Joseph Lane is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor entity, Axa Advisors, since 2004. Outside of his advisory work, Lane serves as Vice President of Strategic Planning and Governance for the Greater Niagara Frontier Council #380 of the Boy Scouts of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of program models and third-party asset managers, delivering advice through a network of Investment Adviser Representatives.

Robin Lee is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2026, Lee worked at Clark & Company Wealth Management and Commonwealth Financial Network, and spent three years at Morgan Stanley. Lee also served in the Republic of Korea Army 27th Infantry Division from 2015 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by a large network of investment adviser representatives.

Rohan Iyer is a financial advisor at Ameriprise in Williamsville, NY, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he worked in education at Syracuse University and Nichols School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies, utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Christopher Campbell is a financial advisor at Raymond James Financial with a Series 66 license and 10 years of industry experience. He previously worked at Waddell & Reed Inc. for one year before joining Raymond James in 2017. Outside of his advisory role, he serves as CEO of Noble Wealth Partners, Inc., overseeing its day-to-day operations and growth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized programs and partnerships.

Thomas Aldrich III is a financial advisor with OSAIC in Williamsville, NY, holding a Series 66 designation and eight years of industry experience. He has worked at OSAIC since 2023 and previously at SagePoint Financial and State Farm Insurance. In addition to his advisory role, he owns a tax preparation business under Maritom Enterprises LLC. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization with a range of managed account programs and third-party money manager options.

Brady Haupt is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at MML Investors Services and MassMutual. Prior to his advisory career, he worked at Susquehanna University and Knoebels Groves Crystal Pool. Mass Mutual 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 seminars, focusing on collaborative, annual planning relationships that utilize firm-approved analytical tools.

Fred Hunt is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and L&M Financial Services. Outside of his advisory role, he is also an insurance agent with L&M Group. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization within a multi-advisor platform.

Joseph Greenwald is a Series 66 licensed financial advisor with Morgan Stanley in Williamsville, NY, where he has worked since 2015. He has 11 years of industry experience primarily within Morgan Stanley’s private banking and wealth management divisions. Outside of his advisory role, Greenwald serves on the finance committee of the Park Country Club and has worked as a grocery shopper for Instacart. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market return estimates.

Timothy Stalker is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 42 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 29 years with Metlife Securities Inc. Beyond his advisory role, he serves on the board of Kealy's Kindness Foundation, assisting teenage girls affected by cancer, and on the board of Orchard Park High School Academy of Finance, promoting financial literacy among high school students. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning without investment discretion on the advisors’ part.

Michael Burns is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Merrill since 1985 and has also worked at Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Adelman is a financial advisor at LPL Financial with 36 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 35 years before joining LPL Financial in 2025. Outside of his advisory role, he serves as a high school soccer referee in Orchard Park, NY. 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.

Ryan Kuhn is a financial advisor at OSAIC with five years of industry experience and a Series 66 designation. His prior roles include positions at Capital Analysts, Lincoln Investment, and Equitable Advisors. Outside of his advisory work, he bartends part-time at a local bar. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with various portfolio management options and maintains multiple custodial and program arrangements.

Zachary Kneeland is a financial advisor with Morgan Stanley in Buffalo, NY, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside his advisory role, he has been involved as a soccer coach and camp instructor with the Clarence Soccer Club since 2003. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm employs structured planning tools and offers investment management through various channels, managing approximately $2.74 trillion in client assets.

Danielle Rosier is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and four years of industry experience. Her prior work includes roles at Wegmans and Catalyst Fitness. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a range of asset-management programs. The firm offers these services through a network of Investment Adviser Representatives and utilizes various third-party advisory programs alongside proprietary solutions.

Liam Bell is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. His prior work includes roles at Strategic Retirement Partners/LPL and several other companies across different sectors. He is also involved with 95 Nutrition as a key holder. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers. The firm offers a range of investment solutions including mutual funds, ETFs, and alternative investments, and provides ERISA fiduciary services for qualified plans.

William Scherrer is a financial advisor with Equitable Advisors in Williamsville, NY. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, he worked at Syzmkowiak and Associates and Grabber and Sons, among other roles. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Robert Walter serves as the Senior Resident Director and International Wealth Management Advisor at the Merrill Lynch Wealth Management office in Williamsville, New York. He has been with Merrill Lynch since 1992 and holds a leadership role at Cornish Walter & Associates. In this capacity, Robert provides clients with access to the investment insights of Merrill Lynch Wealth Management alongside banking services from Bank of America to manage various aspects of their financial lives. Robert's expertise includes executive compensation, family wealth management strategies, institutional consulting, international wealth management, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. He earned a Bachelor's degree in Social and Behavioral Science from Johns Hopkins University and holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). He has been recognized multiple times on Forbes Best-in-State Wealth Advisors list from 2018 through 2026. Robert is affiliated with professional organizations such as the Country Club of Buffalo and the Kaleida Health Foundation. Outside of his professional pursuits, his personal interests include baseball, football, golfing, and ice hockey.

Suzanne Funk is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 17 years of industry experience. Her career includes positions at Wells Fargo Clearing Services, TD Ameritrade, Bank of America, Merrill, and Scottrade. She also serves as a notary public. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Dennis Kemble is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at M&T Securities for 22 years before joining LPL Financial in 2021. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Roblin III is a Certified Financial Planner (CFP®) with 33 years of industry experience. He is currently with Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc., having previously worked at Wells Fargo Clearing for 11 years and UBS Financial Services for 6 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and offers both brokerage and advisory solutions.