Adam Fabozzi is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Equitable Advisors since 2020 and previously was affiliated with Northwestern Mutual. Outside of his advisory role, he owns and operates My City My Secret, a non-investment-related business active since 2010. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that relies on LPL-sponsored programs and a range of endorsed TAMPs.

Thomas Aldrich is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for SagePoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of his advisory role, he is president of Maritom LLC, a business entity used solely for tax and liability purposes. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct portfolios across various asset classes on discretionary or non-discretionary bases.

Joseph Greco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Consumer Brands LLC / InMyArea.com and Ruby's MV, Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and offering discretionary plan-level investment management options.

Katherine Mohney is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Mohney serves on the finance committees of Episcopal Church Home & Affiliates, Inc. and Canterbury Woods, a residential continuous care facility in New York. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and extensive investment services supported by firm-approved planning tools and strategies.

Donald Eich is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 32 years of industry experience. His prior roles include positions at Sean O'Brien, Robert Wills, and Waddell & Reed, Inc. Outside of advisory work, he is a partner in a real estate venture managing a 12-unit apartment complex. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutional entities. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

Sally Abell is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Buffalo, New York. She has been in the financial services industry since 1984 and joined Merrill Lynch in 2006. Sally specializes in managing portfolios for high net worth individuals and their families, helping them generate cash flow and increase wealth through customized investment strategies. Her expertise includes personal retirement planning, portfolio management services, tax minimization, retirement income, and addressing the unique needs of women and wealth. Sally holds a Bachelor of Science degree in engineering from the State University of New York at Buffalo, earned in 1981. She obtained the Chartered Financial Analyst® (CFA®) designation in 1996 and is a Personal Investment Advisor (PIA). She is also a co-founder and former president of the CFA Society of Buffalo. Sally is a qualified Portfolio Manager and utilizes a range of investment approaches, including individual stocks and bonds, Merrill model portfolios, and third-party strategies. When servicing clients through the Investment Advisory Program, she may manage portfolios on a discretionary basis. Outside of her professional role, Sally is involved with St. Paul's Lutheran Church and enjoys biking, reading, singing, tennis, traveling, and spending time with her family. She lives in Buffalo with her husband and their two children.

Christopher Lops is a financial advisor with LPL Financial and holds the Series 66 designation. He has 18 years of industry experience, including roles at M&T Securities since 2011 and LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Zachary Gewurz is a Financial Advisor at Merrill Lynch Wealth Management, joining the firm in 2021. He supports clients by collecting necessary information to develop comprehensive wealth management plans. Zachary contributes to portfolio management through equity, fixed income, and options transactions, focusing on areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and tax minimization. He holds a bachelor's degree in Finance from Michigan State University and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional role, Zachary enjoys traveling and playing golf at top public courses nationwide. He also spends time watching sports and being with family and friends.

Cody Treichler is a financial advisor with Ameriprise in Cheektowaga, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2018, he worked in the Human Resource Department at the University at Buffalo for four years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Alex Wenke is a financial advisor with MassMutual Investors Services in Amherst, NY, holding a Series 63 designation and 11 years of industry experience. He previously worked at New York Life Insurance and NYLIFE Securities before joining MassMutual in 2019. Outside of his advisory role, Wenke is involved with Milestone Financial Strategies, where he has ownership and acts as an agent specializing in individual and group life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as ongoing, collaborative relationships that use firm-approved analytical tools to deliver written recommendations.

Shane Mccormick is a financial advisor with Equitable Advisors in Amherst, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a member of The Links at Port Royal homeowners association in Hilton Head, SC. 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 third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Paul Scribner Sr. is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading and model implementation delegated to BNY Mellon Advisors.

Dawn Newton is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2011, including her current role at Wells Fargo Clearing since 2016. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Alan Scheff is a financial advisor with Raymond James Financial in Clarence, NY, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at Scheff, Thompson, Cress Investment Group, LLC and has been with Raymond James since 2004. Scheff serves as a committee member for Temple Beth Tzedek, where he participates in budgeting and investment review processes. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and governmental entities. The firm offers tailored, primarily non-discretionary advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Megan Bach is a financial advisor with Cetera and holds a Series 63 designation. She has 14 years of industry experience and has been affiliated with Cetera since 2013. Outside of her advisory role, she serves as Vice President of Finance for a local swim and tennis club and is a co-troop leader for a Girl Scouts USA troop. Cetera Investment Advisers LLC operates as an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services.

Richard Briggs is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Merrill (1983–2019), Bank of America, NA (2009–2019), RBC Capital Markets, LLC (2019–present), and City National Bank (2020–present). Outside of his advisory work, he co-owns a summer home in Skaneateles, New York. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs and tailors investment strategies through a combination of in-house and third-party managers, supported by extensive capital markets capabilities and integrated financial services.

Adam Hedberg is a financial advisor at Edelman Financial Engines with two years of industry experience. Prior to joining the firm, he served ten years with the Buffalo Police Department and worked at NOCO Energy Crop for one year. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, discretionary and non-discretionary management, and serves approximately 477,000 clients with a broad range of investment solutions.

Kim Mahoney is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch since 1993. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s corporate platform allows access to a wide array of products and services beyond typical wealth management offerings.

Aaron Rybak is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 11 years of industry experience. He has worked with Cetera and its affiliated entities since 2019 and previously was with Foresters Financial Services. Outside of his advisory role, he coaches junior varsity football. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Matthew Escobar is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at Axa Advisors, LLC from 2016 to 2020. Outside of his advisory role, Escobar is the co-founder and President of the Board of Directors for West Side International Soccer, a 501(c)(3) nonprofit, where he also coaches and supervises youth soccer programs. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating through various program sponsors and third-party managers.