Joseph Aliotta is a financial advisor at OSAIC with 40 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 18 years and maintains a role as an independent insurance agent at Carroll Financial Services, where he has also been engaged for over 35 years. Outside of finance, he has been involved with The Goodbar Restaurant Inc. for 50 years. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and provides multiple program options through an extensive multi-advisor platform.

Bryan Weinstein is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 16 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Julianna Derisley is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Julianna conducts financial literacy presentations for college students. 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, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by research and operational tools.

Kevin Tachine is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Merrill in 2004-2005. He holds Series 63 and Series 66 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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 and third-party analytics.

Austin Kelly is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Equitable Advisors since 2006. He previously worked at Milestone Wealth, LLC for one year and at Axa Advisors, LLC for 14 years. Outside of advisory work, he is the sole member of CLB, LLC, an administrative and property management business, and is involved with The BlackOak Group, LLC, which includes activities approved for selling fixed insurance outside the Equitable Network. 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 asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Jonathan Armstrong is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1998, he has worked with clients to develop goals-based strategies for managing both personal and business finances. He serves as a Portfolio Manager, overseeing discretionary personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. His areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jonathan collaborates with clients and their other advisors to coordinate financial, legal, and tax decisions. Jonathan holds a Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree from Buffalo State College and a High School Diploma from Canisius High School. In his personal time, he enjoys camping, gardening, golfing, hunting, reading, skiing, woodworking, traveling, and spending time with his family.

Adam Burke is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials. He joined the firm in 2026 and has no prior industry experience. His background includes work and study at the University at Buffalo, as well as roles in various service and educational positions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Lauren Montante is a financial advisor at Equitable Advisors with four years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Equitable Advisors since 2015. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to align clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

David Lyman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2019 and previously with Foresters Financial Services from 2001 to 2019. Outside of his advisory role, he serves on the board of the Depew Lancaster Boys and Girls Club, volunteers with Junior Achievement in Western New York, is a high school and college basketball scorekeeper, and is a member of the Lancaster Central School District Board of Education. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures, including affiliated and third-party money managers, with more than $256 billion in assets under management.

Jonathan Plail is a CFP® professional with 14 years of experience in financial advising, currently serving at Raymond James Financial Services Advisors, Inc. since 2021. His prior experience includes roles at Bank of America, Merrill, and Crux Wealth Advisors. In addition to his advisory work, he is CEO and President of Plail Wealth Management, where he oversees employee management. 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 institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and maintains a unique affiliation with a municipal advisor to support public finance and municipal clients.

Gregory Delgado is a financial advisor with LPL Enterprise in Williamsville, NY. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 36 years at Pruco Securities, LLC. He is also involved in Medicare sales as a non-variable insurance business activity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

John Licata is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Anthony Baldi is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 15 years. He is involved in community activities as the chairman of the board for the Love Joy Church Council of Elders. Additionally, he owns WNY Kingdom Builders LLC, an entity formed to own property related to his Ameriprise franchise operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies through a centralized service team that collaborates with client advisors.

Caitlin De Rose is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, HSBC Securities, Morgan Stanley Smith Barney, and Lehman Brothers. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Gates is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Gates is based in Williamsville, NY. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Daniel Meyer is a financial advisor with Cetera and holds a Series 66 designation. He has six years of industry experience, including prior roles at Edward Jones, Bank of America, and Merrill. Outside of finance, he is a non-voting member and investor in private brewery-related LLCs based in Buffalo, New York. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and retirement services, supported by a nationwide network of over 10,000 advisors.

Christopher Seefeldt is a financial advisor with RBC Capital Markets in Williamsville, NY, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with RBC Capital Markets since 2010 and also works with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers a variety of wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Dominick Frustaci is a financial advisor with Equitable Advisors, holding a Series 66 license and two years of industry experience. He has worked as a consultant for several firms, including Shatkin FIRST, Gerson Lehman Group, Third Bridge, and Guidepoint. Outside of advisory roles, he is a partner in Tee It Up Retreat, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm offers a range of advisory programs and works with third-party asset managers to implement client investment strategies.

Edward Carlsen Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Sagepoint Financial, Inc. and OSAIC Services, Inc. He also operates a sole proprietorship providing insurance reviews when appropriate. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm employs a model-based investment approach with tools for portfolio optimization and offers a broad range of advisory and brokerage services.

Jay Hawk is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and under one year of industry experience. His prior work includes roles at Dollar General, Tops Friendly Markets, and the Village of Fredonia Recreation Department. Jay has also worked at Buffalo State University and Fredonia Central School District. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning engagements using firm-approved software and educational seminars, focusing on broad investment categories rather than specific product selections.