Alexander Bencini is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Advisors, LLC for four years. He operates under the DBA Russell Private Wealth Management and Russell Wealth Management, Inc., both related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Steven Yeh is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and INVEST Financial Corp. Outside of his advisory role, he serves as a board member of the American Education Foundation and operates a tax services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent professionals, offering a range of portfolio management options and proprietary as well as third-party investment strategies.

Ryan Geary is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC. Before entering the financial industry, he was involved in landscaping services for three years. 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Michael Bergum is currently Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Michael held positions as a Wealth Management Advisor at TIAA from 2015 to 2020 and as a Financial Advisor at Key Investment Services from 2012 to 2015. He began his financial advisory career at HSBC Securities from 2007 to 2012 and previously worked as a Premier Client Manager at Bank of America between 2002 and 2007. Michael's professional focus is on helping clients in Western New York develop sound financial plans through a flexible planning process. He aims to build long-lasting, multi-generational relationships with clients, assisting them in navigating significant life events and challenges with confidence.

Boyd Wible is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1993 and currently operates with a team of eight individuals based in Buffalo, New York. Boyd applies an active investment philosophy, developing customized stock and bond portfolios aligned with clients’ risk tolerance. He specializes in areas including family wealth management strategies, legacy and philanthropic planning, retirement income, tax minimization, and socially responsible investing, among others. Boyd holds the CERTIFIED FINANCIAL PLANNER™ designation and the Personal Investment Advisor credential. He earned a bachelor's degree in engineering and management from Clarkson University. Boyd resides in Springville, New York. Outside of his professional work, he has interests in camping, ice hockey, music, skiing, and traveling. He is also affiliated with The Children's League.

Laura Hall is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

William Kuch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1988, providing customized service support to clients as well as internal services to the advisor team. William holds the Personal Investment Advisor (PIA) designation. He earned his High School Diploma from Southbridge High School. Throughout his career, he has contributed to helping clients manage their investments to support their retirement goals.

Joseph Porto is a financial advisor with OSAIC, holding a Series 63 designation and 36 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co., each for 28 years. Porto serves as a volunteer board member for Aspire, a nonprofit organization supporting disabled children and adults. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and various portfolio management solutions. The firm employs asset-allocation tools and automated rebalancing in constructing portfolios that may include diverse investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Jack Reich is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor Axa Advisors. 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 LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jonathan Roller is a financial advisor with Cetera in Buffalo, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Avantax and affiliates since 2018 and has been with Cetera and Lifetime Wealth Management, an affiliate of Lumsden McCormick, since 2025. Roller serves as a board member for the Royal Beach Club homeowners association in Fort Myers Beach, FL. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through more than 10,000 advisors.

Robert Cohen is a CFP® with 29 years of industry experience, currently affiliated with OSAIC since 2024. He has held prior positions at American Portfolios for 18 years and serves as COO of W.J. Cox Associates, Inc., where he has worked for 30 years. Outside of advisory roles, he is co-owner of Miller Tennis, a tennis club in Williamsville, NY, and also teaches part-time. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm employs a variety of asset allocation tools and offers integrated brokerage, investment advisory services, and access to third-party money managers.

Ronald Viavada serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with a team of specialists to provide goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. He focuses on areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Ronald holds a Bachelor's Degree from SUNY Brockport and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes building long-lasting relationships through exceptional service, customized advice, and a disciplined investment approach. Outside of his professional work, Ronald participates in community organizations such as the Dayton Pheasant Farmers Preserve, Southtowns Walleye Association, and St. Bonaventure University Men's Lacrosse. His personal interests include boating, fishing, football, gardening, hunting, running, and running marathons.

Anthony Burgio is a financial advisor with OSAIC in Williamsville, NY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He previously worked at Sii from 2010 to 2018 before joining OSAIC in 2018. Outside of his advisory role, he is a senior partner at Northeastern Financial Partners LLC. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Eric Walters is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with EMS Financial Services and Cadaret, Grant & Co., Inc., and has longstanding engagements with EMS Group - McMahon. Outside of advising, he is involved with the McMahon Agency in property and casualty insurance and participates in the Empire Safety Council. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary management, supported by proprietary and third-party research, and provides access to diversified and alternative investment strategies.

Jason Gentner is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 24 years of industry experience. His previous roles include 17 years at Securities America Advisors, Inc. He is also a part-owner and investor in Nickel City Tours, a local Buffalo, NY, company offering historical bus tours. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party offerings to construct and manage portfolios tailored to client needs.

Maryjane Hosmer is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 designation and bringing 34 years of industry experience. She has been with MML Investor Services and MassMutual Life Insurance Company since 2005. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management, wrap and money-manager programs, and educational seminars.

Austin Robare is a financial professional with five years of industry experience. He is currently affiliated with Cetera and Lifetime Wealth Management, an affiliate of Lumsden & McCormick. His prior roles include positions at Avantax Advisory Services, Equitable Advisors, and other financial firms. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a multi-manager platform with discretionary and non-discretionary account options.

Sean Patrick Davis is a financial advisor with LPL Financial in Akron, NY. He holds the Series 66 designation and has been with LPL Financial since 2026. Prior to joining LPL, he worked at Broadview Federal Credit Union, Hertel Home Consignment, KeyBank Center, Cumulus Media, and Kelton Enterprises. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

David Bilski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at PFS Investment Inc. and Primerica Financial Services since 1992. In addition to advising, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Grant Rickan is a Series 66-licensed financial advisor with Morgan Stanley in Williamsville, NY, with 12 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, delivering services primarily in an advisory capacity.