Robert Matuszak is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 certifications and 14 years of industry experience. He has been with Equitable Advisors, and previously AXA Advisors, since 2012. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Thomas Weiss II is a financial advisor with Mass Mutual Investors Services in Williamsville, NY, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2004. In addition to his advisory role, he provides group insurance and insurance policies not offered by MassMutual. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, educational seminars, and specialized event-driven planning services.

James Kane is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 23 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2019 before joining Wells Fargo Clearing in 2019. Kane serves on the finance committee of the Reg Lenna Center for the Arts, where he assists with financial and audit reviews. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of investment options than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep programs.

Mark Farber is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client’s unique goals and circumstances. Leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America, Mark aims to help clients navigate changing market conditions to manage and grow their wealth. Mark holds a Doctorate from the State University of New York at Buffalo and maintains the designation of Personal Investment Advisor (PIA). In addition to his professional responsibilities, he is active in his community, dedicating time to volunteer with local organizations.

Maxwell Blitz is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at AXA Advisors, LLC, and spent four years at SUNY Fredonia. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and a range of third-party advisory programs to deliver customized investment solutions.

Ryan O'Connor is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. He previously worked for Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management for 15 years. Outside of advisory work, he owns and operates Tragically Grateful, LLC, a business established in 2022. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Sondra Payne is a Series 66-licensed financial advisor with Equitable Advisors in Williamsville, NY, where she has worked since 2008. She has 18 years of industry experience, including prior tenure with AXA Advisors. Outside of her advisory role, she serves as executor for her parents' estates and is a member of BSP Enterprises, LLC. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset management programs and offers both proprietary and third-party investment solutions.

Victor Anastasia is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors, Inc. for 17 years prior to joining OSAIC in 2024. Outside of his advisory work, he serves as a board member and vice president of Big Brothers Big Sisters of Erie County and is also a non-voting board member of the Urban Tree Initiative. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to construct diversified portfolios tailored to client needs.

Thomas Carlsen is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with OSAIC and has worked at SagePoint Financial, Inc. since 2009. Outside of his advisory work, he serves as President of the Lancaster Football Alumni Booster Club. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment types.

Salvatore Gandolfo is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 14 years. Outside of his advisory role, he is a partner in Fordham School LLC, which manages a Florida condo rental. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Matthew Clouden is a Series 66 licensed financial advisor with LPL Financial, based in West Seneca, NY. He has three years of industry experience and previous roles at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and several law firms. Clouden is also involved with the Sgroi Lawley Group LLC and Sgroi Wealth Advisory Group, which operate as d/b/a entities related to his LPL business. 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, and institutional platforms, utilizing both proprietary and third-party strategies.

David Schneeweiss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He serves as Chair of the Board of Directors for the Masonic Medical Research Institute, where he reviews investment performance and oversees organizational expenses. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Anita Peterson is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Julie Burgio is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill for 14 years before joining Wells Fargo Clearing in 2026. Outside of her advisory role, she is a managing member and owner of several rental property LLCs. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers a mix of brokerage and advisory solutions.

Mikaela Donovan is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise, she held positions at Pruco Securities LLC and worked in various roles outside of the financial industry, including LensCrafters and Starbucks. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through its affiliated entities.

Thomas Czechowski is a financial advisor with LPL Financial, holding a Series 63 license and bringing 23 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he has written, composed, and recorded music that has appeared in radio, television, and films, occasionally receiving royalty payments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, delivered through a large network of investment adviser representatives.

Michael Kielbasa is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Equitable Advisors since 2004 and was previously with Axa Advisors, LLC for 16 years. Outside of his advisory role, he serves as the executor for his parents’ last will and testament. 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’s approach includes matching clients to program models or discretionary managers, delivering services through a network of Investment Adviser Representatives, and offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Reece Bates is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and three years of industry experience. His background includes roles at Peak and Peak and FedEx. Outside of advising, he works part-time as a bartender at a resort and bar. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Laurie Augustynek is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. She has 13 years of industry experience and has worked with MML Investors Services LLC since 2012. Outside of her advisory role, she is also a licensed fitness trainer. MassMutual 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 comprehensive financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using proprietary analysis tools.

James Wiatrowski is a financial advisor with Primerica Advisors in Buffalo, NY, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has worked at PFS Investments Inc. since 2011 and has been co-owner of Silver Creek Holding Corporation since 2006. Outside of his advisory role, he is involved in the tax preparation business through Silver Creek Holding Corporation and participates in referral activities related to home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.