Zachary Kneeland is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he has coached soccer and instructed camps for the Clarence Soccer Club since 2003. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines extensive retail and institutional services with additional activities such as private fund relationships and principal trading.

Danielle Rosier is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Wegmans, Catalyst Fitness, Dry Clean Express, and Heritage Christian Services. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing various program sponsors and third-party managers in its delivery model.

Liam Bell is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at Strategic Retirement Partners/LPL and worked in various other positions including at 95 Nutrition, where he is also involved as a key holder. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Nicholas Pearl is a financial advisor with Equitable Advisors in Williamsville, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he held positions at Insurance Advantage, ATT Mobility, and several other firms. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

William Scherrer is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of experience at the firm. His prior roles include positions at Syzmkowiak and Associates, Grabber and Sons, and the University of Alabama. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory, brokerage, and insurance channels to tailor services based on client goals and risk tolerance.

Robert Walter is the Senior Resident Director and International Wealth Management Advisor for Merrill Lynch Wealth Management in Williamsville, New York. He has been with Merrill Lynch since 1992 and holds a leadership role with Cornish Walter & Associates. In this capacity, Robert offers clients access to Merrill Lynch's investment insights along with banking services through Bank of America to address various aspects of their financial needs. Robert's areas of expertise include Executive Compensation, Family Wealth Management Strategies, Institutional Consulting, International Wealth Management, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Sports & Entertainment, Tax Minimization, and Retirement Income. His professional qualifications include the Certified Plan Fiduciary Advisor (CPFA®) designation. He has also been recognized on the Forbes Best-in-State Wealth Advisors list for multiple consecutive years. Robert holds a Bachelor's degree in Social and Behavioral Science from The Johns Hopkins University. He is affiliated with professional organizations such as the Country Club of Buffalo and the Kaleida Health Foundation. In his personal time, he enjoys baseball, football, golfing, and ice hockey.

Suzanne Funk is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her career includes positions at Wells Fargo Clearing Services, TD Ameritrade, Bank of America, Merrill, and Scottrade. She is also a commissioned Notary Public. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Dennis Kemble is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 24 years of industry experience and has worked with M&T Securities since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Haick is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America and Investacorp. Outside of advising, he is a CPA providing tax and consulting services, serves as CFO of a beverage wholesaler, and is president of a foundation supporting underprivileged children. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party investment platforms.

Daniel Roblin III is a CFP® with 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Morrison is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously held roles at Axa Advisors, Park Country Club, SUNY Brockport, and the Jewish Community Center of Greater Buffalo. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to clients’ goals and risk tolerance.

Leighann Stamp is a financial advisor with UBS Financial Services in Buffalo, NY, holding a Series 66 designation and over 20 years of industry experience. She has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, custody, underwriting, and capital markets functions.

Lisa Griffin is a CFP®-certified financial advisor with 16 years of industry experience, currently with Morgan Stanley in Buffalo, NY. Her career includes roles at Morgan Stanley Private Bank, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Thomas Greenwald is a financial advisor with Morgan Stanley in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Greenwald serves on the board of directors for Villa Maria College. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools.

Michael Radecke is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers tailored planning supported by firm-approved tools and modeling techniques.

Sebastian Fasanello is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding partner in the Kane Fasanello Group. With over 25 years of experience, he serves individuals, affluent families, businesses, and not-for-profit organizations across Buffalo and the United States. The group provides customized portfolio management, personalized financial advice, wealth transfer strategies, retirement plans, cash management, and credit lines through Bank of America. Sebastian's responsibilities include constructing, managing, and overseeing customized portfolios and providing financial planning and advice. Prior to joining Merrill Lynch in 1996, Sebastian practiced law with a large regional law firm. He holds a Bachelor's degree from Canisius College, a Master's degree from Temple University, and a Law Degree from the State University of New York at Buffalo School of Law. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA), among others. Sebastian has been active on not-for-profit boards and has served on the Board of Regents and as President of the Alumni Association at Canisius College. He lives in East Amherst with his wife and has three sons. His personal interests include fishing, traveling, and spending time with his family.

David Ivancic is a CFP® professional with 20 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at SC Parker LLC and Cadaret, Grant & Co. He holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and supporting various investment strategies.

Matthew Richards is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, Richards is involved with the Clarence Soccer Club. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and uses proprietary research and planning tools to develop recommendations delivered through client meetings and written summaries.

James Egnatchik Jr. is a financial advisor at UBS Financial Services with 17 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals.

Matthew Mendola is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing financial planning and investment advisory services to clients. Details about his experience, education, and personal interests are not provided.