Christopher Haick is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 63 designation and previously worked at Securities America, Inc. and Investacorp, Inc. Outside of his advisory role, Haick is a CPA providing tax, payroll, and consulting services, and he serves as president of The Haick Foundation, an organization that raises funds to assist underprivileged children. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and a broad range of investment programs delivered through a multi-advisor platform.

Daniel Roblin III is a Certified Financial Planner (CFP®) with 33 years of industry experience. He is currently with Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc., having previously worked at Wells Fargo Clearing for 11 years and UBS Financial Services for 6 years. 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 with more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Zachary Morrison is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with AXA Advisors, LLC. Morrison also has experience in community involvement through his past role with the Jewish Community Center of Greater Buffalo. Equitable Advisors serves individual clients—including non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and asset-management programs using a variety of third-party asset managers and advisory platforms.

Leighann Stamp is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 66 designation and has been with UBS since 2004. Based in Buffalo, NY, she operates within one of the largest advisory networks at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Lisa Griffin is a CFP®-certified financial advisor with 16 years of industry experience, currently with Morgan Stanley in Buffalo, NY. Her career includes roles at Morgan Stanley Private Bank, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Thomas Greenwald is a financial advisor with Morgan Stanley in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Greenwald serves on the board of directors for Villa Maria College. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools.

Michael Radecke is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers tailored planning supported by firm-approved tools and modeling techniques.

Sebastian Fasanello is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding partner in the Kane Fasanello Group. With over 25 years of experience, he serves individuals, affluent families, businesses, and not-for-profit organizations across Buffalo and the United States. The group provides customized portfolio management, personalized financial advice, wealth transfer strategies, retirement plans, cash management, and credit lines through Bank of America. Sebastian's responsibilities include constructing, managing, and overseeing customized portfolios and providing financial planning and advice. Prior to joining Merrill Lynch in 1996, Sebastian practiced law with a large regional law firm. He holds a Bachelor's degree from Canisius College, a Master's degree from Temple University, and a Law Degree from the State University of New York at Buffalo School of Law. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA), among others. Sebastian has been active on not-for-profit boards and has served on the Board of Regents and as President of the Alumni Association at Canisius College. He lives in East Amherst with his wife and has three sons. His personal interests include fishing, traveling, and spending time with his family.

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.