Sean Hayden is a financial advisor with Cetera and holds a Series 66 designation. He has 17 years of industry experience and previously worked with National Securities Corporation, Gilman Ciocia, Inc, and Abel. Outside of his advisory role, Hayden serves as vice president of Lockport Community Services, Inc. and is a board member of the Historic Lockport Mill Race nonprofit; he is also involved in tax preparation and Medicare insurance sales through other business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of program structures and investment approaches.

Rene Baia is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Before joining Equitable Advisors in 2026, he held roles at Northtown Automotive, West Herr, Bunzl, and Lord and Taylor. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to deliver tailored investment solutions.

Elizabeth Sheer is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 66 designation and has previously worked at M&T Bank and Hampton Inn Hotels by Hilton. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

James Mcelhinny Jr. is a financial advisor at OSAIC with 29 years of industry experience and holds Series 63 and Series 65 credentials. He has worked at several firms, including American Portfolios Financial Services and Cadaret, Grant & Co., Inc. Outside of securities, he occasionally writes life insurance, disability insurance, and long-term care policies through a separate insurance broker. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach with tools such as portfolio optimization and risk-tolerance assessments and offers a range of advisory and brokerage services across multiple platforms and account types.

Jeffrey Kilgore is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2021. His prior experience includes roles at Citizens Bank, Citizens Securities, Inc., and several other financial institutions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Lawrence Mentkowski is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC. Outside of his financial advisory work, he operates a self-defense training and wellness business serving corporations and the public. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on tailored client solutions without sponsoring its own wrap fee program.

Eugene Jordan is a financial advisor at Cetera with 45 years of industry experience. He holds the CFP® and ChFC® designations and has been involved with firms including Advisors Alliance Group and E.P. Jordan & Associates Inc. Outside of his advisory work, he serves as a committee chairperson at St. John Vianney RC Church, where he engages with parishioners on fundraising activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and planning services, supporting a broad range of investment strategies across discretionary and non-discretionary authorities.

Jonathan Mann is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Equitable Advisors since 2016 and was previously associated with Axa Advisors, LLC from 2016 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm employs a variety of advisory models and investment options through both internal programs and third-party providers.

Robert Tighe is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Edgar Huber is a financial advisor with Thrivent Investment Management in Amherst, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, focusing on a broad range of topics including retirement, tax, estate, and special needs planning.

Matthew Diniro is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes roles at Prudential Insurance Company of America, LPL Enterprise, and Seko Global Logistics. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Marsha Rose is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2015 and at Northwest Bank since 2016. She is also a New York State Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Andrew Durfee is a financial advisor at Raymond James Financial with 22 years of industry experience. He previously worked at UBS Financial Services for 10 years and was with Crux Wealth Advisors before joining Raymond James. Durfee is a Series 66 credential holder and co-owns Accreux Wealth Management LLC, a business supporting his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, using tailored, non-discretionary planning and analytical tools. The firm offers a range of advisory programs and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Jonathan Hoffman is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 designation and 16 years of industry experience. He has been with Mass Mutual Investors Services since 2012 and Mass Mutual Life Insurance Company since 2011. Outside of his advisory work, he is involved as a partner in Orchard Development, a custom home building firm, and owns Bent Pole Realty, which manages vacation rental properties. Mass Mutual Investors Services, LLC 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, using firm-approved tools to deliver comprehensive planning and investment strategy recommendations.

Richard Schieb Jr. is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2001, following service at Axa Advisors. Outside of his advisory role, he serves as a board member and officer of the Ketch Court Property Owner's Association and provides CPA tax preparation and advice. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm employs a model-driven approach to client investment management, utilizing both proprietary and third-party solutions without sponsoring its own wrap fee program.

Shannon Schapiro is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Michael Mancuso is a financial advisor with Cetera who holds 43 years of industry experience. He has worked with Cetera since 2019 and previously spent 37 years at Foresters Financial. Outside of his advisory role, he is involved in land ownership. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients through various portfolio management and financial planning services.

Brennen Przybysz is a financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Merrill, Bank of America, Morgan Stanley, and Wall Street Financial Group. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Kenneth Fisher is a financial advisor with Edward Jones in Lockport, NY, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Fisher serves on the board of directors for the Lockport Crisis Pregnancy Center. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated financial services.

Joshua Lauer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and with 13 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company since 2016. In addition to his advisory role, he refers clients for the Employee Retention Credit through an external firm. 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 ongoing financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that analyze client goals using firm-approved software tools.