Frank Diulus is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 21 years and has operated Diulus Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management services through a large network of advisors.

Michael Mcdonald is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera Wealth Services, LLC, Crane Capital Group, Inc., and C. John Crane, Inc. Aside from advisory roles, he is involved in insurance sales and operates a life settlement business. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers and investment strategies.

Roseann Gannon is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 15 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously spent seven years at Cadaret, Grant & Co., Inc. and WNY Asset Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s risk profile.

Denise Pacer is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 registrations and 12 years of industry experience. She has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc. and currently with Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Anthony Di Pasquale is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked in various positions including at Blaze Pizza, Amazon Warehouse, BJ’s Wholesale Club, Towne Cleaners, and Williamsville East High School. 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, utilizing both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

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.

Justin Samland is a financial advisor with LPL Financial in Amherst, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at M&T Securities and M&T Bank. In addition to his advisory work, he is involved with Northwest Bank as a Personal Financial Associate. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by a broad platform that includes advisory and brokerage solutions.

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.

Zoanne Gebhard is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she held positions at Amazon, Instacart, Xanterra Travel Collections, Wegmans Food Markets, and the Walt Disney Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in portfolio management.

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.