professional with 16 years of experience in the financial services industry. He currently serves as a financial advisor at LPL Financial and has previously worked at NEXT Financial Group, Nationwide Securities LLC, Nationwide Financial, MML Investors Services, and MassMutual. Outside of his advisory role, he is involved in tax preparation and accounting as well as property and casualty insurance through The Getzoni Agency, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions, employing a variety of portfolio strategies supported by both proprietary research and third-party subadvisors.

Melissa Mcisaac is a financial advisor with LPL Financial in Williamsville, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at OSAIC for 25 years and Georgetown Capital Group for 23 years. In addition to her advisory role, she is a licensed notary. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Daniel Heims is a financial advisor with Cetera, holding a Series 66 credential and having two years of industry experience. He has worked at several firms, including Avantax Advisory Services and BearingStone Wealth, and currently serves as Chief Operations Manager at Lincoln Sparrow Advisors, LLC. Outside of his advisory work, Heims volunteers with the Ride for Roswell charity cycling event and serves as a Special Education PTA representative for Country Parkway. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to affiliated and third-party managers.

Mary Greenwald is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she previously served as the president of the Women's Association at Brookfield Country Club in Williamsville, New York. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Jason Cohen is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Osaic and has previously worked at American Portfolios Financial Services, Bessemer Trust, and UBS Financial Services. He has also been affiliated with the University of Pittsburgh for over a decade. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across diverse asset classes.

Thomas Vivian is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has worked with individuals, families, business owners, senior executives, and professional athletes to offer tailored financial strategies aimed at simplifying wealth management and addressing life events such as marriage, divorce, career changes, and business transactions. His approach begins with understanding his clients' needs, goals, and passions to provide ongoing advice and portfolio management aligned with their unique situations. Thomas holds a B.S. in Finance from Canisius College and is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He emphasizes continuous learning and rigorous industry training to bring knowledge and insight to his clients. Prior to Merrill Lynch Wealth Management, he was a Market Development Specialist at Ingram Micro. Born and raised in South Buffalo, Thomas resides in Amherst, New York with his wife Katie and their two daughters, Grace and Lily. He is active in the community and serves on the Board of Trustees for Mount Mercy Academy, reflecting his commitment to local institutions. His personal interests include boating, golfing, ice hockey, volleyball, and spending time with his family.

Seth Greene is a financial advisor with LPL Financial in Williamsville, NY, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2025, he spent 18 years at Next Financial Group Inc. He is also involved in entrepreneurial ventures including podcasting and book authorship. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, portfolio programs, third-party asset management, and institutional platforms, employing a mix of discretionary and non-discretionary strategies supported by research and technology tools.

Anthony Mancuso is a CFP® and ChFC® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in managing two limited liability companies, AVM Batavia, LLC and DJHAVM, LLC, which are not related to investment activities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Tyczynski is a financial advisor with RBC Capital Markets in Williamsville, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at RBC Capital Markets since 2015 and City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Chasity Salvatore is a financial advisor at Edward Jones with 13 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large national network of advisors and branch offices.

Jacob Hartwell is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in sales and operations roles at Blue Compass RV, Cellular Sales Verizon, and Gutchess Lumber Co. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs utilizing both proprietary tools and third-party managers.

Andrew Hahn is a financial advisor with LPL Financial in Williamsville, NY. He holds the Series 63 and Series 65 designations and has eight years of industry experience, including prior roles at Cadaret, Grant & Co., Inc. and Ultimate Creations Inc. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brandon Harrington is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997 and holds a Series 63 designation. He is based in Lockport, NY. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Fahey Jr. is a ChFC® credentialed financial advisor with 44 years of industry experience currently affiliated with LPL Financial. He previously worked at Cadaret, Grant & Co., Inc. for 22 years and has operated Robert F. Fahey Jr. & Associates for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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.

Andrew Hahn is a financial advisor with LPL Financial based in Williamsville, NY. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to his current tenure at LPL Financial since 2019, he worked at Northwest Bank starting in 2016 and had an earlier period at LPL Financial from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Peter Janik is a financial advisor at Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 49 years of industry experience. His prior firms include SagePoint Financial and SunAmerica Securities, Inc. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include various investment vehicles on both discretionary and non-discretionary bases.

Timothy Naffky is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, including time under the AXA Advisors name. He also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves personalized risk assessment and matching clients to portfolio models or discretionary managers, utilizing a mix of proprietary and third-party solutions.

Eric Davies is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previous work history at Norfolk Southern Railway, Customs and Border Protection, and NYSCVOA/PAVO. Outside of his advisory role, he is also self-employed as a rideshare driver and a sports and fitness coach. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.