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. Prior to joining Equitable Advisors in 2020, he worked at Northwestern Mutual and Cellular Sales of Knoxville Inc. He is also the owner of My City My Secret, a business he has operated since 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and offers ERISA fiduciary services to qualified plans.

Thomas Aldrich is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for SagePoint Financial, Inc. for 14 years. Outside of his advisory role, he is president of Maritom LLC, a business entity used solely for tax and liability purposes. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

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 in Amherst, NY, holding Series 63 and Series 65 licenses and over 33 years of industry experience. His prior work includes roles 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 small apartment portfolio. 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, supported by a broad network of investment adviser representatives.

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.

Evan Dickhut is a Series 66-licensed advisor with LPL Financial, based in Williamsville, NY. He began his financial services career in 2023 and has worked at several firms including SC Parker LLC and Jackson Zone. Prior to entering the industry, he was a student at Michigan State University and held roles outside finance such as at Leisure Craft Pools and Six Flags Darien Lake. 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 services including financial planning, model portfolios, and institutional platforms, with advisory strategies implemented through numerous options including discretionary and non-discretionary management.

Christopher Lops is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. Prior to joining LPL, he held positions at M&T Securities, HSBC Securities (USA) Inc., and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment solutions including model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of financial services.

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 at Ameriprise with a Series 66 designation and eight years at the firm. He brings four years of prior experience from the Human Resource Department at the University at Buffalo. 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-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 CFP® professional with 24 years of industry experience, currently serving at Equitable Advisors since 2002. He previously worked with Axa Advisors, LLC for 18 years. Outside of his advisory role, he is a member of the homeowners association for The Links at Port Royal in Hilton Head, SC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a variety of advisory programs through both proprietary and third-party managers.

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 with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 in Buffalo, NY, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to his current role, he worked for the Buffalo Police Department for ten years and spent three years at Equitable Advisors. 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 proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary advice across a range of accounts.

Gregory Merkle is a financial advisor at OSAIC with 37 years of industry experience and holds a Series 63 designation. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Outside of his advisory role, he serves on several nonprofit boards, including as president of The Iroquois Foundation, and holds positions such as a licensed ordained minister and local planning board statutory agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various managed account programs and third-party managers.

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 having 10 years of industry experience. He previously worked at Axa Advisors, LLC from 2016 to 2020 before continuing his career at Equitable Advisors. Outside of his advisory role, Escobar is co-founder and President of the Board of Directors for West Side International Soccer, a nonprofit organization where he also coaches and supervises youth soccer coaches. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives using both in-house and third-party investment models.

Sara Dayton is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. Her work history includes roles at Avantax Advisory Services, 1st Global Capital Corp, and she is a partner at Lumsden & McCormick Financial Services, LLC. Dayton serves as Board Treasurer for the Buffalo-Erie Marathon Association, a nonprofit organization involved in race planning and fundraising. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and advisory services through a nationwide network of independent advisors and employs a multi-manager platform with multiple program options and custodial relationships.