Emily Glick is a financial advisor with RBC Capital Markets and holds a Series 66 designation. She has eight years of industry experience, including roles at City National Bank and RBC Capital Markets since 2018. Outside of finance, she is actively involved in the theater community as an actor, producer, and board member for several nonprofit theater organizations in the Buffalo area. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, and nonprofits. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services, utilizing a blend of in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Donna George is a financial advisor with Morgan Stanley in Williamsville, NY, holding a Series 66 designation and bringing 22 years of industry experience. She previously worked at UBS from 2014 to 2020 before joining Morgan Stanley Smith Barney LLC, where she has been since 2020. From 2016 to 2020, she was also a New York State notary. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm’s approach includes structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Richard Koch is a financial advisor with Cambridge Investment Research Advisors in Lancaster, NY, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and has been associated with Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, Koch has been involved with the Lions Blind & Charity Fund, Inc. for more than three decades and serves as a co-executor for an estate. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through various platforms and provides access to third-party advisers, proprietary model strategies, and both discretionary and non-discretionary management options.

Raymond Crane is a financial advisor with Mass Mutual Investors Services in Buffalo, NY, holding Series 65 and Series 63 credentials and over 21 years of industry experience. He has held prior roles at Wealth Advisors Network, Cambridge Investment Research, and 1st Global Advisors. Outside of financial advising, he is a partner at Brock, Schechter & Polakoff LLP, a public accounting firm specializing in tax. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring its services as annual collaborative relationships using firm-approved analytical tools to deliver tailored recommendations.

Jennifer Walter is a financial advisor with UBS Financial Services in Buffalo, NY, holding a Series 63 designation and bringing 29 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she owns personal property that may generate rental income. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Jessica Roach is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Roach serves on the finance committee of The Center for Hope, a nonprofit organization in Buffalo, New York. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and services clients through both direct and corporate financial planning agreements.

Anthony Blasting is a CFP® and ChFC® with 36 years of experience in the financial services industry. He worked at Northwestern Mutual Investment Management and North Western Mutual Life from 1989 to 2026 before joining Cetera in 2026. He is currently based in West Seneca, NY. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Amela Culov is a financial advisor with Raymond James Financial Services Advisors, Inc. and holds Series 63 and Series 65 credentials. She has 23 years of industry experience and has previously worked at Wells Fargo Advisors Financial Network and Morgan Stanley. Culov is also an advisory board member of the Saunders School of Business at Rochester Institute of Technology. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized programs for municipal and retirement plan advisory services.

Michael Kazinski is a financial advisor with Wells Fargo Advisors in Buffalo, NY, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Wells Fargo Advisors since 2009 and also owns a significant interest in PKK Wealth Management, LLC, where he is actively involved. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by proprietary research and planning tools.

Max Lipsitz is a CFP® professional with 13 years of industry experience, currently serving at Osaic Wealth. Prior to joining Osaic, he spent over a decade at Securities America Advisors and SECURITIES AMERICA, Inc. He is also involved with FeedMore WNY as a member of their investment sub-committee and owns businesses in insurance sales and tax preparation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a wide range of customizable investment strategies.

Stephen O'Donnell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a baseball umpire with the Niagara Falls Umpire Association. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Kenneth Weinstein is a CFP®-credentialed financial advisor with over 33 years of industry experience. He is currently affiliated with Cetera Wealth Services, LLC and Cetera, having previously worked at Avantax and Mony Securities Corporation. Outside of his advisory work, Weinstein operates a CPA firm focused on tax preparation and accounting and is involved in the sale of seat covers for classic cars. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Joshua Pereira is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in August 2000, he has focused on creating strategies and providing advice tailored to individuals, families, and businesses, with an emphasis on understanding their short- and long-term financial goals. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree in Business Administration from Saint Bonaventure University. Joshua prioritizes client satisfaction and applies disciplined strategies to assist clients in achieving their financial objectives. He lives in Lakeview, NY with his wife, Meghan, and their two daughters.

Laura O'geen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at M&T Bank since 1992 and at M&T SECURITIES, Inc. for 29 years before joining LPL Financial in 2021. 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 a range of financial planning and investment management services, utilizing both model portfolios and customized strategies to serve its extensive network of advisors and clients.

Blair Leiker is a Planning Consultant at Fidelity Investments, where they work collaboratively with clients and Financial Consultants to develop comprehensive financial plans tailored to clients' current goals and aspirations. Their role focuses on helping clients work towards achieving a successful financial future. Blair has been with Fidelity Investments since 2017, holding various positions including Relationship Manager from 2021 to 2023, 529 College Planning Service and Help Desk from 2018 to 2021, and Customer Relationship Advocate from 2017 to 2018. This progression reflects experience in client relationship management and financial planning support services.

Joseph Andrade is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and 25 years of industry experience. His career includes roles at Crossmark and longstanding positions at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers 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 employs a tiered wrap-fee structure for its services.

Justin Reich is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked for nine years at Northtown Automotive Group and spent two years at Fred Beans, with an additional year at Colonial Motors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes assessing client risk tolerance and matching them with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Donald Kohnstamm is a financial advisor at Cetera with 58 years of industry experience. He holds a Series 63 designation and has worked at Cetera Wealth Services since 2013, with prior experience dating back to 1973 at Desmon & Kohnstamm Inc. He serves as president and owner of Desmon & Kohnstamm, Inc., an insurance-related business, and is a board member and governance committee member of the Foundation for Jewish Philanthropies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Yaman Sharma is a financial advisor at Morgan Stanley with 10 years of industry experience and holds a Series 66 designation. He has worked at several major firms, including JPMorgan Securities, Bank of America, and Merrill Lynch. Outside his advisory role, he is a partner in Dravin Private Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its advisory process.

Devon Tobler is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior roles include positions at M&T Bank and Target Corporation. Tobler also worked at Dash's Market for eight years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through its network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and related services.