Steven Yeh is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior work includes roles at INVEST Financial Corp and Ic Advisory Services Inc. Yeh is also an attorney providing tax services and serves as a board member of the American Education Foundation. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Ryan Geary is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Equitable Advisors since 2017 and was previously employed by Axa Advisors, LLC from 2017 to 2020. Prior to his financial services career, he was involved in landscaping services for three years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

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.

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 at OSAIC with 36 years of industry experience. He holds the Series 63 designation and has worked at OSAIC since 2018. Prior to that, he was affiliated with Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 28 years. He is a volunteer board member of Aspire, a nonprofit organization supporting disabled children and adults. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Jack Reich is a financial advisor at Equitable Advisors with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Reich has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2005. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

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 with OSAIC since 2024. He previously spent 18 years at American Portfolios and has been COO of W.J. Cox Associates, Inc. since 1996. Outside of advising, Cohen is co-owner of a tennis club and serves as a part-time teacher. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting advisors with a range of discretionary and third-party manager options.

Ronald Viavada is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. Ronald focuses on delivering customized advice and a disciplined approach to investing, supporting clients in areas such as family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from SUNY Brockport and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ronald also participates in professional organizations such as the Dayton Pheasant Farmers Preserve, Southtowns Walleye Association, and St. Bonaventure University Men's Lacrosse. Outside of his professional role, Ronald engages in activities like boating, fishing, football, gardening, hunting, running, and running marathons. He values building long-lasting relationships and contributes to his community through volunteering efforts.

Anthony Burgio is a financial advisor with OSAIC in Williamsville, NY, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He joined OSAIC in 2018 after eight years at Sii. Outside of his advisory role, he is a member of Amherst Insurance Agency, where he facilitates introductions to potential property and casualty clients. OSAIC Wealth serves a diverse client base, including retail and institutional investors, and offers a variety of brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies.

Eric Walters is a financial advisor with LPL Financial based in Depew, NY, holding a Series 63 designation and with 40 years of industry experience. He has worked with EMS Financial Services and Cadaret, Grant & Co., Inc., among other firms. Walters is involved in property and casualty insurance through the McMahon Agency and participates in the Empire Safety Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Jesse Lalka is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has previously worked at L&M Wealth Management and ADPRO Sports LLC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with asset allocation and portfolio optimization tools, supported by a complex network of affiliated firms.

Jason Gentner is a financial advisor with Osaic, holding a Series 63 designation and over 24 years of industry experience. He has worked at Securities America Advisors and its predecessor, Securities America, Inc., for 17 years prior to joining Osaic. Outside of advising, he is a part-owner of Nickel City Tours, a local company offering historical bus tours in Buffalo, New York. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, with various discretionary and third-party management options.

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 six years of industry experience, currently affiliated with Cetera and Lifetime Wealth Management, an affiliate of Lumsden & McCormick. His prior roles include positions at Avantax Advisory Services and Equitable Advisors. Robare has held the Series 63 and Series 65 licenses and has been involved with a separate LLC, Breakaholic Breaks. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple program platforms with discretionary and non-discretionary service models.

Sean Patrick Davis is an advisor at LPL Financial with a Series 66 designation and no prior industry experience. Before joining LPL Financial in 2026, he held roles at Broadview Federal Credit Union, Hertel Home Consignment, KeyBank Center, Cumulus Media, and Kelton Enterprises. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment options.

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.

Jordan Farnham is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He previously worked with Foresters Advisory Services and Foresters Financial Services before joining Cetera in 2019. Outside of his advisory role, Farnham is actively involved in hockey coaching and operations, serving as a head coach at both St. Francis High School and St. Bonaventure University, where he also manages day-to-day hockey team operations and assists with club sports scheduling. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary services across various program structures and custodians.

Wojciech Biernat is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 17 years of industry experience. He previously worked at Raymond James Financial Services Advisors and has a background spanning multiple roles within Wells Fargo Advisors. In addition to his advisory role, he also serves as a financial advisor for Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.