Leonard Picone is a CFP® professional with 20 years of industry experience, currently serving at OSAIC since 2018. Prior to this, he worked for 12 years at Sii. He holds Series 63 and Series 65 licenses. Picone is a board member and finance committee chair for Nativity of Our Lord School, a non-profit parochial school in Orchard Park. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with a model-based investment process emphasizing asset allocation and portfolio optimization.

John Birkby is a CFP®-designated financial advisor with 43 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2026. His prior experience includes roles at Clark & Company Wealth Management, Commonwealth Financial Network, and Lincoln Financial Securities. Outside of his advisory work, he co-owns Swanson & Birkby Associates, LLC, which manages commercial real estate. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Angela Sebastiano is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. She also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of her prior employer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process incorporating firm-approved tools and market outlooks.

Jeffery Carloni is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RBC Wealth Management since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.

Jeremy Martin is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA, HSBC Securities (USA) Inc., Equitable Advisors, and AXA Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Julian Wong is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 credential and four years of industry experience. His prior work includes roles at the Institute for Environmental Health and various positions at Stony Brook University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. 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.

John Miskey III is a CFP®-designated financial advisor with Ameriprise, based in Lancaster, NY, and has 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the non-voting advisory committee for the St. Francis of Assisi School Endowment & Chapel Fund. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jordan Buell is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Safran Aerosystems/Zodiac Oxygen Systems and the State University of New York at Cortland. 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 network of Investment Adviser Representatives and partners with third-party asset managers and sponsored advisory programs to deliver its services.

Jacob Young is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at LPL Financial since 2021 and concurrently at M&T Bank since 2015, with prior experience at M&T Securities from 2011 to 2021. 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 other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and various institutional platforms.

Nicholas Zinter is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked at City National Bank since 2019 in addition to his tenure at RBC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to client risk profiles and employs both in-house and third-party investment managers.

Gregory Smith is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley and Axa Advisors. He has also been involved with St. Gregory the Great Parish. Equitable Advisors serves a broad client base that includes individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and emphasizes both proprietary and third-party investment solutions.

Michael Malaney is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after seven years at Commonwealth Financial Network. Outside of advising, he works as a tax preparer in Depew, NY. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using analytical tools and a non-discretionary approach tailored to client goals.

Adam Schmitz is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at USA Industrials and has been involved with 189 Burger, a business he has been associated with for two years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Peterson Jr. is a CFP®-certified financial advisor at OSAIC with 37 years of industry experience. He has previously worked at Securities America Advisors, Securities America, Inc., and INVEST Financial Corp. Outside of his advisory role, he is involved in brokering traditional and fixed insurance products through multiple local brokerages. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering a broad range of brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and is notable for its scale, affiliate network, and private-equity ownership.

Marc Pearlman is a financial advisor with OSAIC based in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes long-term roles at EverBank and Securities America Advisors, Inc. He has managed investment strategies and portfolios since 2002 under his own practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization, allowing advisors to implement discretionary strategies, select third-party managers, and utilize proprietary models.

Harender Arora is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. Arora serves as a trustee of the Niagara Frontier Sikh Society. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation, portfolio optimization, and a range of managed account options.

Ryan Perry is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Edelman Financial Engines, where he has worked since 2012. His prior experience includes roles at AxA Advisors, Personal Capital Advisors Corporation, and Empower Advisory Group. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Kevin Meehan Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has partial ownership in a limited liability company that holds rental property in Williamsville, NY. 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 and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Phillip Tronolone is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is president of Harbor Media, an advertising agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Michael Muffoletto is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at LPL Financial. He has held roles at several firms including Clark & Company Wealth Management, Commonwealth Financial Network, Lincoln Financial Securities, and MassMutual. Outside of his advisory activities, he is an owner of a private entity, Renegade Holdings, LLC, which facilitates his advisory business. 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 other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational research tools.