David Ivancic is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with LPL Financial and has held previous roles at SC Parker LLC and Cadaret, Grant & Co. Ivancic operates SC Parker LLC as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services supported by extensive operational and research tools.

Matthew Richards is a CFP® professional with 18 years of industry experience. He is currently affiliated with Wells Fargo Advisors and has previously worked at Morgan Stanley and Culov Wealth Management. Outside of his advisory role, Richards is involved with the Clarence Soccer Club. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, combining planning tools and research with brokerage and advisory programs tailored to clients' needs.

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 holds the designation of Personal Investment Advisor (PIA), indicating his professional qualifications in financial advisory services. Matthew earned his Bachelor's Degree from the University at Buffalo. Additional details regarding his experience, areas of expertise, or personal interests were not provided.

Todd Miller is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services for seven years. Outside of his advisory role, he is the owner of Mr. Miller Inc, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by research and technology, and serves over 22,800 advisors with more than $819 billion in discretionary assets under management.

Mark Stevens is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2023 and previously spent 16 years with FSC Securities Corporation. Outside of his advisory work, Stevens is involved in acting and modeling. Cambridge Investment Research Advisors serves a diverse clientele, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and offers access to multiple platforms and third-party advisers.

Tarik Kawi is a financial advisor with LPL Financial in Buffalo, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Before joining LPL Financial in 2026, he spent 24 years with Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, including advisory services delivered through a large network of investment adviser representatives who use model portfolios, third-party subadvisors, and customized strategies.

Christen Beck is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He previously worked at M&T Securities for 15 years and M&T Bank for 21 years. Beck holds Series 63, Series 65, and Series 66 licenses. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by in-house research and third-party analytics.

Micah Puscheck is a Series 66 licensed financial advisor with 16 years of industry experience. He has been with Ameriprise since 2009, currently serving in their Getzville, NY office. Outside of his advisory role, Micah participates as a member of his local church’s investment committee, assisting with financial decisions on a voluntary basis. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christine Cisco is a CFP® with 28 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. She has served at RBC Capital Markets for 15 years and at City National Bank for 10 years. Ms. Cisco serves on the boards of several nonprofit organizations, including the Rotary Club of Watertown, Child & Family Services, and previously the Samaritan Auxiliary. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through multiple advisory programs that include discretionary and non-discretionary portfolio management and financial planning.

Kay Harrington is a financial advisor at Morgan Stanley with 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to comprehensive financial planning and estate planning strategies.

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.